Canopy Connect | Vertafore

Q: How does Canopy Connect retrieve my prospect's insurance information?

Canopy Connect securely connects to your client’s insurance carrier after they log in through your shared link. With their consent, the platform retrieves verified policy details, documents, and coverage information directly from the carrier using bank-grade encryption. The process typically takes less than 30 seconds and gives you instant access to the information needed to quote and advise. You can also customize the experience to confirm key info or ask additional questions. Alternatively, a declarations page can be uploaded and parsed.

Q: Why does Canopy Connect ask my clients to log in to their insurance account?

When clients sign in through Canopy Connect, a secure, encrypted connection is created directly with their insurance carrier. This enables instant access to verified policy details and documents, saving time, reducing errors, and removing the need for clients to find and email their information. It’s a faster, safer, and more professional way to collect the data you need.

Q: Is Canopy Connect secure for my clients to use?

Yes. Canopy Connect uses advanced security protocols to protect client information at every step. Client credentials are encrypted and never shared with anyone—including you or Canopy Connect. Data is protected with 256-bit AES encryption and TLS 1.3+ during transfer. The platform runs on Amazon’s cloud infrastructure and maintains SOC 2 Type 2 certification with regular third-party security testing.

Q: What if my client doesn’t know their insurance account login or password?

Clients can reset their password from the Canopy Connect form or be guided to create an account on their carrier’s website. If they have a declarations page, they can upload it to Canopy Connect where the information is automatically extracted and structured. You can also include short custom forms to collect any remaining details. Even in these scenarios, agents typically see a 70–90% client success rate for quote requests.

Q: What carriers does Canopy Connect have access to?

Canopy Connect integrates with 300+ top personal and commercial P&C carriers, giving agents broad market coverage: about 96% of the U.S. auto market, 91% of the homeowners market, and 61% of the commercial multi-peril market (based on NAIC 2023 Market Share Reports). New carriers are added regularly.

Our partnership

Vertafore and Canopy Connect have been working together to build tightly integrated workflows to collect verified insurance information and seamlessly send them to the systems you use the most—your rater and CRM.

Vertafore and Canopy Connect for Orange Partner Program

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The Vertafore team has been so supportive of our work, ensuring that our users have a great experience. The integration with PL Rating has been well received. As we look forward, there are so many opportunities to work together to enhance the agent and consumer experience.”

Tolga Tezel

Founder and CEO of Canopy Connect

About Canopy Connect

Canopy Connect’s insurance intake platform enables agencies to instantly collect verified personal and commercial policy data directly from insurance carriers. Trusted by more than 20,000 insurance agents, Canopy Connect allows prospects to securely share their information through a simple, branded link—giving agents immediate access to policy details, declarations, driver data, enriched property insights, claims history, and commercial loss events. The data integrates seamlessly with raters, CRMs, and AMS platforms, helping agencies streamline workflows, improve accuracy, and deliver faster quotes that close more business.

How Canopy Connect Works

Simply send your custom link that enables prospects to share personal and commercial insurance data directly from their current carrier. Ask additional questions with custom forms.

You’ll receive policy details and insurance documents (including declarations page), ‌driver information, enriched property details, claims history, and commercial loss run summaries.

Send this data to your PL Rating or AgencyZoom so you can provide faster, more accurate quotes that win.

Canopy Connect + PL Rating

The Canopy Connect integration with Vertafore’s PL Rating streamlines the quoting process for insurance agencies. Agents can collect verified insurance data from prospects in seconds and send it directly into PL Rating with a single click. Eliminate manual data entry, reduce errors, and prefill quotes instantly. Together, Canopy Connect and PL Rating help agencies deliver faster, more accurate, and competitive quotes that are twice as likely to win.

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Canopy Connect + AgencyZoom

The Canopy Connect integration with AgencyZoom™ helps insurance agencies simplify lead management and streamline sales workflows. Collect verified insurance through Canopy Connect and send lead data directly to AgencyZoom with a single click. Use Canopy Connect links within AgencyZoom emails and automations to capture insurance data in seconds, update lead records automatically, and advance prospects through your pipeline—all while keeping your team organized and focused on closing more business.

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Michigan Insurance and Financial services - Canopy Connect

Case study

See how Michigan Insurance and Financial Services (MIAFS) modernized their quoting process with Canopy Connect and PL Rating—cutting quote turnaround times, boosting close ratios by up to 40%, and driving 12% new revenue growth. By pairing cutting-edge tools with community-driven values, MIAFS built a scalable, high-performing model for growth.

Read full case study

A modern quoting experience

Turn prospects into clients faster with Consumer Rate Quote and Canopy Connect

PL Rating CRQ has long been trusted to deliver real-time, multi-carrier quotes directly to consumers. Now, with our Canopy Connect partnership, the experience is even more powerful—giving your prospects faster, easier, and more accurate quotes than ever before.