Why You Should Write at a 6th Grade Reading Level, Even for Smart People
Why smart marketers write at a sixth grade reading level, and how simple writing keeps readers engaged, builds trust, and boosts content performance.
Connected Conversations in Insurtech with Marble's CEO
Stuart Winchester, Founder and CEO of Marble, joins Tolga Tezel for a conversation about advancing the insurance industry and what led him to start Marble, the first digital insurance wallet.
5 Expert Lead Generation Strategies for Insurance Agents
Digital tech advances have improved lead gen opportunities and greatly expanded reach. Use these strategies to optimize online lead generation.
Share Pulled Insurance Data with Your Team
We delivered the ability for you to share specific insurance pulls with colleagues on your team. Now, if you want to hand off a client to another producer or assign inbound prospects from your website, you can do so easily and securely.
Why it Pays to Become BFFs With Your Customers: 4 Client Relationship Building Tactics for Insurance Agents
The insurance industry is increasingly competitive. In a saturated market, it pays to prioritize client relationship-building strategies in your business.
4 Client Experience Mistakes Insurance Agents Make (And How to Fix Them)
Offering an exceptional client experience can set you apart as an insurance industry leader. Avoid these mistakes to grow a loyal client base.
Enhanced Branding Features in Canopy Connect
We're excited to share some new branding features within Canopy Connect that allow you to customize the visual aspects of your Canopy Connect links.
New Security Option for API Users: IP Whitelisting for API calls
New security feature for those of you out there using our API: IP whitelisting. It enables you to whitelist IP addresses which are allowed to access the Canopy Connect API with your team's API keys. Once activated, only the whitelisted IP addresses will be allowed to use your API keys. This is a transparent change. If you don't specify an IP whitelist, you can continue to use your API keys to make API calls from any IP address.
We’re SOC 2 Type II Compliant! Here’s What That Means for You
Becoming SOC 2 Type 2 certified means that we had an independent auditor evaluate our product, infrastructure, policies and governance over an extended period of time, and certify that we meet or exceed specific levels of controls and processes to keep data secure.