Canopy Connect

Canopy Connect securely connects to your client’s insurance carrier once they log in through your shared link. With their consent, the platform retrieves verified policy details, documents, and coverage information directly from the carrier. All data is transferred using bank-grade encryption, ensuring security and accuracy. The entire process takes less than 30 seconds and gives you instant access to the information you need to quote and advise effectively. The experience can be further customized to allow the client to confirm key information and answer any additional questions you choose to ask. Alternatively, a declarations page can be uploaded and parsed.

When clients sign in through Canopy Connect, it creates a secure, encrypted connection directly with their insurance carrier. This allows you to instantly access verified policy details and documents—saving time, reducing errors, and eliminating the need for clients to find and email their insurance information manually. It’s a faster, safer, and more professional way to collect the data you need.

Yes. Canopy Connect is built with advanced security protocols to protect client information at every step. When a client logs in, their credentials are encrypted and never shared with anyone—including you or Canopy Connect. All data is protected with 256-bit AES encryption and TLS 1.3+ during transfer. The platform runs on Amazon’s proven cloud infrastructure and maintains SOC 2 Type 2 certification, with regular third-party security testing to ensure ongoing protection and compliance.

No problem—there are several easy options. Clients can reset their password directly from the Canopy Connect form or be guided to create an account on their carrier’s website. If they have a copy of their declaration page, they can simply upload it to Canopy Connect, where the information is automatically extracted and structured for use in your systems. You can also include short custom forms to collect any remaining details. Even with these scenarios, agents typically see a 70–90% client success rate using Canopy Connect for quote requests.

Canopy Connect integrates with more than 300 of the top personal and commercial P&C insurance carriers—giving agents broad, reliable coverage across the market.

+ 96% of the U.S. auto insurance market
+ 91% of the homeowners insurance market
+ 61% of the commercial multi-peril market

Market coverage is based on the National Association of Insurance Commissioners (NAIC) 2023 Market Share Reports for Property/Casualty Groups and Companies across all U.S. states and territories. 

Canopy Connect is regularly adding new carriers. For the most up-to-date carrier market statistics, visit usecanopy.com.

Canopy Connect integrates with more than 300 of the top personal and commercial P&C insurance carriers—giving agents broad, reliable coverage across the market.

+ 96% of the U.S. auto insurance market
+ 91% of the homeowners insurance market
+ 61% of the commercial multi-peril market

Market coverage is based on the National Association of Insurance Commissioners (NAIC) 2023 Market Share Reports for Property/Casualty Groups and Companies across all U.S. states and territories. 

Canopy Connect is regularly adding new carriers. For the most up-to-date carrier market statistics, visit usecanopy.com.