Insurance API

News
6
min read

Kimi Donahue: More Than One Thing

Kimi Donahue once hid in her car because she was afraid of sales. Today she owns Allegro Insurance Group, coaches insurance professionals across the country, and fronts the heavy metal band Iron Priestess. Meet the Women in Insurance award winner on a mission to help the misunderstood and the underestimated.
News
6
min read

Carey Wallace: It Was Always the People

Carey Wallace came to insurance for a short project and stayed for the people. After launching a tech startup, raising her daughters, and building IntellAgents, she bet on herself with AgencyFocus. She now helps hundreds of agency owners understand their worth and plan what’s next. Meet the Women in Insurance award winner six people nominated.
News
6
min read

Ngozi Nnaji: Bet on Yourself

Ngozi Nnaji doesn’t believe in “hard.” In 30 years in insurance, she’s gone from corporate broker to agency owner, founder of The Black Friday Network, and now tech founder with the launch of blkstk. Meet the Women in Insurance award winner who saw the industry’s gaps and built the solutions herself.

Recap: October Lunch and Learn—Commercial Intake, Email Intake, and the New VIN Scanner

October's Lunch and Learn brought Canopy Connect's verified data experience to commercial prospects, complete with preliminary loss run summaries you can use for prior quoting. Megan from Customer Success also showed how email intake turns a prospect’s emailed dec page into a full submission, and how the new VIN Scanner saves prospects from having to manually type that notoriously long number.

Send the Link Before You Say Hello: How Agents Use Canopy Connect to Win Internet Leads

Internet leads cool off fast. See how agents put their Canopy Connect link in the very first text and email so verified policy data arrives before the first call.

The Real Cost of "Good Enough" Insurance Data

Agencies, lenders, rental companies, and compliance teams all pay for "good enough" insurance data. Here's the real cost, and what better data looks like.

The Insurance Intake Question Nobody Wants to Answer Twice

Verified policy data doesn't need to be recalled from memory. See how connecting Canopy Connect to InsuredMine gets accurate coverage details into the CRM before the first conversation even starts.

Recap: September Lunch and Learn—Agent Intake, Editing Submissions, and a DecSight Refresher

Our September Lunch and Learn covered how to enter prospect information yourself with Agent Intake, clean up any submission with Editing Submissions, a refresher on DecSight, and a few new AgencyZoom features worth knowing about.

One Home Base for Learning Canopy Connect: Meet the Resource Hub (NEW)

Introducing the Canopy Connect Resource Hub: one place for playbooks, training, and best practices, and how it fits alongside our blog, YouTube, and help center.