As an SMB Account Executive at Canopy Connect, I help insurance agencies harness the power of data connectivity to drive better client experiences and streamline their workflows. Our team is focused on providing cutting-edge, secure technology that simplifies the process of collecting and verifying insurance information, allowing agents to focus on what matters most—serving their clients.Previously at Better Agency, I leveraged my expertise in Insurtech and Customer Success to help transform the insurance sales landscape. Over nearly three years, I worked alongside a dedicated team to create high-tech solutions that streamlined marketing, prospecting, sales, and retention, all while simplifying complex systems for users.My mission continues to be empowering insurance agencies of all sizes with innovative tools and strategies to grow their business without the headaches of technical complexities. I’m excited to apply my skills at Canopy Connect and contribute to an ever-evolving industry.
Listed skills include Small Business, General Insurance, Management, Commercial Insurance, and 7 others.