The fastest way to lose a prospect is friction, and Ray Huang is helping agents eliminate it for good. In this episode, I sit down with Ray, Head of Growth at Canopy Connect, to explore how their insurance data intake platform is helping over 12,000 agents collect complete, verified client information in seconds.

Ray and I discuss why reducing the number of follow-ups, form fields, and back-and-forth emails is the key to winning more business faster. We dive into how Canopy Connect lets clients share policy details, dec pages, driver info, and even claims history directly from their carrier, streamlining the quoting process while building trust and professionalism. If your agency is still chasing down missing documents or rekeying data, you’re leaving time, revenue, and client satisfaction on the table.

Highlights:

• How eliminating friction in your intake process leads to higher quote conversion and better client experience.


• Verified data direct from the carrier is more accurate, secure, and time-saving than manual entry.


• Ways to use Canopy Connect to shorten sales cycles and boost professionalism from the first interaction.


• How to implement smart automations that guide prospects and reduce drop-off during the quoting process.


• The real reasons prospects ghost agents—and how better intake removes barriers to trust.


• Actionable steps to increase revenue per lead by leveraging data instead of chasing it.

About Ray Huang: Ray Huang has helped dozens of startups and growth companies over his 20-year career develop strategies and implement tactics that yield high-impact business results. As the Head of Marketing for Canopy Connect, he’s grown the platform into the market-leading insurance intake platform for insurance agents and beyond.

https://www.usecanopy.com/

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe

The Unstoppable Profit Producer

Call 800-770-9984

Email: vip@upplife.com

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