CoverWallet Integrates TechCanary Insurance System in Its Agency Management Platform

Natively built in Salesforce, the TechCanary system is designed to enable digital agencies to scale with flexibility, confidence, and efficiency.

(Image source: CoverWallet homepage screenshot.)

CoverWallet, a New York-based online insurance agency with a focus on small commercial business, will integrate TechCanary’s (Milwaukee) Insurance System as a module in its agency management platform. TechCanary, is the provider of a cloud-based, analytics-powered insurance solution built inside the Salesforce CRM platform.

Iñaki Berenguer, CEO of CoverWallet.

“As a serial tech entrepreneur, I had little doubt to build our insurance platform using Salesforce as the foundation and system of record,” comments Iñaki Berenguer, co-founder and CEO of CoverWallet. “When we realized how much customization Salesforce required specifically for insurance needs, choosing TechCanary was a quick solution to have many of them covered, so we could focus on building other proprietary components of our platform.”

The CoverWallet implementation is further evidence of the value of the TechCanary Insurance System for companies looking to attract today’s insurance buyers and gain and maintain a competitive advantage, asserts Reid Holzworth, TechCanary CEO and founder. “We are thrilled that CoverWallet has continued to put its trust in us and our system to help achieve its goal of reinventing insurance for small businesses,” Holzworth says.

Efficient Management of Insurance Sales and Service

TechCanary describes its Insurance System as a cloud-based, analytics driven solution, well-suited for agencies, brokerages, MGAs, GAs, wholesalers and carriers. Built within Salesforce, the TechCanary solution offers a complete ACORD and CSIO data structure, support for all lines of business in P&C, life, health and employee benefits, integration with both email and phone, and all browsers and mobile devices. The system is designed to enable efficient management of the insurance sales and service process from lead to sale to ongoing customer support, including renewal. The vendor says the solution features robust out of the box real-time analytics, along with fully user-configurable automation and workflows.

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Anthony R. O’Donnell // Anthony O'Donnell is Executive Editor of Insurance Innovation Reporter. For nearly two decades, he has been an observer and commentator on the use of information technology in the insurance industry, following industry trends and writing about the use of IT across all sectors of the insurance industry. He can be reached at [email protected] or (503) 936-2803.

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