Discover how fintech companies can build embedded insurance experiences to boost revenue through cross-selling. Many fintech companies might not realize it, but they’re perfectly positioned to offer customers insurance products.

How Fintech Companies Can Unlock Insurance Cross-Selling Opportunities

Discover how fintech companies can build embedded insurance experiences to boost revenue through cross-selling. Many fintech companies might not realize it, but they’re perfectly positioned to offer customers insurance products.
In the insurance world, you want more than a sale—you want a client for life. Learn how to master the right closing techniques for extraordinary results.

4 Closing Techniques That Foster Win/Win Scenarios for Insurance Agents

In the insurance world, you want more than a sale—you want a client for life. Learn how to master the right closing techniques for extraordinary results.
Mortgage processing can be a complex process. But automating tasks such as insurance verification can be streamlined for you and your customers to make sure you close on time.

How to Digitize the Insurance Verification Process for Mortgage Lenders

Mortgage processing can be a complex process. But automating tasks such as insurance verification can be streamlined for you and your customers to make sure you close on time.
Connect directly with your client base online by utilizing the latest social media marketing trends for the insurance industry.

8 Social Media Marketing Trends & Tips for Insurance Agents in 2023

Connect directly with your client base online by utilizing the latest social media marketing trends for the insurance industry.
The leading insurance conferences in 2023 will drive professional development, uncover opportunities, and set the stage for success. Mark your calendar for these dates.

10 Insurance Conferences to Attend in 2023

The leading insurance conferences in 2023 will drive professional development, uncover opportunities, and set the stage for success. Mark your calendar for these dates.
A great customer experience will set you apart in the insurance marketplace. Streamline forms to boost lead conversions and simplify the client process.
Insurance API
7
min read

How Insurance Marketplaces Can Optimize Lead Conversions by Streamlining the Quote Request Form

A great customer experience will set you apart in the insurance marketplace. Streamline forms to boost lead conversions and simplify the client process.
We’ve added Enriched Property Data to accompany the homeowners policies that are pulled in the Canopy Connect activity dashboard, giving you a view of your prospect’s homeowners insurance coverages, deductibles, premiums, and declaration pages, and now the detailed property information you’ll need to generate an accurate and winning quote.

Enriched Property Data in Canopy Connect

We’ve added Enriched Property Data to accompany the homeowners policies that are pulled in the Canopy Connect activity dashboard, giving you a view of your prospect’s homeowners insurance coverages, deductibles, premiums, and declaration pages, and now the detailed property information you’ll need to generate an accurate and winning quote.
Stand out from the rest in an unpredictable market. Check out these insurance industry trends and strategies so you can survive these rocky times.

Insurance Industry Trends & Strategies in a Competitive Market [2023 Edition]

Stand out from the rest in an unpredictable market. Check out these insurance industry trends and strategies so you can survive these rocky times.
With driving records and claims history, insurance agents will have valuable context about any incidents and allow you to make more informed decisions about the coverage you offer and tailor your quotes to each individual's needs. 

See Driving Records and Claims History in Canopy Connect

With driving records and claims history, insurance agents will have valuable context about any incidents and allow you to make more informed decisions about the coverage you offer and tailor your quotes to each individual's needs.