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.
Steps to Follow âž–
- Navigate to the Forms module and save the Canopy Connect Form from the Templates.
     2.Enable Form Automation via More Actions in the Form List.
     3.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,Â
- Log in to the Canopy Connect platform with your credentials.
- From the left navigation menu, click Submissions.
- Select a lead, then go to More Actions and choose Open Submission Page.
    7.You will be redirected to the lead’s information page.
    8.Scroll down and click Send to InsuredMine.
    9. A success message will appear confirming that the information has been sent to InsuredMine.
     10. At the same time, the lead information will open in a new tab within the form.
You can verify the information by comparing the Pull ID in the Canopy Connect platform with 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.
