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

Insurance Agency
2 mins
min read

Introducing Policy Paste Chrome Extension

Re-entering insurance data is tedious, time-consuming, and prone to errors. Policy Paste by Canopy Connect eliminates manual entry by seamlessly transferring collected data into any online form, including carrier rating applications.
Insurance Agency
8 mins
min read

Here's Why You Should Think Twice Before Posting on LinkedIn

If I took your name off the post and put it in a sea of other LinkedIn posts, would anyone be able to pick yours out of the crowd? Would someone close to you know that you wrote it? That’s where your final version of a post should end up.
Insurance Agency
3 mins
min read

Connected Conversations in Insurance | Episode 4 ft. Austin Moorhead

Learn how Virtual Assistants can boost efficiency in your insurance agency by offloading routine tasks. This recap highlights key insights from Austin on remote work challenges, communication, and using tools like TurboDial for seamless integration.
Insurance Agency
2 mins
min read

Connected Conversations in Insurance: Roberto Salinas

See how Roberto Salinas and GAIL are transforming insurance with AI-driven conversations. Learn how AI is helping agencies streamline tasks, improve service, and stay competitive in a changing industry.
Insurance Agency
8 mins
min read

Use Contests to Generate More Leads in 2025

Boost quality leads in 2025 with contests! Convert entries into customers, maximize revenue, and build a solid marketing database effortlessly.
Insurance Agency
3 mins
min read

Connected Conversations in Insurance: CJ Hutsenpiller

Discover how CJ Hutsenpiller's contest strategy boosts lead quality in insurance. Learn to create engaging contests for high-converting prospects.