Product Updates

Insurance Agency
4 mins
min read

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.
Insurance Agency
10 mins
min read

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.
Insurance Agency
6 mins
min read

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.
Insurance Agency
7 mins
min read

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.
Insurance Agency
7 mins
min read

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Tired of slow, outdated insurance verification at your dealership?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.