Discover how agents are utilizing the intake forms capabilities within their Canopy Connect flow to collect verified insurance data, followed by custom questions to complete their insurance profile.

Enhance your insurance agency's marketing with top social media tools like Canva, Loomly, and more. Create engaging content and connect with clients effectively.

Looking for creative ways to make the most of your Canopy Connect QR code? This blog explores how insurance agents can upgrade their QR code usage to simplify client data collection and enhance engagement.

Discover how Canopy Connect is transforming the mortgage industry with seamless insurance verification, direct data sharing, and enhanced compliance.

Uncover strategies to overcome common challenges in insurance data intake, like inaccurate data and tedious manual processes. Learn how Canopy Connect's solution can assist.

FirstChoice partners with Canopy Connect to revolutionize insurance data collection, boosting efficiency and client service for agencies.

Learn from Dr. Billy Williams how to optimize insurance agency processes, sales strategies, and customer experiences for growth and efficiency.

Feeling overwhelmed by the pressure to "go viral"? You're not the only one. Social media can often feel like a relentless task, chasing after momentary fame. In this session, you'll learn how to escape the "viral" mindset and harness the strength of genuine connections.

Here's how insurance agents can revolutionize their operations and drive sales using ChatGPT. Automate tasks, boost efficiency, and stay ahead in the competitive landscape.