A-Affordable Insurance Agency Achieves Positive ROI in Four Months with TechCanary’s Insurance Solution Built in Salesforce

Business Wire

TechCanary platform enabling A-Affordable to achieve greater efficiencies, improved employee retention, and make better risk decisions with analytics

MILWAUKEE--(BUSINESS WIRE)-- TechCanary, a provider of a cloud-based, analytics-driven insurance solution and the #1 insurance solution inside the Salesforce CRM platform, today announced its client A-Affordable Insurance Agency, Inc., the largest volume auto insurance agency in Massachusetts, has achieved positive ROI after just four months in production with the TechCanary Insurance Platform. Early benefits range from improved efficiencies to increased revenues through enhanced risk decision making practices.

A-Affordable is a high transaction volume agency processing over 12,000 personal auto payments per month, as well as thousands of phone calls daily. Given the high production needs, efficiency is especially key to the operation. While A-Affordable had a traditional agency management system in use, it failed to meet the agency’s needs for flexibility and end-to-end process automation. Looking to support its high volume, 105 users, and terabytes of historical data, A-Affordable went in search of a solution that could address all of its agency management needs, but also offered advanced levels of automation including integration with email, electronic signature, accounting, and phone systems.

Conducting an extensive market evaluation of available offerings, A-Affordable chose the TechCanary cloud-based, analytics-driven Salesforce CRM-based platform because it was the only option that could deliver the “ideal system”, as A-Affordable’s CEO and President, Mark Winiker refers to it.

After investing approximately 90 days defining A-Affordable’s unique requirements and migrating and validating data from thousands of policies, it then took only a few days to go live with all 105 users. A-Affordable managed its own internal training, but A-Affordable’s COO, Jason Boggs noted that, “the system is so tuned to the agency’s processing and so intuitive that it requires virtually no training, even for new employees.”

“When I first met with TechCanary they asked me what the perfect solution would look like? I gave them my wish list and can honestly say that’s what they delivered. Traditional agency management systems just don’t stack up and aren’t designed to address the broader needs of today’s agencies,” commented A-Affordable’s Winiker. “We chose the TechCanary platform first to address our efficiency pain, but what has turned out to be a huge bonus and of even greater value are the analytics capabilities it offers. In the past we would spend the bulk of our time and energy just trying to keep up with our high volume of work. With TechCanary, productivity is no longer a concern, allowing us to now focus on how we bring in more revenue and make better risk and pricing decisions. The abilities to create custom fields, processes, and analytics that are included with the TechCanary platform make that aspect of our operation that much more efficient and effective as well.”

Winiker continued, “We now have the ability to measure productivity and performance by a variety of criteria, such as conversion ratio or length of time spent on specific tasks. As a result, we’ve hired a sales trainer who is focusing on helping us to further refine our sales approach and process.”

Highlights of capabilities the TechCanary productivity platform is enabling at A-Affordable include:

All functionality expected in an agency management system;
Robust customer relationship management (CRM) with SalesForce included as a native part of the system, with no integration required;
Full integration with phone and email, ensuring digital, written and oral communications are automatically part of an account’s record;
Seamless integration of DocuSign’s electronic signature;
Robust and targeted email marketing;
Deep analytics capabilities;
Automation of business processes from website leads, quotes, follow ups, renewals, and more; and
Ability for A-Affordable to modify all aspects of the system including, but not limited to, screens, fields, email templates, dashboards, reports, automation and workflows.

“It has been a tremendous pleasure to work with Mark and Jason to witness the A-Affordable operation evolve to a modern, highly efficient and well-oiled machine. A-Affordable recognized the potential of our technology and knew there had to be a better option than the old school agency management systems,” said Reid Holzworth, TechCanary founder and CEO. “We appreciate that they had confidence in our solution and young company to partner with us on this project, and we look forward to continuing to work closely with the A-Affordable team to assist them to derive even greater value.”

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. Included with the TechCanary platform is a Salesforce license. TechCanary professional services are also available for setup, data migration, deployment, configuration assistance, and ongoing support.

About A-Affordable Insurance Agency, Inc.

A-Affordable Insurance Agency, Inc. was founded on one simple principle: everyone deserves access to affordable insurance. Since 1984, the agency has been devoted to providing Eastern and Central Massachusetts residents with affordable insurance policies for home, auto, and business insurance coverage. To learn more about A-Affordable Insurance, please visit www.a-affordableinsurance.com.

About TechCanary

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.