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
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.
Top Insurance Industry Podcasts You Should Be Listening To in 2025
The insurance world is full of smart, bold voices—you just have to know where to find them. We put together a list of our favorite podcasts that mix industry insights with real-life agency stories, tech tips, and just the right amount of personality. Whether you're scaling your agency or just love a good mic-drop moment, these shows are worth a listen.
Referrals Are Still the Real Growth Engine (Even If You're Not a Big Spender)
You don’t need ads to grow your agency. Learn how to use referrals with simple systems that actually work—even if you’re short on time or just starting out.
The Real ROI of Marketing: Why Some Efforts Won’t Show Up on a Spreadsheet (But Still Matter)
If you're trying to build a magnetic agency—the kind people remember, recommend, and trust—you’ve got to get comfortable operating in the gray area. Some of your best marketing wins won’t show up as “conversions.” They’ll show up as momentum.
Should You Invest in an AI Avatar for Your Brand?
Weigh the pros and cons of using AI avatars for your brand. Learn how to leverage them without compromising authenticity and credibility.