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
The Insurance Intake Question Nobody Wants to Answer Twice
Verified policy data doesn't need to be recalled from memory. See how connecting Canopy Connect to InsuredMine gets accurate coverage details into the CRM before the first conversation even starts.
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Recap: September Lunch and Learn—Agent Intake, Editing Submissions, and a DecSight Refresher
Our September Lunch and Learn covered how to enter prospect information yourself with Agent Intake, clean up any submission with Editing Submissions, a refresher on DecSight, and a few new AgencyZoom features worth knowing about.
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The Insurance Agent Reading List: 12 Books Our Team Recommend
What should insurance agents be reading? We posed this question to the Canopy Connect team and our community of agents and agency owners. The result is this list: practical reads, surprising ones, and a few that have nothing to do with insurance on the surface and everything to do with it underneath.
One Home Base for Learning Canopy Connect: Meet the Resource Hub (NEW)
Introducing the Canopy Connect Resource Hub: one place for playbooks, training, and best practices, and how it fits alongside our blog, YouTube, and help center.
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The Complete Facebook Lead Forms + Canopy Connect Playbook
A step by step guide to setting up Facebook Lead Forms for insurance campaigns, from higher intent settings and phone verification to the qualifying questions and Trailhead handoff that turn a cheap lead into a real conversation.
Recap: August Lunch and Learn—Trailhead Deep Dive, Policy Compare, and a New Resource Hub
Our August Lunch and Learn covered three things you can put to work today: a full walkthrough of Trailhead, our new Policy Compare tool for side-by-side proposals, and the newly launched Resource Hub. Plus, a first look at Agent Intake, coming next month.