Canopy Connect

An insurance data intake platform that pulls verified policy data directly from carriers, or extracts it from uploaded documents, in place of manual intake forms.

Last verified October 6, 2026

Overview

Canopy Connect is an insurance data intake platform, founded in 2020 and based in Beaverton, Oregon. Most intake today means asking a prospect to dig up a declarations page or read policy numbers over the phone. Canopy Connect replaces that with a client-facing link: the client picks their current carrier, authenticates, and Canopy Connect pulls their policy data directly from the carrier. It’s used across the full range of agency sizes, from individual producers on its entry-level plan up to the largest brokers on its highest tier.

For carriers outside its direct network, Canopy Connect offers DecSight, a document-upload tool that extracts structured data from a declaration page or other policy document instead. The company has reported crossing 10 million shared insurance policies processed through the platform, a scale milestone covered in trade press.

Integrations

Canopy Connect’s own integrations page organizes its pre-built connections into three groups: comparative raters (Applied Epic, EZLynx Rater, PL Rating, QuoteRUSH Rater, and TurboRater), CRMs (AgencyZoom, InsuredMine, and Salesforce), and other tools like the conversational-AI platform Mav. It also has a separate agency management system integration with HawkSoft, plus broader reach into tools like Microsoft Teams, HubSpot, and Agency Elephant through Zapier. All of these are direct, pre-built integrations rather than custom-built connectors. Access to them requires an integration-eligible Canopy Connect plan (Elevate and above), not the entry-level Scratch plan.

Key Features

Direct data connections to hundreds of carriers for an automated policy data pull, initiated by a client-facing link
DecSight: document-upload extraction that parses declaration pages and other policy documents into structured data when a direct carrier connection isn't available
Structured P&C data delivered via API, covering hundreds of individual insurance data fields
Developer access with sandbox credentials and API documentation for custom integrations

Pricing

Canopy Connect publishes four tiered monthly plans: Scratch at $100/month (3 users, 30 Quote Points, no direct integrations), Elevate at $250/month (5 users, 100 Quote Points, direct integrations included), Peak at $500/month (10 users, 300 Quote Points), and an invite-only Summit tier for multi-office agencies (50 users, 500 Quote Points, advanced referral tracking). All four plans bill at a discount if paid annually. Additional seats or Quote Points cost extra.

See current pricing on Canopy Connect's site

Integration Partners

Who It's Best For

Agencies that want verified current-carrier policy data at the point of quote or renewal instead of manual intake forms or phone interviews.

Independent and captive P&C agents handling new-business quoting, renewals, and account rounding.

Pros & Cons

Pros

Fast client-facing intake flow. The company states most pulls complete in under a minute once a client authenticates
Large direct carrier network, reducing how often agents fall back to manual entry
DecSight gives a fallback path for carriers outside the direct-connection network, rather than failing intake entirely

Cons

Pre-built integrations with agency management systems, raters, and CRMs are limited to its Elevate plan and above. Not available on the entry-level Scratch plan
Usage beyond a plan's included Quote Points and seats costs extra, so actual monthly cost can run above the base plan price

Frequently Asked Questions

How fast is a Canopy Connect carrier data pull?

Canopy Connect states that once a client selects their carrier and authenticates, the policy data pull typically completes in under a minute, often in seconds for directly connected carriers.

Does Canopy Connect integrate with HawkSoft?

Yes. It's a direct, native integration, not a Zapier connection. See our integration page for exactly how it works.

What happens if Canopy Connect doesn't have a direct connection to a client's carrier?

Canopy Connect's DecSight feature lets the client upload a declaration page or other policy document instead, which is parsed into structured data rather than requiring manual entry.

What size agency is Canopy Connect built for?

Canopy Connect is used across the full range, from small, single-producer agencies on its Scratch plan up to the largest brokers on its invite-only Summit tier. It is not limited to any one agency size.

Sources