Revisiting Canopy Connect with Ray Huang

In this episode of the IP Podcast, Brad Boldt sits down with Ray Huang, Vice President of Marketing at Canopy Connect, for an update on everything that's evolved with Canopy since Ray's last IP podcast appearance in 2024. Ray walks listeners through Policy Paste, a Chrome extension that auto-fills carrier forms with collected data; Deck Site, an AI-powered document intelligence tool that parses even 130-page commercial dec page packets into structured data; four flexible sharing paths that meet clients where they are; and a referral partner management feature for agencies working with dealerships, mortgage brokers, and other partners. He also previews what's coming next, including deeper CRM sync and robust reporting.

Takeaways

1. Carrier-connected data beats everything else. It comes straight from the source, not from memory.
2. Policy Paste fills carrier forms automatically. No more manually re-entering the same data twice.
3. Meet clients where they are. Four sharing paths mean no client gets left behind.
4. Don't Frankenstein your tech stack. One platform that integrates beats cobbling tools together.
5. Referral partner management is live. Track leads by partner, location, and individual sales rep.

Previous episodes featuring Ray Huang:
Canopy Connect Pt. 1 - Apple Podcasts and Spotify
Canopy Connect Pt. 2 - Apple Podcasts and Spotify

Learn more about Canopy Connect:
Book a demo
https://www.usecanopy.com/
https://www.linkedin.com/company/canopy-connect/

To get in touch with today's guests, reach out below:

• Ray Huang (click here)
• Brad Boldt (click here)

________________________________________________________________________

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

Music by AudioCoffee(Denys Kyshchuk): https://www.audiocoffee.net/