ReferenceConnect AI vs. Canopy Connect Insurance Data Intake

ReferenceConnect AI™ is an AI insurance knowledge base tool designed to help independent agencies, MGAs, and carriers move faster, decide with confidence, and keep business moving. It brings together trusted industry knowledge and AI powered, conversational search so you can turn questions into answers in seconds. Instead of working across fragmented systems and manual processes, you move from research to decision with speed and clarity.

Canopy Connect's insurance intake platform is trusted by more than 24,000 insurance agents to collect verified insurance information from prospects in seconds. Simply send your custom link to enable prospects to share personal and commercial insurance data directly from their current carrier or a dec page. Layer in custom forms to round out their profile with any additional context you need. You'll receive verified policy details, declarations pages, driver information, claims history, and commercial loss events.