Lending
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.
Simplifying Insurance Sales: How Canopy Connect is Transforming the Sales Process
Transform your insurance sales process with Canopy Connect. Streamline tech, improve customer experience, and close deals efficiently.
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.
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Tired of slow, outdated insurance verification at your dealership?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.