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
Why Social Media Marketing Only Works When You Show Up
Discover why active participation and genuine engagement are essential for social media marketing success. Learn how showing up consistently drives real interactions and boosts reach.
Connected Conversations in Insurance | Heath Shearon
Insurance Town’s Heath Shearon joins Nick Berry to talk tech resistance, marketing shifts, the comeback of old-school tactics like direct mail, and why industry events still matter.
How To Supercharge Your Workflow with Keyboard Shortcuts
We’re excited to welcome Carrie Thornbrugh to the Canopy Connect marketing team! As our new Customer and Partner Marketing Manager, Carrie brings a passion for community building and a vision for fostering deeper connections with our customers and partners. Plus, we’re sharing a handy keyboard shortcut tip from our power users to help you send your Canopy Connect link in seconds.
Why You Should Write at a 6th Grade Reading Level, Even for Smart People
Why smart marketers write at a sixth grade reading level, and how simple writing keeps readers engaged, builds trust, and boosts content performance.
Connected Conversations in Insurance | Episode 8 ft. Michael Overstreet
In this episode recap of Connected Conversations in Insurance, Nick Berry sits down with Michael Overstreet, CMO of Heritage and self-proclaimed "Gardening Nerd," to explore how Michael combines his love for lawn care with authentic content marketing that drives real business results.
Equip Your Referral Partners to Do Your Intake for You with a Custom Referral Partner Link
If your current referral process involves guesswork, follow-ups, and cold leads, you’re doing it the hard way. This blog breaks down how custom referral partner links with Canopy Connect streamline intake by delivering verified insurance data before you even pick up the phone—no chasing, no chaos.