With season two of Connected Conversations in Insurance on the horizon, we’re looking back at a standout episode with Kevin Spann. Kevin’s story is all about adaptability, community, and leadership—whether it’s sponsoring a local Little League, running five agencies, or mentoring the next generation. He shares how investing in people, embracing technology, and leaning into community connections can open doors you never expected.

With Canopy Connect's improved form integrations, data that your client confirms, edits, or adds via Canopy Connect’s standard forms can be sent directly to your comparative rater, CRM, or AMS. This client-provided information can augment the initial carrier data, giving you the most accurate and up-to-date information, with no extra data entry.

Discover why active participation and genuine engagement are essential for social media marketing success. Learn how showing up consistently drives real interactions and boosts reach.

We're excited to announce a major upgrade to DecSight™, Canopy Connect’s document processing solution for insurance documents. It accurately extracts key details from insurance documents in a consistent format, ready to send into the tools you use most.

Insurance Town’s Heath Shearon joins Nick Berry to talk tech resistance, marketing shifts, the comeback of old-school tactics like direct mail, and why industry events still matter.

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 smart marketers write at a sixth grade reading level, and how simple writing keeps readers engaged, builds trust, and boosts content performance.

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.

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.