Ready to improve your insurance agency operations and grow your business? Start with this guide to master your sales process and create a winning team.

We’ve added Enriched Property Data to accompany the homeowners policies that are pulled in the Canopy Connect activity dashboard, giving you a view of your prospect’s homeowners insurance coverages, deductibles, premiums, and declaration pages, and now the detailed property information you’ll need to generate an accurate and winning quote.

With driving records and claims history, insurance agents will have valuable context about any incidents and allow you to make more informed decisions about the coverage you offer and tailor your quotes to each individual's needs. 

New integration enables insurance agents to collect current insurance data directly from consumers via Canopy Connect and pre-fill into Vertafore’s PL Rating to significantly improve quote accuracy and turnaround time.

Canopy Connect and Agency MVP have come together to provide insurance agents with an end-to-end lead management experience. Together, we'll automatically prioritize leads, send text and email sequences, collect prospect insurance information, and send that to your rater, so you can build a value-driven quote that wins.

Stuart Winchester, Founder and CEO of Marble, joins Tolga Tezel for a conversation about advancing the insurance industry and what led him to start Marble, the first digital insurance wallet.

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.

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.

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