For independent agency networks, growth brings a familiar tension: as more agents join and more leads come in, the processes that once worked start to strain. Data gets scattered. Follow-ups fall through the cracks. The things that made individual agents great become harder to replicate at scale.

ASNOA, the Agency Support Network of America, has seen this firsthand across its member agencies. And across the network, one answer has emerged: Canopy Connect, an insurance intake platform that standardizes how agencies collect client data, reduces manual work, and keeps agents focused on selling.

“Partnering with Canopy Connect was a no-brainer for ASNOA. From the moment we reviewed the platform, the efficiencies stood out as truly remarkable. The integrations with our enterprise systems, EZLynx and InsuredMine, have been seamless and incredibly easy to use, allowing our agents to work smarter, not harder. We’ve seen a clear increase in efficiency and a significant reduction in manual data entry.

What really sets Canopy Connect apart is their commitment to our network’s success. Their support team goes above and beyond to ensure agents are properly onboarded and confident using the platform. They consistently provide helpful tips and tricks, ongoing training opportunities, and continue to enhance the platform with new features. It’s been a valuable partnership that continues to deliver real results.”

Laura Hamilton, Director of Education at ASNOA

From a solo agent building her book of business to a mid-size agency streamlining a high-volume operation, the results reflect the same core shift: less time chasing data, more time serving clients. Their stories highlight what becomes possible when the intake process keeps pace with the network around it. Across ASNOA, the result is agencies that are growing and built to keep going.

Starting Over—With the Right Foundation

When Jenna Rodriguez opened her brokerage, Insured by Jenna, in January 2026, she wasn’t new to insurance—but it still felt like starting over.

After more than a decade as a captive agent, she had built a strong book of business and a system that worked. But moving into a brokerage model meant rebuilding her workflow from the ground up, without the tools that had once made her fast.

Suddenly, even simple quotes required tracking down details piece by piece: VINs, driver information, policy data. And like most agents know, clients rarely have everything on hand.

“It’s just not my speed,” Jenna said. “Everybody’s busy… if I can get something to you without you having to put forth a lot of effort, that’s in everyone’s best interest.”

She knew that if she was going to rebuild her book—consistently, month over month—she couldn’t afford that kind of friction.

When she saw Canopy Connect, she knew it was a must-have component of her new tech stack.

“They log in and it sends me everything I need… it’s life-changing.”

More than just saving time, it changed the quality of what she was working with. Instead of relying on partial or secondhand information, she could quote with confidence from the start.

Now, using Canopy Connect isn’t optional.

“I don’t think I’ve quoted anybody who hasn’t used it… I don’t have the energy otherwise.”

Growing Without the Bottlenecks

Sharon Robles has nearly 30 years in insurance and a growing independent agency, but for years, her team was buried in manual work. Paper checklists, scattered documents, and fragmented client data meant every inbound lead was a scramble.

“We did everything manually… My son was getting really irritated because it wasn’t a good process. If we’re working remotely, we were always looking for pieces of paper,” Sharon recalls.

Canopy Connect integrated directly into her existing tech stack—InsuredMine and EZLynx—automating intake end to end. Now the agency handles around 50 submissions each month, with 80–90% of leads flowing through Canopy Connect. Many arrive fully unprompted from online leads who submit their own information before Sharon has even spoken to them.

“We’ll wake up to three or four new leads in Canopy Connect—people I’ve never even spoken to who already sent all their information. I review it quickly, let them know we got it, and it immediately builds rapport.”

Preparing for Volume—Before It Hits

Daniel Resseguie’s agency, Independence Insurance Agency, is already moving quickly—and about to move even faster.

In just a year and a half, his team has grown to roughly $2.4 million in premium, with plans to scale significantly in the coming years. But the real inflection point is just beginning.

A newly signed partnership with a major real estate company, one that generates billions of dollars in real estate value transactions (the value of the properties), means a steady stream of inbound referrals tied directly to home purchases.

“We’re going to be doing all of the home insurance for anybody that they sell a house to,” Daniel said.

This type of opportunity brings a different kind of pressure.

Before Canopy Connect, intake wasn’t just time-consuming—it was disorganized. Information came in from multiple places, often incomplete, and scattered across emails, chats, and notes.

“It’s a tough process when you’re getting emails from 10 different people and most are missing information,” he said.

As volume increased, that lack of structure became harder to manage.

Now, his team has a single, consistent way to handle every opportunity. Instead of piecing together information, they send a Canopy Connect link and receive everything in one place—clean, complete, and easy to route.

That shift has made the entire operation more organized.

“It’s really easy to run a report… see who’s producing, who’s not, and where the bottleneck is.”

Leads are no longer scattered across inboxes. Ownership is clear. Progress is visible. And as new referrals come in, the team isn’t scrambling to keep up. They’re working within a system that already accounts for growth.

“It helps us separate the people that are serious and not serious,” he said.

With about 90% of prospects completing the process, Canopy Connect has become more than an intake tool. It’s the structure that keeps everything organized as the agency scales.

A Network Built for Growth

Across ASNOA, agents are at very different stages—some just getting started, some managing steady growth, others scaling fast.

But what thriving agencies across the network have in common is this: they’ve stopped letting broken intake processes slow them down.

Canopy Connect gives the ASNOA network a shared foundation: accurate data, consistent intake, and the operational clarity to grow with confidence—no matter where an agency is starting from.