Get your free policy review.
Thirty seconds to connect. A real analysis of what you have. And nothing sold to you.
Connect My PolicyBank-grade encryption. We never see your login.
What you get. Either way.
A short video.
What you have, what we found, and what's worth a conversation.
Texted to you.
Watch it when it suits you. No meeting, no phone tag, no pressure.
An honest answer.
If everything looks great, we'll say so.
Why Canopy Connect?
Is it safe?
Safer than emailing your documents.
- Bank-grade encryption
- Read-only access
- You log in directly with your insurance company
- We never see your password
What do we see?
Your policy, exactly as it sits on file.
- Coverages, limits, deductibles
- Drivers, vehicles, premiums
- Dec pages and policy documents
- Not your bank account, not your email
Why do it this way?
Because a review built on memory is a guess.
- No digging for documents or paperwork
- Nothing to photograph, nothing to send
- No VINs, no addresses, no twenty questions
- The conversation goes to what matters
What's it take?
Almost nothing.
- One secure link, from your phone
- Thirty seconds, start to finish
- Nothing to download
- When it's convenient for you
Canopy Connect is SOC 2 Type II compliant, works with 300+ insurance companies, and is used by more than 24,000 insurance agents.
Rather do it another way?
Upload your documents through our secure link, or text us. The tool is a shortcut, not a requirement.
Upload your documents →Start your free review.
No cost, no obligation. That's the whole point.
Connect My PolicyBank-grade encryption. We never see your login.