David Carothers didn’t just build a successful insurance agency—he built it on his own terms. In this episode, he shares how rejecting “average,” leaning into relationships, and refusing to ask for permission shaped Florida Risk Partners into what it is today. From the early days of grinding it out to his philosophy on growth, partnerships, and insurtech, David makes one thing clear: success in insurance isn’t about following the playbook—it’s about owning your path and putting in the work.

Canopy Connect now introduces Sharing Paths in Link Flows, giving clients a clear choice upfront on how to share their insurance information. Instead of defaulting to a single method, clients can select from options like connecting their account, uploading documents, completing a form, or requesting a call. This creates a more flexible, user-friendly experience that drives higher completion rates.

When a customer says they have insurance, do you actually know they do? Most rental operators don't — and that gap between asking and verifying is where liability quietly piles up. This post breaks down the real cost of unverified coverage at the rental counter and how instant policy verification closes the gap without slowing down the line.

Insurance verification is the final bottleneck in an otherwise automated loan process. Here's why it takes weeks and how lenders are cutting it down to seconds.

Charles McDade shares lessons from his journey building an independent agency, highlighting why relationships, community, and consistency matter more than ever in modern insurance.

Quoting faster isn’t about working quicker. It’s about starting with better information. This post breaks down how top agents streamline intake, reduce friction, and deliver quotes in minutes instead of hours.

Most insurance brands play it safe—and get ignored. Ciara Gravier shares how to build a brand people actually remember, from choosing a name that creates a feeling to showing up authentically online.

Not every insurance prospect wants to log into their carrier account. Skip Login flows in Canopy Connect allow agencies to collect the information needed for quotes without requiring a carrier login, reducing friction and improving conversions.

This episode of Connected Conversations in Insurance features Steve Anderson, co-founder of Catalyit and author of The Bezos Letters, joining host Ray Huang for a candid conversation about AI, agency culture, and why playing it safe might be the riskiest move of all.