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.

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

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 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.

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

A great customer experience will set you apart in the insurance marketplace. Streamline forms to boost lead conversions and simplify the client process.

Adopt these actionable best practices to ensure prospects can find your insurance agency at every stage of the customer journey.

Offering an exceptional client experience can set you apart as an insurance industry leader. Avoid these mistakes to grow a loyal client base.