Policy Paste is a Chrome extension that lets you copy verified insurance data from your Canopy Connect dashboard and paste it directly into any online form, including carrier rating applications. This eliminates manual data entry, saving time and reducing errors during the quoting process.
Note: This feature is available on the Elevate or Peak plans.
Check out the video below for a walkthrough of setup and usage.
How to install the Policy Paste Chrome Extension
There are two ways to find the extension:
Option 1: From the Integrations page
Click Integrations in the left side menu.
Scroll to the Available Integrations section.
Click the View Integrations button on the Policy Paste tile.
You'll be redirected to the Chrome Web Store. Follow the steps below to complete setup.
Option 2: From the Chrome Web Store
Open Google Chrome and navigate to the Canopy Connect Policy Paste Chrome Extension page.
Click the Add to Chrome button.
Click Add Extension in the confirmation popup.
Once installed, the extension will appear in your browser toolbar for quick access.
How to use Policy Paste
Navigate to the Submissions page.
Click on the submission you need to copy information from.
Click the Canopy Connect Policy Paste extension icon in your browser toolbar.
When the extension opens, expand the section you need.
Click the clipboard icon to copy the information.
Paste the copied information into the form or application you're working in.
How to self-map fields
If a field in your web form is not pasting correctly, you can manually map it from within the extension.
Click the Policy Paste extension icon in the browser toolbar to open it.
Click the Troubleshooting icon in the bottom right of the extension.
Select the field that should be pasted from the dropdown.
Click the Map Field button.
Click on the input field in the web form where you want to map this data.
Note: Policy Paste will remember this mapping for future use.
How to map multiple instances of the same field type
If a form contains multiple instances of the same field type on a single page (e.g., fields for a first driver and a second driver), you can use the instance number to map each one individually.
Click the Policy Paste extension icon in the browser toolbar to open it.
Click the Troubleshooting icon in the bottom right of the extension.
Select the section and field name to map.
Set the instance number to the appropriate value (e.g., 2 for the second driver). The instance number can be increased up to 4.
Click the Map Field button.
Click on the corresponding input field in the web form.
Note: Policy Paste will remember this mapping for future use.
Once mapped, the pull details page will show numbered buttons (e.g., 1 and 2) under the relevant dropdown, such as Drivers. Click the appropriate number to select which driver's information should fill the fields you mapped.