Skip to content
English
More support
Go to app.holistiplan.com
  • There are no suggestions because the search field is empty.

Canopy Connect: Declaration Page Collection

The Canopy Connect: Declaration Collection feature allows clients to retrieve their P&C insurance declaration pages directly from their insurance carriers through a secure login process. This creates a faster, more complete, and more accurate way for clients to submit Homeowners (renter and condo), Auto, Landlord, and Umbrella declaration documents as part of your P&C review workflow.

Prerequisite: Enable the Client Upload Link

To enable this feature, Firm Admins can navigate to: 

Settings → Security Settings → Insurance Client Upload Links →  toggle on Canopy Connect: Declaration Connection as shown below.

Once this permission is enabled:

  • You can create Client Upload Links on household pages

  • Canopy Connect will automatically be available within those links

Note: If the client has multiple insurance companies, you will need to send multiple links. For example, if they have homeowners coverage with Safeco and auto coverage with Progressive, they would need two links created and sent.

Using Canopy Connect When Creating a Client Upload Link

When you generate a Client Upload Link, you will now see the Canopy Connect option automatically selected. No additional setup is required.

If you uncheck the “Leverage Canopy Connect” box, the client will not see the Canopy Connect option when they open the upload link. This gives you flexibility at the client level, allowing you to decide whether each client can use Canopy Connect or only manual upload based on their needs.

Client Experience

When clients open the upload link, they will see two ways to submit their P&C declaration documents:

1. Manual Upload

Clients can upload PDF or image files directly from their device.

2. Connect to Carrier via Canopy Connect

Clients can log into their insurance carrier account to retrieve declarations automatically.