Overview
The Canopy Connect 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 Canopy Connect account with appropriate access permissions
Configuration Steps
In Sembley, navigate to Settings > Integrations
Select "Canopy Connect" from the available integrations
Click "Activate" to begin the authorization process
You will be redirected to Canopy Connect to authenticate and grant permissions
Once authenticated, you'll be returned to Sembley with the integration activated
Using the Integration
Importing Data from Canopy Connect
In order to create a submission in Sembley from one of your submissions or pulls in Canopy Connect:
In Sembley, navigate to Submissions
Click “New Submission”
Click “Import from Canopy Connect”
Paste the Submission ID of the submission in your Canopy Connect account
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 Canopy Connect 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