Canopy Connect for Insurance Agents

Canopy Connect offers infrastructure to improve insurance experiences with the goal of empowering consumers to gain value and convenience from their own data, and enabling businesses to securely and quickly support their customers.

The solution is designed to replace online forms or tedious back and forth over phone calls and emails, providing an easier way to collect the insurance information needed from prospects.

The 1-click solution enables users to instantly receive Dec Pages and insurance information from prospects. And users can embed Canopy Connect anywhere, and access the data via a dashboard or use its open API to populate insurance information directly into a rater, CRM, AMS or backend. The solution also offers a Zapier app.