Scripts and Talk Tracks for Collecting Insurance Information
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.
Fact or Friction: Reduce the Resistance in Your Quoting Process
Explore the hidden roadblocks slowing down your quotes—from inefficient and inaccurate data intake to manual data entry.
Unveiling the InsuredMine & Canopy Connect Integration
InsuredMine and Canopy Connect’s integrated solution is designed to help insurance agents effortlessly collect verified prospect and insurance data through Canopy Connect, and seamlessly import it into InsuredMine for improved sales efficiency and lead management.
Improve Your Insurance Agency's Website with BrightFire
Dive into a real-world example of an agency's website redesign journey. Witness the before-and-after transformation and gain actionable insights with our friends at BrightFire.
QuoteRUSH and Canopy Connect Integration Webinar
The new seamless integration between Canopy Connect and QuoteRUSH, allows insurance agencies to efficiently collect and integrate verified insurance data, enhancing the agent's ability to serve clients effectively.
Use ChatGPT To Save Time And Write More Premium
AI has proven to be a remarkable asset for agency owners and their staff, and in this training webinar Vlad Cherchenko demonstrates how he, and his staff use ChatGPT in their agency to write more new business, and better service existing clients.
EZLynx and Canopy Connect Integration Demo
Send collected insurance information from Canopy Connect to EZLynx to begin a new quote instantly. Quoting becomes easier, faster, and more accurate for insurance agents.
Social Media and Video Pro Tips for Insurance Agents
The best way to reach and engage your local community these days, is through social media. Done right, it’s a great way to stay top-of-mind and position yourself as a trusted insurance expert.
How Insurance Agents Can 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.
Power User Pro-tips for 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.
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.
How to Present Winning Insurance 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 use social media purposefully to drive more prospects and referrals to grow your revenue.