Canopy Connect Releases Feature to Create Intake Forms Faster

Canopy Connect, the leading insurance verification technology provider, has introduced a new feature to it’s insurance intake platform that makes building intake forms even faster: Pre-built flows.

These guided templates allow insurance agents to launch intake forms in just a few clicks. Whether the need is for all personal lines, auto, or home insurance data, the pre-built flows provide a starting point with recommended questions designed around industry best practices. From there, agencies can adjust the forms to fit their unique workflows.

Guided Templates for Intake Forms

Instead of beginning with a blank form, agents can now select from several ready-made flows:

• All Personal Lines: a comprehensive option covering both home and auto.

• Auto Only: tailored for vehicle-related intake.

• Home Only: focused on property insurance.

• Default Flow: a streamlined base to quickly enable consumer-permissioned policy sharing.

Each flow comes pre-configured with recommended questions that capture essential details. They serve as expert blueprints—built for efficiency, clarity, and easy customization.

Structure with Flexibility

The pre-built flows are designed as adaptable starting points:

• Tailored Adjustments: questions can be added from Canopy Connect’s library or written from scratch.

• Short and Relevant: since verified carrier data already provides much of the needed information, only the most important questions need to be asked.

• Consistency Across Teams: every agent can begin with the same framework, giving prospects a uniform, professional intake experience.

This combination of guidance and flexibility provides agencies with proven form structures that can be easily adapted to their needs.

Benefits for Agencies

Agencies adopting pre-built flows gain several advantages:

• Faster Setup: launch new forms quickly using guided templates.

• Streamlined Experiences: clients see concise, approachable forms.

• Reliable Information Capture: recommended questions ensure key details aren’t overlooked.

• Team Consistency: everyone starts from the same strong foundation.

Integrations and Workflows

Data collected through Canopy Connect forms integrates smoothly with existing systems:

• Standard Fields: most can be routed directly to comparative raters, CRMs, or AMS platforms.

• Custom Questions: remain within Canopy Connect and are not passed to integrations.

• Workflow Automation: submissions can trigger follow-ups and automations across connected tools.

Why It Matters

This new feature continues Canopy Connect’s mission to simplify insurance intake:

• Verified Carrier Data: forms build on rich data pulled directly from carriers, including policies, drivers, properties, and claims.

• Flexible Customization: agencies maintain control over how much detail is collected.

• Integrated for Efficiency: data flows directly into raters, CRMs, and AMS platforms.

• Better Client Experience: prospects share their insurance information through a modern, streamlined process.

With pre-built flows, insurance agencies can start faster, capture smarter, and focus on serving and winning more clients.

Learn more about Canopy Connect’s Insurance Intake Platform at: https://www.usecanopy.com/insurance-data-intake