Canopy Connect Insurance Verification for Sales F&I
Canopy Connect Insurance Verification for Sales F&I
Canopy Connect Insurance Verification for Sales F&I
Canopy Connect Insurance Verification for Sales F&I

Canopy Connect Insurance Verification for Sales F&I

Identity & Insurance Verification

Canopy Connect enables dealership sales and F&I to know that their buyers have the right coverage for the vehicles they purchase. In 30 seconds you'll have verifiedpolicy data, declaration pages, drivers, vehicles, lienholders, claims, and more. You can even update vehicles, drivers, & lienholders.

Verify & Update Insurance Coverage at the Dealer

The Coverage Problem at the Point of Sale

Closing a deal and finalizing financing also means a valid insurance policy needs to be in force to protect the driver, the vehicle, and the lienholder. But confirming that has traditionally meant taking a customer's word for it or waiting on a paper declaration page that may be outdated, incomplete, or altered. Neither gives your Sales or F&I team a reliable answer before the keys change hands.

What Can Go Wrong Without Verification

Lenders have specific insurance requirements. When a financed vehicle leaves the lot without meeting the lender's coverage requirements — adequate liability limits, a lienholder listed on the policy — it creates a compliance gap that can delay funding or trigger lender disputes after the deal is done.
Customers frequently carry the wrong coverage for a new vehicle. A buyer trading up to a new F-150 or Explorer may still have a policy written to their previous vehicle. Without verification, that mismatch goes undetected until a claim surfaces. At that point, it becomes the dealership's problem to untangle.
Manual verification slows the process for everyone. Calling insurance carriers to confirm coverage is time-consuming and inconsistent. Customers digging for paperwork on their phones adds friction at exactly the moment the deal should be moving forward.

How Canopy Connect Works

The sales or F&I manager sends a secure sharing link to the customer via text or email — no app required. The customer logs in to their insurance carrier and shares their live, carrier-verified policy data directly with your dealership. Policy Check instantly confirms whether the customer's coverage meets your requirements. From there, your team can update vehicles, drivers, and lienholders on the policy without leaving the platform.

The entire process takes under 30 seconds for the customer. The deal keeps moving.

What You Get with Every Verification

  • Active policy status — confirm coverage is current and hasn't lapsed Liability coverage limits — see exactly what the customer carries
  • Named drivers and vehicles — confirm the purchased vehicle is properly covered Lienholder information — verify the lender is correctly listed on the policy
  • Declaration page — a carrier-verified copy, not a screenshot that could be altered Policy Check — an automated pass/fail against your dealership's minimum requirements
  • Policy update capability — add vehicles, drivers, and lienholders on the spot
  • Stored record — complete documentation on file for every deal

Built for the Showroom Floor

No dedicated hardware, no complex integrations, and no burden on your team to interpret policy documents. The platform does the analysis; your F&I manager sees the result. Canopy Connect turns insurance verification from a friction point into a fast, defensible step in every deal.

Pricing

All plans include:

  • Unlimited insurance verifications—retrieve and verify personal or commercial auto insurance policies including policy details, declaration pages, claims history, and more.
  • Policy Check—an at-a-glance validation that a policy meets required criteria (coverage, vehicles, drivers, and lienholders).
  • Standard automotive integrations—such as CDK, Cox Automotive, or TSD Mobility.
  • 1 department or location included.
  • 1:1 personalized onboarding session.
  • Includes 30-day free trial

Drive Plan

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For single location dealers that sell up to 100 vehicles per month.

Cruise Plan

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For single location dealers that sell up to 200 vehicles per month.

Accelerate Plan

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For single location dealers that sell up to 400 vehicles per month.

Custom Plan

CUSTOM Price based on volume: For single or multi location dealers that sell more than 400 vehicles per month.

  • Unlimited insurance verifications — retrieve and verify personal or commercial auto insurance policies including policy details, declaration pages, claims history, and more.
  • Policy Check — an at-a-glance validation that a policy meets required criteria (coverage, vehicles, drivers, and lienholders).
  • Standard automotive integrations — such as CDK, Cox Automotive, or TSD Mobility.
  • 1 department or location included.
  • 1:1 personalized onboarding session.
  • Includes 30-day free trial.

Additional Resources from Canopy Connect

Canopy Connect ID Verification

Canopy Connect ID Verification

Read More

Dealer Reviews for Canopy Connect Insurance Verification for Sales F&I

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