Canopy Connect

Nobody gets into insurance to answer the same basic questions all day. On Connected Conversations in Insurance, Nicholos Berry and Roberto Salinas discuss how GAIL is helping agencies save time and work smarter. GAIL started as an internal AI tool for LULA , handling customer calls. Now, it’s helping agencies automate routine tasks so their team can focus on what actually needs their expertise. Check out the episode at the link in the comments!

Tired of low-quality leads from vendors? In our latest Connected Conversations in Insurance episode, CJ Hutsenpiller shares how he uses contests—like giving away Taylor Swift Eras Tour tickets—to attract high-intent prospects and grow his agency. And it went "fricking bananas." CJ also explains why even the people who say "no" aren’t a lost cause. If you haven’t heard this episode yet, don’t miss out—learn how to turn contests into a powerful lead gen tool. Listen now at the link in the comments.

Want to bring in more leads in 2025? Running a contest might be the smartest move you make—but only if you do it right. A lot of contests attract freebie hunters who have zero interest in your business. But when done well, they can bring in high-intent leads who actually want what you offer. It’s not just about getting entries—it’s about turning them into real leads. We’ll show you how to build a contest that fuels your sales funnel beyond a single campaign. Check it out in the comments.

Making Insurance Info Sharing Effortless Broc Buckles from BC Brokerage does a fantastic job breaking down how Canopy Connect makes it simple and intuitive for clients to share their insurance details using our Canopy link. ?? This is exactly how agents can show shoppers the easy, digital way to provide their coverage details—no back-and-forth emails, no manual data entry, just verified insurance info in seconds. Love seeing real-world examples of how agents are using Canopy to streamline their workflow and close more deals faster!

Getting high-quality insurance leads doesn’t have to be a struggle. In the latest episode of Connected Conversations in Insurance, Nicholos Berry sits down with CJ Hutsenpiller to talk about a lead gen strategy that’s shaking things up: contests. CJ has found a way to attract engaged, interested prospects without relying on the same old vendor leads. He shares what works, what doesn’t, and how you can apply it to your own agency. If you’re looking for a fresh, proven way to grow your book of business, this episode is for you. Listen now at the link in the comments!

To the women of Canopy Connect, we celebrate your dedication, talent, and impact across every facet of our company. You are the engineers, marketers, customer champions, sales, and operational leaders who drive our success. Canopy Connect is stronger because of you. Happy International Women's Day! #IWD2025 #internationalwomensday

Sage advice from ?? James Jenkins, CPCU, CIC, CRM on the first episode of Connected Conversations in Insurance. Listen to the full episode at the link in the comments.

Comparison shopping through insurance marketplaces is growing among consumers. With Canopy Connect’s intake integrated into Bindable’s flow, the entire shopping process is faster and more convenient.

Podcasting can be a powerful tool for building your brand, growing your network, and making an impact—but where do you start? ?? In our first episode of Connected Conversations in Insurance, we sit down with ?? James Jenkins, CPCU, CIC, CRM , host of Agency Freedom Podcast and founder of RiskWell Insurance, to talk about his journey into podcasting.

Five years ago I was walking around San Francisco knocking on the doors of insurance agencies to show them an early demo of Canopy Connect. It boggled my mind how many insurance agencies there were around me. I was inspired by the innovation in Open Banking that helped financial institutions serve customers better. I saw an opportunity to bring consumer permission data to the insurance industry. It’s incredible what the Canopy Connect team has accomplished over the past 5 years. Millions of insureds have shared their insurance policies using our technology. Some of the largest brands in insurance, fintech, mortgage and automotive are powered by Canopy Connect. Carriers are beginning to partner with us on data access and automation. We’ve come a long way in the past 5 years, but I’m even more excited about what’s ahead.