Product Updates

Referrals Are Still the Real Growth Engine (Even If You're Not a Big Spender)
You don’t need ads to grow your agency. Learn how to use referrals with simple systems that actually work—even if you’re short on time or just starting out.

New Product Updates for Canopy Connect Intake
Discover the latest upgrades for Canopy Connect Intake, featuring enhanced forms, property & vehicle sections, and a new Chrome extension for seamless data entry.

The Real ROI of Marketing: Why Some Efforts Won’t Show Up on a Spreadsheet (But Still Matter)
If you're trying to build a magnetic agency—the kind people remember, recommend, and trust—you’ve got to get comfortable operating in the gray area. Some of your best marketing wins won’t show up as “conversions.” They’ll show up as momentum.

Should You Invest in an AI Avatar for Your Brand?
Weigh the pros and cons of using AI avatars for your brand. Learn how to leverage them without compromising authenticity and credibility.

Verifying Auto Insurance Isn't Enough at a Car Rental Agency
Discover why simply verifying auto insurance isn't enough at car rental agencies. Learn how to avoid coverage pitfalls and protect yourself with tailored plans.

Meet Policy Check: Instantly Know If an Insurance Policy Meets Your Needs
Instantly verify if your insurance policy meets your needs with Policy Check. Ensure coverage, active status, and lienholder listings in one look.

Introducing Policy Paste Chrome Extension
Re-entering insurance data is tedious, time-consuming, and prone to errors. Policy Paste by Canopy Connect eliminates manual entry by seamlessly transferring collected data into any online form, including carrier rating applications.

Here's Why You Should Think Twice Before Posting on LinkedIn
If I took your name off the post and put it in a sea of other LinkedIn posts, would anyone be able to pick yours out of the crowd? Would someone close to you know that you wrote it? That’s where your final version of a post should end up.

Connected Conversations in Insurance | Episode 4 ft. Austin Moorhead
Learn how Virtual Assistants can boost efficiency in your insurance agency by offloading routine tasks. This recap highlights key insights from Austin on remote work challenges, communication, and using tools like TurboDial for seamless integration.