Canopy Connect, the leading insurance intake platform, today announced a significant expansion of its platform capabilities designed to help insurance agencies engage clients through their preferred communication channels. The new features enable agencies to reach clients via SMS text messages, email, and embeddable web experiences—dramatically increasing response rates and streamlining the insurance shopping process.

The expansion addresses a critical challenge facing independent insurance agencies: clients engage differently, and a one-size-fits-all approach to data collection leaves significant business on the table. With Canopy Connect’s expanded platform, agencies can now deploy intake flows across multiple touchpoints, ensuring they connect with prospects and clients in the moments and channels that work best for them.

“We built Canopy Connect to eliminate the friction in insurance data collection, and this expansion takes that mission to the next level,” said Tolga Tezel, CEO and co-founder of Canopy Connect. “Agencies tell us that their biggest challenge isn’t just collecting insurance information—it’s getting clients to engage in the first place. By meeting clients where they already are, whether that’s a text message, an email, or a website visit, we’re helping agencies dramatically improve their conversion rates and deliver a better client experience.”

Key new capabilities include:

SMS-Powered Intake: Agencies can now initiate insurance intake flows directly through text messages, leveraging the highest-engagement communication channel available. Clients receive a simple text with a link to share their insurance information, making it easier than ever to start the process.

Email Integration: Seamlessly embed intake requests within email communications, allowing agencies to incorporate insurance data collection into their existing email workflows and client communications.

Embeddable Web Experiences: Agencies can now embed Canopy Connect’s intake flows directly into their websites, enabling prospects to initiate the insurance sharing process at the moment of highest intent—when they’re actively researching coverage options.

Enhanced Agency Dashboard: A redesigned agency interface provides comprehensive visibility into client engagement across all channels, with improved tracking and follow-up capabilities.

“The data is clear: when you give clients options for how to engage, completion rates soar,” said Karn Saroya, co-founder of Canopy Connect. “Our agency partners have been asking for these capabilities, and we’re excited to deliver a solution that fits into how modern insurance agencies actually operate.”

The platform expansion builds on Canopy Connect’s core technology, which enables clients to securely share their existing insurance information—including current coverage details, policy numbers, and claims history—directly from their insurance carriers. This verified data eliminates manual data entry, reduces errors, and accelerates the quoting process for both agents and clients.

Early agency partners who have piloted the new multi-channel capabilities report significant improvements in client engagement rates and faster time-to-quote. The expanded platform is now available to all Canopy Connect agency partners.