Canary AMS

Canary AMS

TechCanary
+
+

Related Products

  • Macaw AMS
    6 Ratings
    Visit Website
  • Collect!
    77 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • SiteDocs
    276 Ratings
    Visit Website
  • InterProse ACE
    147 Ratings
    Visit Website
  • LegalEdge
    17 Ratings
    Visit Website
  • eMembership for Labor Unions
    12 Ratings
    Visit Website
  • ISL Light Remote Desktop
    1,568 Ratings
    Visit Website
  • Creatio
    523 Ratings
    Visit Website
  • InMotion Hosting
    2,918 Ratings
    Visit Website

About

CP Manager was designed based about what agencies have desperately wanted in an agency management system. It took an insurance automation consultant to design this system. Adding a client and policy is incredibly easy, servicing clients is easy. CP Manager is so easy we even did a webinar specifically on how we created such an easy to use system. Two years prior to releasing CP Manager we gave a number of CSRs access to CP Manager, offered no training and then got detailed reports on how we could make CP Manager even easier. You'll learn about the design of CP Manager and the things we did to create a highly productive system so you can create a highly productive agency which means your staff will be able to manage a larger book of business. You and your staff are sending and receiving emails many times through the day. By building emailing into CP Manager and integrating it tightly in the system emailing in CP Manager is far more efficient and a lot less steps!

About

TechCanary is a premier technology company that offers cutting-edge software solutions for brokerages, insurance agencies, and agents. With TechCanary's core product, the Canary AMS, the company aims to provide an analytics-driven, cloud-based agency management system (AMS) that maximizes agent productivity and improves customer service. Built 100% natively in Salesforce, this number one insurance solution helps brokerages and agencies successfully manage their policies and meet all their sales and service needs.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses in need of an Agency Management system

Audience

Canary AMS by TechCanary is well-suited for brokerages, agencies, managing general agents (MGAs), general agents (GAs), carriers, and wholesalers.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$100.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 2.0 / 5
design 2.0 / 5
support 2.0 / 5

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Agency AutomationTEAM
www.agencyautomationteam.com

Company Information

TechCanary
Founded: 2011
United States
techcanary.com

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

Alternatives

OWLS

OWLS

OWLS Software
TIS

TIS

Comtec Global
mPACS

mPACS

Mandon Software
WorkSmart

WorkSmart

Vertafore
ARS Manager Plus

ARS Manager Plus

Agency Rating Systems
BrokerEdge

BrokerEdge

Damco Solutions

Categories

Categories

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy Features

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Integrations

No info available.

Integrations

No info available.
Claim Agency AutomationTEAM and update features and information
Claim Agency AutomationTEAM and update features and information
Claim Canary AMS and update features and information
Claim Canary AMS and update features and information