Company 2017-05-27T05:17:31+00:00

TechCanary was founded to be that canary in the coal mine – but for the Insurance industry.

The TechCanary mission is to provide the Insurance industry a new and innovative alternative to legacy agency management systems and generic CRM and call center solutions – and for the first time, provide an enterprise-wide, consolidated view of customers. As a leading InsurTech company, TechCanary is always thinking ahead, anticipating the unanticipated, and innovating to meet the ever-changing needs and challenges of the Insurance Industry with technology.

During years on the Agency side of the Insurance industry, Reid Holzworth experienced first-hand the limitations and restrictions of the available agency management and business automation offerings.  As a result, he leveraged Saleforce.com to build a system to successfully manage his own business.  Then in 2013, largely at the urging of peers in the industry, founded TechCanary in 2013 to make his insurance sales and service productivity platform commercially available.

And today, TechCanary is proud to be the #1 insurance solution available on Saleforce.com.

Starting with the widely-used and proven Salesforce.com platform and adding the ACORD data standards, TechCanary is now a full-featured, cloud-based, analytics-driven Insurance platform for agencies, brokerages, MGAs, MGUs, GAs, wholesalers and carriers. TechCanary supports all lines of business from property, casualty, life, health, and employee benefits to specialty lines all on one system. It is a true global platform supporting multiple languages and currencies. TechCanary is not a separate solution merely connected to the SF platform. It is written natively in Salesforce code and resides in the Salesforce database.

Our History

Our History
2010
May 27

Start

Built Product

In 2010 we built an agency management system for our agency with no plans to bring it to market. We simply needed a better system if we were going to scale our company.
2012
May 27

Founded

Partnered with Salesforce

In 2012, during a demo for Salesforce premier support, the light went on.
2013
August 27

Live!

Released Product

The first version was released on Salesforce AppExchange in Q3 of 2013 with 12 custom objects.
2014
May 27

Clients

Client Driven

We continue to work with our clients and prospects to release new functionality like renewal and cross-sell automation, and various integrations such as accounting and comparative rating.
2015
May 27

Download

Product Development

Carrier download and ACORD forms Over 200 clients
2017
May 27

Growth

Product Development

Relying on the advice of our clients to mold the solution into what it is today — 100 custom objects, 1000s of custom fields