RESOURCES

Webinars, Videos, and More

Learn practical tips and techniques that Canopy Connect power users are sharing.
WEBINARS

On-Demand Webinars

Watch previously recorded webinars featuring power users and experts.
Webinar: Scripts and Talk Tracks

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 | Webinar

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 | Webinar

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 | Webinar

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 | Webinar

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 No Data Entry w/ Agency MVP | Webinar

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 | Webinar

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.
Power User Power Hour | Webinar

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.
Highlights

Insurance Agent Advice

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.

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.
ARTICLES

Best of Our Blog

Canopy Connect’s Integration with HawkSoft

Our latest integration with HawkSoft management system allows insurance agents to collect verified insurance data through Canopy Connect and import it into HawkSoft to eliminate data entry.

How to Launch a Successful Giveaway with the Canopy Connect QR Code

Looking to get more leads into your business? We're breaking down how to do that with the Canopy Connect QR code. Read on for tips and advice on launching your most successful giveaway yet.

Top Electric Car Insurance Trends for Insurance Agencies to Consider

As electric cars rapidly gain traction, insurance agencies face new challenges servicing these policies. Our latest blog explores key EV insurance trends agencies need to understand in 2024.

The Power of Modernizing Your Digital Insurance Experience

Insurance agencies can now‌ compete with other agencies by providing prospects with ‌a digital experience—because consumers are looking for the easiest purchasing journey. This desire for a more modern experience is creating a divide between agencies that adapt to the changes and ‌those that are left picking at the scraps. To attract modern customers, insurance agencies need to embrace the digital experience.

Which Insurance Small Businesses Need and How Commercial Agencies can Support Them

Despite being the backbone of the economy, small businesses often struggle to find the right insurance coverage. This presents a massive opportunity for commercial insurance agencies willing to adapt and tailor their approach. Here's how to win over small businesses and boost your bottom line.

Top 10 Insurance Conferences to Attend in 2024

Here's a look at the top insurance conferences of 2024, designed to equip you with the latest insights, connect you with industry peers, and unveil the groundbreaking trends shaping the future of insurance.