Wholesaler experiencing the benefits of TechCanary’s robust, powerful and highly-customizable agency management system built in Salesforce
Milwaukee, WI (Aug. 8, 2017) – TechCanary, a provider of a cloud-based, analytics-driven insurance solution and the #1 insurance solution inside the Salesforce CRM platform, today announced Amalgamated Insurance Underwriters (AIU), a New York-based property and casualty insurance program wholesaler, is successfully in production with TechCanary’s Insurance Platform, Canary AMS, after a short three-week implementation. Additional functionality was developed and deployed over an additional six weeks to make for a robust, highly customized, and modern agency management system built inside Salesforce.
AIU’s objective in selecting and implementing TechCanary was two-fold: establishment of a customer-focused and efficient operating environment able to exceed customer expectations, and creation of highly automated processes to support the company’s rapid growth with minimal additional expense.
Commenting on the successful implementation, Daniel Gleich, principal with AIU, said, “We selected TechCanary to provide a software solution that was compatible with Salesforce and could handle our wholesale insurance needs. 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 early in production results and look forward to adding additional functionality and reaping even greater benefits.”
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
“Congratulations to Amalgamated on the successful implementation of a modern technology environment that will enable them to meet their short- and long-term vision. We believe the TechCanary platform is ideal for wholesalers like Amalgamated who typically have unique requirements and need a system that is flexible, powerful and highly-customizable,” said Reid Holzworth, TechCanary CEO and founder.
TechCanary’s Insurance Platform is a cloud-based, analytics driven solution, well-suited for agencies, brokerages, MGAs, GAs, wholesalers and carriers. Built inside the world’s #1 CRM platform Salesforce, the TechCanary solution offers a complete ACORD data structure, support for all lines of business in P&C, life, health and benefits, integration with both email and phone, and all browsers and mobile devices. The platform enables efficient management of the entire insurance sales and service process from lead to sale to ongoing customer support, including renewal. Robust out of the box real-time analytics is included along with fully user-configurable automation and workflows. TechCanary clients can choose from over 3,000 add-on pre-integrated Apps, enabling easy expansion of capabilities and quick-to-value deployment. TechCanary professional services are also available for setup, data migration, deployment, configuration assistance, and ongoing support.
About Amalgamated Insurance Underwriters
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. For more information visit www.aiu-usa.com.
TechCanary was born from one insurance professional’s dissatisfaction with available agency management and business automation offerings. Leveraging Salesforce to build a system to successfully manage his own business, Reid Holzworth subsequently founded TechCanary in 2013, making the insurance sales and service productivity platform commercially available. Today, as the #1 insurance solution available on Salesforce, the TechCanary platform supports the sales and service process for all lines of insurance business and for all insurance entities from agency to carriers. To learn more about TechCanary, please call 414-446-3999 or visit www.techcanary.com.
Source: Solomark AssociatesAmalgamated Insurance Underwriters, Canary AMS, CRM, Salesforce, TechCanary