(Image source: McGohan Brabender website.)
McGohan Brabender, a Dublin, Ohio-based independent employee benefits broker, has selected the TechCanary’s (Milwaukee, Wisc.) Agency Management System (TC-AMS). McGohan Brabender licensed the solution and will utilize professional services from TechCanary subsidiary CanaryServices as part of a modernization initiative to improve service and achieve growth objectives.
Jean Marten, VP, Operations, McGohan Brabender.
McGohan Brabender selected TC-AMS because it fit with the broker’s vision to use Salesforce throughout the enterprise, as well as to address its need for a modern agency management system that was industry-proven, functionality rich, according to the vendor. The broker was also impressed with CanaryService’s professional services expertise with TC-AMS and the team’s ability to meet an aggressive implementation timeline, according to TechCanary.
“Once we made the decision to move our sales and business development to the Salesforce platform, we needed a solution for our client services teams,” comments Jean Marten, VP, Operations, McGohan Brabender. “Equally important, we needed a commission system to support our Consultants and audit our incoming revenue. TechCanary was the only single solution to achieve these diverse business needs. We are confident that the TechCanary product will leverage our people in providing great customer service to our clients.”
Benefits that McGohan Brabender anticipates from the implementation of TC-AMS include the following, as described by TechCanary:
- Seamless processing with all broker’s systems integrated through a single system – the Salesforce customer relationship management (CRM) platform;
- Increased operational efficiencies and flexibilities afforded with modern technology;
- Enhanced functionality;
- Simplified import and export of data; and
- Improved client retention through exemplary customer support and services.
Bo Brown, COO, CanaryServices.
“We welcome McGohan Brabender to our rapidly growing client base in the employee benefits space,” comments Reid Holzworth, CEO, TechCanary CEO. “Working with the McGohan Brabender team through the implementation will only deepen our already strong knowledge and skills in this key market.”
Implementing in Time for Renewal Season
Work is already underway with the McGohan Brabender’s team to meet it go-live goals and have the broker in production in time for the busy renewal season, according to Bo Brown, COO, CanaryServices. “While we will be moving quickly, an important objective as we work through the project will be to transfer our knowledge and skills to ensure McGohan Brabender’s long term success,” he says.
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