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Canopy Connect

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16 reviews
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Average star rating
4.9
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Canopy Connect Reviews

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Profile Name
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14
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Caity Z.
CZ
Caity Z.
11/17/2022
Validated Reviewer
Verified Current User
Review source: Organic

Canopy Connect is the BEST decision

Canopy Connect makes it almost too easy for potential clients to share their current insurance documents. Which speeds up quote turn around time and increases new business!

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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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