An Insurance Platform Built Natively In Salesforce.com
For an Insurance Carrier, Managing General Agency (MGA), Broker or Agency
An Insurance Industry Sales and Service Productivity Platform
FOR AN AGENCY, BROKERAGE, MANAGING GENERAL AGENCY (MGA) AND GENERAL AGENCY (GA)
A full-featured Agency Management System (Back Office System) that encompasses everything an agency needs to run effectively across all lines of business.
FOR CARRIERS AND WHOLESALERS
TechCanary runs your internal agency, manages your down-line (Agencies/Producers) books of business and their licensing/compliance, and consolidates your multiple back-end systems into an integrated customer view.
The TechCanary professional services division works with you to provide custom functionality and data migration from your current system. www.techcanary.com
Salesforce.com – Why It’s Important
- #1 CRM solution in the world for 9 years
- 100% mobile - AnyWhere/AnyTime/AnyDevice/AnyBrowser
- Automation - Workflows, Triggers, Email Templates, Phone
- Easily re-configured by you – an open system
- 80% of the insurance industry relies on Salesforce
An App Store for your Business
Why wait for a single vendor to build what you need?
Question: What do they call a phone that only makes calls (No Apps)? Answer: Not a smart one!
Problems We Solve
- Inflexibility – that forces you to work a certain way and can’t be modified
- Lack of functionality – don’t rely on a single vendor to provide everything
- Difficult to access – anytime, anywhere on any device
- Inefficiency – current systems aren’t easy to use. A training challenge
- Is Your System Helping You To Make Money?
Great ExperienceThe software is very robust and easy to use. The work flow is logical and it is easy to get staff up and running quickly. The staff at Tech Canary were very helpful in getting our system up and running quickly.
Nicole Watson / /
Outstanding SupportWe are setting up our organization and the support staff had been VERY responsive and helpful. They have responded quickly to all of my requests. Thanks again TechCanary for all of your help!
Andrew Darlington / /
Excellent Service Support Team, Excellent Product!Life before Canary was hard. Tracking multiple carriers, policies, accounts, claims, prospects and producer commissions was time consuming and ate into profits. I am able to do more in less time, freeing me up for professional development and volunteer opportunities as well as developing new business. Chris has done an amazing job working around my busy schedule to set up my system and make it work for my unique business. My clients will benefit the most as time goes on. The staff at Tech Canary really have made the implementation process as smooth as can be and act like they don't notice when I ask the same quest 3 times as I'm sure I have. I'm not much of a techie so it's nice to work with people that are okay with that and know how to work with busy business owners like myself. Everyday I use it and have made a point to learn something new about the system everyday.
Heather LaValle-Tumbleson / /
Great Product and ServiceWe implemented TechCanary for our Group Benefits division in Canada. We had to do fair bit of configuration to meet our needs but Chris was always there to configure, guide and support. I really appreciate how Reid, Chris and team think creatively about how to solve a problem. We hired them to do some custom programming for commission tracking which was a huge undertaking but they delivered. They are committed to customer service and getting the job done. TechCanary is a game changer for insurance brokers.
Cindy Danielson / /
It's A Game ChangerOver the last five years, we’ve researched and used half a dozen of the top agency management systems. They all had their limitations, and were very slow to incorporate new technology that other industries were already taking advantage of. With Canary AMS…it’s allowed us to customize and automate any process we can think of. Having an insurance AMS that can integrate with all the other apps and features of Salesforce is a game changer...
Daniel Camp / /