About Insurance Specialists of Georgia

Insurance Specialists of Georgia (ISG) is an independent insurance agency based in McDonough, Georgia, serving primarily personal lines customers with a growing book of small commercial business. Founded seven years ago, the agency has built a reputation for efficiency, responsiveness, and a highly structured intake process.

Today, ISG operates with a team of six full-time staff members, supports two independent contractors, and manages a $6 million book of business. 

The Challenge: Speed, Accuracy, and the Cost of Long Intake Calls

As ISG grew, agency owner Tiffany Cooper knew that traditional intake methods—manual data entry, long discovery calls, and repeated follow-ups—were limiting both customer experience and team capacity.

Collecting accurate policy details upfront often meant 20-minute phone calls, increasing friction for prospects and slowing down new business intake. The agency needed a way to:

• Reduce call length without sacrificing accuracy
• Standardize intake across staff and contractors
• Deliver faster, more tailored quotes

“Instead of you giving us all the information, we can actually get it in  less than a minute.”
Tiffany Cooper, Agency Owner, Insurance Specialists of GA

Discovering Canopy Connect

ISG discovered Canopy Connect at an IAOA conference shortly after going independent.

“We saw it at a booth and thought, this is a complete game changer. And it has been.”
Tiffany Cooper, Agency Owner, Insurance Specialists of GA

From the beginning, Canopy Connect wasn’t treated as optional software. It became a core part of the agency’s operating system.

“We use Canopy Connect a lot. It’s kind of non-negotiable.”
Tiffany Cooper, Agency Owner, Insurance Specialists of GA

Implementation: A Required Step in Every Intake

At ISG, Canopy Connect is introduced almost immediately in the prospect conversation.

It’s the agency’s third standard question, right after name and referral source:

• Do you have an app with your current carrier?

If the answer is yes, prospects are guided through the Canopy Connect link to securely share their policy data.

By positioning Canopy Connect as the default, not an optional step, the team quickly adopted it across the agency.

The Impact: Calls Cut by More Than Half

The most immediate and measurable result was time savings.

By pulling policy data instantly through Canopy Connect, ISG reduced intake calls from 20 minutes down to just 6 minutes, even while asking additional required underwriting questions.

“That eliminates a 20-minute phone call down to a six or eight-minute phone call.”
Tiffany Cooper, Agency Owner, Insurance Specialists of GA

This efficiency allows the team to:

• Handle more inbound opportunities
• Maintain consistent data quality
• Focus conversations on advice and coverage, not data entry

Better Quotes, Better Clients

Access to verified policy data enables ISG to deliver faster and more accurate quotes, tailored to each prospect’s actual coverage, not assumptions.

It also acts as a natural filter for fit.

“This is our process. You either do it or you don’t.”
Tiffany Cooper, Agency Owner, Insurance Specialists of GA

By requiring Canopy Connect upfront, ISG attracts prospects who value efficiency and transparency, while deprioritizing those unwilling to engage in a modern quoting process.

Scaling with Confidence

Canopy Connect has become foundational to ISG’s ability to scale without adding unnecessary headcount.

"Canopy Connect makes our team really efficient, which allows us to take on more volume without having to hire more employees."
Tiffany Cooper, Agency Owner, Insurance Specialists of GA

As the agency looks ahead, Tiffany plans to further expand structured workflows using Canopy Connect’s custom flows, especially for commercial lines, while continuing to refine training and internal processes.

Advice to Other Agencies

For agencies considering Canopy Connect, Tiffany’s advice is simple:

"If you want to be a successful insurance agency, you have to select the right tools and create the right processes, then invest the time to implement and use them."
Tiffany Cooper, Agency Owner, Insurance Specialists of GA

By making Canopy Connect a required part of intake, Insurance Specialists of Georgia transformed speed, consistency, and client experience.