Insurance Agency

Unveiling the InsuredMine & Canopy Connect Integration

Originally aired on
May 7, 2024
Presenters and Guests
Whitni Ward

Agency Manager

Stallings Insurance Agency

Tucker Hood

Head of Sales


Ray Huang

Head of Marketing

Canopy Connect

InsuredMine and Canopy Connect’s integrated solution is designed to help insurance agents effortlessly collect verified prospect and insurance data through Canopy Connect, and seamlessly import it into InsuredMine for improved sales efficiency and lead management.

Learn how to streamline your business operations in this on-demand webinar on driving success with Canopy Connect and InsuredMine integrated solutions. Discover techniques to boost efficiency and productivity, from refining workflows to adopting state-of-the-art tools.

Whitni Ward, Tucker Hood, nd Ray Huang discuss how partnering with industry technology experts and how leveraging the right tech stack can enhance operational excellence and significantly impact your agency’s growth and profitability.

What you'll learn:

✅ Live demo on how the integration works.

✅ Hear from Agency Manager and InsuredMine user, Whitni Ward, showcasing how smart technologies and automation are reshaping operations within the insurance industry.

✅Discover effective strategies from experts for organizing leads and transforming your sales pipeline into a steady stream of insurance clientele.

Learn more about the Canopy Connect and InsuredMine integration »