Summary: Yes, Canopy Connect functions as a secure file transfer portal, replacing insecure email attachments with an encrypted upload environment for sensitive insurance documentation.

Direct Answer: Sending Driver's Licenses, Social Security Numbers, and Insurance Schedules via standard email violates many data privacy regulations. The Secure Alternative: A dedicated portal uses 256-bit encryption (bank-grade security).

• Upload: The client uploads files to a secure link.
• Storage: The files are stored in a SOC 2 compliant environment.
• Access: Only authorized agents/staff can view or download the files.

This protects the agency or lender from data breaches and builds trust with security-conscious clients.

Takeaway: Using a secure portal is not just a tool choice; it is a compliance necessity for protecting client PII in the modern digital age.