TechCanary Announces PBL Insurance Limited has Selected the TechCanary Insurance Platform
TechCanary platform to provide Canadian broker a modern management system natively built in Salesforce
With a need for increased automation and more extensive functionality, PBL looked to make a change in management systems. One option was to upgrade its legacy management system with the incumbent vendor, but the cost, time, and limited functionality prompted the broker to consider building its own system or evaluating the market for alternatives. As a result of its extensive market search, PBL opted to buy versus build, selecting TechCanary’s insurance platform due to a combination of criteria, including: TechCanary’s modern technology, robust functionality and automation, the ability to customize for PBL’s specific needs, and the attractive cost and implementation timeline. The combination of a broker management system and the Salesforce CRM platform was also a contributing factor.
Additional anticipated benefits from implementation of the TechCanary system include:
- Increased functionality and automation
- Operating efficiencies from improved process standardization
- Enhanced customer relationship management tools and related services
- Single platform solution for all software (BMS, document management, call recording, emails, etc.)
- Simple interface with step by step workflow built into the BMS
- Real-time change management for client documents (submission, SOV, drivers list, etc.)
- Simplified accounting processes for dual currency (
Canada and US) - A modern platform to support PBL’s planned growth and business goals
“The PBL Insurance decision is especially gratifying as it comes on the heels of our recent announcement of our enhanced platform designed specifically for the Canadian market,” said
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 and CSIO 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
With nearly 100 years of experience,
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,
View source version on businesswire.com: http://www.businesswire.com/news/home/20170822005016/en/
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Source: TechCanary
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