Agencies will collect verified policy data with Canopy Connect and use it to start quotes in Quotamation with less manual entry.
Integration coming soon. The workflow below describes what we are building.
Why agencies use this integration
Verified intake
Clients share policy data from 400+ carriers via Canopy Connect. Structured and carrier-sourced.
Faster quoting
That data flows into Quotamation so agents spend less time re-keying before rating.
Fewer errors
Pre-filled fields reduce typos and gaps when building home and auto quotes.
How it works
Collect
Agent sends a Canopy Connect link; the client authenticates with their carrier.
Import
Verified policy, vehicle, driver, and property fields are available to your workflow.
Quote
Continue in Quotamation across connected carriers with data already in place.