Embedded insurance

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.

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.

8 Social Media Marketing Trends & Tips for Insurance Agents in 2023

Connect directly with your client base online by utilizing the latest social media marketing trends for the insurance industry.

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.

How to Digitize the Insurance Verification Process for Mortgage Lenders

Mortgage processing can be a complex process. But automating tasks such as insurance verification can be streamlined for you and your customers to make sure you close on time.

The Ultimate Guide to Mastering the Insurance Sales Cycle

The customer journey outlines a roadmap to success. Increase your conversions and learn how to master the insurance sales cycle.

4 Insurance Revenue Streams that Fintechs Should Consider

Whether you’re a fintech, a bank, a car dealer, or retailer, here are four different business models your company can implement to generate revenue from insurance.

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.

Insurance Industry Trends & Strategies in a Competitive Market [2023 Edition]

Stand out from the rest in an unpredictable market. Check out these insurance industry trends and strategies so you can survive these rocky times.