Canopy Connect Announces Improved Data Integrations with Forms

Canopy Connect, the leading insurance verification technology provider, announced an update to its insurance data intake platform. The enhancement allows client-provided data from standard forms to be sent directly to an agency’s integrated systems, including comparative raters, CRMs, and agency management systems. This improvement is designed to reduce manual data entry for insurance agents and increase the accuracy of quoting data.

Previously, the platform primarily sent a prospect’s verified data from an insurance carrier to an agency’s integrated systems, while information entered by a prospect remained within the platform’s dashboard. The new update closes this gap by enabling client-confirmed, edited, or newly added information to augment the initial carrier data, providing agents with the most up-to-date information without additional administrative work.

The enhanced functionality provides agencies with greater flexibility and supports several key workflows:

• Client-Confirmed Data: clients can now correct or add missing details, such as a driver’s license number or updated contact information, directly in the form. This accurate data flows seamlessly to the integrated system.

• Declarations Page Uploads: using Canopy Connect’s DecSight™ technology, clients can upload their declarations page, which is then parsed. The client can confirm the extracted information, which is then sent to the agency’s rater or AMS.

• Manual Data Entry: for new clients or those without prior insurance, the platform allows them to enter their information from scratch. This complete data set is then passed directly into the agency’s systems, eliminating the need for manual re-keying.

“This update bridges the critical gap between data collection and practical application,” said Tolga Tezel, founder and CEO of Canopy Connect. “By intelligently blending carrier-verified data with client-confirmed information, we create a faster and better experience for everyone involved.”

By improving the quality of data flowing into integrated raters and management systems, Canopy Connect aims to reduce the administrative burden on agency teams, minimize errors, and allow agents to focus more on advising clients.

These features are now live and available to all customers on an integration-eligible plan. If you’d like see how Canopy Connect, can work for you, schedule a demo here.