Overview

Bronco Insurance, led by Wyndee Clements, has built its reputation on fast, personal service. The agency focuses on personal lines, where client convenience and efficiency matter most. Monty Ewing, one of Bronco’s top producers, knows all too well how slow and painful collecting insurance documents can be. It used to take days or even weeks for clients to get their declaration pages to the agency. Now? Clients scan a QR code or tap a link, and just like that, their information and documents are uploaded in minutes.

This simple shift changed everything. Referral partners got their own custom QR codes on business cards and marketing materials, letting Bronco track every lead with ease. Agents get clean, organized data right away—no more digging through emails or struggling with blurry photos. The process is smooth. The team is happier. The results speak for themselves: more referrals, faster quoting, more growth.

The Challenge

Before Canopy Connect, collecting client documents was a headache. Clients would say, “I’ll send it after my trip,” or struggle to find the right paperwork. Agents chased after blurry photos and incomplete files. Manual data entry led to mistakes like wrong VIN numbers. The back and forth dragged out the quoting process, frustrating clients and agents alike.

Referral partners wanted to help, but without an efficient way to track leads, Bronco had no clear picture of which campaigns were working. The agency needed a tool that was quick, reliable, and easy for everyone—clients, agents, and partners.

The Canopy Connect Solution

Enter Canopy Connect. Clients simply click a link or scan a QR code to upload their info and declaration pages instantly. No delays. Referral partners get unique QR codes printed on their cards and marketing materials, so Bronco can track leads and reward partners with confidence.

Monty says all client information arrives neatly organized inside Canopy Connect. No more guessing or messy emails. Quoting is faster. Proposals are more complete. Confidence grows, and deals close sooner.

“Great success in closing! The easy data collection process sets me apart from competitors and lets me deliver more complete proposals. Roughly 60 to 70 percent of my new business premium in the last two months comes from customers using Canopy Connect.”
Monty Ewing, Producer, Bronco Insurance

Results & Impact

By eliminating the need for clients to hunt down paperwork, Canopy Connect has made insurance shopping feel easy and modern. Clients can send their data in seconds. No scanning, no emailing, no follow-up required.

“Great success in closing! Easy data collection process sets me apart from competitors and allows me to give a more complete proposal. Roughly 60 to 70 percent of my new business premium the last 2 months have been with customers using Canopy Connect.”
‍Monty Ewing, Producer, Bronco Insurance

Turning Individual Wins into Team Momentum

Monty’s early success with Canopy Connect didn’t go unnoticed. After consistently closing more deals and streamlining his quoting process, he was invited to share his approach during a team sales meeting. Wyndee saw it as the perfect opportunity to inspire adoption without forcing it, letting results speak louder than rules.

Monty walked the team through his process, showing how easy it was for clients to use Canopy Connect, how much time he was saving on every quote, and how it directly impacted his close ratio and premium written. His results grabbed attention.

“Sometimes they need to hear it from someone other than me—just like when you’re talking to your kids. Monty’s success made it click for the rest of the team.”
Wyndee Clements, Agency Owner, Bronco Insurance

That peer-to-peer moment created a ripple effect. Producers who had been hesitant started giving it a try, and adoption steadily grew. Now, Canopy Connect isn’t just Monty’s tool, it became part of the agency’s culture.

A Better Experience for Clients and Agents

Clients love the ease. What used to take 30 to 60 minutes now happens in a snap. They appreciate a process that respects their time and keeps them engaged.

Agents spend less time on tedious tasks and more time building relationships. The accuracy and speed lead to faster quotes and happier clients.

Referral partners are thrilled to have custom QR codes they can use anywhere, on cards, at events, even in community outreach. Tracking those leads fuels a stronger, more consistent referral pipeline.

“Having all the keys to client info helps us add more products. It sticks with clients, and that makes a huge difference.”
Monty Ewing, Producer, Bronco Insurance

“Clients say, ‘That was easy!’ Just a smooth, simple experience. Canopy Connect has modernized how we work and made life easier for everyone.”
Wyndee Clements, Agency Owner, Bronco Insurance

Looking Ahead

Bronco plans to roll out more QR codes across marketing campaigns, launch referral contests, and keep coaching producers on good habits. With better data and tracking, they can focus on what’s working and double down on it.