Single View of Policy Information
Simplified Import and Export of Data
Increased Operational Efficiencies
McGohan Brabender was looking to modernize its operations to best serve its clients and achieve their agency’s growth objectives. The company made the business decision to move their operations to Salesforce and they recognized TechCanary was the only solution for their client service teams. The company was also having issues with commissions and they needed a system to support their Consultants and audit incoming revenue.
The TechCanary AMS replaced their legacy agency management system and enabled integration of all the broker’s systems through Salesforce. They also had an aggressive implementation timeline and wanted to go-live before the busy Employee Benefits renewal season. The TechCanary Professional Services team was able to meet their deadline while transferring their knowledge and skills to ensure McGohan Brabender’s long-term success. Other benefits McGohan Brabender realized after selecting TechCanary include:
- Seamless processing with all broker’s systems integrated through a single system – the Salesforce customer relationship management (CRM) platform
- Increased operational efficiencies and flexibilities afforded with modern technology
- Enhanced functionality
- Simplified import and export of data
- Improved client retention through exemplary customer support and services.
“We are confident that the TechCanary product will leverage our people in providing great customer service to our clients.” –Jean Marten, Vice President of Operations
McGohan Brabender is one of the nation’s largest independent employee benefits brokers. They will challenge you to change your approach to health benefits – and take control of rising costs and chronic disease.