Trusted by more than 24,000 agents nationwide, Canopy Connect is the insurance intake platform that helps agents gather verified commercial and personal insurance information from your prospects in seconds. Whether it’s through their carrier connections, dec page analysis, dynamic forms, or agent intake, you'll get all the info you need to start advising and quoting your clients.

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Here’s what your future looks like with Canopy Connect:

· You’re collecting insurance info in seconds — while others are still waiting on forms.

· Your prospects instantly send their verified data directly from the carrier — including loss events.

· You’re spending your time building relationships — not copying policy details.

· Connect directly with tools like Applied Epic, EZLynx, PL Rating, AgencyZoom and more.

· Use Policy Paste to quickly prefill carrier quote forms.

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Canopy Connect supports 400+ carriers, covering:

· 96% of the auto market.

· 91% of the home market.

· 90% of standard commercial lines + loss events.

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Learn more:

· Improved renewal and business retention features in Canopy Connect.

· Guidance on implementing AI tools strategically.

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Ironpeak Members get a free 14-day trial and 10% off their subscription. Watch a 2-minute overview, sign up, or book a demo here.