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
How to Confidently Answer: “Is Canopy Connect Safe to Use?”
When clients ask, “Is Canopy Connect safe?”—you can confidently say yes. This post breaks down how Canopy Connect protects data with the same security used by banks and trusted global brands, plus independent certifications that back it up. Learn how to reassure clients and build trust in just a few sentences.
What to Say when Prospect's Say: "I Don't Want to Share My Premiums."
Ever had a prospect push back on sharing their premiums? You’re not alone. In this post, we break down why people hesitate and give you ready-to-use responses that keep the conversation moving. From building trust to showing real value, these scripts make it easier to use Canopy Connect and give your prospects confidence in saying yes.
Create Intake Forms Faster with Pre-Built Flows
Building forms in Canopy Connect just got an upgrade. With new pre-built flows, you can launch intake forms in minutes using guided templates designed around insurance best practices. Whether you’re focused on auto, home, or personal lines, these flows provide a solid framework you can easily tailor to your agency’s process. They’re built for speed, clarity, and consistency—helping your team capture the right data, streamline client intake, and integrate smoothly with your existing workflows.
How Tech and AI in Insurance Sales Can Help You Be More Human
Think tech is all about replacing humans? Think again. In this blog, we dive into how the right tools can actually give you more time to do what matters most—connect with your clients. Read on to see how.
Building Community and Embracing Digital Transformation in Insurance
With season two of Connected Conversations in Insurance on the horizon, we’re looking back at a standout episode with Kevin Spann. Kevin’s story is all about adaptability, community, and leadership—whether it’s sponsoring a local Little League, running five agencies, or mentoring the next generation. He shares how investing in people, embracing technology, and leaning into community connections can open doors you never expected.
Why Social Media Marketing Only Works When You Show Up
Discover why active participation and genuine engagement are essential for social media marketing success. Learn how showing up consistently drives real interactions and boosts reach.