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.

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.

Why it Pays to Become BFFs With Your Customers: 4 Client Relationship Building Tactics for Insurance Agents

The insurance industry is increasingly competitive. In a saturated market, it pays to prioritize client relationship-building strategies in your business.

How to Design an Efficient Insurance Sales Funnel

Is your insurance sales funnel design attracting the kind of leads you need? Consider these tips to bolster your strategy and generate more sales.

5 Expert Lead Generation Strategies for Insurance Agents

Digital tech advances have improved lead gen opportunities and greatly expanded reach. Use these strategies to optimize online lead generation.

Insurance Conversion Rate Optimization: What Is It, Why It Helps, and How to Do It

Conversion rate optimization must be a top priority in your insurance agency strategy. Learn how to leverage high-quality leads to maximize success.

4 Closing Techniques That Foster Win/Win Scenarios for Insurance Agents

In the insurance world, you want more than a sale—you want a client for life. Learn how to master the right closing techniques for extraordinary results.

Why Insurance Agents Should Review the Declarations Page

Leading insurance agents review and understand declaration page data to build a policy proposal that is relevant, personalized, and credible.