Insurance Data Intake Demo with Canopy Connect

Insurance Data Intake Demo with Canopy Connect

JAN. 20, 2026


Canopy Connect offers a fast and accurate way to collect insurance information from prospects through consumer-permissioned sharing. Features include custom intake forms, customizable link flows, dec page upload, document parsing, direct system integrations, and data enrichment. Together, Canopy Connect is a complete insurance data intake platform.

In this free webinar session, Canopy Connect will explore what a modern insurance data intake process should look like, offer a live demo of Canopy Connect and host a Q&A.

Big “I” Alliance Gold and Blue Plus agencies receive discounted pricing with Canopy Connect. Contact us to learn more about Alliance program discounts.


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