Insurance Agency
3 mins
min read

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!
News
4 mins
min read

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 Agency
11 mins
min read

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.
Insurance Agency
4 mins
min read

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.
Insurance Agency
6 mins
min read

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.
Insurance Agency
3 mins
min read

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.
News
2 mins
min read

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!