Canopy Connect Blog

We’ve added Driving Records and Claims History in your Canopy Connect Activity Dashboard.  With this new data, you can get a better understanding of a prospect's driving and claims history. This information can be particularly useful during discovery, ... Read More

New integration enables insurance agents to collect current insurance data directly from consumers via Canopy Connect and pre-fill into Vertafore’s PL Rating to significantly improve quote accuracy and turnaround time.Canopy Connect’s ... Read More

Leading insurance agents review and understand declaration page data to build a policy proposal that is relevant, personalized, and credible.Insurance agents are tasked with making sure their clients are protected in unfortunate accidents and life-altering events. <... Read More

Is your insurance sales funnel design attracting the kind of leads you need? Consider these tips to bolster your strategy and generate more sales.With a well-designed insurance sales funnel, you can separate yourself from the competition. Perhaps you already have a ... Read More

Conversion rate optimization must be a top priority in your insurance agency strategy. Learn how to leverage high-quality leads to maximize success. On paper, it may seem like you have an impressive number of insurance leads queued up. But can you count on them all to com... Read More