Kanopy Insurance Cites TechCanary Insurance Platform as Key Enabler to Rapid Growth and High Customer Retention

Developed in Salesforce, TechCanary platform provides Kanopy with full range of capabilities - agency management, customer relationship management, data, analytics, reporting

MILWAUKEE--()--TechCanary, a provider of a cloud-based, analytics-driven insurance solution and the #1 insurance solution inside the Salesforce CRM platform, today announced Kanopy Insurance (Kanopy) has cited TechCanary’s Insurance Platform as a key enabler to the agency’s rapid growth and improved customer retention. Built in Salesforce, the TechCanary platform provides Kanopy with full agency management capabilities, robust customer relationship management (CRM), and data access combined with powerful analytics and flexible reporting.

As a startup agency founded in 2013, Kanopy’s goal was to differentiate itself in today’s hypercompetitive market by providing the market with an exemplary insurance shopping, buying, and service experience – enabled by skilled staff, smart automation, modern technology, and the use of data.

As a new entity with a big vision, Kanopy understood it needed to choose its technology wisely to ensure it could deliver the service and operational efficiencies required to establish and maintain a competitive advantage. Kanopy also quickly realized that a traditional agency management system would be insufficient, as they wanted to manage the agency and customer relationships in a way that was truly modern.

Explaining Kanopy’s selection of TechCanary, Ryan McClintock, Kanopy’s CEO, said, “We needed so much more than an agency management system in that we wanted to be able to interact with and service clients any way they preferred – Facebook, Twitter, Chat, Text, Phone, Email – that is, via an omni-channel experience. What we really needed was a customer relationship management system that also had all the agency management capabilities. Once we realized that, TechCanary was the obvious and only solution.”

McClintock continued, “The added bonus with the TechCanary system is the access to our data, combined with the robust and flexible reporting capabilities. We are able to track our KPIs, better analyze our customers and markets for cross-sell, new business, customer services opportunities, and overall just continue to fine tune our operation.”

The benefits Kanopy has experienced with the TechCanary Insurance Platform include but are not limited to:

  • 1000% increase in revenue in the first year of platform use with continued impressive growth year after year;
  • Greatly and consistently improved retention rate - up from 70% to 80% over the past two years, with an 85% target for 2017;
  • A modern technology platform able to support agency growth with the number of users increasing by 150% since system first installed; and
  • System’s cloud-delivery has enabled Kanopy’s quick expansion and support of new offices as well as a remote workforce.

“We are thrilled that Kanopy has graciously acknowledged the role we have played in their success and congratulate them on changing the way an agency does business and interacts with customers. This is the kind of change our industry needs more and more of to meet the expectations of today’s and the future’s insurance buyer,” said Reid Holzworth, TechCanary CEO and founder. “Kanopy has been a great client to work with and really understood our differentiators from the initial look. Ryan and his team knew that a traditional agency management system couldn’t enable their vision and that the relationship with the client needed to be front and center, while all the back office capabilities and accounting functions typical of legacy agency management systems were just a necessity.”

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 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 Kanopy Insurance

Kanopy Insurance’s group of independent agents have established long-term, solid relationships with some of the top national and regional carriers in the industry. The experienced Kanopy staff provides its clients comprehensive, expert insurance solutions and service; providing competitive pricing, coverage options, and peace of mind that the company providing a client’s insurance coverage meets Kanopy’s high standards. Kanopy Insurance takes a completely unique approach by partnering with carefully selected insurance carriers and using powerful, proprietary technology to quickly take a client’s information and search all carriers within seconds. What could normally take days for a consumer to find the best rate, can now be completed in minutes. To learn more about Kanopy Insurance, please call 877-513-2434 or visit www.kanopyinsurance.com.

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.

Contacts

Solomark Associates
Susan Douglas
847.895.2634
susan@solomark.com

Contacts

Solomark Associates
Susan Douglas
847.895.2634
susan@solomark.com