Canopy Insurance agency tackles open enrollment lead surge with Sell About the Company Canopy is a Kansas-based insurance agency established in 1976 that specializes in health and supplemental insurance. The Challenge After the Affordable Care Act was passed in 2010, US insurance providers were flooded daily with new leads and calls. This was the case for Canopy, an insurance agency specializing in health and supplemental insurance. When a major US insurance provider contacted Canopy to help handle their overflow following ACA open enrollment, Vice President of Operations Justin Fallein knew he had to find a customer management tool to tackle their inbound sales calls and bring the Canopy team into the digital age. For many years Canopy did not have a real CRM system in place. Through the

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