Canopy Client is the CRM built exclusively for independent insurance agents and small agencies. Pipeline, relationships, automations — all in one place.
7-day free trial · Credit card required · Cancel anytime
Most agents are losing deals every week — not because they're bad at sales, but because they're using the wrong tools.
Tracking 100+ leads in Excel means constant manual updates, zero automation, and missed follow-ups every single week.
Generic CRMs don't understand insurance. You end up building workarounds that break as soon as your book of business grows.
A lead that went cold last month could close today — if you had a system that reminded you at the right time.
Built around the actual workflow of an insurance agent — not a generic sales rep.
Drag-and-drop kanban board. Know exactly where every lead stands at a glance.
Our unique 3-tier system (Cold → Warm → Hot) helps you prioritize who needs attention now.
Auto-send birthday and policy renewal emails with personalized templates. Set it once.
Daily digest, overdue alerts, and priority queues so nothing falls through the cracks.
Connect your own email. Send and receive directly from the CRM — no switching tabs.
See your pipeline health, conversion rates, and activity trends at a glance.
Spreadsheets are great for 20 clients. At 50+, you're spending hours on admin instead of selling. Canopy Client automates the work so you focus on closing.
Most CRMs are built for tech companies, not agents. Canopy Client is designed around the insurance workflow — pipeline stages, policy renewals, follow-up timing — out of the box.
Even one missed renewal email can cost you a client. Our automations run in the background so you never miss a key date, whether you send 5 or 500 emails a month.
Yes. All data is encrypted at rest and in transit. We use bank-grade security (AES-256) and your data is never shared or sold. You own it, always.
If you love it, you're charged automatically. If not, cancel before day 7 with zero friction — no calls, no forms, just one click in settings.
One price. All features. No surprises.
Solo
Perfect for individual agents
Pro
For growing agencies
Enterprise
For established agencies
| Features | Solo | Pro | Enterprise |
|---|---|---|---|
| Contacts | 250 | 2,000 | Unlimited |
| Emails/month | 300 | 3,000 | Unlimited |
| AI Credits/month | 500 | 2,000 | Unlimited |
| Pipeline & Folhas | check | check | check |
| Tasks & Notes | check | check | check |
| Email Templates | close | check | check |
| Email Automations | close | check | check |
| IMAP Sync | close | check | check |
| Advanced Reports | close | check | check |
| Priority Support | close | close | check |
14-day free trial • No credit card required • Cancel anytime
Join agents who stopped losing leads and started closing more — without working more hours.
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