Insurance Agency

Power User Pro-tips for Using Canopy Connect

Originally aired on
October 19, 2022
Presenters and Guests
Charles McDade

Charles started McDade Insurance Brokerage Group in 2020, right as the Covid-19 pandemic took hold. Through his savvy use of technology combined with his bold approach to marketing and sales, he has grown his agency and boasts a 5-star rating and more than 180 Google reviews.

Sam Nudelman

Sam is the head of marketing and sales for Firefly Agency, an aggregator group that helps agents get appointed with lots of independent insurance carriers. Sam has worked in the insurance industry since 2012 as a producer, in insurtech, and aggregators.

Robert Boerrigter

Robert is the Head of Agency Sales at Canopy Connect and he’s been working in sales for the past eight years. Over the last two years, he’s helped more than 1,000 agencies improve their business processes and close more revenue.

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.

He also gets into how he uses Canopy Connect to power his lead generation promotions and giveaways that provide an immediate ROI.

In this session we'll cover how Charles uses Canopy Connect to:

  • Streamline the sales process
  • Have thoughtful conversations with prospects
  • Empower referral partners
  • Run effective promotions and giveaways that result in business now and in the future

We also dive into a demo of Canopy Connect and how Charle's sees more than 10x ROI on his investment.