Every morning, your team knows exactly what to do.
agentCanvas is an AI built for independent insurance agencies. It connects your carrier data, your agency's own knowledge, and your inbox — then tells every agent what needs attention today. No more digging. No more missed renewals.
5 agencies selected. Founding pricing · Direct access to our team
Preview available to founding agencies only
We're keeping the product private until pilot launch — founding agencies get a private walkthrough before anyone else.
Request a walkthrough →Isolated Database
Your agency gets its own database. Data is never shared.
PII Scrubbing
Client PII is removed before it reaches the AI model.
Full Audit Trail
Every AI action is logged. Ready when a regulator asks.
Compliance Built In
Built for regulated industries from day one.
What makes it different
AI that reasons across your entire agency — not just one slice of it.
Most tools see one data source. agentCanvas connects three — and reasons across all of them at once.
Carrier & Policy Data
Live from your book of business — real time, no manual exports.
- ✓Policies, renewals & endorsements
- ✓Claims history and open items
- ✓Carrier transactions, auto-classified
- ✓Coverage gaps, flagged proactively
Agency Knowledge
How your agency actually operates — ingested once, applied always.
- ✓Risk appetite guidelines
- ✓Commission structures
- ✓Carrier preferences & relationships
- ✓Internal SOPs and playbooks
Email & Inbox
What's been said, promised, and left pending — in full context.
- ✓Client conversations, threaded
- ✓Carrier notices and updates
- ✓Open threads needing follow-up
- ✓Commitments that haven't been actioned
Don't use Canopy Connect? agentCanvas works with other carrier data sources too.
Sound familiar?
Your team is talented. They're drowning in logistics.
The data exists. The knowledge exists. It's just never assembled in one place at the right time.
Renewals get missed because nobody had time to track them
The data is there. Surfacing who's expiring in the next 30 days still takes manual digging every single morning.
Clients wait on hold while your team scrambles for answers
Policy details, claim status, coverage history — it's all in your systems. Just not assembled when the client is already on the line.
Your agency's own guidelines aren't shaping daily decisions
Risk appetite, carrier preferences, commission structures — written down somewhere, but not actually driving what gets done each day.
How it works
Up and running in under 30 minutes.
Connects to what you already use. No IT department. No data migration.
Connect your agency
Carrier data, internal docs, and email. One-time setup — we do it with you, live.
AI learns your book
Policies, history, guidelines, conversations — classified and cross-referenced automatically. No manual data entry.
Your team knows what to do
Every morning: a ranked priority list per agent. Renewals, gaps, follow-ups — no more triage, no more misses.
Be a Founding Agency.
We're selecting 5 independent agencies for our founding pilot. Early access, a direct line to our team, and founding pricing locked in before we open to the public.
Founding pricing
Locked for life. Never goes up as we grow.
Direct team access
A Slack channel with our engineers.
Shape the roadmap
Your feedback drives what we build next.
White-glove onboarding
We configure everything with you, live.
No obligation · 15-minute call · We'll walk you through exactly what we're building