(Source: Enterprise Insurance Group.)
Enterprise Insurance Group, a Tampa, Fla.-based independent agency, has deployed TechCanary’s (Milwaukee, Wisc.) Insurance Platform to support both its MGA and Retail Agency companies on a single platform. Built in Salesforce, the TechCanary platform provides Enterprise with a cloud-based system with full agency management capabilities, robust customer relationship management (CRM), and data access combined with powerful analytics and flexible reporting, according to a vendor statement. TechCanary reports that successful implementation for the first company was completed in just one month, with both companies in production within three months.
Following an extensive review of available offerings, Enterprise concluded that TechCanary was “the best solution out there and the only insurance solution to leverage Salesforce to such a strong degree,” says Justin Miller, CTO, Enterprise Insurance Group.
Scalable for Strong Growth Trajectory
Enterprise Insurance Group serves small and large business owners, helping them to find coverage for Workers’ Comp, Bonds, General Liability, Commercial Auto, PEO and Payroll Services. In addition to supporting Enterprise’s existing business, the TechCanary platform provides capabilities, flexibility, and scalability to easily expand as Enterprise’s business continues its strong growth trajectory, according to a TechCanary statement. Enterprise also expects to derive significant value by leveraging what the vendor characterizes as the wealth of pre-integrated applications readily available from the Salesforce library of solutions.
“TechCanary not only offered a great solution, but the TechCanary team, including the TechCanary CTO, was very hands on to help us with the onboarding and migration,” adds Enterprise’s Miller. “Salesforce as the TechCanary platform’s foundation, combined with the system’s depth of capability and configurability make the TechCanary product irreplaceable. In my opinion it is undeniably the best system for any company in the insurance industry.”
Business benefits that Enterprise reports it is enjoying from deployment of the TechCanary platform include the following:
- Improved service levels Enterprise provides to its clients;
- Significant time savings for improved operational efficiencies;
- Ability to easily integrate the TechCanary platform with multiple systems such as phone and email; and
- Modern technology to support Enterprise’s growing business.
“We congratulate Enterprise Insurance Group on the successful deployment of the TechCanary platform and thank them for the strong support of our offering,” comments Reid Holzworth, CEO, TechCanary. “It was a pleasure to work so closely with the Enterprise team – giving us the opportunity to best support them by gaining a deep understanding their business and needs. As Enterprise’s business continues to grow, our team will be readily available to assist as their needs change and expand over time.”
Cloud-Based, Analytics-Driven Solution
TechCanary describes its Insurance Platform as a cloud-based, analytics-driven solution, suited for agencies, brokerages, MGAs, GAs, wholesalers and carriers. Built in 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.