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June 29, 2025

Are you building rapport or just collecting VINs? Episode 423

27 minutes

Data intake remains one of the biggest friction points for insurance agencies trying to scale their operations and deliver stellar client experiences. In this episode, we sit down with Nick Berry, Demand Generation Leader at Canopy Connect, to dive into how long-term success comes from thinking beyond the quote, and meeting prospects where they are. Nick shares how agencies are using technology to turn clunky intake processes into profit centers.

Check out this episode and you will learn that:

Only 7% of your market is ready to buy now, build for those who aren’t.

Rapport starts with building relationships, not asking for VIN numbers.

Coverage-based segmentation turns data into high conversion rates.

Follow-up wins. Consistent and automated communication is key.

Get your pen and paper ready; you'll want to take notes on this one.

...more