On this week's episode of Insurance, You Indemnify Me, we are honored to introduce Ray Huang. Ray is the Sr. Director of Marketing for Canopy Connect, which is becoming one of the most popular tools used by insurance agents today. Canopy is famous for easing the process of collecting client information and dec pages, but in this episode, we dive deep into everything that Canopy Connect can do for an agent. This is an episode you will not want to miss!

Sign up for Canopy Connect at https://usecanopy.com/agencies

14-day trial and $50 off your first month when you use discount code at checkout: indemnifyme (expires June 30, 2024)

Time Stamps:
3:00 - Who are you, Ray?
8:27 - I love your creative marketing at Canopy Connect, Can you tell me about that?
12:00 - Canopy Connect collects declaration pages, but what is everything it can do?
16:30 - Many agents think of Canopy as a PL product, but you're saying it is for all lines of insurance?
17:50 - What percent of clients actually use this link?/What do you say to an agent who says I don't struggle to get my client's information without Canopy?
29:52 - Once a client fills out the link does it automatically prefill their information in my comparative rater?
31:45 - Can I send client info to Carrier raters?
32:42 - What does the development roadmap look like?
34:35 - Can you describe the golden user of Canopy Connect and how they use it?
37:45 - Is anyone using APIs with Canopy?
41:20 - What makes Canopy better than the competition?
45:50 - It's very affordable, can you expand on the cost of Canopy?
52:30 - I constantly hear that Canopy is the bee's knees, thank you for your time!

Honorable mentions:
Guitar Center
Casey Armstrong, Senior Account Executive Canopy Connect
Canopy Connect Hawaiian shirts
Hawksoft 2024 HUG National Conference
San Diego
BMW
Chris Long, Longevity Insurance
Hawksoft
Salesforce
Hertz
Budget

This week's guest on the podcast is Tom Quintrell. Tom is the founder and owner of QIG (Quintrell Insurance Group) based in Oak Grove, Missouri. He is a lifelong insurance professional who has cultivated a rewarding multi-generational career in the industry. Tom understands the invaluable role agents play in their clients' lives and enhances the sense of security for his clients. Join us to glean insights from an experienced agent!

Timestamps:
1:00 - You're from Kansas City?
4:30 - Who are you?
8:05 - I asked about the downsides of being an independent agency owner.
12:15 - Do your due diligence when picking a partner.
15:40 - Was Dad mad when you left Allstate?
24:40 - Is your son as gregarious as you are?
28:15 - Funnies story in insurance?
37:00 - This is Agent Smith with the FBI.
49:05 - What don't carriers understand about agents?
53:20 - Who are your mentors or personal board of directors?
56:22 - How do you manage your time?
59:25 - What mistakes have you made along the way?
1:04:35 - One of our superpowers is just being authentic.
1:09:05 - Favorite carrier?
1:10:12 What would you tell younger Tom?

Honorable Mentions:
QIG (Quintrell Insurance Group)
Kansas City Cheifs
Broncos
Tayor Swift
Patrick Mahomes 
Robert Clinger
Allstate
Agent of the Year(Allstate)
Farmers
Met Life
Merrill Agency
FBI
Montana 
Travelers
National General

Kaleigha Moore Cramer is the founder and owner of 212 Insurance Group in Arab, Alabama. Kaleigha discovered her talent for sales while in college, and in short order brought her skills to the insurance industry. Since then she has accumulated more than 11 years of experience and has opened an agency that has become an important staple within her community. Kaleigha understands how to take her personal experiences and turn them into selling opportunities. She connects with her community on a grassroots level and uses her knowledge and personal experience to connect with her clients and become more than just a salesperson to them. You will not want to miss this episode, it is chalked full of advice on how to organically find your clients and niches. 

Time Stamps:
0:15 - Who is Kaleigha Cramer?
3:00 - We are here to help people.
5:10 - How do you go from cell phone sales to insurance?
12:45 - How long were you at Allstate?
13:00 - This is the Broadway episode!
15:00 - Career path to independence?
17:00 - I learned what I wanted to do as an agent, but also what I didn't want to do.
19:39 - So you found independence through Insurance Soup?
21:40 - What has been the most difficult part of starting your independent agency?
25:30 - Utilize your carrier reps to understand your carrier's appetite and vet your client for legacy policies.
27:40 - I am a field underwriter.
29:30 - Who is Ezra and what's the story behind the mullet? 
33:15 - Mentors in the industry?
37:24 - What do you think carriers don't understand about agency owners?
41:50 - What is the funniest insurance story you have?
46:41 - How do you manage your time?
55:00 - What are your niches?
59:10 - What mistakes have you made?
1:05:50 - What is your favorite musical?
1:10:45 - What advice would you give to your younger self? 


Honorable Mentions: 
David Crothers
Ron Wadley
Amanda Minters
Insurance Soup
Matt Genova
Charles McDade
Jeffery Seidel 
Safeco
Taylor Dobbie
Shake the Hate
Galinda Baker
Malia Rodgers
Tarren Moore
Jack Jamison
Scott Howell
Bradley Flowers
Ron Wadley
Michael McCormick
Paul Daugherty
Tara Varner
Blake Norwood
Maciel (PGI agent in CA)