In this Season 2 episode of Connected Conversations in Insurance, Mariah Gates of Accelerated Automation shares a candid look at agency modernization. From CRM adoption and automation mistakes to change management and staying human, the conversation focuses on building systems that support people and help agencies evolve the right way.

Insurance prospects raise the same concerns again and again—from forgotten passwords to worries about technology or preferring to share information by phone. This post breaks down three of the most common pushbacks agents hear and shows how to reframe them with empathy, clarity, and confidence.

In this Season 2 podcast recap, Davie Holt breaks down the real economics behind virtual staffing in insurance—and why people, not automation alone, will shape the future of agencies.

Canopy Connect now integrates with Holistiplan to give financial advisors instant access to verified P&C insurance data from hundreds of carriers, eliminating document collection and making insurance planning a seamless part of the financial planning workflow.

Collecting the right information sets the tone for every client interaction. This blog shares practical scripts agents can use with Canopy Connect to move faster, reduce errors, and create a smoother experience from first quote to long term relationship.

Canopy Connect now embeds Fair auto warranty quotes in its intake flow, letting agents generate prefilled quotes with one click. Integration is live, with a demo webinar on Jan 22, 2026.

Matt Layson shares how he went from avoiding the family insurance business to building real trust online with simple, consistent videos, and a thick skin.

This guide highlights the most important auto industry conferences to attend in 2026, covering dealership, fleet, mobility, and automotive retail events. Explore key dates, locations, and audience insights to help you plan your calendar and prioritize the events most relevant to your business.

Planning your conference season early can make a big difference for your agency. This guide breaks down the top insurance conferences happening in 2026, from major insurtech events to destination conferences, helping agents decide which events are worth adding to their calendar.