Canopy Connect Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Canopy Connect 2 Way Sync

Arshad Hussain — Wed, 17 Sep 2025 10:41:47 +0000

Release Date: September 5, 2025

The Canopy Connect 2-Way Sync feature allows real-time data exchange between InsuredMine and Canopy Connect. Policy, quote, and client information remain consistent and up to date across both platforms, helping agents work more efficiently while reducing manual data entry.

Use Case: The Canopy Connect 2-Way Sync feature automatically transfers lead details from Canopy Connect to InsuredMine, eliminating the need for manual entry. This automation helps agents save time, minimize errors, and improve overall workflow efficiency.

Note: This integration setup can only be performed by an Admin. To establish it, you must have a Canopy Connect plan that supports integration (Agency Plus, Complete, or Pro) and an active InsuredMine account.

Now, InsuredMine automatically creates a form for the agency when it connects to Canopy Connect.Therefore, it is mandatory for all agencies to disconnect and reconnect to Canopy Connect. Only after doing so will InsuredMine create the Canopy Connect Form under the Form List.

Additionally, agents must enable Form Automation — this step is also mandatory.

Steps to Follow

Enable Form Automation via More Actions in the Form List.

2.Enable Create Deal Card, enter the required details, and click Save.

Note: Form Automation must be enabled to allow the creation of Accounts, Contacts, and Deal Cards.

Now,

3.Log in to the Canopy Connect platform with your credentials.

4.From the left navigation menu, click Submissions.

5.Select a lead, then go to More Actions and choose Open Submission Page.

6.You will be redirected to the lead’s information page.

7.Scroll down and click Send to InsuredMine.

8. A success message will appear confirming that the information has been sent to InsuredMine.

9. At the same time, the lead information will open in a new tab within the form.

You can verify the information by matching the Pull ID from the Canopy Connect platform URL with the Pull ID in the InsuredMine form.

When you open the Deal Card, you will see that the Account has been created.

Clicking on the Account will take you to the Account 360 page, where you can view both the Contact and the Deal Card.

You can also view the form under ‘View Responses’ in the Canopy Connect Form within the Forms module.

Note: If an agent later disconnects from Canopy Connect, the responses and deal cards will still appear under the existing Canopy Connect form.

Upon reconnecting, InsuredMine will not create a duplicate form; instead, it will map to the same Canopy Connect Form where the previous responses and deal cards were recorded.

The post Canopy Connect 2 Way Sync appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Canopy Connect Integration (Phase 2)

Avinash Barik — Mon, 02 Dec 2024 11:34:56 +0000

The latest Phase 2 integration makes it much easier to connect Canopy with InsuredMine. In the earlier Phase 1, you had to enter multiple details like Team ID, Client ID, and Client Secret ID. Now, simply click Connect to integrate canopy with InsuredMine. Click the checkbox, if necessary, before connecting to Canopy to create an X-date within the contact when a policy is pulled from Canopy Connect.

Use Case: Connecting Canopy Connect with InsuredMine is now simpler, providing improved policy tracking, easier document access, and valuable analytics.

To View the Enhancement:

Settings Page where we can connect canopy with InsuredMine:

Navigate to the settings module.
Then, within the integration page scroll down till you find Canopy Connect.

A pop-up window will appear, prompting you to connect with Canopy Connect.
Check the box to create an X-date in the contact when a policy is pulled from Canopy Connect, if necessary; otherwise, click Connect.

Then, you will be redirected to the Canopy Connect Sign-in Page.
Enter your Email and Password credentials and then click Sign-in.

Note: You can also check the box for ‘Keep me signed in’ if you don’t want to enter your credentials repeatedly.

After you click ‘Sign In,’ InsuredMine (Sandbox) will be able to access your Canopy Connect data until you revoke access.

Success: You have finally connected your Canopy Connect account with InsuredMine.

2.Changes within Canopy Analytics (InsuredMine):

Document section added within Pulled Policies to preview:

Next, you can navigate to InsuredMine’s Agency Dashboard, where you can review your Canopy Connect analytics.

In Pulled Policy a new tab ‘Document’ has been added now.

Within Pulled Policy, a new Documents section has been added within the canopy connect analytics.

Now, click on the Number of documents related to the pulled policies from Canopy Connect.
Next, click on the three dots and then on ‘Preview Option.’ to view the documents ,from contact/account 360 and deal card where pulled canopy other details are shown along with document preview

Note: The documents related to Policies are coming from the Canopy Connect platform.

3.Sent Canopy Tab:

Next to the Pulled Policy tab within the Canopy Connect Analytics page, we have introduced a new tab called ‘Sent Canopy.’
Whenever you send any Canopy link from the portal can be tracked in the ‘Sent Canopy’ tab.

