Insurance Agency

Scripts and Talk Tracks for Collecting Insurance Information

Originally aired on
June 1, 2023
Presenters and Guests
Nik Champion

Agency Owner

Champion Insurance Agency - Allstate

Robert Boerrigter

Head of Agency Sales & Partnerships

Canopy Connect

Having the right information about your prospects gives you a massive advantage and lets you position yourself as a trusted insurance expert.

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.

In this session we’ll cover:

  • Why it's critical to get the right information right away.
  • 3 talk tracks and techniques you can use to have your prospects send you their info via your Canopy Connect link.
  • How a new Canopy Connect user, Nik Champion, has seen wild success after just a couple months.