Canopy Connect helps you collect verified insurance information from your prospects in seconds — giving you what you need to build accurate quotes without manual data entry.
Sending a Request
You can send your prospect a personalized Canopy Connect link through any of the following methods:
Text message
Email
QR code
Embedded link on your website
For more details on sending a link to a prospect, click here.
What Your Prospect Sees
Once your prospect receives the link, they complete a quick process:
Click the personalized link.
Consent to sharing their insurance information.
Select their current carrier.
Sign in to their carrier account, upload their documents to you, or enter the information manually.
What You Receive
After your prospect completes the process, their verified policy information appears in your Canopy Connect dashboard, including but not limited to:
Contact information
Each policy on the account
Premiums and effective dates