Lending

Connected Conversations in Insurance: James Jenkins
See how James Jenkins, founder of RiskWell Insurance, makes the most of podcasting to share his expertise and expand his network. Want to start your own? Get some key takeaways!

Celebrating 5 Years of Canopy Connect: Our Journey and What's Ahead
Cheers to 5 years of Canopy Connect! Learn how we've transformed insurance sharing and what's coming up next.

Insurance Agents: This Canopy Connect Automation Will Save You Hours Every Week
Still waiting on prospects to send their policy details? There’s a better way. By adding your Canopy Connect link to your email and text automations in AgencyZoom, you make it effortless for leads to share their info—no more back-and-forth, no more delays.

Building Customer Trust at Auto Dealerships: A Key to Long-Term Success
Build lasting trust at auto dealerships with proven strategies. Learn how to educate customers, improve transparency, and drive long-term loyalty.

How to Successfully Turn Annual Check-Ins into Sales Opportunities
Learn how to boost sales by turning annual check-ins into opportunities. Personalize recommendations, ask engaging questions, and streamline the process with Canopy Connect.

The Importance of Fun Marketing in the Serious World of Insurance
Discover how fun marketing in insurance is more impactful than you realize. Learn how connecting with customers, simplifying complex topics, and understanding your role as an advisor can make all the difference.

Common Misconceptions About Canopy Connect
From myths about selling leads to questions about our data-sharing process, we're addressing the most common misunderstandings and explaining how our platform truly works—with security, privacy, and user control at the forefront. Read on to learn the facts.

Canopy Connect Integrates with Encompass by ICE Mortgage Technology
Canopy Connect's new integration with Encompass® by ICE Mortgage Technology® allows flood and homeowners insurance policies to be verified via Canopy Connect directly within Encompass.

Top Auto Conferences to Attend in 2025
From dealership insights to mobility innovations, these events offer great opportunities for learning, networking, and staying ahead of the curve. Whether you're in sales, leasing, or tech, there’s a conference for you. Start planning your year now!