Canopy Connect recently hosted an overview session on July 16, 2026 about their intake platform, which helps you get verified insurance information in just 30 seconds. Enhance it, enrich it, and send the data to the systems you use most. More than 24,000 insurance agents use Canopy Connect to instantly collect verified information. Watch the recording below to see how you can use Canopy Connect.
Canopy Connect Product Webinar
Michael presented Canopy Connect's history and product features to First Connect agents during a webinar. He explained how the company started 5 years ago to help insurance agents gather information more efficiently, and demonstrated their link-based system that allows agents to send customized links to clients via text, email, or QR codes. Michael highlighted the product's key benefits, including saving 30-45 minutes per quote, increasing quoting volume by 10-15%, and improving closing rates by 15-25%. The presentation was cut off mid-sentence as he was about to address a question about First Connect workflows.
Canopy Connect-TurboRater Integration Discussion
Carrie and Michael discussed Joseph's inquiry about using Canopy Connect's workflow with TurboRater, confirming that the integration is available for current clients. Michael explained Canopy Connect's features, including various form options, data integration capabilities, and its ability to connect with over 96% of insurance carriers, requiring only carrier usernames and passwords from users.
Canopy Connect Insurance Requirements Discussion
Carrie and Michael addressed questions from Martin about insurance licensing requirements and policy information sharing. Michael explained that car dealerships can use Canopy Connect's product without being licensed insurance agents through user permission information sharing, and clarified that the system allows customers to pull data from different carriers for various policies. Michael demonstrated how Canopy Connect automates data entry by connecting to major systems and providing PolicyPaste browser plugin for direct carrier data input, which can save agents significant time especially on commercial lines. The discussion concluded with information about Canopy Connect's free trial offering and training support for implementation.
Package Options Presentation Meeting
Michael presented two package options: annual and month-to-month, both offering a 14-day free trial with additional trial days if 5 quotes are used within the first 14 days. The annual package includes features like API access, commercial lines support, and one-on-one training, while the month-to-month package focuses on personal lines only. Michael confirmed that the platform supports lost run data for commercial lines and can work with beginners, including scratch agencies.
Canopy Connect Capabilities Overview
Carrie and Michael addressed questions from attendees about Canopy Connect's capabilities and features. Michael clarified that while Canopy Connect pulls life insurance information, they currently don't offer life insurance quotes but plan to add this functionality next year. He explained that quote points are charged per pull from personal or commercial carriers, with each pull counting as one point regardless of the number of policies pulled. The team discussed data security, noting that Canopy Connect is SOC 2 certified, and explained their integration capabilities with various agency management systems and carriers. The session concluded with information about starting a free trial, which includes mandatory training before activation, and options for either monthly or annual billing after the trial period.