Learn how to close business anywhere with these networking tips for insurance agents. Turn casual conversations into clients and grow your referral network effortlessly.
Insurance Agency
6 mins
min read

How Insurance Agents Can Close Business Anywhere

Learn how to close business anywhere with these networking tips for insurance agents. Turn casual conversations into clients and grow your referral network effortlessly.
Our new integration with AgencyZoom™ by Vertafore® enables insurance agents to collect verified prospect and insurance data through Canopy Connect and send lead information into AgencyZoom to streamline the sales process and stay on top of your leads.

Canopy Connect’s Integration with AgencyZoom

Our new integration with AgencyZoom™ by Vertafore® enables insurance agents to collect verified prospect and insurance data through Canopy Connect and send lead information into AgencyZoom to streamline the sales process and stay on top of your leads.
Looking to get more leads into your business? We're breaking down how to do that with the Canopy Connect QR code. Read on for tips and advice on launching your most successful giveaway yet.

How to Launch a Successful Giveaway with the Canopy Connect QR Code

Looking to get more leads into your business? We're breaking down how to do that with the Canopy Connect QR code. Read on for tips and advice on launching your most successful giveaway yet.
Canopy Connect has joined the Vertafore® Orange Partner Program, offering integrations with PL Rating™ and AgencyZoom™ to streamline insurance agencies' workflows.
News
2
min read

Canopy Connect Joins Vertafore Orange Partner Program

Canopy Connect has joined the Vertafore® Orange Partner Program, offering integrations with PL Rating™ and AgencyZoom™ to streamline insurance agencies' workflows.
As electric cars rapidly gain traction, insurance agencies face new challenges servicing these policies. Our latest blog explores key EV insurance trends agencies need to understand in 2024.

Top Electric Car Insurance Trends for Insurance Agencies to Consider

As electric cars rapidly gain traction, insurance agencies face new challenges servicing these policies. Our latest blog explores key EV insurance trends agencies need to understand in 2024.
Insurance agencies can now‌ compete with other agencies by providing prospects with ‌a digital experience—because consumers are looking for the easiest purchasing journey. This desire for a more modern experience is creating a divide between agencies that adapt to the changes and ‌those that are left picking at the scraps. To attract modern customers, insurance agencies need to embrace the digital experience.

The Power of Modernizing Your Digital Insurance Experience

Insurance agencies can now‌ compete with other agencies by providing prospects with ‌a digital experience—because consumers are looking for the easiest purchasing journey. This desire for a more modern experience is creating a divide between agencies that adapt to the changes and ‌those that are left picking at the scraps. To attract modern customers, insurance agencies need to embrace the digital experience.
Lenders need to assess risk and verify compliance efficiently while maintaining accuracy. Insurance verification is a crucial part of this process, yet traditional manual verification methods are time-consuming and prone to human error. See how an automated solution for auto lenders can streamline this typically tedious process.
Lending
4
min read

Streamlined Insurance Verification for Auto Lenders

Lenders need to assess risk and verify compliance efficiently while maintaining accuracy. Insurance verification is a crucial part of this process, yet traditional manual verification methods are time-consuming and prone to human error. See how an automated solution for auto lenders can streamline this typically tedious process.
Despite being the backbone of the economy, small businesses often struggle to find the right insurance coverage. This presents a massive opportunity for commercial insurance agencies willing to adapt and tailor their approach. Here's how to win over small businesses and boost your bottom line.

Which Insurance Small Businesses Need and How Commercial Agencies can Support Them

Despite being the backbone of the economy, small businesses often struggle to find the right insurance coverage. This presents a massive opportunity for commercial insurance agencies willing to adapt and tailor their approach. Here's how to win over small businesses and boost your bottom line.
The insurance industry's answer to Plaid's banking API? Canopy Connect's API solution. Our API streamlines insurance verification, transforming the industry one verification at a time. See how our solution can help loan servicers, lenders, and more.

The Insurance Industry’s Answer to Plaid’s Banking API

The insurance industry's answer to Plaid's banking API? Canopy Connect's API solution. Our API streamlines insurance verification, transforming the industry one verification at a time. See how our solution can help loan servicers, lenders, and more.