Catering to insurance agencies and agents, TechCanary delivers advanced software solutions that address the industry’s specific needs. Their core product, Canary AMS, is more than an Agency Management System (AMS), it also has a fully integrated CRM. Insurance policy workflows are available right out of the box and streamline the internal process for sending tasks, emails, reports.
This combined solution is powered by the trusted Salesforce Platform; because of this, users have access to the Salesforce AppExchange, on of the largest enterprise application markets. Canary AMS comes with built-in integrations to Google Apps and Outlook, as well as social media sites Facebook, LinkedIn, and Twitter, making it easier for agents to stay in tune with their customers’ interests.
We really like their powerful reporting tools. Agents have better visibility over their retention, lead conversion, and loss ratio. Canary AMS also offers drill down capabilities, so agents can dig into their records and find out what is working. All of this is customizable - from layouts and fields, to dashboards and reports.
Canary AMS is a great option for any insurance agency because it’s scalable and will grow with the business. Customers with Salesforce can add Canary AMS as an app to their existing system, and those without Salesforce can purchase licensing through TechCanary. Canary AMS is cloud-based, so it’s available on any device and any browser, at anytime. Agents are always up to date whether they are in the office or on the road.
Ellen from Lichtenberger Agency LLC
Employees number: 2 to 5 employees
TechCanary has completely changed the agency management system landscape. Finally there's a cost-effective customizable solution that works for any size commercial and/or personal lines agency.
I've been using TechCanary for over a year and trust me, there's nothing not to like. Unlike an out-of-the-box system, if you don't like something - change it!
As an agency owner, I've demoed over twenty management systems looking for something that until now didn't exist - a constantly evolving, technologically advanced product that would allow me to expand and improve on my own particular business processes while providing me with a stable platform and excellent customer service. That product is TechCanary. With it, I'm able to combine every aspect of agency management into one seamless user interface that's as attractive as it is functional. It's an excellent product out of the box, but one that gives you the freedom to expand in any direction you can think of, and some you wish you thought of earlier. If you like programming and doing things on your own, customizing TechCanary will be more fun than you can imagine. But what if you're not computer savvy ? No problem! There are literally hundreds if not thousands of consultants you can hire to help you create the perfect system that manages your agency the way that you work, not the way someone else thinks you should work. At the end of the day you'll have a system that does exactly what you need it to do for about a tenth of the price that a so-called industry giant would charge, and I think we're all aware the industry giants also come with giant limitations.
From ease of adoption to the scalability of the platform, this is the only system worth having - nothing else even comes close. What are waiting for?
Amy from CCO Insurance Solutions, LLC.
Employees number: 101 to 500 employees
The customization can be as little or as great as you want. I'm able to make workflows for lines of coverage so that my staff doesn't have to guess what to do next. No more having it all up in your head or looking at a manual. This increases efficiency and reduces E&O.
The Tech support is OUTSTANDING. Very timely. They work incredibly hard to keep you working as efficiently as possible.
You do need to know Salesforce but the learning curve is very small. There are some requirements to manage workflow that is dictated by Salesforce (i.e. can't map between objects, can only be done through parent).
Ask about generating applications and certificates - the have a great way to upload information and keep most current apps/certificates available and then can easily edit. Documents can be shared as links vs. pdfs so does not take up space. You should have a salesforce in house team to help with workflow.
Emory from EJS Financial Management
Employees number: 1 employee
Ease use out of the box and tons of available features --- I discover new ones every day. The Customer Service team at TechCanary is outstanding, going above and beyond to get you up to speed ASAP.
I don't have a single complaint about TechCanary. The team has been extremely helpful from start to finish.
If you're interested in an insurance focused CRM and Agency Management platform, shop around like I did, and you'll see there's nothing remotely close to TechCanary.