Contributor

Ray Huang

Ray is the Head of Marketing at Canopy Connect and has helped dozens of startups and growth companies over his 20-year career to develop strategies and implement tactics that yield high-impact results.

Canopy Connect’s Integration with HawkSoft

Our latest integration with HawkSoft management system allows insurance agents to collect verified insurance data through Canopy Connect and import it into HawkSoft to eliminate data entry.

Canopy Connect’s Integration with AgencyZoom

Our new integration with AgencyZoom™ by Vertafore® enables insurance agents to collect verified prospect and insurance data through Canopy Connect and send lead information into AgencyZoom to streamline the sales process and stay on top of your leads.

Which Insurance Small Businesses Need and How Commercial Agencies can Support Them

Despite being the backbone of the economy, small businesses often struggle to find the right insurance coverage. This presents a massive opportunity for commercial insurance agencies willing to adapt and tailor their approach. Here's how to win over small businesses and boost your bottom line.
Insurance API
9
min read

Meeting the Requirements of Insurance for Mortgage Lenders

Mortgage lenders require borrowers to provide proof of adequate homeowners insurance coverage as part of the underwriting process. Efficiently verifying insurance details like policy documentation, payment status, endorsements, and continuous coverage is critical for lenders to approve loans while protecting all parties. Meet the modern way to verify requirements of insurance for mortgage lenders.

The Insurance Industry’s Answer to Plaid’s Banking API

The insurance industry's answer to Plaid's banking API? Canopy Connect's API solution. Our API streamlines insurance verification, transforming the industry one verification at a time. See how our solution can help loan servicers, lenders, and more.

Top 10 Insurance Conferences to Attend in 2024

Here's a look at the top insurance conferences of 2024, designed to equip you with the latest insights, connect you with industry peers, and unveil the groundbreaking trends shaping the future of insurance.
News
3
min read

Reaching New Heights: Over 10K Agents Use Canopy Connect

Canopy Connect has reached a new milestone. We're now empowering over 10,000 insurance agents (with rave reviews), as your go-to solution for streamlining the sales process. Check out what our valued customers are saying and see how we can benefit your agency today.

How Insurance Agencies Can Bring in an Extra 60K of Business Per Month with Tyler Woodall of The Win Agency

Tyler Woodall of The Win Agency shares his tips on using virtual assistants to bring in extra business each month for insurance agencies. Read our main takeaways on how to write more business in less time.

Canopy Connect Unveils Auto Insurance Policy Servicing Capabilities

Canopy Connect’s new Auto Insurance Policy Servicing capability enables consumer-permissioned edits to auto insurance policies, initiated by a Canopy-enabled business. Get all the details on our latest feature and how to get started with it.

New: Instant Insurance Policy Changes for Canopy Connect Mortgage Solutions

Through consumer-permission technology, mortgage servicers and home lenders can now make changes to homeowners' insurance policies using Canopy Connect's latest feature. Our solution is designed to streamline the loan approval process, minimize costs, and eliminate obstacles in closing and servicing loans.