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Canopy Connect Insurance Data Intake Pricing Overview

Canopy Connect Insurance Data Intake at a glance

All plans include Canopy Connect's Core Features which includes

Personal policy details

See premiums, coverages, limits, and deductibles for home, auto, specialty, and life insurance lines.

Declaration pages and other documents

View PDFs of the most recent declaration pages for all lines, as well as ID cards, endorsements, binders, VOI, and invoices.

Drivers and contact information

Names, DOBs and driver's license numbers, as well as phone numbers, emails, and addresses.

Vehicle, home, and asset information

VIN, year, make, model, and property address.

Claims, incidents and driving records

Up to seven years of history with the current carrier. Available with select carriers.

Canopy Connect Insurance Data Intake has 4 pricing editions. A free trial of Canopy Connect Insurance Data Intake is also available. Look at different pricing editions below and see what edition and features meet your budget and needs.

Name	Price	Features
Agency Starter	$100.00Per Month	For individual insurance agency owners and producers with small teams selling primarily personal P&C. All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more. 5 users included (+$15/user) Up to 50 personal lines data pulls per month (+$3/additional pull) Zapier access for integrations with EZLynx, Agency Zoom, Better Agency, and more Drop-in group onboarding sessions
Agency Plus	$250.00Per Month	For growing personal P&C agencies that need integrations into their other systems. All core Canopy Connect features including retrieval of personal policy details, declaration pages, and more. 10 users included (+$15/user) Up to 125 personal lines data pulls per month (+$2/additional pull) Enriched property data Direct integrations into PL Rating, EZLynx, QuoteRUSH and Agency MVP—plus Zapier access 1:1 personalized onboarding for your team Show More
Agency Complete	$600.00Per Month	For agencies that sell personal & commercial P&C insurance. Collect all commercial and personal policy details, declaration pages, and more from your prospects. 10 users included (+$15/user) Up to 125 personal lines data pulls per month (+$2/additional pull) Up to 50 commercial lines data pulls per month (+$2/additional pull) Direct integrations into PL Rating, EZLynx, QuoteRUSH and Agency MVP—plus Zapier access Enriched property data 1:1 personalized onboarding for your team API access for custom integrations, website, and app development Show More
API Solutions	Contact Us	For businesses looking to build embedded insurance experiences and digitize insurance verification. All core Canopy Connect features including retrieval of personal policy details, and more. Access to Canopy Connect API for custom integrations, website, and app development SDK for fast deployment Custom # pulls per month Custom white-label solutions Dedicated account manager and solutions engineer Show More

Canopy Connect Insurance Data Intake pricing & plans

Free Trial is available

Pricing information for Canopy Connect Insurance Data Intake is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Canopy Connect Insurance Data Intake must be conducted with the seller.

Pricing information was last updated on October 10, 2024

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Canopy Connect Insurance Data Intake Alternatives Pricing

The following is a quick overview of editions offered by other Insurance Agency Management Systems

Jenesis JenesisNow Pro	Contact Us1 JenesisNow Pro has a base fee per physical agency location and a cost of $60 per user. Per Month	JenesisNow Basic features 2-way email and text integration Automated marketing campaigns Accounting / Commission Manager VoIP Integration Carrier Downloads Comparative Rater Invoicing Electronic Signature Show More
HawkSoft HawkSoft Subscription	Contact Us	Our pricing model is based on a flat base fee plus a user fee of $94 per user per month. HawkSoft is committed to delivering a great value at a transparent, fair price. We do not do minimum length contracts, early termination fees, data extraction fees, or artificially low "introductory" offers followed by exponential increases. Please contact us for a pricing proposal. P&C policy management Automated documentation and E&O mitigation Reporting / Sales Pipeline Task management Accounting & Commissions Mobile App Texting API Partner Integrations Show More
iLife Technologies Basic Account	Free	Free account with limited features. Professional iLife landing page Track prospects landing page visits Generate up to 10 sales prospects Track and analyze sales activity for each client Upload up to 100 clients Agent quoting tool with over 700k policy options Live chat with visitors to your iLife landing page Offline chat will capture a prospect's name, email, and message Customize your carrier options Notification when you receive an email Option to purchase warm, live transfer leads Unlimited Call or text clients directly from the iLife platform Includes 20 text messages Record calls to review for quality assurance Recorded calls are automatically transcribed Show More

Various alternatives pricing & plans

Free Trial is available

Pricing information for the above various Canopy Connect Insurance Data Intake alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

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