Insurance Agency

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.

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.

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.

Customer Journey 101: Best Practices to Streamline Your Insurance Processes
Adopt these actionable best practices to ensure prospects can find your insurance agency at every stage of the customer journey.

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.

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.

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.

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.

How to Design an Efficient Insurance Sales Funnel
Is your insurance sales funnel design attracting the kind of leads you need? Consider these tips to bolster your strategy and generate more sales.