Canopy Connect

Custom Forms let teams build their own fields to capture that missing information. Agencies set these fields up according to their own intake requirements, then use them during the policy collection process to gather anything that's still outstanding.

Consistent messaging matters when several people on a team are handling policy requests and follow-ups. Email and text templates give users a place to write, edit, and store standard messages for each stage of intake. The same template library covers inbound replies and outbound outreach to clients and partners alike.

Website Embed puts a data intake module directly on an agency's own site. Visitors fill out their insurance information right there, without getting redirected elsewhere. The module keeps its own look tied to the agency's site design, while every submission still goes to the same central intake system.

Producers, referral partners, and campaigns can each get their own link or QR code for distributing intake access. Requests that come in through a specific link carry that identifier with them. That's how the system sorts incoming leads by where they actually came from, without any extra manual tagging.

An agency's logos, colors, images, and messaging can be applied across the platform's client-facing screens. Those branding choices stay in place through every step of data submission and intake. The result is an interface that reads like a natural extension of the agency's site instead of a separate, bolted-on tool.