For Agencies and Brokers 2017-04-20T06:33:42+00:00

Turn Salesforce into Your Agency Management System

Built 100% natively in Salesforce, TechCanary, the #1 Insurance solution on Salesforce, adapts to the way you run your insurance business, not the other way around. With TechCanary, you can:

  • 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

For agencies and brokers large, small, and everything in between – who want to interact with their customers the way their 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 Insurance Business to the Next Level with TechCanary

Maximize Agent Productivity

Automate quotes, carrier submissions, policy sales, service, and renewals

Put customer documents at everyone’s fingertips with built-in doc management

Automatically download policy, claims, commission data from every major carrier

Automate alerts, task reminders, emails, call logs and over 50 workflows

Stay Informed with Mobile Dashboards

Consolidate data from every operation into one dashboard

Gain insights you never could before from any device – anywhere, anytime

Take action with personalized and scheduled reports with today’s data

Visualize data the way you want – tables, pie charts, line charts, bar charts…

Put Customer Experience First

Provide a modern Client Portal accessible from any device

Communicate with customers how they want – email, chat, social, phone

Give all agents a 360° view of client data across all lines of business

Automate client email reminders for required documents

Gain Competitive Advantage with Data

Automate commission reconciliation by policy – projected vs. actual

Stay on top of sales and customer retention trends with real-time dashboards

Automate IVANs, EBIX, and carrier-specific downloads – certified by all major carriers

Automatically generate ACORD® and CSIO forms

What TechCanary Insurance Customers Are Saying

“Over 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.”

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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