The TechCanary Insurance CRM offers a complete ACORD database, and support for all lines of business in: P&C, life, health and benefits. It integrates with email as well as all web 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 and renewal. Robust out-of-the-box real-time actionable analytics are included along with fully user configurable automation and workflows.
For agents, TechCanary is growing rapidly as agents learn they can solve their sales & marketing challenges and run their entire agency back office functions in one system on Salesforce. TechCanary has built a seamless integration to the Accounting Seed General Ledger to support agencies both on the direct bill and agency billing models. Insurance commissions received from carriers and paid to producers flow into the General Ledger automatically.
For carriers, TechCanary provides an out-of-the-box solution to getting their policy, claims and commissions data into Salesforce.com to support their sales and field teams, underwriters, and call center customer consolidation requirements.