Insurance Data Intake Demo with Canopy Connect

Big I Programs
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.



















