Canopy Connect’s Post

Exciting announcement! FirstChoice, a MarshBerry Company is partnering with us to streamline insurance data collection. This collaboration enables FirstChoice members to leverage Canopy Connect for secure and efficient client data gathering. The outcome? Reduced paperwork and more time to cultivate client relationships. FirstChoice members can enjoy exclusive offers on Canopy Connect subscriptions, faster and more accurate quotes thanks to improved data collection, and enhanced client service strategies. Wondering how this partnership can benefit your agency? Check out the link in the comments! #FirstChoice #CanopyConnect #InsuranceAgency #Insurtech #InsurtechNews #InsuranceIndustryNews

We've got a new episode of our Connected Conversations in Insurance featuring Billy R Williams, PhD, a leading authority on agency growth. In this episode, we cover the importance of insurance agency processes and the transformative power of well-structured workflows. Here’s what you’ll gain: -Learn how effective processes can take the emotion out of work and boost efficiency. -Discover why clear workflows lead to consistent, better experiences for your clients. -Understand the perks of organized workflows for training new team members and keeping things consistent as your agency grows. To listen to the full episode, click the link in the comments. 🎧

Great to see so many of our customers out at IndieTech Showcase Experience!

Tired of feeling overwhelmed by balancing your full-time job with a thriving social media presence? In our latest blog post, we cover the misconceptions of virality and share practical tips on how to build a genuine community that supports your insurance agency. Learn how authentic engagement can grow your business by checking out the link in the comments. #insuranceagency #socialmedia #communitybuilding

#InsuranceAgents Tired of wasting time on emails and paperwork? ChatGPT can automate tasks, streamline your workflow, and help you close more deals. Learn more in our latest blog.

#MegaCon2024 is going fantastic! 🎉 Swing by our booth to grab a Chia Pet or some fun ad libs, and see how Canopy Connect can boost your agency!

🎉 Huge news! Canopy Connect has officially reached two million shared insurance policies! This achievement reflects our commitment to enhancing the accessibility of insurance data for businesses and their customers.