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
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.
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3 Things You Should Know Before Turning Down a Commercial Referral
Commercial referrals get waved off more often than they should. Here's why personal lines agents pass on them, and the three things worth knowing before you do it again.
Recap: July Lunch and Learn — PolicyPaste Upgrades, One-Click License Lookups, and a Sneak Peek at Trailhead
Our July Lunch and Learn covered three things you can put to work today: PolicyPaste updates that handle trickier forms and add a keyboard shortcut for faster pasting, a new one-click driver's license lookup right inside submissions, and a phone shortcut trick that puts your Canopy Connect link three letters away. Then came the surprise—early access to Trailhead, a new feature that gives prospects a warm, branded first impression before they share their information.
How to Qualify a Lead in the First Five Minutes (So You Stop Wasting Quotes on Ghosts)
You know the feeling. Someone fills out a form, you spend half an hour building a clean, accurate quote, and then they disappear. This post breaks down how to tell a serious buyer from a bad fit in the first few minutes of contact, using a handful of signals most agents already have access to but never actually use. It also covers why the way someone responds during intake is one of the best qualifying signals you have.