Canopy Connect

What Is Canopy Connect?

Canopy Connect is a data intake platform for insurance agents. It replaces long forms and phone interviews with direct access to verified policy information. The platform pulls policy details from more than 300 carriers within seconds. It also adds property and building data on its own, so agents don't have to look up those details elsewhere. If a carrier doesn't provide something the agent needs, the agent can build a short custom form to collect it. Policy Paste then moves the verified information into rating software.

What Is Canopy Connect Best For?

Canopy Connect is best known for DecSight, a tool that reads uploaded declaration pages and other insurance documents and pulls out structured data. It turns those files into organized records, and it can run alongside direct carrier connections in the same workflow. The software fits teams looking to cut down on manual entry and keep policy information straight during coverage verification and intake.

How Much Does Canopy Connect Cost?

The pricing for Canopy Connect starts at $120/month (3 users included, $10/additional user). This basic plan, known as Scratch, includes DecSight document upload and parsing, a standard form builder, Zapier access, and 30 Quote Points. Further pricing tiers of the software are as follows:

• Elevate: $300/month (5 users included, $15/additional user)
• Peak: $600/month (10 users included, $15/additional user)

Each plan includes a 14-day free trial period. The software also offers API plans, including a free API Sandbox for testing, an API Production plan, and an API Enterprise plan, all available at custom pricing.

In addition to the base subscription costs, organizations should account for the following expenses:

• Additional Quote Points: Priced at $4/point for the Scratch plan, $3/point for the Elevate plan, and $2/point for the Peak plan
• Implementation: Usually priced between $0–$1,500 (one-time), and agencies pay less if they handle onboarding themselves through a drop-in session rather than needing help configuring AMS and rater integrations
• Training And Onboarding: Commonly falls between $0–$1,000 (one-time), with group drop-in sessions free while larger teams asking for structured 1-on-1 onboarding pay more depending on scope
• Customization And Configuration: Often comes in at $500–$3,000, based on what a team needs for branded experiences, custom forms, and sharing workflows set up across different groups
• Data Enrichment Lookups (coverage): Generally costs $1–$5/lookup for property, driver license, or driver insight data beyond the included allowances/plan

Disclaimer: The pricing is subject to change.

Canopy Connect Integrations

The software supports integration with platforms, such as:

• PL Rating
• TurboRater
• Salesforce
• HawkSoft
• Bindable
• RiskAdvisor
• Sembley

How Does Canopy Connect Work?

Log in to your Canopy Connect software, then follow the given steps to manage insurance data intake:

• Send intake links so clients can submit their insurance information
• Connect with carriers or upload declaration pages to gather policy details
• Review each policy by checking coverage, documents, and records in one place
• Manage submitted records for quoting, verification, and client requests
• Run declaration pages through DecSight to turn them into structured records
• Move policy details into rating forms or other workflows using the platform's data tools
• Keep track of requests and update records as clients and policies change

Who Is Canopy Connect For?

Canopy Connect is suitable for industries, sectors, and business types, including:

• Insurance agencies
• Finance
• Automotive
• Technology

Canopy Connect Use Cases

Based on our analysis of user reviews of Canopy Connect's current capabilities, we have identified key scenarios where this software is a good fit for insurance agencies, lenders, and related organizations:

Independent Insurance Agencies Replacing Manual Quote Intake

Long quote forms and phone calls lose people partway through, and the details that do come in are sometimes already stale by the time an agent acts on them. Canopy Connect gets around this by pulling premiums, coverages, and declaration pages straight from the client's current carrier, so there is no form to abandon in the first place.

Mortgage Lenders Confirming Homeowners Insurance During Underwriting

Underwriters checking a borrower's homeowners coverage usually work from whatever the borrower sends over, and that paperwork is often incomplete or a version behind. With the borrower's consent, Canopy Connect retrieves the policy directly from the carrier. Loan teams get current numbers instead of waiting on a document that may need to be requested twice.

Auto Dealerships And Finance Companies Verifying Coverage At Sale

A physical insurance card or a phone call is still the usual way dealerships confirm a buyer has active coverage before closing a sale or a loan. Finance offices and auto lenders processing deals in volume can check that status against the carrier's own records using Canopy Connect, which removes a step that otherwise slows down the paperwork.

Insurtechs And Carriers Building Quoting Or Policy-Switching Workflows

Anyone building a quoting or policy-switching tool runs into the same problem. Customers already gave a carrier their policy details once, and asking them to type it all in again is where a lot of people drop off. Canopy Connect's API returns structured policy data from the customer's existing carrier, which developers can plug into onboarding, comparison shopping, or a straight policy replacement flow.

Fleet Operators And Employers Tracking Driver Insurance Compliance

Rideshare platforms and commercial fleets manage insurance compliance across a lot of drivers at once, and coverage status can lapse without anyone noticing right away. Operations and compliance teams can use Canopy Connect to check each driver's policy against carrier records on a regular schedule, which catches gaps before they turn into a bigger problem.

Is Canopy Connect Right For You?

If you need direct access to verified policy data from carriers, Canopy Connect could be a strong fit. More than 6,000 agencies, networks, insurtechs, and lenders rely on it, including Horace Mann and Better Mortgage, and the platform has shared over two million insurance policies so far. Document history goes back up to seven years, covering declaration pages, endorsements, and proof of insurance. On the security side, it holds SOC II Type 2 certification, with 256-bit AES encryption for stored data and TLS 1.3 or higher for data in transit.

Still unsure about Canopy Connect? Connect with us at (661) 384-7070 for further guidance.