Essential Social Media Tools for Insurance Agencies
Enhance your insurance agency's marketing with top social media tools like Canva, Loomly, and more. Create engaging content and connect with clients effectively.
PL Rating Integration Now Available with Canopy Connect
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.
Why Insurance Agents Should Review the Declarations Page
Leading insurance agents review and understand declaration page data to build a policy proposal that is relevant, personalized, and credible.
How to Design an Efficient Insurance Sales Funnel
Is your insurance sales funnel design attracting the kind of leads you need? Consider these tips to bolster your strategy and generate more sales.
Insurance Conversion Rate Optimization: What Is It, Why It Helps, and How to Do It
Conversion rate optimization must be a top priority in your insurance agency strategy. Learn how to leverage high-quality leads to maximize success.
Canopy Connect is Now Integrated with Agency MVP
Canopy Connect and Agency MVP have come together to provide insurance agents with an end-to-end lead management experience. Together, we'll automatically prioritize leads, send text and email sequences, collect prospect insurance information, and send that to your rater, so you can build a value-driven quote that wins.
Customer Journey 101: Best Practices to Streamline Your Insurance Processes
Adopt these actionable best practices to ensure prospects can find your insurance agency at every stage of the customer journey.
Connected Conversations in Insurtech with Marble's CEO
Stuart Winchester, Founder and CEO of Marble, joins Tolga Tezel for a conversation about advancing the insurance industry and what led him to start Marble, the first digital insurance wallet.
5 Expert Lead Generation Strategies for Insurance Agents
Digital tech advances have improved lead gen opportunities and greatly expanded reach. Use these strategies to optimize online lead generation.
Share Pulled Insurance Data with Your Team
We delivered the ability for you to share specific insurance pulls with colleagues on your team. Now, if you want to hand off a client to another producer or assign inbound prospects from your website, you can do so easily and securely.