The Real ROI of Marketing: Why Some Efforts Won’t Show Up on a Spreadsheet (But Still Matter)
If you're trying to build a magnetic agency—the kind people remember, recommend, and trust—you’ve got to get comfortable operating in the gray area. Some of your best marketing wins won’t show up as “conversions.” They’ll show up as momentum.
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.
Canopy Connect Joins Vertafore Orange Partner Program
Canopy Connect has joined the Vertafore® Orange Partner Program, offering integrations with PL Rating™ and AgencyZoom™ to streamline insurance agencies' workflows.
Top Electric Car Insurance Trends for Insurance Agencies to Consider
As electric cars rapidly gain traction, insurance agencies face new challenges servicing these policies. Our latest blog explores key EV insurance trends agencies need to understand in 2024.
The Power of Modernizing Your Digital Insurance Experience
Insurance agencies can now compete with other agencies by providing prospects with a digital experience—because consumers are looking for the easiest purchasing journey. This desire for a more modern experience is creating a divide between agencies that adapt to the changes and those that are left picking at the scraps. To attract modern customers, insurance agencies need to embrace the digital experience.
Streamlined Insurance Verification for Auto Lenders
Lenders need to assess risk and verify compliance efficiently while maintaining accuracy. Insurance verification is a crucial part of this process, yet traditional manual verification methods are time-consuming and prone to human error. See how an automated solution for auto lenders can streamline this typically tedious process.