WEBINARS
On-Demand Webinars
Watch previously recorded webinars featuring power users and experts.
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
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
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
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
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 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
Mitch Gibson discusses how he’s built real estate and mortgage referral partnerships, enables his partners, and tracks referrals using Canopy Connect.
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.
ARTICLES
Best of Our Blog
Insurance Agents: This Canopy Connect Automation Will Save You Hours Every Week
Still waiting on prospects to send their policy details? There’s a better way. By adding your Canopy Connect link to your email and text automations in AgencyZoom, you make it effortless for leads to share their info—no more back-and-forth, no more delays. In this guide, we’ll show you how to set it up, why it works, and how to get more responses with less effort. If you’re still doing things the hard way, it’s time to fix that.
How to Successfully Turn Annual Check-Ins into Sales Opportunities
Learn how to boost sales by turning annual check-ins into opportunities. Personalize recommendations, ask engaging questions, and streamline the process with Canopy Connect.
The Importance of Fun Marketing in the Serious World of Insurance
Discover how fun marketing in insurance is more impactful than you realize. Learn how connecting with customers, simplifying complex topics, and understanding your role as an advisor can make all the difference.
Common Misconceptions About Canopy Connect
From myths about selling leads to questions about our data-sharing process, we're addressing the most common misunderstandings and explaining how our platform truly works—with security, privacy, and user control at the forefront. Read on to learn the facts.
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.
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.