Canopy Connect expands intake

Canopy Connect has expanded its insurance intake platform so agencies can start client data collection by text, email, or embedded website tools instead of a single link flow. (ik-hub.com) The company announced the update on April 22, 2026. New features include SMS-powered intake, email integration, embeddable web experiences, and a redesigned agency dashboard for tracking engagement across channels. (ik-hub.com) Canopy Connect said prospects can now choose how they share insurance information before the intake process begins. The options include connecting to a carrier account, uploading a declarations page or other insurance document, filling out a form manually, or asking for a phone call from an agent. (coverager.com) Insurance intake is the front end of quoting: agents gather a prospect’s current policy details, claims history, and documents before they can price coverage. Canopy Connect’s platform is built to pull verified data directly from carriers and package it with forms, uploads, and other intake tools. (usecanopy.com) (coverager.com) The company framed the latest release around client response, not underwriting. Chief executive Tolga Tezel said agencies’ problem is often “getting clients to engage in the first place,” while co-founder Karn Saroya said agency partners had been asking for more ways to start and complete intake. (ik-hub.com) That marks a step beyond the product Canopy Connect introduced in July 2024, when it combined carrier-connected verification with custom forms, document upload, and data enrichment into a single insurance data intake platform for agencies. At that time, the company said it served 3,000 agency customers and connected with more than 300 carriers. (coverager.com) Canopy Connect’s current marketing says the platform is trusted by more than 20,000 insurance agents and can verify premiums, limits, coverages, deductibles, and declaration pages across personal and commercial property-and-casualty lines. Its site also says agencies can send links by text or email or embed a widget on their own websites. (usecanopy.com) Vertafore, a major agency software provider, describes Canopy Connect as an intake platform that feeds verified policy data, declarations, driver data, property insights, claims history, and commercial loss events into raters, customer relationship management systems, and agency management systems. That positions the new intake changes as a workflow upgrade at the top of the funnel, before agencies ever get to quoting or binding. (vertafore.com) The release leaves the core pitch intact: get more complete insurance information with less back-and-forth. The difference is that agencies now have more ways to meet prospects at the first click, whether that starts in a text thread, an email inbox, or on the agency’s own site. (ik-hub.com)