RESOURCES

Webinars, Videos, and More

Learn practical tips and techniques that Canopy Connect power users are sharing.
WEBINARS

On-Demand Webinars

Watch previously recorded webinars featuring power users and experts.
Webinar: Scripts and Talk Tracks

Scripts and Talk Tracks for Collecting Insurance Info

Learn the talk tracks recommended by the experts at Craig Wiggins Coaching for using Canopy Connect to gather prospect insurance information efficiently, so you can pivot from a Q&A with your client, to having an informed and educational conversation.
Social Media and Video Pro Tips | Webinar

Social Media and Video Pro-Tips

Patrick McBride creates compelling content for his community. He also leverages his social media to promote creative campaigns that increase revenue.
How to Present Winning Quotes | Webinar

How to Present Winning Quotes

Jeremy Powers shares the four big advantages of using Canopy Connect, and his secret technique to presenting insurance quotes that win.
3 Keys to Closing More Business with Social Media | Webinar

3 Keys to Closing More Business with Social Media

David and Elle Denning show how to actually use social media to drive more prospects and referrals to grow your revenue.
How to Close Business Anywhere | Webinar

How to Close Business Anywhere

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.
From Double Data Entry to No Data Entry w/ Agency MVP | Webinar

From Double Data-Entry to Zero Data-Entry

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.
Build & Manage Your Insurance Referral Network | Webinar

Build & Manage Your Insurance Referral Network

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

Canopy Connect Power User Pro Tips

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.
Highlights

Insurance Agent Advice

Social Media and Video Pro-Tips

Patrick McBride creates compelling content for his community. He also leverages his social media to promote creative campaigns that increase revenue.

Social Media and Video Pro-Tips

Patrick McBride creates compelling content for his community. He also leverages his social media to promote creative campaigns that increase revenue.
ARTICLES

Best of Our Blog

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Top Insurance Agency Conferences for 2025

Discover the top insurance agency conferences for 2025! Join industry leaders for networking, education, and growth opportunities in the insurance sector.
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Why You Need Verified Prospect Insurance Information

Discover why accessing verified insurance details is essential for your agency's success. Learn how to enhance sales and build client trust with the right tools.
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Why Social Media Content That Looks Like an Ad Gets Ignored

Discover why ad-like social media content gets ignored and learn strategies to create authentic, engaging posts that stand out and connect with your audience.
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Create Custom Forms with Canopy Connect

Discover how agents are utilizing the intake forms capabilities within their Canopy Connect flow to collect verified insurance data, followed by custom questions to complete their insurance profile.
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Essential Social Media Tools for Insurance Agencies

Enhance your insurance agency's marketing with top social media tools like Canva, Loomly, and more. Create engaging content and connect with clients effectively.
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How Insurance Agents Can Level Up Their Canopy Connect QR Codes: Practical Tips & Examples

Looking for creative ways to make the most of your Canopy Connect QR code? This blog explores how insurance agents can upgrade their QR code usage to simplify client data collection and enhance engagement.