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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

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Note: Activation instructions in this video are outdated.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 > Canopy Connect: Declaration Connection

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

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.

Uncheck 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.