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

Insurance Agency Operations: The Essential Guide to Mastering Your Internal Processes

Ready to improve your insurance agency operations and grow your business? Start with this guide to master your sales process and create a winning team.

The Ultimate Guide to Mastering the Insurance Sales Cycle

The customer journey outlines a roadmap to success. Increase your conversions and learn how to master the insurance sales cycle.

4 Closing Techniques That Foster Win/Win Scenarios for Insurance Agents

In the insurance world, you want more than a sale—you want a client for life. Learn how to master the right closing techniques for extraordinary results.

8 Social Media Marketing Trends & Tips for Insurance Agents in 2023

Connect directly with your client base online by utilizing the latest social media marketing trends for the insurance industry.

10 Insurance Conferences to Attend in 2023

The leading insurance conferences in 2023 will drive professional development, uncover opportunities, and set the stage for success. Mark your calendar for these dates.

Insurance Industry Trends & Strategies in a Competitive Market [2023 Edition]

Stand out from the rest in an unpredictable market. Check out these insurance industry trends and strategies so you can survive these rocky times.