carrier-integrations
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PlanSource Wants to Make Benefits Admin Boring - and That’s the Point
HR teams do not need another dazzling demo. They need the newborn to be covered, the carrier file to match and open enrollment to end without a fire drill. PlanSource has spent nearly two decades turning that unglamorous promise into enterprise software.
Canopy Connect
Canopy Connect is a San Francisco-based insurtech that acts as the connective tissue between consumers, insurance carriers, and businesses. Often called "Plaid for insurance," its API and no-code tools let people securely share verified insurance details - auto, home, and commercial policies - in about 20 seconds by logging into their carrier. Insurance agencies, carriers, lenders, and other insurtechs use the platform to pull structured, real-time policy data instead of asking customers to type it all out or upload documents.