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: Dr. Billy Williams
Learn from Dr. Billy Williams how to optimize insurance agency processes, sales strategies, and customer experiences for growth and efficiency.
How to Build Real Influence on Social Media as an Insurance Agency
Feeling overwhelmed by the pressure to "go viral"? You're not the only one. Social media can often feel like a relentless task, chasing after momentary fame. In this session, you'll learn how to escape the "viral" mindset and harness the strength of genuine connections.
How Insurance Agents Can Use ChatGPT to Streamline Operations and Boost Sales
Here's how insurance agents can revolutionize their operations and drive sales using ChatGPT. Automate tasks, boost efficiency, and stay ahead in the competitive landscape.
Why Insurance Apps Aren't the Answer Your Clients Are Looking For
Insurance apps are falling short for clients. Here's why hopping on the app-bandwagon isn't a good investment strategy for your agency.
Unleashing the Power of Referrals: Tips for Insurance Agents
Discover our top referral tips for insurance agents to build a thriving network and boost business. Create win-win partnerships with trusted partners!
The Power of Content Marketing for Insurance Agencies: Why You Need a Blog
Discover why insurance agencies need a blog to attract clients, build trust, and thrive in the digital age. Learn the power of content marketing strategies in 2024.