Canopy Connect
Collects current/prior insurance data from prospects, normalizes it and sends it to comparative raters, CRMs and AMSs.
| Website | https://www.usecanopy.com (verified 2026-10-19) |
|---|---|
| Pricing | Elevate $300/mo (or $250/mo billed annually), Peak $600/mo; 14-day trial source checked 2026-10-19 |
| Last verified | 2026-10-19 |
AMS integrations
| AMS | Read / write | Source |
|---|---|---|
| Applied Epic | reads + writes back Sends collected insurance data into Applied Epic | source product, checked 2026-10-19 |
| HawkSoft | reads + writes back Sends collected insurance data into HawkSoft | source product, checked 2026-10-19 |
| EZLynx | reads + writes back Sends verified data into EZLynx rater/AMS | source product, checked 2026-10-19 |
| AgencyZoom | reads + writes back Sends lead info into AgencyZoom | source product, checked 2026-10-19 |
| Applied Epic | integration confirmed; read/write not stated Listed as Applied certified vendor | source product, checked 2026-10-19 |
| AgencyZoom | vendor-level listing; read/write unverified Liberty Mutual Agent for the Future AI vendor database (lists official/verified partnerships), Oct 2025 update | source vendor (Liberty Mutual AFTF list), checked 2026-10-19 |
| Applied Systems | vendor-level listing; read/write unverified Liberty Mutual Agent for the Future AI vendor database (lists official/verified partnerships), Oct 2025 update | source vendor (Liberty Mutual AFTF list), checked 2026-10-19 |
| EZLynx | vendor-level listing; read/write unverified Liberty Mutual Agent for the Future AI vendor database (lists official/verified partnerships), Oct 2025 update | source vendor (Liberty Mutual AFTF list), checked 2026-10-19 |
| HawkSoft | vendor-level listing; read/write unverified Liberty Mutual Agent for the Future AI vendor database (lists official/verified partnerships), Oct 2025 update | source vendor (Liberty Mutual AFTF list), checked 2026-10-19 |
| Vertafore | vendor-level listing; read/write unverified Liberty Mutual Agent for the Future AI vendor database (lists official/verified partnerships), Oct 2025 update | source vendor (Liberty Mutual AFTF list), checked 2026-10-19 |
Description adapted from the source listing. Vendor? Send corrections.