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
Fact or Friction: How to Streamline Insurance Sales
I recently presented at the A.B.U Conference on removing the friction from insurance sales. Here's why all the traditional ways of insurance data intake aren't cutting it anymore.
How to Increase Your Insurance Agency's Website Conversion Rates
Learn how to boost your insurance agency's website conversion rates with expert tips from Spencer Breidenbach. Optimize performance, credibility, and CTAs now!
Insurance Perspectives Podcast: Elevate Your Insurance Game with Canopy Connect
I recently joined the Insurance Perspectives Podcast. We covered how to best use Canopy Connect to level up your insurance game, and the details on our latest integration.
Canopy Connect’s Integration with HawkSoft
Our latest integration with HawkSoft management system allows insurance agents to collect verified insurance data through Canopy Connect and import it into HawkSoft to eliminate data entry.
How to Launch a Successful Giveaway with the Canopy Connect QR Code
Looking to get more leads into your business? We're breaking down how to do that with the Canopy Connect QR code. Read on for tips and advice on launching your most successful giveaway yet.
Top Electric Car Insurance Trends for Insurance Agencies to Consider
As electric cars rapidly gain traction, insurance agencies face new challenges servicing these policies. Our latest blog explores key EV insurance trends agencies need to understand in 2024.