Agency Management Software | For MGAs and MGUs 2017-05-19T14:55:13+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.

With TechCanary, you can:

  • 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.

TechCanary streamlines quoting, binding, routine interactions, and the issuing and managing of policies.

TechCanary integrates with your existing back-end systems to 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

  • Inter-connected – to your back-office systems and other Apps to keep everything running smoothly

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

Maximize Underwriting Returns

Streamline quotes, carrier submissions, and policy management

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

Automatically download policy and claims data from every major carrier

Take Control of Compliance

Standardize and automate processes and workflows to reduce errors and omissions

Automate agency email reminders for required documents

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

Put Customer Experience First

Communicate with agencies the way they want – email, chat, social, phone

Provide a modern agency partner portal accessible from any device

Automate communications and processes to be more responsive and thorough

Take Competitive Action with Data

Consolidate real-time marketing, sales, operations data into one dashboard

Gain never-before insights on policy and agency trends to take action accordingly

Personalize dashboards and reports accessible from any device, anytime, anywhere

What TechCanary Insurance Customers Are Saying

“Other Agency Management Systems do what they want – not what you need. In my adventure to find a system that would grow with our company and keep up with technology, I finally found TechCanary. TechCanary was truly designed with TechCanary’s compassion for and knowledge of the insurance industry. TechCanary has made my job less stressful and more efficient. It generates all the necessary questions required for a quote, automatically posts reminders to follow up with prospects and clients, and smoothly tracks from the beginning of a quote to following a policy. Any kind of report you can imagine for tracking, marketing, or keeping up to date with sales, premium, commissions, it has. Having the security of in the cloud and being able to work on a computer anywhere for no extra charge was way beyond what I could have hoped for. This system is endless and as you grow – TechCanary grows with you.”

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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