
Recap: July Lunch and Learn — PolicyPaste Upgrades, One-Click License Lookups, and a Sneak Peek at Trailhead
Our July Lunch and Learn covered three things you can put to work today: PolicyPaste updates that handle trickier forms and add a keyboard shortcut for faster pasting, a new one-click driver's license lookup right inside submissions, and a phone shortcut trick that puts your Canopy Connect link three letters away. Then came the surprise—early access to Trailhead, a new feature that gives prospects a warm, branded first impression before they share their information.

FirstChoice Partners with Canopy Connect to Streamline Insurance Data Collection
FirstChoice partners with Canopy Connect to revolutionize insurance data collection, boosting efficiency and client service for agencies.

Connected Conversations in Insurance: Dr. Billy Williams
Learn from Dr. Billy Williams how to optimize insurance agency processes, sales strategies, and customer experiences for growth and efficiency.

How to Build Real Influence on Social Media as an Insurance Agency
Feeling overwhelmed by the pressure to "go viral"? You're not the only one. Social media can often feel like a relentless task, chasing after momentary fame. In this session, you'll learn how to escape the "viral" mindset and harness the strength of genuine connections.

How Insurance Agents Can Use ChatGPT to Streamline Operations and Boost Sales
Here's how insurance agents can revolutionize their operations and drive sales using ChatGPT. Automate tasks, boost efficiency, and stay ahead in the competitive landscape.

Canopy Connect Hits a Major Milestone: Two Million Shared Insurance Policies!
We’ve accomplished a remarkable milestone by sharing more than 2 million insurance policies, changing the way data is shared for agents and consumers alike.

Why Insurance Apps Aren't the Answer Your Clients Are Looking For
Insurance apps are falling short for clients. Here's why hopping on the app-bandwagon isn't a good investment strategy for your agency.

Unleashing the Power of Referrals: Tips for Insurance Agents
Discover our top referral tips for insurance agents to build a thriving network and boost business. Create win-win partnerships with trusted partners!

Current State of Insurance Verification for Auto Dealerships
Tired of slow, outdated insurance verification at your dealership? Learn how to modernize your processes, comply with regulations, and ensure secure, accurate data handling.

Canopy Connect Integrates with TurboRater
We're thrilled to announce our latest integration with TurboRater, the insurance industry's easy-to-use quoting platform. This new partnership aims to revolutionize how insurance agencies gather and utilize client information.