TechCanary Announces Top 50 U.S. Broker Holmes Murphy & Associates has Selected the TechCanary Insurance Platform

Business Wire

TechCanary platform to enable replacement of multiple legacy systems with one Salesforce-based solution

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 Des Moines, Iowa based independent brokerage Holmes Murphy & Associates, the 26^th largest business broker in the U.S., has selected TechCanary’s insurance platform.

“We have chosen TechCanary for our Employee Benefits (EB) platform,” noted Terri Jensen, CIO of Holmes Murphy. Once the implementation is complete, the TechCanary platform will replace the firm’s multiple systems to provide a single, company-wide Salesforce-based system, customized to meet Holmes Murphy’s specific Employee Benefits needs.

With offices in 10 states and 700+ employees, Holmes Murphy was operating its EB business on several platforms. To position the company for its continued rapid growth, obtain the desired operational efficiencies, and provide first-in-class service to its clients, Holmes Murphy looked to consolidate the disparate systems onto a single platform.

Already a Salesforce user, Holmes Murphy chose TechCanary to consolidate the business operations and eliminate on premise equipment. The combination of the Salesforce CRM and the TechCanary insurance platform built natively in Salesforce offered the ideal combination in a 100% cloud-based solution.

“Given our growth and acquisition history, it became clear we needed to revisit our processes and technologies to adequately support not just our diverse business today, but to support our continued aggressive growth. We needed to work with a company that was willing to partner with us and allow us to influence their functionality roadmap. Researching available insurance solutions, we found that none of the traditional agency management systems would meet our needs,” noted Jensen. “The TechCanary platform’s depth and breadth of functionality, cloud deployment, ability to customize as needed, and the fact that it is built completely in Salesforce made it the obvious choice.”

In addition to the extensive cost savings and elimination of the complexities of multiple management systems, benefits that are anticipated from the deployment of TechCanary include:

Rapid deployment via the cloud
Extensive automation
Improved standardization
Enhanced customer service
A single view of the customer
24/7 access via any device – desktop, laptop, tablet or phone
Advanced reporting and analytics for greater and real-time insight into the business for improved decision making
Ability to easily modify the system as Holmes Murphy’s and its customers’ needs change and evolve.

“We are thrilled to have been selected by such a large brokerage firm and appreciate Holmes Murphy’s recognition of the combined value of Salesforce and TechCanary,” said Reid Holzworth, TechCanary CEO and founder. “All of our teams worked closely to fully understand the requirements and expectations to ensure that we have the plan in place to successfully deploy the platform.”

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 4,000 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 Holmes Murphy

Holmes Murphy prides itself on selling “thinking,” not insurance. In a nutshell, Holmes Murphy sells the cumulative knowledge and experience that makes insurance and businesses work better. It’s a philosophy that’s worked for them since the company’s inception 85 years ago. As an independent brokerage, Holmes Murphy serves business and industry leaders across the nation in the areas of property casualty insurance, employee benefits, captive insurance, risk management and loss control. For more information on Holmes Murphy, to include specialties, locations, and what makes the firm tick, visit www.holmesmurphy.com. You can also follow Holmes Murphy on Twitter.com (@holmesmurphyins) or visit on Facebook and LinkedIn.

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.