Canopy Connect Email Format

InsuranceCalifornia, United States11-50 Employees

Canopy Connect operates in the insurance sector from San Francisco, California, and provides the infrastructure that powers streamlined insurance experiences. Its core offering is a one-click mechanism to retrieve insurance information and documents from prospects, reducing the need for lengthy forms and back-and-forth communication. The data can be embedded wherever needed and accessed through a dashboard or an open API, with connectors to various systems and even a Zapier app to integrate with existing workflows.

Its primary customers are businesses that collect insurance details from prospects, helping them securely obtain verified information and quickly populate underwriting, CRM, AMS, and other back-office tools. The company emphasizes secure data transfer and seamless integration to support customer-facing operations. In October 2025, Canopy Connect announced a partnership with Trust & Will to bring verified insurance data into the estate planning process.

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