Product Updates
Create Custom Forms with Canopy Connect
Discover how agents are utilizing the intake forms capabilities within their Canopy Connect flow to collect verified insurance data, followed by custom questions to complete their insurance profile.
Essential Social Media Tools for Insurance Agencies
Enhance your insurance agency's marketing with top social media tools like Canva, Loomly, and more. Create engaging content and connect with clients effectively.
Streamlining Insurance Processes: Focus on Building Rapport Instead of Gathering Data
Automate insurance data collection to save time, build stronger client relationships, and gain a competitive edge. Focus on what matters—client engagement, not paperwork.
How Insurance Agents Can Level Up Their Canopy Connect QR Codes: Practical Tips & Examples
Looking for creative ways to make the most of your Canopy Connect QR code? This blog explores how insurance agents can upgrade their QR code usage to simplify client data collection and enhance engagement.
How Canopy Connect is Making Waves in the Mortgage Industry
Discover how Canopy Connect is transforming the mortgage industry with seamless insurance verification, direct data sharing, and enhanced compliance.
Social Media Marketing and Video Tips for Insurance Agents
Boost your insurance agency’s growth with top social media and video strategies. Learn how to create engaging content and build a recognizable brand that stands out online.
The Top Challenges of Insurance Data Intake
Uncover strategies to overcome common challenges in insurance data intake, like inaccurate data and tedious manual processes. Learn how Canopy Connect's solution can assist.
Unlocking Success: The Importance of Local SEO for Independent Insurance Agencies
Discover why Local SEO is vital for independent insurance agencies in 2024. Gain insights on boosting visibility, generating leads, and outshining competitors.
FirstChoice Partners with Canopy Connect to Streamline Insurance Data Collection
FirstChoice partners with Canopy Connect to revolutionize insurance data collection, boosting efficiency and client service for agencies.