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Canopy Connect description
Canopy Connect helps insurance agents gather accurate policy information from potential customers in seconds. Agents send a link to the customer, who then securely shares their current insurance details directly from their insurance company. This allows agents to provide quicker and more precise quotes. Canopy Connect works with most major insurance carriers and provides a secure platform for data transfer.
Who is Canopy Connect best for
We find that Canopy Connect is ideal for insurance agents who need to quickly gather accurate policy information from potential clients. It helps agents provide quicker and more precise quotes by allowing customers to securely share their insurance details directly. Users particularly appreciate the detailed policy data retrieval and the secure platform for data transfer, which streamlines their workflow.
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Perfect for small to medium-sized firms (1-1000 employees) seeking efficient policy data collection and precise quoting.
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We find that Canopy Connect is a great fit for the finance, banking, and insurance industries, streamlining data collection.
Canopy Connect features
Supported Policy Information Collection: Allows agents to collect insurance policy information from customers. |
Supported Detailed Policy Data Retrieval: Provides insurance policy data like premiums, limits, coverages, deductibles, and declaration pages. |
Supported Personal and Commercial Lines Support: Supports both personal and commercial lines of insurance. |
Supported Insurance Carrier Integration: Integrates with insurance carriers for direct data transfer. |
Supported Secure Data Handling: Offers a secure platform for handling sensitive insurance data. |
Supported Structured Data API Access: Provides structured data fields via API for integration with other systems. |
Canopy Connect pricing
The commentary is based on 2 reviews from Canopy Connect G2 reviews.
While specific pricing details aren't available in reviews, users highlight Canopy Connect's value in saving time and increasing efficiency, suggesting a worthwhile return on investment for its features. They emphasize the "priceless" nature of streamlined processes.
See the Canopy Connect pricing page.
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Canopy Connect has a free trial.
For individual insurance agency owners and producers with small teams. Includes all core Canopy Connect features, 5 users (+ $15/user), 50 personal data pulls per month (+ $3/additional pull), and Zapier access.
For growing businesses that need integrations into their other systems. Includes all core Canopy Connect features, 10 users (+ $15/user), 125 personal lines pulls per month (+ $2/additional pull), custom forms, enriched property data, direct integrations, Zapier access, and up to seven years of document history.
For small agencies that sell personal and commercial lines. Includes everything in Starter, plus commercial lines features: retrieval of commercial P&C policies, 20 commercial lines data pulls per month (+ $10/additional pull), and loss run summaries.
For agencies that sell personal and commercial lines. Includes everything in Duo, plus 10 users (+ $15/user), 125 personal lines pulls per month (+ $2/additional pull), 50 commercial lines pulls per month (+ $10/additional pull), direct integrations, and up to seven years of document history.
For commercial insurance agencies. Includes core Canopy Connect features, retrieval of commercial P&C policies, loss run summaries, enriched property data, 10 users (+ $15/user), and 50 commercial lines pulls per month (+ $10/additional pull).
Canopy Connect alternatives
Commercial SubmissionsStreamlines insurance quoting, connecting clients, agents, and carriers.Read more
Canopy Connect FAQ
Canopy Connect helps insurance agents quickly and securely collect policy information from clients. We find it streamlines quoting by allowing clients to share data directly from their insurance company, improving accuracy and speed. It integrates with most major carriers and offers a secure platform for data transfer.
What is Canopy Connect and what does Canopy Connect do?
Canopy Connect helps insurance agents quickly and securely collect policy information from clients. We find it streamlines quoting by allowing clients to share data directly from their insurance company, improving accuracy and speed. It integrates with most major carriers and offers a secure platform for data transfer.
Canopy Connect integrates with other systems through its structured data API. This allows for seamless data transfer and integration with existing workflows, enhancing efficiency for insurance agents. We find this is particularly helpful for incorporating client policy data directly into other tools.
How does Canopy Connect integrate with other tools?
Canopy Connect integrates with other systems through its structured data API. This allows for seamless data transfer and integration with existing workflows, enhancing efficiency for insurance agents. We find this is particularly helpful for incorporating client policy data directly into other tools.
We find that Canopy Connect's main competitors include QQCatalyst, AMS360, Applied Epic, HawkSoft, AgencyBloc AMS+, and Commercial Submissions. These alternatives offer similar features for streamlining insurance processes and improving client relations.
What the main competitors of Canopy Connect?
We find that Canopy Connect's main competitors include QQCatalyst, AMS360, Applied Epic, HawkSoft, AgencyBloc AMS+, and Commercial Submissions. These alternatives offer similar features for streamlining insurance processes and improving client relations.
Yes, Canopy Connect is a legitimate platform. With a high G2 rating of 4.9/5 and robust security measures for data transfer, we find it to be a safe and reliable choice for insurance agents.
Is Canopy Connect legit?
Yes, Canopy Connect is a legitimate platform. With a high G2 rating of 4.9/5 and robust security measures for data transfer, we find it to be a safe and reliable choice for insurance agents.
Canopy Connect offers several plans: Starter at $1080/user/year, Canopy Connect Plus at $2700/user/year, Duo at $3780/user/year, Complete at $6480/user/year, and Agency Commercial at $5400/user/year. Additional data enrichment is available at separate cost. A 14-day free trial is available.
How much does Canopy Connect cost?
Canopy Connect offers several plans: Starter at $1080/user/year, Canopy Connect Plus at $2700/user/year, Duo at $3780/user/year, Complete at $6480/user/year, and Agency Commercial at $5400/user/year. Additional data enrichment is available at separate cost. A 14-day free trial is available.
We find that Canopy Connect's customer service is viewed positively. Users appreciate how the platform streamlines information gathering, saving time and improving efficiency for both agents and customers. This focus on efficiency is highly valued as a key aspect of good customer service.
Is Canopy Connect customer service good?
We find that Canopy Connect's customer service is viewed positively. Users appreciate how the platform streamlines information gathering, saving time and improving efficiency for both agents and customers. This focus on efficiency is highly valued as a key aspect of good customer service.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.