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.

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.

8 Social Media Marketing Trends & Tips for Insurance Agents in 2023

Connect directly with your client base online by utilizing the latest social media marketing trends for the insurance industry.

How to Digitize the Insurance Verification Process for Mortgage Lenders

Mortgage processing can be a complex process. But automating tasks such as insurance verification can be streamlined for you and your customers to make sure you close on time.

The Ultimate Guide to Mastering the Insurance Sales Cycle

The customer journey outlines a roadmap to success. Increase your conversions and learn how to master the insurance sales cycle.

4 Insurance Revenue Streams that Fintechs Should Consider

Whether you’re a fintech, a bank, a car dealer, or retailer, here are four different business models your company can implement to generate revenue from insurance.

Insurance Industry Trends & Strategies in a Competitive Market [2023 Edition]

Stand out from the rest in an unpredictable market. Check out these insurance industry trends and strategies so you can survive these rocky times.
Insurance API
7
min read

How Insurance Marketplaces Can Optimize Lead Conversions by Streamlining the Quote Request Form

A great customer experience will set you apart in the insurance marketplace. Streamline forms to boost lead conversions and simplify the client process.