Magnum Insurance Agency Selects TechCanary Insurance Platform Built in Salesforce

TechCanary platform to support Magnum’s 100s of users in over 30 locations for improved productivity, efficiencies, and cost savings

MILWAUKEE--()--TechCanary, a provider of a cloud-based, analytics-driven insurance solution and the #1 insurance solution inside the Salesforce CRM platform, today announced Magnum Insurance Agency (Magnum), a large bi-lingual insurance agency focusing on multiple lines of business including non-standard auto, has selected TechCanary’s Insurance Platform to modernize its operation and support its staff of 100s located in the agency’s more than 30 locations.

With its legacy environment still dependent on too many manual processes and general ledger accounts, cumbersome reporting, lack of integration, and duplicate data, Magnum went in search of a state-of-the-art solution to support not just its agency management needs, but also its goal of a more customer-focused environment enabled by robust customer relationship management (CRM) capabilities.

Built in Salesforce, the TechCanary platform was selected and will enable Magnum to transform and automate many of the agency’s processes and provide a single environment for fully integrated reporting, general ledger, and customer-focused activities from sales to service. Given the flexibility and capability of the TechCanary platform, the system will be configured to address Magnum’s specific needs, processes, and requirements.

Chris Roman, vice president with Magnum commented on the selection, saying, “The Magnum business is unique and operating in our legacy environment was proving to be an obstacle in our goal to enable an efficient environment – both for our internal operation in our over 30 locations as well as external interactions with customers, carriers, and third party services. We chose TechCanary because it offered the best of both worlds – a top notch agency management system combined with the world’s leading customer relationship management system, Salesforce.”

Roman continued, “We look forward to the ability to automate tasks and enhance our customer-focused activities to help us exceed client expectations while simultaneously saving time and costs. And with the extensive reporting offered with TechCanary, we’ll have the tools to get a better picture of our business, service levels, and opportunities to help us to continue to improve and grow.”

“We are pleased to have Magnum join our growing list of large agency clients. As our number of clients and users increase it gives us the opportunity to learn even more about their businesses and needs, which help us determine our product roadmap and provide even greater value to our agency and carrier customers,” said Reid Holzworth, TechCanary CEO and founder. “Our joint team is already hard at work defining requirements and implementing the system to ensure the TechCanary platform is able to automate and support Magnum’s processes and business across the enterprise.”

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 Magnum Insurance Agency

For over 35 years Magnum has been offering affordable insurance with a focus on auto. With over 30 locations and a bi-lingual team, Magnum offers a strong portfolio of insurance products including: car, home, health, life, motorcycle, rental and commercial. With a strong commitment to the community Magnum sponsors social programs and organizations that are for the betterment of its community. Magnum is the official sponsor of the non-profit organization Little Footprints Foundation and television programs on Univision Chicago such as Despierta con Zoe and Vida Mujer that promote healthy living. To learn more about Magnum Insurance Agency, please call 888-539-2102 or visit www.magnuminsurance.com.

About TechCanary

TechCanary was born from one insurance professional’s dissatisfaction with available agency management and insurance CRM 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