Product Updates
Form Data, Now Sent to Your Rater
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.
Why Social Media Marketing Only Works When You Show Up
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.
Turn Dec Pages into Data with Enhanced DecSight Technology
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.
Connected Conversations in Insurance | Heath Shearon
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.
How To Supercharge Your Workflow with Keyboard Shortcuts
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 You Should Write at a 6th Grade Reading Level, Even for Smart People
Why smart marketers write at a sixth grade reading level, and how simple writing keeps readers engaged, builds trust, and boosts content performance.
Connected Conversations in Insurance | Episode 8 ft. Michael Overstreet
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.
Equip Your Referral Partners to Do Your Intake for You with a Custom Referral Partner Link
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.
A Smarter, Smoother Submission Process: Canopy Connect Partners with Sembley
Streamline commercial insurance submissions with Canopy Connect and Sembley integration. Instant access to 300+ carriers, ACORD form population, and secure data sharing. Join the live webinar on July 23rd for a demo!