This feature is available on the Elevate or Peak plans.
What is Policy Paste?
Policy Paste allows users to copy and paste verified insurance data directly into any online form, including carrier rating applications to streamline quoting. With a simple copy-and-paste functionality, it eliminates the need for manual data entry, saving valuable time and minimizing the risk of errors.
By installing the Policy Paste Chrome extension, agents can ensure that they can transfer the verified data collected by Canopy Connect directly to the form or carrier rater, maintaining its integrity throughout the quoting process.
Key Capabilities and Benefits
Effortless Data Extraction: Easily copy verified policy data from your Canopy Connect Dashboard and paste it directly into any online form or carrier portal.
Improved Accuracy: Reduce errors associated with manual data entry.
Time Savings: Speed up the intake process and enhance productivity.
User-Friendly: No advanced technical knowledge required—just copy and paste!
Policy Paste helps agents streamline their workflows, enabling them to process client information faster and with greater confidence.
How to Install the Policy Paste Chrome Extension
Casey has a great video below going over the setup and use of the extension!
There are two ways to find the Policy Paste extension:
From the Integrations page on your dashboard
Directly in the Google App Store
Integrations page
Navigate to the Integrations page by clicking on Integrations in the left-side menu.
Scroll to the Available Integrations section and click View Integrations button on the Policy Paste tile.
You will be auto directed to the Google App Store page. Follow the instructions in the next section to complete the setup.
Google App Store
Open Google Chrome and navigate to the Canopy Connect Policy Paste Chrome Extension page then click the "Add to Chrome" button.
Confirm by clicking "Add Extension" in the pop-up window.
Once installed, the extension will be accessible from your browser toolbar for quick use.
How to use Policy Paste
Navigate to the Submissions page and click on the pull you need to copy information from.
Click the Canopy Connect Policy Paste extension icon in the top of your browser. When the extension opens, open the section you need and click the clipboard icon to copy the information.
You’re all set! You can paste the information you’ve copied into the form or application you need.
How to self map fields for the Policy Paste Extension
If you need to map a field in your web form that is not pasting correctly, you can now do so directly from the extension.
First open the extension in the browser by clicking on it in the extension toolbar than click the Troubleshooting icon in the bottom right of the extension.
Next, select the field that should be pasted from the drop down, then click "Map Field" button. The instance number field is used for handling pages with multiple of the same type of field in a page. Click on the input in the form where you want to map this input. NOTE: Policy Paste will remember this mapping in the future.
How to self map multiple instances of the same type of field on the same form
If you need to map multiple instances of the same type of field within a single page, you can use the instance number field.
First open the extension in the browser by clicking on it in the extension toolbar than click the Troubleshooting icon in the bottom right of the extension.
Next, select the section and field name to map. Increase the instance number to 2. Changing the instance number means that you're mapping fields for the second driver, assuming that the fields are already being mapped correctly for the first driver by default. The instance number can be increased up to 4. Click "Map Field" button. NOTE: Policy Paste will remember this mapping in the future.
On the pull details page under the "Drivers" dropdown, there will now be a "1" and a "2" button. Click on the "2" button to select which driver's information should be used to fill the secondary driver fields you just mapped.
