Contributor
Jennifer Li
Jennifer is a customer success manager with a unique foundation in healthcare and healthtech. Over the course of her career, she has led client relations, customer success, and operations programs—always with a focus on building trust and creating better experiences. She brings both empathy and technical expertise to helping clients streamline workflows, implement SaaS solutions, and drive long-term success.
Top 3 Pushbacks From Prospects (And How to Overcome Them Without Breaking the Flow)
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.
When Should You Use Canopy Connect?
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.
How to Confidently Answer: “Is Canopy Connect Safe to Use?”
When clients ask, “Is Canopy Connect safe?”—you can confidently say yes. This post breaks down how Canopy Connect protects data with the same security used by banks and trusted global brands, plus independent certifications that back it up. Learn how to reassure clients and build trust in just a few sentences.
What to Say when Prospect's Say: "I Don't Want to Share My Premiums."
Ever had a prospect push back on sharing their premiums? You’re not alone. In this post, we break down why people hesitate and give you ready-to-use responses that keep the conversation moving. From building trust to showing real value, these scripts make it easier to use Canopy Connect and give your prospects confidence in saying yes.