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
Connected Conversations in Insurance | Episode 7 ft. Ron Wadley
In this episode recap of Connected Conversations on Insurance, Nick Berry sits down with Ron “Uncle Ron” Wadley, founder of Insurance for Texans, to unpack the power of niche marketing and digital strategy in commercial insurance. Ron shares how his agency shifted from personal lines to a 60% commercial focus, why churches and schools became their sweet spot, and how content creation—done consistently and with purpose—became their most valuable growth engine.
Why You’re Losing Facebook Leads, and How a Simpler Form Could Fix It
Struggling with low Facebook lead conversions? Learn why a simple Instant Form and Canopy Connect flow could transform your results.
Connected Conversations in Insurance | Episode 6 ft. Kelby Steele
Ray Huang shares highlights from his podcast with Kelby Steele, covering how LeadForce 360 helps insurance agencies generate better leads, automate workflows, and grow with focus.
Why You Shouldn’t Use a Plug-and-Play Content Service—and What to Do Instead
Many insurance agencies are unknowingly paying for generic, cookie-cutter social media content that makes them look robotic. We break down why “showing up” online doesn’t matter if you’re doing it inauthentically—and what to do instead. From hiring freelancers to tapping your own team, here are smarter, more personal ways to connect with your audience and build real brand trust.
Zero Click Search and What It Means for Your Insurance Agency’s Marketing
Zero click search is changing how people find insurance. Learn how to stay visible, win trust, and attract leads without relying on website clicks.
Connected Conversations in Insurance | Episode 5 ft. Chris Langille
In this episode of Connected Conversations in Insurance, Nick Berry chats with Chris Langille of Advisor Evolved about how insurance agencies can grow and stay competitive in the digital age. They cover key topics like local SEO, Google reviews, paid ads, video marketing, and the importance of building both a personal and business brand.