Canopy Connect and Holistiplan Announce Integration to Automate Insurance Planning

New integration brings insurance into the financial planning conversation

Canopy Connect, the leading insurance verification technology provider, and Holistiplan, a comprehensive financial planning platform serving 55,000+ financial professionals, announced their integration to bring automated property and casualty insurance analysis into the financial planning workflow. The partnership enables advisors to retrieve verified policy data from more than 300 insurance carriers in seconds, eliminating the document collection bottleneck that has prevented widespread adoption of insurance planning.

By automating insurance data collection, Holistiplan enables financial advisors to deliver comprehensive risk management reviews without the document-chasing that traditionally prevented insurance planning adoption. With verified policy data flowing directly into the platform, advisors can instantly identify coverage gaps and evaluate liability limits as part of their annual planning conversations.

Through this integration, Canopy Connect’s 250+ standardized policy fields enable Holistiplan to automatically surface coverage recommendations across home, auto, landlord and umbrella policies. Financial advisors can now transition from reactive insurance conversations to proactive risk management strategies within the same platform they already trust for tax and estate planning.

“Holistiplan has built one of the most trusted platforms in financial planning, and this integration brings insurance data into that workflow in a way the industry has been missing for years,” said Tolga Tezel, founder and CEO of Canopy Connect. “By embedding verified P&C policy data directly into planning conversations, we’re helping advisors move faster and deliver more confident, comprehensive insights to their clients.”

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“Canopy Connect’s technology fundamentally changes what’s possible in insurance planning by removing the manual data gathering that has held advisors back for so long,” said Roger Pine, cofounder and CEO at Holistiplan. “This integration allows our users to deliver meaningful insurance insights with the same speed and accuracy they expect from Holistiplan’s tax and estate planning tools.”

Holistiplan’s unified planning ecosystem covers tax planning, insurance analysis, and estate planning. The Canopy Connect integration brings insurance planning into parity with Holistiplan’s tax intelligence capabilities, positioning it as the first tax-planning platform to offer fully automated P&C policy discovery and analysis powered by direct carrier connections.

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