Canopy Connect

Canopy offers insurance data intake and verification software that collects policy information directly from carriers using permission-based logins. While data loading can sometimes be slow and needs improvement, its document intake and data enrichment support insurance workflows for coverage verification.

What Is Canopy Connect?

Canopy Connect is an insurance data intake platform built for agents who need verified policy information without the back-and-forth of long forms or phone interviews. It pulls policy details directly from over 300 carriers in seconds. The platform enriches property and building data automatically, giving agents a fuller picture without extra research. Agents can also build short custom forms for details carriers don't provide, and use Policy Paste to put verified information directly into rating software.

What Is Canopy Connect Best For?

Canopy Connect is best known for DecSight, a document-based intake tool that extracts structured insurance data from uploaded declaration pages and other documents. It is particularly known for converting these files into organized records while also working alongside direct carrier connections in the same workflow. The software is a strong fit for teams looking to reduce manual entry and keep policy information more organized during coverage verification and intake processes.

Canopy Connect Integrations

The software supports integration with multiple systems and platforms, such as:

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

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, both available at custom pricing.

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

• Additional Quote Points: Priced at $4 per point on the Scratch plan, $3 per point on the Elevate plan, and $2 per point on the Peak plan
• Implementation: Typically ranges from $0–$1,500 (one-time), depending on whether agencies onboard themselves through drop-in sessions or need help setting up AMS and rater integrations with additional configuration support
• Training And Onboarding: Usually priced between $0–$1,000 (one-time), with free group drop-in sessions included, while more structured 1:1 onboarding for larger teams may involve extra cost based on scope
• Customization And Configuration: Typically ranges from $500–$3,000, depending on setup needs for branded experiences, custom forms, and tailored sharing workflows across different teams
• Premium Support: Usually priced between $0–$500/month, where standard email and chat support is included, while dedicated support or SLA-based coverage may add monthly cost
• Data Enrichment Lookups (overage): Typically ranges from $1–$5/lookup for property, driver license, or driver insight data beyond the included allowances per plan

Disclaimer: The pricing is subject to change.

Canopy Connect Integrations

The software supports integration with multiple systems and platforms, such as:

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

How Does Canopy Connect Work?

Log in to your Canopy Connect software account to access the platform and follow the given steps to manage insurance data intake:

• Collect client details by sharing intake links that allow customers to submit their insurance information through the platform
• Gather policy information by connecting with carriers or uploading declaration pages for data extraction
• Review policy records by viewing coverage details, documents, and collected information in one place
• Organize insurance details by managing submitted records for quoting, verification, and client requests
• Use DecSight to extract information from declaration pages and turn documents into structured records
• Move collected policy details into rating forms or other workflows using available data tools
• Track submitted requests and manage insurance information as clients and policies change within the platform

Who Is Canopy Connect For?

Canopy Connect is suitable for a variety of 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:

1. Independent Insurance Agencies Replacing Manual Quote Intake

Agents collecting client policy details through long forms or phone calls deal with abandonment and outdated information that slows down the quoting process. Canopy Connect may be a good fit for agencies in this position. It offers a faster way to pull verified premiums, coverages, and declaration pages directly from a client's existing carrier instead of relying on manual data collection.

2. Mortgage Lenders Confirming Homeowners Insurance During Underwriting

Lenders verifying that a borrower's homeowners policy meets coverage requirements typically depend on documents submitted by the borrower, which can be outdated, incomplete, or delayed. Canopy Connect could serve as a useful step for loan teams managing this verification. The software pulls policy details directly from the carrier with the borrower's permission, reducing delays tied to collecting proof of insurance during underwriting or servicing.

3. Auto Dealerships And Finance Companies Verifying Coverage At Sale

Confirming a buyer's active insurance before completing a vehicle purchase or financing agreement usually relies on physical insurance cards or follow-up calls, which can slow down transactions. Canopy Connect may be relevant for dealership finance offices and auto lenders handling a steady volume of deals. It pulls verified coverage details directly from the buyer's carrier to confirm policy status without delaying the paperwork process.

4. Insurtechs And Carriers Building Quoting Or Policy-Switching Workflows

Carriers, marketplaces, and embedded insurance providers building their own customer-facing quoting or policy-switching tools need accurate, current policy data. They also need to avoid asking customers to manually re-enter details they have already provided elsewhere. Canopy Connect's API could be a fit for organizations developing these tools. The platform retrieves structured policy data directly from a customer's existing carrier to support onboarding, comparison, or replacement workflows.

5. Fleet Operators And Employers Tracking Driver Insurance Compliance

Organizations responsible for verifying personal auto insurance for a distributed group of drivers, such as rideshare platforms or commercial fleets, face an ongoing challenge keeping coverage status current. Canopy Connect may be worth considering for compliance and operations teams managing this at scale, checking verified policy status for drivers throughout the network on a regular basis.

Is Canopy Connect Right For You?

If you need direct access to verified policy data from carriers, Canopy Connect could be a strong fit. The platform is trusted by over 6,000 agencies, networks, insurtechs, and lenders, including Horace Mann and Better Mortgage, and has reached a milestone of two million shared insurance policies. The software is SOC II Type 2 certified, using end-to-end encryption with 256-bit AES at rest and TLS 1.3+ in transit to protect sensitive insurance data.

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