Most insurance brands play it safe—and get ignored. Ciara Gravier shares how to build a brand people actually remember, from choosing a name that creates a feeling to showing up authentically online.
Insurance Agency
5 mins
min read

Unlocking Insurance Branding (and Actually Standing Out): Lessons from Ciara Gravier

Most insurance brands play it safe—and get ignored. Ciara Gravier shares how to build a brand people actually remember, from choosing a name that creates a feeling to showing up authentically online.
Read Article
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.
Product Updates
4
min read

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.
The insurance industry is increasingly competitive. In a saturated market, it pays to prioritize client relationship-building strategies in your business.
Insurance Agency
6
min read

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.
Offering an exceptional client experience can set you apart as an insurance industry leader. Avoid these mistakes to grow a loyal client base.
Insurance Agency
7
min read

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.
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.
Product Updates
3
min read

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 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.
Product Updates
3
min read

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.
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.
Product Updates
5
min read

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.