Create Intake Forms Faster with Pre-Built Flows
Building forms in Canopy Connect just got an upgrade. With new pre-built flows, you can launch intake forms in minutes using guided templates designed around insurance best practices. Whether you’re focused on auto, home, or personal lines, these flows provide a solid framework you can easily tailor to your agency’s process. They’re built for speed, clarity, and consistency—helping your team capture the right data, streamline client intake, and integrate smoothly with your existing workflows.
Hidden Costs of Fleet Insurance Compliance Failures
Insurance compliance isn’t just paperwork—it’s a hidden cost center. For fleets, every lapse risks fines, downtime, lost contracts, higher premiums, and reputational damage. In our latest blog, we break down the true cost of non-compliance and show how automated, real-time insurance verification protects fleets while improving profitability.
What to Say when Prospect's Say: "I Don't Want to Share My Premiums."
Ever had a prospect push back on sharing their premiums? You’re not alone. In this post, we break down why people hesitate and give you ready-to-use responses that keep the conversation moving. From building trust to showing real value, these scripts make it easier to use Canopy Connect and give your prospects confidence in saying yes.
How Tech and AI in Insurance Sales Can Help You Be More Human
Think tech is all about replacing humans? Think again. In this blog, we dive into how the right tools can actually give you more time to do what matters most—connect with your clients. Read on to see how.
Building Community and Embracing Digital Transformation in Insurance
With season two of Connected Conversations in Insurance on the horizon, we’re looking back at a standout episode with Kevin Spann. Kevin’s story is all about adaptability, community, and leadership—whether it’s sponsoring a local Little League, running five agencies, or mentoring the next generation. He shares how investing in people, embracing technology, and leaning into community connections can open doors you never expected.
Form Data, Now Sent to Your Rater
With Canopy Connect's improved form integrations, data that your client confirms, edits, or adds via Canopy Connect’s standard forms can be sent directly to your comparative rater, CRM, or AMS. This client-provided information can augment the initial carrier data, giving you the most accurate and up-to-date information, with no extra data entry.
Why Social Media Marketing Only Works When You Show Up
Discover why active participation and genuine engagement are essential for social media marketing success. Learn how showing up consistently drives real interactions and boosts reach.
Turn Dec Pages into Data with Enhanced DecSight Technology
We're excited to announce a major upgrade to DecSight™, Canopy Connect’s document processing solution for insurance documents. It accurately extracts key details from insurance documents in a consistent format, ready to send into the tools you use most.
Connected Conversations in Insurance | Heath Shearon
Insurance Town’s Heath Shearon joins Nick Berry to talk tech resistance, marketing shifts, the comeback of old-school tactics like direct mail, and why industry events still matter.
How To Supercharge Your Workflow with Keyboard Shortcuts
We’re excited to welcome Carrie Thornbrugh to the Canopy Connect marketing team! As our new Customer and Partner Marketing Manager, Carrie brings a passion for community building and a vision for fostering deeper connections with our customers and partners. Plus, we’re sharing a handy keyboard shortcut tip from our power users to help you send your Canopy Connect link in seconds.