TechCanary

TechCanary operated as a cloud-based software provider, offering agency management solutions tailored for the insurance industry. The company was founded in 2013 by Reid Holzworth, an insurance agent who identified a gap in the market for configurable, cloud-based sales platforms. Holzworth's experience in the insurance field directly led to the creation of a system he initially built for his own agency, which was later developed into TechCanary.

Based in Milwaukee, Wisconsin, the company developed an analytics-driven platform built on Salesforce. This strategic choice allowed clients to leverage the robust capabilities of the Salesforce ecosystem, including access to thousands of pre-integrated applications on the Salesforce AppExchange. TechCanary’s business model was subscription-based, which included a Salesforce.com license and options for professional services such as setup, data migration, and ongoing support. The company served a wide range of clients within the insurance sector, including agencies, brokerages, Managing General Agents (MGAs), General Agencies (GAs), wholesalers, and carriers.

The core product, Canary AMS, was a comprehensive Insurance Sales & Service Productivity Platform. It provided a complete ACORD data structure and supported all lines of business in property and casualty, life, health, and benefits. The platform was designed to manage the entire insurance sales and service lifecycle, from lead generation to customer support and renewals. Key features included real-time analytics, user-configurable automation and workflows, and integration with email and phone systems. By 2017, the company expanded its offerings with a broker management system specifically for the Canadian market. After a period of significant growth, which saw the company's user base triple in 2015, TechCanary was acquired by Applied Systems in April 2019. This acquisition led to the integration of TechCanary's CRM system with Applied Epic, a widely used agency management system. Following the acquisition, Holzworth became the CEO of IVANS, another entity under Applied Systems.

Keywords: insurance CRM, agency management system, Salesforce platform, InsurTech, Reid Holzworth, Applied Systems acquisition, Canary AMS, P&C insurance software, life and health insurance software, broker management system, MGA software, insurance analytics, ACORD data structure, sales and service productivity, insurance automation, Canadian insurance market, cloud-based insurance solution, Salesforce AppExchange, lead management, renewal management