Insurance Software In the Cloud | TechCanary 2019-01-07T22:51:23+00:00

#1 Source for Insurance Solutions on the Salesforce Platform™

TechCanary is the leader at bringing innovative Insurance Solutions to the Salesforce platform™:


to implement complete ACORD® and CSIO data models inside Salesforce


to build a comprehensive Agency Management System inside Salesforce


to automate carrier downloads natively within Salesforce


to combine a leading Customer Relationship Management (CRM) and Agency Management System (AMS)

5 Stars on Salesforce AppExchange

TechCanary – Insurance Solutions for Your Future

  • Complete ACORD® data model

  • Complete CSIO data model

  • Support for all lines of business: P&C, Life, Health and Group Benefits

  • Integration with email, phone, text, social

  • Native support for all browsers and mobile devices

  • Real-time actionable analytics

  • User-configurable automation and workflows

  • More than 3,000 pre-integrated add-on Apps

  • All-in-one, single environment

A Software Solution for the Entire Insurance Industry

So Much More than a Traditional Insurance Software

What TechCanary Insurance Customers Are Saying

“Supported 150% agency growth since installed – including new offices and remote workers”

“We service our clients any way they prefer – Facebook, Twitter, Chat, Text, Phone, Email”

“Workflow is logical and it’s easy to get staff up and running quickly”

“Allows us to customize and automate any process we can think of – a real game changer”

“The security of the cloud and being able to work on a computer anywhere for no extra charge”

“It was hard to see how inefficient AMS 360 was until we started using a different system. I’d never go back”

“Improved retention rate from 70% to 80% over two years, with an 85% target this year”

“Full ACORD® library, carrier downloads, automated workflows,  phone, email, QuickBooks, and website integration”

“From ease of adoption to scalability, this is the only system worth having – nothing comes close”

“1000% increase in revenue in the first year of use with continued impressive growth year after year”

“Out of the box, it had nearly everything I could ever want in Policy, Agency Management, and Commissions tracking”

“We get IVANS downloads right into policy records, along with the drivers, coverage, and premiums”

“We track all activities and store contacts and info for carriers, products, sources, and lien holders”

“We can create ACORD® forms, reports, and manage policies and new quotes”

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