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Canopy Connect Integration

Pull insured and policy information from Canopy Connect into Sembley

Jeremy Peskin avatar
Written by Jeremy Peskin
Updated over a week ago

Overview

The CanopyConnect integration allows you to import insurance documents and policy data directly into Sembley, eliminating manual data entry and streamlining your insurance information gathering process.

Benefits

  • Automatically create or update insured profiles in Sembley with comprehensive policy information

  • Import structured data including policy details, claims history, premises information, driver details, and vehicle information

  • Save time and reduce errors by eliminating manual data entry

  • Maintain up-to-date client insurance information in one centralized location

Setting Up the Integration

Prerequisites

  • An active Sembley account with administrator privileges

  • A CanopyConnect account with appropriate access permissions

Configuration Steps

  1. In Sembley, navigate to Settings > Integrations

  2. Select "CanopyConnect" from the available integrations

  3. Click "Activate" to begin the authorization process

  4. You will be redirected to CanopyConnect to authenticate and grant permissions

  5. Once authenticated, you'll be returned to Sembley with the integration activated

Using the Integration

Importing Data from CanopyConnect

In order to create a submission in Sembley from one of your submissions or pulls in Canopy Connect:

  1. In Sembley, navigate to Submissions

  2. Click “New Submission”

  3. Click “Import from Canopy Connect”

  4. Paste the Submission ID of the submission in your Canopy Connect account

  5. If the insured is a company with multiple policies in Canopy Connect, select which policy you want to import their basic information from (note that, whichever policy you choose, you’ll be able to import data and records from across all of their policies)

Data Mapping

The integration maps data from CanopyConnect to Sembley, including the following. For a complete list of shared data, view our Canopy Connect Data Sharing documentation.

  • Insured information (name, contact details, business information)

  • Policy details (effective dates, premiums, carrier information)

  • Claims history

  • Premises information

  • Driver details

  • Vehicle information

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