Previously, verifying insurance was a tedious and time-consuming process for all parties involved. However, with the implementation of consumer-permissioned data, the process has become more efficient and streamlined. Embracing this advancement is crucial for staying ahead in the future.

Learn from Jeremy Powers how to deliver value, build trust, and win clients in insurance sales. Discover expert tips for personalized policies and successful client relationships.

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.

Transform your insurance sales process with Canopy Connect. Streamline tech, improve customer experience, and close deals efficiently.

The mortgage industry is in flux, with stricter regulations, booming data volumes, and evolving customer expectations making loan servicing a major headache. This blog post dives into the top challenges faced by servicers and explores how modern solutions can alleviate the pain points.

Learn how to close business anywhere with these networking tips for insurance agents. Turn casual conversations into clients and grow your referral network effortlessly.

Our new integration with AgencyZoom™ by Vertafore® enables insurance agents to collect verified prospect and insurance data through Canopy Connect and send lead information into AgencyZoom to streamline the sales process and stay on top of your leads.

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.

Canopy Connect has joined the Vertafore® Orange Partner Program, offering integrations with PL Rating™ and AgencyZoom™ to streamline insurance agencies' workflows.