In this episode of Ask the Experts, we sit down with Casey Armstrong from Canopy Connect. One of the most impactful technologies transforming how insurance agencies sell today.

Casey shares his journey from lighting designer for concerts and Apple keynotes to tech sales in the insurance world. You’ll hear how his dad’s old-school agent mindset and a near-death experience in a custom show truck shaped the way he approaches business, service, and relationships.

We breakdown:

• The #1 time waster in most agency sales processes
• How verified insurance data boosts conversion rates and quote accuracy
• Why building trust starts before the first question
• What separates high-performing agencies from those stuck in survival mode
• How to combine speed, efficiency, and personalization in your quoting process

Hosted on Acast. See acast.com/privacy for more information.