Agency Management Software | For MGAs and MGUs 2017-06-25T06:51:08+00:00

Turn Salesforce into Your Agency Management System for Your MGA or MGU

Built 100% native in Salesforce, TechCanary, the #1 Insurance software on Salesforce, adapts to the way you run your insurance business, not the other way around

Available on Salesforce AppExchange

  • Turn Salesforce into your Agency Management System to meet all your MGA and MGU sales and service needs

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

  • Built on the ACORD® data model

  • 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

Flexible, Inter-connected  Agency Management Software for MGAs and MGUs

Cloud-based Agency Management Software for MGAs and MGUs with everything you need to underwrite policies and manage agency and producer relationships.

Streamlines – quoting, binding, routine interactions, and the issuing and managing of policies

Inter-connected– to your back-office systems and other Apps to keep everything running smoothly and provide a consolidated view of your overall business and partner agencies

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

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

Automates workflows– to reduce training, errors and omissions

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

TechCanary Agency Management Software for a well-run MGA or MGU

What the Insurance Industry is Saying

“Investing in the right digital distribution platform is a low risk, high return solution for insurers looking to meet the more customer-focused standards of today’s consumers. By offering a wide range of insurance products – from the traditional auto and homeowner, to the new-age pet and pay-as-you-drive policies—insurers can gain a 90% share of wallet and grow revenue 24% in five years.”

— Bolt Solutions

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