Product Updates

Insurance Agency
4 mins
min read

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.
Insurance Agency
6 mins
min read

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.
Insurance Agency
6 mins
min read

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.
Insurance Agency
5 mins
min read

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.
Lending
6 mins
min read

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.
Insurance Agency
10 mins
min read

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.
Insurance Agency
3 mins
min read

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.
Insurance Agency
13 mins
min read

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.
News
2 mins
min read

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.