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:

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

Email: [email protected]

Website: http://unstoppableprofitproducer.com/

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