
Connected Conversations in Insurance | Episode 8 ft. Michael Overstreet
In this episode recap of Connected Conversations in Insurance, Nick Berry sits down with Michael Overstreet, CMO of Heritage and self-proclaimed "Gardening Nerd," to explore how Michael combines his love for lawn care with authentic content marketing that drives real business results.

Why Insurance Agents Need a Google Business Profile
Learn why insurance agents must have a Google Business Profile for attracting clients, dominating local searches, and boosting credibility effectively.
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Why Insurance Carriers are Adopting Connected Insurance
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.

How to Present Winning Insurance Quotes with Jeremy Powers
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.

Canopy Connect’s Integration with HawkSoft
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.

Simplifying Insurance Sales: How Canopy Connect is Transforming the Sales Process
Transform your insurance sales process with Canopy Connect. Streamline tech, improve customer experience, and close deals efficiently.

The Top Challenges of Servicing a Loan
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.

How Insurance Agents Can Close Business Anywhere
Learn how to close business anywhere with these networking tips for insurance agents. Turn casual conversations into clients and grow your referral network effortlessly.

Canopy Connect’s Integration with AgencyZoom
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.

How to Launch a Successful Giveaway with the Canopy Connect QR Code
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.