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Integrations

Canopy Connect Integration

View coverages, premiums, limits, deductibles, dec pages and more so you can provide faster, more accurate quotes that win.

Written By David Watson

Last updated 5 months ago

Please note: This integration is only available on Canopy Connect's Elevate and Peak plans — check your billing or contact your Canopy Connect representative if you're unsure. Also, RiskAdvisor does not appear as an integration option inside the Canopy Connect dashboard. The integration is initiated from within RiskAdvisor — open a RiskProfile, and you'll find the Canopy Connect section there to pull your client's prior policy data.

The Canopy Connect → RiskAdvisor integration allows you to prefill information from prior policies and dec pages directly into RiskProfiles in RiskAdvisor — saving time and reducing manual data entry.

This guide covers:

  • Activating your integration

  • Using Canopy Connect for prefill

  • Understanding prefilled vs. informational fields

Setting up the Canopy Connect Integration

  • Navigate to your Canopy Connect Integration Settings in RiskAdvisor. (See the interactive walkthrough below for step-by-step navigation.)

  • On the Canopy Connect integration settings page, click "Link to Canopy Connect".

  • Enter your Canopy Connect credentials on the login screen that appears, then click "Log In".

  • Once authenticated, you'll be returned to the Canopy Connect integration page in RiskAdvisor, where your linked status will be confirmed.

Check out the interactive version below to reach your Canopy Connect Settings:

Once you’ve reached the Canopy Connect page for Integration settings, it should look like below:

Canopy Connect Integration Settings Page

Click “Link to Canopy Connect”. You should see the screen shown below with space to enter your Canopy Connect credentials. Enter in your credentials for Canopy Connect and hit “Log In”

Once logged in, you’ll see the following screen on your Canopy Connect integration page in RiskAdvisor.

Setup Completed

Pulling Data from Canopy Connect into RiskAdvisor

To initiate a data pull from Canopy Connect, you'll need the following client information on hand:

  • First Name

  • Last Name

  • Email Address

  • Phone Number

Once these fields are filled in, RiskAdvisor will use them to locate and retrieve the client's prior policy and dec page data from Canopy Connect.

Understanding Prefilled vs. Informational Fields

When data is pulled from Canopy Connect, it will appear in the RiskProfile in one of two ways:

✅ Prefilled Fields

These fields are automatically populated with factual data from prior policies and dec pages. You'll see a data prefill indicator icon in each prefilled field. Examples include:

  • Client names and contact information

  • Property/structure details

No action is required for prefilled fields — the data has been entered for you.

ℹ️ Informational Fields

These fields display data from prior policies for reference purposes only. The agent is responsible for selecting or updating the correct values based on the client's current needs. Examples include:

  • Coverage types and limits

  • Deductibles and policy options

Why the distinction? Factual data (like a client's name or home's year built) can be carried over directly. Coverage decisions, however, depend on the agent's professional judgment and the client's current needs, so those require your input.

FAQs

  • Fields that are unchangeable/factual like names, client information, and structure will be prefilled. Items that are dependent on the agent’s choices like coverages will be shown as informational fields and will require the agent’s choices for those fields.

  • Your Canopy Connect plan does not include the RiskAdvisor integration. This feature is only available on Elevate and Peak plans. Contact your Canopy Connect representative to confirm or upgrade your plan.

  • Your credentials may have expired or your account may not have the correct permissions. Try re-linking your account by clicking "Link to Canopy Connect" and logging in again.

  • If neither of the above resolves the issue, please reach out to RiskAdvisor Support for further assistance.

For additional help, contact your RiskAdvisor support team or your Canopy Connect account representative.

Still need help? Ask the team