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.

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.
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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.

Customer Journey 101: Best Practices to Streamline Your Insurance Processes

Adopt these actionable best practices to ensure prospects can find your insurance agency at every stage of the customer journey.

4 Client Experience Mistakes Insurance Agents Make (And How to Fix Them)

Offering an exceptional client experience can set you apart as an insurance industry leader. Avoid these mistakes to grow a loyal client base.

How Fintech Companies Can Unlock Insurance Cross-Selling Opportunities

Discover how fintech companies can build embedded insurance experiences to boost revenue through cross-selling. Many fintech companies might not realize it, but they’re perfectly positioned to offer customers insurance products.

10 Insurance Conferences to Attend in 2023

The leading insurance conferences in 2023 will drive professional development, uncover opportunities, and set the stage for success. Mark your calendar for these dates.