4. Send Canopy Link Tags via Bulk-Text:

Now while sending Bulk Texts, you will be able to add canopy link tags and share it via Bulk Text campaign.

You will be able to receive the canopy links via text.
Click on the links to navigate to the Canopy page.
Within Text messages, you will be able to view the Canopy Connect link sent with date and time details.
Click on the canopy link

You will be then redirected to the canopy connect End User Privacy Policy Page.
Click on Continue.

Next select your current insurance provider.

Once the canopy link is submitted , policies will pull from the canopy can view in contact,Account pipeline and Dashboard

Ability to Preview Pulled Policy details from:

Account 360:

Contact 360:

Canopy link is now introduced within Pipeline Automation

From Pipeline Automation:

From Email Campaign :

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Canopy Connect Integration with InsuredMine

Arshad Hussain — Sat, 09 Mar 2024 11:30:53 +0000

With Canopy integration with InsuredMine, you can easily review your current insurance details, including your premiums, coverage limits, what’s covered, deductibles, and other important policy information for both personal and commercial insurance.

Note: This integration setup will be done by Admin only.To establish this integration, you must have a Canopy Connect plan that supports integration (Agency Plus, Complete, or Pro), along with an active InsuredMine account.

To Connect:

Go to the settings module.
Then, within integrations, navigate to Canopy Connect and click Connect.

Input your Team ID, client ID, and Client Secret ID.
Then, click Connect.

Note: To establish integration with InsuredMine, you need to obtain the data points required above. To do so, log in to your Canopy Connect account.

Step 1-:

Login to your Canopy Connect Account.
Then, click on the settings icon present at the top right corner.

Step 2-:

Under the settings, locate the option titled “API keys”.

Click on the ‘API Keys’ option to gain access.
Then, copy the Team ID.
Toggle the button from sandbox to production.
Click “+Add production API key”.
You’ll then receive a pop-up notification displaying your Client ID and client secret ID. Ensure to copy this information promptly, as it will only appear once on the screen as a pop-up.

Note-: If you aren’t able to access the API keys option, please reach out to the Canopy Connect support team. It’s possible that your current plan doesn’t include support for this feature.

Step 3-:

Once you obtain your Team ID, Client ID & Secret ID fill in the details and then click Connect.

Upon successful connection, a confirmation message will indicate ‘Connected Successfully.’

After successfully connecting Canopy Connect with InsuredMine, access Canopy Connect features from Account 360, Contact 360, and pipelines.

From Account360:

From Contact360:

Within the Deal Card:

Note: The process remains the same for all sections (Account360, Contact360, and Pipelines).

Next Steps:

Select the widget link to integrate the policies.
Choose to send a Canopy Connect link via email or text.

If you opt for Email:

Fill in the recipient information.
When we send a Canopy Connect link via email or SMS, the details will be shown in the Account 360 or Contact 360 views.

The recipient will receive an email with instructions to ‘Click here’.

You’ll then be redirected to a page to verify your insurance:

Click on ‘Continue’ to verify your insurance with InsuredMine via Canopy Connect.

Now Canopy Connect will ask you to select your current insurance provider. For instance, I have chosen State Farm as my current insurance provider.

Enter your Canopy Connect Credentials and click submit.

Wait momentarily while Canopy Connect retrieves your insurance information.

Proceed by adding driver information if required, then click ‘Save & Continue’.
Now click on ‘Add Drivers & Finish.’

You can add Driver information if needed or skip the step.
Click on ‘Save & Continue’.

Once complete, you will receive a success message saying, “You’re all Done! A copy of your insurance information is being securely sent to InsuredMine.”

After retrieving policies from Canopy, the generated link from Account 360, Contact 360, and Deal Card will be removed, and the retrieved policies will be shown in respective deal card accounts and contacts.

After successful retrieval, click on the ‘Refresh’ option to view your policy information.

Note: You can view the retrieved policies within InsuredMine from your insurance provider through the deal cards, contact360, and account360.

X-date in contacts when policy pulled from Canopy Connect within Contact360 and Account360

This option creates an X-date within the contact and account when policies are retrieved from Canopy Connect, reflecting the number of policies retrieved in Contact and Account360.
The number of policies retrieved from Canopy Connect for a particular category, that many X-dates will reflect in the Contact and Account360.

Include Quotes in Deal Card

We have added an option to include quotes on the deal card from retrieved policies.

Check the checkbox next to the retrieved policies.
Once selected, the ‘Add Deal’ option will be enabled, creating a deal card with quotes.

Note: This process can be done from both Account360 and Contact360.

From the Deal Card:

The retrieved policies of the canopy can be added as quotes by clicking on the ‘+’ icon available under the policies.

View Canopy Analytics from the Agency Dashboard:

View and click on the number of retrieved policies from the Agency dashboard.

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