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.

Adopt these actionable best practices to ensure prospects can find your insurance agency at every stage of the customer journey.

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.

Digital tech advances have improved lead gen opportunities and greatly expanded reach. Use these strategies to optimize online lead generation.

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.

The insurance industry is increasingly competitive. In a saturated market, it pays to prioritize client relationship-building strategies in your business.

Offering an exceptional client experience can set you apart as an insurance industry leader. Avoid these mistakes to grow a loyal client base.

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 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.