Google Earth Integration
Real Time Accounting
Amalgamated Insurance Underwriters needed a customer-focused and efficient operating environment able to exceed customer expectations, and the creation of highly automated processes to support the company’s rapid growth with minimal additional expense. Their systems were holding them back from these goals and they were looking for a robust, highly customized, and modern agency management system built inside Salesforce.
After a quick three-week implementation, Amalgamated completed implementation of a modern technology environment that will enable them to meet their short- and long-term vision.
Highlights of the benefits and new capabilities Amalgamated is already experiencing with the TechCanary platform include:
- New quote and underwriting capabilities – For example: new questions, fire history search
- Loss control / inspector (API integration) – Ability to send new policy details to an inspector, charge insured for inspection, schedule inspector, receive inspector report, create task and document for insured to fix reported problems, and keep track of status and completion
- Google Earth integration
- Built-in custom rating
- Real-time accounting integration and automation
- Integration with Outlook Exchange enabling the addition of emails and attachments with a click
“TechCanary provides us with a super-simple platform, with tremendous flexibility, and a very helpful implementation and development tech team. We are extremely pleased with the results and look forward to adding additional functionality and reaping even greater benefits.” -Daniel Gleich, principal with AIU
Founded in 2015, Amalgamated Insurance Underwriters is an up and coming property and casualty insurance program syndicator with a strong market niche and competitive edge. Its exclusive insurance program is specifically for the multi-family market with rates 15% – 20% below typical market rates.