Agency Management System | For Agencies and Brokerages 2017-06-25T06:51:43+00:00

Turn Salesforce into Your Agency Management System

Built 100% natively in Salesforce, TechCanary, the #1 Insurance solution and agency management system on Salesforce, adapts to the way you run your insurance business, not the other way around. 

Available on Salesforce AppExchange

  • Turn Salesforce into your Brokerage or Agency Management System to manage all your policies and meet all your sales and service needs

  • Turn Salesforce into your Insurance Customer Relationship Management (CRM) system to manage all your customer relationships and interactions while working in tandem with whichever AMS or BMS you may have

  • ACORD® data model implemented inside

  • CSIO data model implemented inside

  • Integrates with your existing back-end systems — on-premise or in the cloud

  • Integrates with all Salesforce features and the 1,000s of apps available on the Salesforce AppExchange

TechCanary – A Flexible, Inter-Connected Agency Management System

An Agency Management System with everything you need to operate effectively and efficiently across all lines of business

Fits any size – agency or brokerage, from small to large, that wants to interact with customers the way customers want to interact

Flexible and adaptable– so you can respond quickly to competitive threats

In the cloud– to provide a predictable OpEx to keep costs down

Automated compliance– to reduce errors and omissions

Easy to learn and use across devices– to minimize training and maximize productivity

Inter-connected– to your back-office systems and other apps

Take Your Business to the Next Level with a Modern Agency Management System

What the Insurance Industry is Saying

“The underlying trend is towards greater automation of routine tasks, which can not only reduce costs and improve efficiency, but also free up staff to devote more time to customers and higher value growth areas such as cyber risk insurance.”

PWC 20th CEO Survey / Key findings in the insurance industry / February 2017

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