Insurance Verification
How To Supercharge Your Workflow with Keyboard Shortcuts
We’re excited to welcome Carrie Thornbrugh to the Canopy Connect marketing team! As our new Customer and Partner Marketing Manager, Carrie brings a passion for community building and a vision for fostering deeper connections with our customers and partners. Plus, we’re sharing a handy keyboard shortcut tip from our power users to help you send your Canopy Connect link in seconds.
Why You Should Write at a 6th Grade Reading Level, Even for Smart People
Why smart marketers write at a sixth grade reading level, and how simple writing keeps readers engaged, builds trust, and boosts content performance.
Connected Conversations in Insurance | Episode 8 ft. Michael Overstreet
In this episode recap of Connected Conversations in Insurance, Nick Berry sits down with Michael Overstreet, CMO of Heritage and self-proclaimed "Gardening Nerd," to explore how Michael combines his love for lawn care with authentic content marketing that drives real business results.
Equip Your Referral Partners to Do Your Intake for You with a Custom Referral Partner Link
If your current referral process involves guesswork, follow-ups, and cold leads, you’re doing it the hard way. This blog breaks down how custom referral partner links with Canopy Connect streamline intake by delivering verified insurance data before you even pick up the phone—no chasing, no chaos.
A Smarter, Smoother Submission Process: Canopy Connect Partners with Sembley
Streamline commercial insurance submissions with Canopy Connect and Sembley integration. Instant access to 300+ carriers, ACORD form population, and secure data sharing. Join the live webinar on July 23rd for a demo!
Connected Conversations in Insurance | Episode 7 ft. Ron Wadley
In this episode recap of Connected Conversations on Insurance, Nick Berry sits down with Ron “Uncle Ron” Wadley, founder of Insurance for Texans, to unpack the power of niche marketing and digital strategy in commercial insurance. Ron shares how his agency shifted from personal lines to a 60% commercial focus, why churches and schools became their sweet spot, and how content creation—done consistently and with purpose—became their most valuable growth engine.
Why You’re Losing Facebook Leads, and How a Simpler Form Could Fix It
Struggling with low Facebook lead conversions? Learn why a simple Instant Form and Canopy Connect flow could transform your results.
Connected Conversations in Insurance | Episode 6 ft. Kelby Steele
Ray Huang shares highlights from his podcast with Kelby Steele, covering how LeadForce 360 helps insurance agencies generate better leads, automate workflows, and grow with focus.
Why You Shouldn’t Use a Plug-and-Play Content Service—and What to Do Instead
Many insurance agencies are unknowingly paying for generic, cookie-cutter social media content that makes them look robotic. We break down why “showing up” online doesn’t matter if you’re doing it inauthentically—and what to do instead. From hiring freelancers to tapping your own team, here are smarter, more personal ways to connect with your audience and build real brand trust.