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.
Insurance Agency
4 mins
min read

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.
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.
Insurance Agency
5 mins
min read

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.
Discover how Canopy Connect is transforming the mortgage industry with seamless insurance verification, direct data sharing, and enhanced compliance.
Lending
6 mins
min read

How Canopy Connect is Making Waves in the Mortgage Industry

Discover how Canopy Connect is transforming the mortgage industry with seamless insurance verification, direct data sharing, and enhanced compliance.
Uncover strategies to overcome common challenges in insurance data intake, like inaccurate data and tedious manual processes. Learn how Canopy Connect's solution can assist.
Insurance Agency
3 mins
min read

The Top Challenges of Insurance Data Intake

Uncover strategies to overcome common challenges in insurance data intake, like inaccurate data and tedious manual processes. Learn how Canopy Connect's solution can assist.
FirstChoice partners with Canopy Connect to revolutionize insurance data collection, boosting efficiency and client service for agencies.
News
2 mins
min read

FirstChoice Partners with Canopy Connect to Streamline Insurance Data Collection

FirstChoice partners with Canopy Connect to revolutionize insurance data collection, boosting efficiency and client service for agencies.
Learn from Dr. Billy Williams how to optimize insurance agency processes, sales strategies, and customer experiences for growth and efficiency.
Insurance Agency
4 mins
min read

Connected Conversations in Insurance: Dr. Billy Williams

Learn from Dr. Billy Williams how to optimize insurance agency processes, sales strategies, and customer experiences for growth and efficiency.
Feeling overwhelmed by the pressure to "go viral"? You're not the only one. Social media can often feel like a relentless task, chasing after momentary fame. In this session, you'll learn how to escape the "viral" mindset and harness the strength of genuine connections.
Insurance Agency
7 mins
min read

How to Build Real Influence on Social Media as an Insurance Agency

Feeling overwhelmed by the pressure to "go viral"? You're not the only one. Social media can often feel like a relentless task, chasing after momentary fame. In this session, you'll learn how to escape the "viral" mindset and harness the strength of genuine connections.
Here's how insurance agents can revolutionize their operations and drive sales using ChatGPT. Automate tasks, boost efficiency, and stay ahead in the competitive landscape.
Insurance Agency
7 mins
min read

How Insurance Agents Can Use ChatGPT to Streamline Operations and Boost Sales

Here's how insurance agents can revolutionize their operations and drive sales using ChatGPT. Automate tasks, boost efficiency, and stay ahead in the competitive landscape.
We’ve accomplished a remarkable milestone by sharing more than 2 million insurance policies, changing the way data is shared for agents and consumers alike.

Canopy Connect Hits a Major Milestone: Two Million Shared Insurance Policies!

We’ve accomplished a remarkable milestone by sharing more than 2 million insurance policies, changing the way data is shared for agents and consumers alike.