We're thrilled to announce our partnership with Canopy Connect, the leading insurance verification technology provider. This integration represents a significant step forward in our mission to make insurance processes more efficient and accurate for agents and their clients.
Transforming the Insurance Intake and Submission Process
Today marks an exciting milestone for Sembley users. Our integration with Canopy Connect creates a seamless pathway for verified insurance data to flow directly into ACORD forms and supplemental applications, eliminating tedious manual data entry and reducing errors.
This partnership addresses one of the most time-consuming aspects of insurance workflows: gathering accurate policy information from clients. Now, agents can access comprehensive, verified data from over 300 P&C insurance carriers with minimal effort.
How the Integration Works
The process is remarkably simple:
- Client authentication: Clients or prospects select their insurance carrier and sign in through Canopy Connect's secure portal.
- Data collection: Canopy Connect instantly retrieves over 250 structured data fields directly from the carrier.
- One-click transfer: With a single click on the "Send to Sembley" button, all relevant data is transferred to Sembley.
- Automatic form population: Sembley intelligently maps this data to the appropriate fields in any combination of ACORD forms and supplemental applications.
The integration supports a comprehensive range of insurance data, including insured information, policy details, claims history, premises information, driver details, and vehicle information. This ensures that agents have all the necessary data at their fingertips when preparing submissions.
The Benefits for Insurance Professionals
This partnership delivers several key advantages to our users:
- Verified data accuracy: Information comes directly from carriers, eliminating transcription errors and ensuring the most up-to-date policy details.
- Significant time savings: What once took hours of back-and-forth communication and manual entry now happens in seconds.
- Enhanced client experience: Clients enjoy a frictionless process that respects their time and privacy through consent-driven data sharing.
- Reduced E&O risks: Working with verified data reduces the risk of errors and omissions in insurance submissions.
- Streamlined workflows: The integration fits seamlessly into existing processes, making adoption simple and immediate.
As Jeremy Peskin, CEO of Sembley, noted in our press release: "Canopy Connect has set the standard for how insurance data should be collected—securely, instantly, and with zero friction for clients. This integration gives agents using Sembley direct access to their clients' existing policies, eliminating the usual back-and-forth and helping them start every submission with complete, accurate information."
Setting Up the Integration
Getting started with the Canopy Connect integration is straightforward:
- In Sembley, navigate to Settings > Integrations
- Select "Canopy Connect" from the available integrations
- Click "Activate" to begin the authorization process
- You'll be redirected to Canopy Connect to authenticate and grant permissions
- Once authenticated, you'll be returned to Sembley with the integration activated
For detailed instructions and best practices, visit our support article.
See It in Action
Want to learn more about how this integration can benefit your agency? Join us for an informational webinar on Wednesday, July 23rd, 2025, where we'll demonstrate both solutions and show the integration in action. Register here.
Tolga Tezel, CEO and founder of Canopy Connect, summed up the partnership perfectly: "Sembley does an amazing job using AI and enrichment to reduce friction in their intake, but there's no substitution for real verified data from the carrier. Together, we're able to deliver an amazing commercial insurance experience from intake through submission."
Get Started Today
The integration is available now at no additional cost to users of both Canopy Connect and Sembley. Learn more about the integration on the Canopy Connect website.
We're excited to see how this partnership transforms your workflow and helps you deliver even better service to your clients. If you have questions or need assistance with the integration, our support team is ready to help.