Share your insurance information securely—without tracking down paperwork
Canopy Connect gives you a fast, guided way to share your current policy details with our licensed team. Instead of emailing declarations pages or typing every coverage and deductible by hand, you connect through Canopy and authorize the policy information you want us to review.
1. Connect
Choose your current insurance provider and follow Canopy’s secure connection steps.
2. Authorize
Select the available policy information you want to share for review.
3. Review
Our team reviews your current limits, deductibles, and policy details before discussing options with you.
Why use Canopy Connect?
It reduces manual data entry, helps prevent missing policy details, and avoids sending insurance documents through ordinary email. You stay in control of the connection process and choose whether to continue.
This is not a policy change or purchase. It simply gives us accurate information so we can understand what you currently have and have a more useful conversation about your coverage.