WEBINARS
On-Demand Webinars
Watch previously recorded webinars featuring power users and experts.
Scripts and Talk Tracks for Collecting Insurance Info
Learn the talk tracks recommended by the experts at Craig Wiggins Coaching for using Canopy Connect to gather prospect insurance information efficiently, so you can pivot from a Q&A with your client, to having an informed and educational conversation.
Social Media and Video Pro-Tips
Patrick McBride creates compelling content for his community. He also leverages his social media to promote creative campaigns that increase revenue.
How to Present Winning Quotes
Jeremy Powers shares the four big advantages of using Canopy Connect, and his secret technique to presenting insurance quotes that win.
3 Keys to Closing More Business with Social Media
David and Elle Denning show how to actually use social media to drive more prospects and referrals to grow your revenue.
How to Close Business Anywhere
Deon Williams, award-winning Farmers agency owner, shares his approach to formal and informal networking, and how he's able to connect and close business from anywhere.
From Double Data-Entry to Zero Data-Entry
Through an integration with Agency MVP, agent Bo Ward is able to prioritize and engage prospects, capture their current insurance policies, and send that into a comparative rater.
Build & Manage Your Insurance Referral Network
Mitch Gibson discusses how he’s built real estate and mortgage referral partnerships, enables his partners, and tracks referrals using Canopy Connect.
Canopy Connect Power User Pro Tips
Charles McDade, owner of McDade Insurance Brokerage Group, shares his experience with Canopy Connect and how his input and feedback has helped shape the product.
ARTICLES
Best of Our Blog
How to Create a Skip Login Flow for Insurance Prospects
Not every insurance prospect wants to log into their carrier account. Skip Login flows in Canopy Connect allow agencies to collect the information needed for quotes without requiring a carrier login, reducing friction and improving conversions.
AI in Insurance Isn't the Future—It's Right Now, with Steve Anderson
This episode of Connected Conversations in Insurance features Steve Anderson, co-founder of Catalyit and author of The Bezos Letters, joining host Ray Huang for a candid conversation about AI, agency culture, and why playing it safe might be the riskiest move of all.
When Insurance Quoting Moves to Call Centers, Speed Becomes Everything
As more insurance agencies move quoting to call centers, long call times have become a costly bottleneck. This post explores why manual insurance data intake slows agents down and how faster access to verified insurance data can significantly reduce call time while improving the customer experience.
Embracing Technology in Insurance with Mariah Gates
In this Season 2 episode of Connected Conversations in Insurance, Mariah Gates of Accelerated Automation shares a candid look at agency modernization. From CRM adoption and automation mistakes to change management and staying human, the conversation focuses on building systems that support people and help agencies evolve the right way.
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.
Navigating the Human Element in Virtual Intelligence with Davie Holt
In this Season 2 podcast recap, Davie Holt breaks down the real economics behind virtual staffing in insurance—and why people, not automation alone, will shape the future of agencies.