Canopy Connect and Holistiplan announced an integration to bring automated P&C insurance analysis into the financial planning workflow—enabling advisors to retrieve verified policy data from more than 300 insurance carriers in seconds.

Canopy Connect and QuinStreet Rating Platform (QRP) announced a new partnership and integration. Verified insurance data captured via the Canopy Connect intake experience now flows directly and seamlessly into QRP’s quoting and rating engine.

The partnership marks an industry first: connecting verified insurance information with Trust & Will’s platform to give financial professionals a more complete view of assets, coverage, and beneficiaries within an estate plan.

Canopy Connect introduces new pre-built forms feature to it's insurance intake platform that makes building intake forms even faster. These guided templates allow insurance agents to launch intake forms in just a few clicks.

Canopy Connect's improved form integrations lets data your clients enter or edit in standard forms be sent directly to your integrated rater, CRM, or AMS. This streamlines your workflow, reduces errors, and leads to more accurate quotes.

Canopy Connect announced a major upgrade to DecSight™, a document processing solution for insurance documents. It accurately extracts key details from insurance documents from all insurance carriers in a consistent format.

“Together, we’re able to deliver an amazing commercial insurance experience from intake through submission.” Tolga Tezel, CEO and founder of Canopy Connect

“Adding insurance verification at the time of reservation or point of sale helps rental agencies mitigate the risk of total loss and creates an upsell opportunity for protection plans.” Tolga Tezel, founder and CEO of Canopy Connect

Canopy Connect, the leading insurance verification solution, today announced the launch of its new Policy Check feature. Get an at-a-glance view of whether an insurance policy meets specific requirements.

This integration allows flood and homeowners insurance policies to be verified via Canopy Connect directly within Encompass®. Canopy Connect powers automated insurance verification through consumer-permissioned data sharing.

Canopy Connect and MarshBerry announce a new strategic partnership developed to enhance FirstChoice, a MarshBerry Company (FirstChoice), membership’s ability to efficiently and effectively intake insurance data.

Verified insurance information is collected via Canopy Connect and sent to TurboRater comparative rater for winning quotes without data entry.

Platform combines consumer-permissioned insurance verification technology with custom forms, document uploading, and data enrichment.

Cox Automotive, the leading automotive service provider, has partnered with Canopy Connect, the top insurance verification platform.