CoverWallet Deploys the TechCanary Insurance System to Support Rapid Growth

Natively built in Salesforce, the TechCanary system enables digital agencies to scale with flexibility, confidence, and efficiency

MILWAUKEE--()--TechCanary, a provider of a cloud-based, analytics-driven insurance solution and the #1 insurance solution built inside the Salesforce CRM platform, today announced that CoverWallet has utilized TechCanary’s Insurance System as one of the modules the company is integrating in its leading agency management platform.

“As a serial tech entrepreneur, I had little doubt to build our insurance platform using Salesforce as the foundation and system of record,” said Inaki 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.”

Reid Holzworth, TechCanary CEO and founder, noted, “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. 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.”

TechCanary’s Insurance System 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 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 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 CoverWallet

Launched in early 2016, CoverWallet combines deep analytics, thoughtful design and state of the art technology to help small businesses with all their insurance needs. CoverWallet delivers a seamless user experience while offering savings, customized coverage and best-in-class service to their customers. In a matter of minutes, any business can get peace of mind, buying and managing their insurance, all through CoverWallet’s online platform. The company is actively disrupting the $100 Billion small business insurance market. CoverWallet won the 2017 Best Insurtech Solution from the Benzinga Awards and was recently named "One of the Most Entrepreneurial Companies in America" by Entrepreneur Magazine. To learn more about CoverWallet, please visit www.coverwallet.com, @coverwallet or http://www.facebook.com/coverwallet.

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
847.219.4367
susan@solomark.com

Contacts

Solomark Associates
Susan Douglas
847.219.4367
susan@solomark.com