Turn Salesforce into your All-in-One Insurance Solution
Let TechCanary turn Salesforce into your digital innovation platform and Insurance CRM
Turn Salesforce into your Insurance Customer Relationship Management (CRM) system to manage all your customer and agency relationships and interactions while working in tandem with whichever AMS you may have
Turn Salesforce into your internal Agency Management System to manage all your policies and meet all your sales and service needs
- Integrates with your existing back office systems — on premise or in the cloud
ACORD® data model implemented inside your Insurance CRM
- Integrates with all Salesforce features and the 1,000s of apps available on the Salesforce AppExchange
TechCanary – The Only ACORD® Data Model-based Insurance CRM
TechCanary turns Salesforce into an Insurance CRM that brings together your policy, claims, client and commission data across all lines of business and distribution channels for a complete view of the health of your insurance organization.
Load policy, commission, and claims information out-of-the-box
Consolidate data from your multiple back-end systems for an omni-customer view
Provide detailed customer data for your call center for better up-sells, cross-sells, and renewals
Manage your distribution channels more efficiently and effectively
Automate workflows and key processes based upon complete customer information
Run marketing campaigns with an omni-customer view
Run analytics for a better understanding of where you are and where you need to go
Make your Insurance Company More Agile, Innovative, and Effective
Empower Everyone to Compete Smarter with Our Insurance CRM and AMS
What the Insurance Industry is Saying
“TechCanary has built a ground-breaking insurance data platform our industry has been seeking. The uniqueness of this solution is how TechCanary takes the ACORD standard and implements a powerful platform and digital solution. The results, it easily connects existing systems and creates an all-lines customer database out-of-the-box. This is a must-see solution by all industry stakeholders. TechCanary is a game-changer solution.”
— Deb Smallwood, Founder Strategy Meets Action