Canopy Connect Pt. 2 - Nicole Johns

Kenny Hendricks interviews Nicole Johns, owner of The Johns Family Agency, about her experience using Canopy Connect. Nicole discusses how Canopy Connect has made the agency's process easier and more efficient, allowing them to gather the necessary information to provide personalized insurance advice. She also highlights the importance of trust in the advisor-client relationship and how Canopy Connect helps build that trust. 

Takeaways

• Canopy Connect streamlines the information gathering process for insurance agencies, making it easier to collect the necessary data to provide personalized advice.
• The ability to qualify prospects and gather comprehensive information upfront helps agencies focus on their ideal clients and provide better service.
• Canopy Connect's integration with Hawksoft and its continuous improvements in data mobility and ease of use make it a valuable tool for insurance agencies.

Learn more about The Johns Family Agency:
https://www.thejohnsagency.com/
https://www.facebook.com/TheJohnsFamilyAgency/

To get in touch with today's guests, reach out to them via LinkedIn:

• Nicole Johns (click here)
• Ray Huang (click here)

More information about Canopy Connect:
https://www.usecanopy.com/
https://www.facebook.com/usecanopy
https://www.linkedin.com/company/canopy-connect/
https://twitter.com/canopy_connect

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If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com.

For more information on HawkSoft, visit:
https://www.hawksoft.com/
https://www.facebook.com/hawksoft
https://x.com/HawkSoft
https://instagram.com/hawkSoft

Intro/Outro music by Denys Kyshchuk from Pixabay