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Canopy Connect

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17 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.9
Serving customers since

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Canopy Connect Reviews

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Profile Name
Star Rating
15
2
0
0
0
TH
Tim H.
12/10/2022
Validated Reviewer
Verified Current User
Review source: Organic

Canopy has helped us win 6 figures in premium!

Being able to approach a client and tell them how much they'll save vs what they need to go and compare on their own is a game changer!
JC
John C.
12/08/2022
Validated Reviewer
Review source: Organic

Canopy Connect is a game changer!

Ease of use for agent and consumer. The upload of documents makes it much easier to compare coverages for the client and really allows us to give them a true diagnosis of their situation.
Bradley M.
BM
Bradley M.
Insurance Agent at Movement Insurance
12/02/2022
Validated Reviewer
Verified Current User
Review source: Organic

The BEST WAY to get an UPPER HAND

This tool is the best tool to get an upper hand and understand what customers require and what they're currently paying. By being able to address their current needs by showing them what they have - I haven't found a better tool yet.

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HQ Location:
San Francisco, US

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@canopy_connect

What is Canopy Connect?

Canopy Connect's insurance intake platform is trusted by more than 24,000 insurance agents to collect verified insurance information from prospects in seconds. Simply send your custom link to enable prospects to share personal and commercial insurance data directly from their current carrier or a dec page. Layer in custom forms to round out their profile with any additional context you need. You'll receive verified policy details, declarations pages, driver information, claims history, and commercial loss data. Canopy Connect can also accurately parse insurance documents with DecSight — our proprietary document intelligence technology. Send this structured data to your rater, CRM, or AMS to provide faster, more accurate quotes that win.

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