Canary AMS Software


 

Canary AMS by TechCanary is a cloud-based Agency Management System that delivers solutions for insurance agencies and agents. Insurance policy workflows help users improve the internal process of sending tasks, emails and reports. The solution is built on a Salesforce platform and helps users automate quotes, carrier submissions, policy sales and renewals. Users can set-up automatic alerts, task reminders, emails and call logs.

The reporting tools provide agents visibility over retention, lead conversion and loss ratio. The solution provides data mining tools so that agents can dig into their records and find out what is working. Users can also customize reports, layouts, fields and dashboards.

Canary AMS supports all lines of business including property and casualty insurance, life insurance, health insurance and group benefits. It comes with built-in integrations to Google Apps and Outlook, as well as social media sites Facebook, LinkedIn and Twitter.

 

Canary AMS - Insurance products
 
  • Canary AMS - Insurance products
    Insurance products
  • Canary AMS - Carrier detail
    Carrier detail
  • Canary AMS - Policy detail
    Policy detail
  • Canary AMS - Producer detail
    Producer detail
  • Canary AMS - Calendar
    Calendar
  • Canary AMS - Calendar
    Calendar
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

11 Reviews of Canary AMS

 

Start your review of Canary AMS

Click to start
https://www.softwareadvice.com/crm/techcanary-review/
Software Advice Reviews (4)
More Reviews (7)

Showing 1-4 of 4

Bob from NBD
Specialty: Advertising
Number of employees: 201-500 employees Employees number: 201-500 employees

July 2018

July 2018

user friendly

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Very customizable- you can do a little or a lot- makes life a lot easier and more fun. great tech support and easy to contact

Cons

this software is super easy from start to finish- no complaints here, easy to change things that you do not like

Review Source
 
 

Ellen from Lichtenberger Agency LLC
Specialty: Insurance

June 2016

June 2016

There's nothing else like it

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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!

Recommendations

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.
Specialty: Insurance

March 2016

March 2016

No More Guesswork

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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).

Recommendations

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
Specialty: Insurance

March 2016

March 2016

Incredible Platform!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

I don't have a single complaint about TechCanary. The team has been extremely helpful from start to finish.

Recommendations

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.

 
 
 
Showing 1-7 of 7

Greg from SOL insurance services
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Two years of none service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

None existence

Pros

I wish I had one. The data transfer never took place. The CEO at the time didn’t want it. We never received a refund.

Cons

Nothing. Our company never got started with the data transfer. We got rushed into buying a contract, then left hanging.

Review Source: Capterra
 

Pamela from Advantage Insurance, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Great Software for small or large office

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Ease of Use, Support from customer service

Cons

None, the software is designed to work as described.

Review Source: Capterra
 

Eric from Shaw Insurance Agency, LLC
Number of employees: 1 employee Employees number: 1 employee

August 2018

August 2018

TechCanary Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It is overall helping me keep track of my business

Pros

The sales/quote functionality. Cloud capability

Cons

Very hard to make changes or customize in own way

Review Source: Capterra
 

Sandi from The Otium Agency Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

User friendly interface and feature rich, which make it ideal for managing my agency.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

There are a lot of features built in, and it is very customizable to my specific agency needs. Customer service is extraordinary, with a rapid response and resolution. Create Acords with ease. Friendly to benefits as well as P&C.

Cons

There are a couple of things I have on my "ideal" list that the developers are not yet able to integrate. Entering coverage information for policies is a bit cumbersome.

Review Source: Capterra
 

Maura from Sagacious Insurance Services, Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Lackluster. Disappointing and wouldn't recommend.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

great forum to learn about other solutions and and open area to post our firms views for others. Thank you.

Pros

The ability to customize the system on an open Salesforce platform sounded amazing. Analytic potential is unlimited which is phenomenal. The promise of less data entry to capitalize on more employee time for cross selling and consultation was very attractive.

Cons

Oh, where to start? We've been in contract for over a year for migration. They finally migrated data last month but only partial data. Acord forms are lacking in ALL areas. 90% of the info does not populate. Only Acord 25"s allow for signature so all other documents have to be printed, signed & scanned like it's the year 1999. Auto ID Cards only allow the first auto to fill, not a solution for multi-vehicle & fleet policies. EOPI's only allow for 1 holder to populate. COI's only print or save pdf's one at a time. Not feasible for issuing multiple renewal COI's,. Their tech staff's solution is to "type over the information". WHAT? We haven't had downloads in over 45 days. Guess we just hope our direct bill accounts are in good standing & carriers are paying commissions correctly. They recommended a year ago to contract with Accounting Seed, Conga, Docusign and a few others. That was a waste of thousands of $"s as TechCanary has to be operational in order for the other systems to work. They have no implementation team. Tech Support and webinars are your training. Tech Support tries their best to train but there's no training schedule and the sessions are squeezed in between normal trouble shooting calls and their internal staffing issues. Basically if a Tech Support person is out sick or on vacation no other staff steps in to pick up the training. Running out of room to type more. We're looking for a new provider. This is not software as a solution...

Review Source: Capterra
 

Andrew from Advanced Insurance

May 2016

May 2016

Great Agency Management System

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

CanaryAMS is really helping my small agency like no other agency management system. The things that would be difficult to do with other AMS, CanaryAMS does them with ease. I highly recommend them.. Their staff is top notch too. I truly enjoy working with them.

Review Source: Capterra

  Response: TechCanary, TechCanary

Date: May 2016

May 2016

 

Thanks so very much for your review. We really appreciate it!

 

Shawn from Smart Choice

December 2015

December 2015

Best Agency Management System out there!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

What you get for the cost is amazing! Salesforce license AND an agency management system for $100 a month, you can't beat it! Also, the capability and customization with Reid and his team is second to none.

Review Source: Capterra