1. Setup Account
2. Share your links
3. Automate and sell
Using the top artificial intelligence in the world, we help analyze risk and provide risk score.
Risk Tolerance
Get precision risk tolerance with our web-tool.
Quote Forms
Forms to Quotes. Sell better.
Service Forms
Digitize your service channel and automate
Renewal Walkthrough
Digitize your annual client reviews.
Review Center
Get more reviews & filter poor ones.
Canopy Connect
Pull client’s current dec pages.
Carrier Integrations
Direct connections with Travelers, Nationwide, Hippo and more.
Custom Branding
Co-brand your link with your logo.
P&C GPT
Coming Soon - a P&C specific A.I. with policy forms loaded.
Agency Configuration
Set custom viewing permissions.
Reports & Insights
Configure daily, weekly and monthly reports.