Insurance CRM for Carriers | #1 Salesforce Insurance App 2017-06-25T06:50:13+00:00

Turn Salesforce into your All-in-One Insurance Solution

Let TechCanary turn Salesforce into your digital innovation platform and Insurance CRM

Available on Salesforce AppExchange

  • 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

For Management ›

For Call Centers ›

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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

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