Canopy Connect provides a digital insurance verification workflow that lets prospects share their policy information via carrier connection, document upload, web form, or callback request. The platform imports authenticated policy data in under ten seconds and pushes it to the agent’s CRM, rating engine, or agency management system, enabling instant quote generation and faster loan closing.
Funding
$6.5M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
4ONVFounders
Product
Problem
Insurance agents, lenders, and insurtech platforms often rely on manual collection of policy documents, which is time‑consuming, error‑prone, and leads to high prospect drop‑off rates. Verifying that borrowers and vehicle owners have appropriate coverage before finalizing loans or leases requires multiple touchpoints and delayed data entry, slowing down quote generation and loan closing.
Solution
Canopy Connect offers a digital insurance verification workflow that lets prospects share their policy information in the way they prefer—through a direct carrier connection, document upload, web form, or a callback request. Agents receive a secure link that can be sent via SMS, email, or embedded on a website; the prospect authenticates with their carrier and the policy data is imported in under ten seconds. The retrieved insurance details are then pushed to the agent’s CRM, rating engine, or agency management system, enabling instant quote generation and real‑time updates to lien holders and mortgagee clauses. Built‑in integrations with Zapier, a Chrome “Policy Paste” extension, and optional data‑enrichment services further streamline the workflow and reduce manual entry.
Target Audience
Primary customers are insurance agencies, independent producers, and lenders that need fast, reliable insurance verification to accelerate quoting, loan closing, and policy monitoring.
Features
- Share‑your‑insurance link sent via text, email, or website widget for frictionless prospect intake
- Multiple “Sharing Paths” (carrier API connection, document upload, form entry, or callback request) to accommodate user preferences
- Carrier‑authenticated import delivers full policy details, declarations, claims history, and loss summaries in <10 seconds
- Real‑time data push to CRM, rating engines, and agency management systems via API or Zapier connectors
- Chrome “Policy Paste” extension to auto‑fill carrier quote forms with verified policy data
- Optional data enrichment and monitoring for drivers, vehicles, and property information
- Quote Point system to manage usage of personal and commercial policy retrievals
- Tiered subscription plans with per‑quote point pricing and user seat options