How Insurance Agents Can Level Up Their Canopy Connect QR Codes: Practical Tips & Examples

Published on

November 14, 2024

Contributors

Elizabeth Reed

Content Marketing Manager

Elizabeth is a content marketing manager with a deep understanding of the startup landscape. She specializes in driving impactful content strategies for early-stage companies. Having honed her skills within a dynamic small marketing agency environment, she has extensive experience across crafting compelling content and growing community engagement.

One of our favorite features of Canopy Connect is the ability to generate unique QR codes that streamline the insurance data intake process, reducing paperwork and increasing the chance of capturing new clients.

However, generating a QR code isn’t enough; to maximize its potential, agents need to think creatively about how to use it. Here’s how insurance agents can take their Canopy Connect QR codes to the next level with some easy yet impactful upgrades.

1. Make It Your Phone’s Background

As an insurance agent, you've always got your phone on you. Making your Canopy Connect QR code the background on your phone is an easy, passive way to keep it accessible at all times. When you’re out running errands or networking, prospects will see the code on your screen, making it easy to simply ask them to scan it.

Example: Imagine you’re at a conference and a potential client is interested in learning more about your services. Instead of fumbling for a business card or searching for the QR code on your device, you can simply unlock your phone and show them your background. Not only does this save time, but it also demonstrates that you’re up-to-date with technology—an attractive quality for many modern consumers.

How to set it up:

Download your Canopy Connect QR code from the dashboard.
Save it to your phone’s photos and set it as your wallpaper or lock screen background.
Consider adding a message overlay, like "Scan me to share insurance info," for added clarity. Or, use these templates to overlay your Canopy QR code in Canva.

2. Print It as a Sticker for Your Phone Case

A high-quality printed sticker of your QR code is a great way to make your code even more accessible. Stick it to the back of your phone case so it’s visible whenever you’re with clients. This setup is particularly effective because, unlike digital screens, a sticker doesn’t require you to wake up your phone or worry about battery life—it’s simply there, visible and ready to scan.

Example: During a casual conversation at a coffee shop, someone mentions they’re shopping for insurance. Instead of interrupting the flow of conversation to retrieve your code, you can simply turn your phone over and say, “Here’s the quickest way to share your insurance details with me.”

How to do it:

Use a service like Sticker Mule, Canva, or Vistaprint to print your QR code as a durable, weather-resistant sticker. Need something quick? Print it on a shipping label.
Place the sticker on the back of your phone case. Make sure it’s a high-contrast image, so it scans easily even in low-light situations.

3. Add the QR Code to Business Cards

While traditional business cards are still a staple, modernizing them with your Canopy Connect QR code can add tremendous value. Instead of giving a potential client a generic business card, provide one that lets them scan the code and get started immediately.

Why It Works:

QR codes allow prospects to instantly share their insurance information with the Canopy Connect platform, reducing friction in the process. When potential clients scan the code on your business card, they’re instantly directed to the information they need without additional steps. This is a great way to integrate traditional marketing with digital tools.

How to Do It:

You can design your business card to include the QR code as a central feature or place it on the back for a clean look. Many printing companies offer QR code integration, and you can customize the size, color, and placement to fit your brand aesthetic.

6. Place It on Your Car or Office Window

For agents who often have clients visiting their office or who frequently drive to client meetings, placing the QR code on your car window or office entrance can offer a unique engagement opportunity.

Why It Works:

Displaying your QR code in a high-visibility area can attract potential clients who may not have reached out otherwise. When people see the QR code on your car or office, it becomes an invitation to connect, making your brand stand out in a memorable way.

How to Do It:

Consider using a vinyl decal that you can stick on your car or office window. This material is durable and weather-resistant, making it a practical choice for outdoor settings. Make sure the QR code is large enough to scan from a few feet away and place it in a visible location.

Unlocking New Possibilities

The versatility of QR codes opens up a world of possibilities for insurance agents. By strategically placing your Canopy Connect QR code in accessible and creative places, you make it easy for prospects to connect with you. From using a phone background to designing a badge or creating a custom sticker, these approaches make sure your QR code is always accessible to clients. With Canopy Connect, prospects can share their information in under 30 seconds, helping agents provide customized quotes in record time.