G2

Abbey S.

Operations Manager

Small-Business (50 or fewer emp.)

2/26/2026

"Canopy connect: User-Friendly for Us and Clients"

5/5

What do you like best about Canopy Connect Insurance Data Intake?

Canopy connect is very user friendly for both us and the client. Review collected by and hosted on G2.com.

What do you dislike about Canopy Connect Insurance Data Intake?

I really don't see a downside, it does exactly what it is supposed to do. Review collected by and hosted on G2.com.

What problems is Canopy Connect Insurance Data Intake solving and how is that benefiting you?

Canopy solves the issue of obtaining dec pages from clients who are up to date. We are able to send them a Canopy Connect link and send it to the client and obtain the dec pages in minutes, rather than them having to contact their carrier or find them, and risk getting inaccurate pages or none at all. Getting the dec pages every time helps the sales process run smoothly. Review collected by and hosted on G2.com.