Professional Services | CanaryServices 2018-04-09T21:02:31+00:00

Professional Services to Give You Competitive Advantage

The promise of technology is to increase efficiency, profitability and competitive advantage through digital transformation. To accomplish that, technology must adapt to the unique people, processes and procedures of each company, not vice versa. Open, configurable, cloud-based platforms like Salesforce and TechCanary are designed to fulfill that promise of technology.

CanaryServices gets to know you, your business, systems and processes, and what makes you different. We then adapt Salesforce and/or TechCanary to work your way. Led by a team of senior IT Executives with decades of experience in insurance and financial services, we bring expertise in system implementation, integration, and legacy insurance systems.

Let us help you gain competitive advantage through your technology.

  • Setup, data migration, deployment, configuration, on-going support

  • Turnkey solution or work along side your internal staff

Implementation and Services Packages

Ensure a successful TechCanary and Salesforce implementation that is specific to your company’s way of doing business.

Each package includes project management, best practice solutions and process workshops to tailor the following TechCanary business processes to your specific needs:

  • New Business

  • Binding

  • Policy Checking

  • Certificate

  • Audit

  • Endorsement

  • Claim

  • Renewal

  • Cancellation/Reinstatement

Data Migration Packages

Ensure that your valuable data in your existing legacy systems is mapped and moved to TechCanary with integrity.

Canary Services – Leadership

Bo Brown
Bo BrownChief Operating Officer
Bo Brown brings over two decades of insurance industry experience, including professional services and implementations. He has managed large IT teams and developed strategic IT business plans that included everything from networks to databases, point of sales and telecom. He was most recently CIO at Rampart, a large agency located in Long Island, NY. He worked at ImageRight/Vertafore, as Director of IT at insurance carriers and as a principle consultant at Premier Network Consultants working with insurance agencies and carriers.
Ricky Lopez
Ricky LopezVice President
Ricky Lopez has a strong history of experience and success in insurance technologies across a variety of insurance operations, from carriers to MGAs to agencies, including five years working with ImageRight/Vertafore. As the founder and principal consultant at the acquired Terminus Consulting Corp., he helped implement and build custom insurance solutions on the Salesforce platform. He has led large technical projects for companies such as IBM, ESPN and GE Capital. He was a solution architect for IBM’s Asset Management product.