Canopy Connect 

Website: https://www.usecanopy.com/agencies/agency-pricing

Demo form: https://www.usecanopy.com/agencies/agency-pricing#form 

Email: derek@usecanopy.com 

PRICING

Choose a Plan That's Right for Your Agency

Free 14-day trial on all plans

Monthly Billing

Annual Billing

Canopy Connect Plus

Most Popular

For growing businesses that need integrations into their other systems. Plan highlights:

All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more.

10 users included (+$15/user)

125 personal lines pulls per month (+$2/additional pull)

Custom Forms & Standard Forms

Enriched property and mortgagee data

Direct integrations into raters, AMS, and CRMs including PL Rating, EZLynx Rater QuoteRUSH, HawkSoft, and more.

Zapier access for connecting with Better Agency, Hubspot, Salesforce and more

Policy Edits—modify vehicles, drivers, lien holders, and mortgagees.

Up to seven years of document history

1:1 personalized onboarding for your team

14-Day Free Trial

$250/month

Month-to-month, no long contracts

Sign Up for Agency Plus

Save 10% with an annual plan »

Starter

$100/month

For individual insurance agency owners and producers with small teams.

Start Trial

This includes...

All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more. See below.

5 users included (+$15/user)

50 personal data pulls per month (+$3/additional pull)

Zapier access for connecting with Better Agency, Hubspot, Salesforce and more

Drop-in group onboarding sessions

Duo

Commercial

$350/month

For small agencies that sell personal and commercial lines.

Start Trial

Everything in Agency Starter, plus commercial lines....

Retrieve commercial P&C policies including multi-peril, workers compensation, commercial auto, and more

20 commercial lines data pulls per month (+$12/additional pull)

Loss run summaries generated in seconds

1:1 personalized onboarding for your team

Learn more about commercial

Complete

Commercial

$600/month

For agencies that sell personal and commercial lines.

Start Trial

Everything in our Agency Duo, plus....

10 users included (+$15/user)

125 personal lines pulls per month (+$2/additional pull)

50 commercial lines pulls per month (+$10/additional pull)

Loss run summaries generated in seconds

Direct integrations into EZLynx, PL Rating, QuoteRUSH and more

Enriched property and mortgagee data

Data enrichment lookup for household drivers and vehicles, driver's license, and Driving Record IQ

Up to seven years of document history

1:1 personalized onboarding for your team

Learn more about commercial

Commercial

For commercial insurance agencies. Includes:

Core Canopy Connect features

Retrieve commercial P&C policies including multi-peril, workers compensation, commercial auto, property, and more

Loss run summaries generated in seconds

Enriched property data

10 users included (+$15/user)

50 commercial lines pulls per month (+$10/additional pull)

Zapier access for connecting with Salesforce, Hubspot, and thousands more

1:1 personalized onboarding for your team

14-Day Free Trial

$500/month

Month-to-month, no long contracts

Start Commercial

Canopy Connect Sandbox Account Information

Widget Link: https://app.usecanopy.com/c/accelerated-automation

Set your password here  using the initial account email to get access to the  dashboard . Once you access the account you can add additional users from the  Team page .

Use  Sandbox Credentials  to simulate the end user experience with fake, life-like data. Sandbox credentials can be submitted with any carrier on your Canopy Connect link.

You can set up the AgencyZoom integration from the Integrations page. Let's walk through it on our next call.