Webinars, Videos, and More

Deon Williams, award-winning Farmers agency owner, shares his approach to formal and informal networking, and how he's able to connect and close business from anywhere.

Through an integration with Agency MVP, agent Bo Ward is able to prioritize and engage prospects, capture their current insurance policies, and send that into a comparative rater.

David and Elle Denning show how to actually use social media to drive more prospects and referrals to grow your revenue.

Jeremy Powers shares the four big advantages of using Canopy Connect, and his secret technique to presenting insurance quotes that win.

Mitch Gibson discusses how he’s built real estate and mortgage referral partnerships, enables his partners, and tracks referrals using Canopy Connect.

Charles McDade, owner of McDade Insurance Brokerage Group, shares his experience with Canopy Connect and how his input and feedback has helped shape the product.

We’ve added Driving Records and Claims History in your Canopy Connect Activity Dashboard. With this new data, you can get a better understanding of a prospect's driving and claims history. This information can be particularly useful during discovery ...

Adopt these actionable best practices to ensure prospects can find your insurance agency at every stage of the customer journey. Old business models and manual practices just won’t cut it in the automated future...

Offering an exceptional client experience can set you apart as an insurance industry leader. Avoid these mistakes to grow a loyal client base. In today’s competitive market, policyholders have a wide range of insurance providers to choose from...

The insurance industry is increasingly competitive. In a saturated market, it pays to prioritize client relationship-building strategies in your business. Differentiating yourself in a crowded market is not easy....

Tech advances have improved lead gen opportunities and greatly expanded reach. Use these strategies to optimize online lead generation. Knowing how to maximize lead generation online is critical for survival ...

Leading insurance agents review and understand declaration page data to build a policy proposal that is relevant, personalized, and credible. The declaration page provides a concise overview of what an insurance policy covers ...