Contributor

Ray Huang

Ray is the Head of Marketing at Canopy Connect and has helped dozens of startups and growth companies over his 20-year career to develop strategies and implement tactics that yield high-impact results.

Building Connections on Nextdoor to Drive Referrals

The Nextdoor app gives insurance agencies an opportunity to connect with their local community and generate leads in their own neighborhoods.

Simplifying Insurance Quotes: Introducing the New EZLynx and Canopy Connect Integration

Introducing a new integration between EZLynx comparative rater and Canopy Connect. This collaboration marks the first of many planned integrations between Canopy Connect and Applied Systems’ suite of insurance solutions.

Top 4 Benefits of Improving Your Insurance Conversion Rates for Maximizing Growth

Improve your insurance conversion rates dramatically by using the right tools to achieve maximum growth. And have prospects knocking down your door!

What’s New: Email Functionality, Improved Landing Pages, and More

Over the last few weeks, we’ve released improvements around sending and tracking emails, reminder emails to prospects, and improved landing pages for Canopy links.

Insurance Agency Operations: The Essential Guide to Mastering Your Internal Processes

Ready to improve your insurance agency operations and grow your business? Start with this guide to master your sales process and create a winning team.

Enriched Property Data in Canopy Connect

We’ve added Enriched Property Data to accompany the homeowners policies that are pulled in the Canopy Connect activity dashboard, giving you a view of your prospect’s homeowners insurance coverages, deductibles, premiums, and declaration pages, and now the detailed property information you’ll need to generate an accurate and winning quote.

See Driving Records and Claims History in Canopy Connect

With driving records and claims history, insurance agents will have valuable context about any incidents and allow you to make more informed decisions about the coverage you offer and tailor your quotes to each individual's needs. 

PL Rating Integration Now Available with Canopy Connect

New integration enables insurance agents to collect current insurance data directly from consumers via Canopy Connect and pre-fill into Vertafore’s PL Rating to significantly improve quote accuracy and turnaround time.

Canopy Connect is Now Integrated with Agency MVP

Canopy Connect and Agency MVP have come together to provide insurance agents with an end-to-end lead management experience. Together, we'll automatically prioritize leads, send text and email sequences, collect prospect insurance information, and send that to your rater, so you can build a value-driven quote that wins.

Share Pulled Insurance Data with Your Team

We delivered the ability for you to share specific insurance pulls with colleagues on your team. Now, if you want to hand off a client to another producer or assign inbound prospects from your website, you can do so easily and securely.