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Canopy Connect is a complete insurance intake platform. Its consumer-permissioned insurance verification technology makes it easy for agencies to collect verified insurance data directly from the carrier. This includes policy information, insured information, vehicle information, driver information, claims history and commercial loss runs.

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The data is structured and normalized, then enriched with additional property data and driver data. With custom smart forms, you can get all the information you need, without needing to ask for everything. Optional document upload makes it the one place to collect all the insurance information from your prospect.

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With the right data in hand, agents have all the information they need to advise their clients on the right policies and coverages. With a click of a button, the data can be shared with essential systems like a rater, CRM or AMS.

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Ironpeak Members get a free 14-day trial and 10% off their subscription. Watch a 2-minute overview, sign up, or book a demo here.

Due to the diversity of our Members and their individual needs, we cannot and do not recommend any specific vendor for an individual Member’s use, but encourage Members to independently investigate those of interest to them. As with all contracts you consider entering into, we recommend a thorough review of the terms and conditions prior to signing, especially related to the use and protection of your data. Please note: The vendor listings reflect the vendors’ own representations of their services
We have not evaluated the cybersecurity measures employed by the vendors on this list. If the Vendor will be accessing your agency’s information and/or information systems, you will want to make sure that the person or entity gaining access has appropriate cybersecurity measures in place to protect your agency’s nonpublic information, PII, and informational systems.

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