Let’s be honest. If you’re in personal lines or small commercial, you’ve probably hit this moment at least once this week:
You’ve got all the client info, but now you’re retyping it into the rater… and then the carrier portal… and maybe your CRM, if you’re feeling ambitious.
It’s a grind. And it’s not why you got into insurance.
Fortunately, automation is finally catching up. And two tools are leading the charge: Canopy Connect’s Policy Paste and Gaya’s Super Copy & Super Paste.
Both promise to streamline your workflow. But for us at RiskAdvisor, the winner was clear—and here’s why.
🥇 Why We Chose Gaya
We love what Canopy has done. Truly. Their Chrome extension—Policy Paste—has made quoting from prior policy data faster and easier than ever. Pull the data from the carrier, paste it into your portal, and boom—done.
But that last part is also why we leaned into Gaya instead: it only works if you’re building from existing policies.
Gaya’s tools? They work with whatever data you have.
Whether it’s from a RiskProfile, or a producer quoting off a form submission, or a commercial account without clean prior docs—Gaya doesn’t care. It copies and pastes wherever you point it.
That flexibility is huge. Especially in a world where quoting isn’t always a clean policy-to-policy transition.
🔍 What Makes Gaya Different
- It’s form-agnostic. Gaya doesn’t rely on pulling from carriers. It just captures and pastes data wherever you need it.
- It works beautifully with RiskAdvisor’s workflows. Structured RiskProfiles + Gaya = lightning-fast quoting.
- It serves teams using VAs, CSRs, or non-standard workflows. It’s not just for producers—it’s for the whole team.
Canopy is elegant. It’s powerful. And yes—it’s on our roadmap for integration.
But Gaya fits where the industry is headed: data coming from intake, not just from the past.
🧠 The Real Game-Changer? Structured Intake
Let’s not miss the forest for the trees.
It doesn’t matter how slick your automation is if the data feeding it is a mess.
That’s why we’re obsessed with structured, well-prompted intake at RiskAdvisor. Tools like Gaya and Canopy accelerate quoting—but the magic starts when your data is:
- Collected once.
- Organized clearly.
- Ready to push into whatever system comes next.
We built RiskProfiles, QuoteForms, and PolicyLink to make that the norm, not the exception.
⚙️ Bottom Line: Choose the Tool That Fits Your Workflow
You don’t have to pick sides—both Canopy and Gaya bring real value to the quoting process.
- Gaya offers flexibility and speed when you’re working with data that doesn’t originate from a prior policy.
- Canopy shines when a client’s existing insurance history is available and you want verified, structured data from the carrier itself.
The truth is, both tools are powerful—but neither is a silver bullet on their own.
What does make all the difference? A clean, consistent intake process that feeds everything else.
That’s where RiskAdvisor comes in.
We’re not just another form. We’re the system that helps you:
- Capture structured data from the start.
- Send it anywhere it needs to go—whether that’s into a carrier portal via Gaya or Canopy, into your CRM, or into your rater.
- And ultimately, build a single source of truth for every client you serve.
If you’re looking to cut quoting time, reduce re-entry, and bring clarity to your intake process—we’d love to show you how.
Let the automation tools do what they do best. RiskAdvisor will make sure the data that powers them is always accurate, complete, and ready to roll.