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.
Why it Pays to Become BFFs With Your Customers: 4 Client Relationship Building Tactics for Insurance Agents
The insurance industry is increasingly competitive. In a saturated market, it pays to prioritize client relationship-building strategies in your business.
4 Client Experience Mistakes Insurance Agents Make (And How to Fix Them)
Offering an exceptional client experience can set you apart as an insurance industry leader. Avoid these mistakes to grow a loyal client base.
Enhanced Branding Features in Canopy Connect
We're excited to share some new branding features within Canopy Connect that allow you to customize the visual aspects of your Canopy Connect links.
New Security Option for API Users: IP Whitelisting for API calls
New security feature for those of you out there using our API: IP whitelisting. It enables you to whitelist IP addresses which are allowed to access the Canopy Connect API with your team's API keys. Once activated, only the whitelisted IP addresses will be allowed to use your API keys. This is a transparent change. If you don't specify an IP whitelist, you can continue to use your API keys to make API calls from any IP address.
We’re SOC 2 Type II Compliant! Here’s What That Means for You
Becoming SOC 2 Type 2 certified means that we had an independent auditor evaluate our product, infrastructure, policies and governance over an extended period of time, and certify that we meet or exceed specific levels of controls and processes to keep data secure.