--- title: "Canopy Connect: Declaration Page Collection" description: "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 for faster and more accurate analysis in Holistiplan." --- [Skip to content](https://help.holistiplan.com/canopy-connect-declaration-collection#main-content) English Show submenu for translations [More support](https://help.holistiplan.com/kb-tickets/new?hsLang=en) [![Holistiplan Logo (800x200 px).webp\]](https://help.holistiplan.com/hs-fs/hubfs/Holistiplan%20Logo%20(800x200%20px).webp?width=160&height=40&name=Holistiplan%20Logo%20(800x200%20px).webp)](https://www.holistiplan.com/) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.holistiplan.com/kb-tickets/new) Holistiplan Knowledge Base - There are no suggestions because the search field is empty. 1. [Help Center](https://help.holistiplan.com/?hsLang=en) 2. [P&C Insurance Planning](https://help.holistiplan.com/pc-insurance-planning?hsLang=en) 3. [Features/Additional Information](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#features-additional-information) # Canopy Connect: Declaration Page Collection ## This feature allows clients to retrieve their Property & Casualty 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 [Client Upload Links](https://help.holistiplan.com/client-upload-link-for-pc-insurance?hsLang=en)** After the firm has enabled the Client Upload link feature, users can elect to turn on Canopy Connect, which is a feature included with the P&C Insurance product that allows for the retrieval of clients' Property and Casualty insurance policies *without *the need to upload them separately. This feature is free to use! Note: Activation instructions in this video are outdated. Start at 00:45 for usage instructions, and see below for accurate navigation to turn this feature on.   To enable this feature, Firm Admins can navigate to:  **Settings \> Features & Tools \> P&C Insurance**  and under **Permissions** Once this permission is enabled for the account: - Create Client Upload Links on household pages, and Canopy Connect will automatically be available within those links ![](https://help.holistiplan.com/hs-fs/hubfs/undefined-Dec-16-2025-07-27-37-1367-PM.png?width=670&height=120&name=undefined-Dec-16-2025-07-27-37-1367-PM.png) If the client has multiple insurance companies, multiple links will need to be sent. 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 generating a Client Upload Link, the **Canopy Connect** option will be automatically selected. No additional setup is required. ![](https://help.holistiplan.com/hs-fs/hubfs/undefined-Dec-16-2025-07-27-37-6803-PM.png?width=449&height=614&name=undefined-Dec-16-2025-07-27-37-6803-PM.png) U**ncheck** the **“Leverage Canopy Connect”** box if the client should **not see the Canopy Connect option** when they open the upload link. This gives users flexibility at the client level, allowing the advisor 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. - [Getting Started at Holistiplan - 101](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#main-content) - [How to Contact Support](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#how-to-contact-support) - [Ready to Get Started?](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#ready-to-get-started) - [Getting Started with Your Households](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#getting-started-with-your-households) - [Tax Report](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#tax-report) - [Scenario Analysis](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#scenario-analysis) - [Master Your Dashboard](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#master-your-dashboard) - 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[Uploading Returns](https://help.holistiplan.com/holistiplan-basics?hsLang=en#uploading-returns) - [Household Information](https://help.holistiplan.com/holistiplan-basics?hsLang=en#household-information) - [Tools & Resources](https://help.holistiplan.com/holistiplan-basics?hsLang=en#tools-resources) - [Firm Admins](https://help.holistiplan.com/holistiplan-basics?hsLang=en#firm-admins) - [Holistiplan Academy - Upload Breakdown](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#main-content) - [Tax Report](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#tax-report) - [Scenario Analysis](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#scenario-analysis) - [Billing and Subscriptions](https://help.holistiplan.com/billing-and-subscriptions?hsLang=en) - [User Admin](https://help.holistiplan.com/user-admin?hsLang=en) - [Tax Reports](https://help.holistiplan.com/tax-reports?hsLang=en#main-content) - [Tax Report FAQ](https://help.holistiplan.com/tax-reports?hsLang=en#tax-report-faq) - 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