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
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.
When Should You Use Canopy Connect?
Collecting the right information sets the tone for every client interaction. This blog shares practical scripts agents can use with Canopy Connect to move faster, reduce errors, and create a smoother experience from first quote to long term relationship.
Bringing Insurance to Life: A Conversation with Matt Layson of Calrose Insurance
Matt Layson shares how he went from avoiding the family insurance business to building real trust online with simple, consistent videos, and a thick skin.
Top Insurance Conferences Agents Should Attend in 2026
Planning your conference season early can make a big difference for your agency. This guide breaks down the top insurance conferences happening in 2026, from major insurtech events to destination conferences, helping agents decide which events are worth adding to their calendar.
Navigating the AI Revolution in Insurance with Landry Fields
Landry Fields, founder and CEO of Nova Insurance, explores how AI is transforming the insurance industry. From claims handling and customer experience to agency operations, Landry shares a grounded perspective on where AI adds real value, and why human empathy will always remain essential.