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 10 Things Agents Wish They Knew Before Their First Year in Independent Insurance
Going independent comes with a steep learning curve. Here are ten things experienced agents wish they'd known before year one, from building a consistent pipeline to why the fundamentals always compound.
The Anti-Average Agent: How David Carothers Built a Business Without Asking Permission
David Carothers didn’t just build a successful insurance agency—he built it on his own terms. In this episode, he shares how rejecting “average,” leaning into relationships, and refusing to ask for permission shaped Florida Risk Partners into what it is today. From the early days of grinding it out to his philosophy on growth, partnerships, and insurtech, David makes one thing clear: success in insurance isn’t about following the playbook—it’s about owning your path and putting in the work.
Connection Over Transactions: What Agents Can Learn from Charles McDade
Charles McDade shares lessons from his journey building an independent agency, highlighting why relationships, community, and consistency matter more than ever in modern insurance.
How Top Insurance Agents Quote in Under 10 Minutes
Quoting faster isn’t about working quicker. It’s about starting with better information. This post breaks down how top agents streamline intake, reduce friction, and deliver quotes in minutes instead of hours.
Unlocking Insurance Branding (and Actually Standing Out): Lessons from Ciara Gravier
Most insurance brands play it safe—and get ignored. Ciara Gravier shares how to build a brand people actually remember, from choosing a name that creates a feeling to showing up authentically online.
How to Create a Skip Login Flow for Insurance Prospects
Not every insurance prospect wants to log into their carrier account. Skip Login flows in Canopy Connect allow agencies to collect the information needed for quotes without requiring a carrier login, reducing friction and improving conversions.