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STOP: If your agency uses Salesforce and TechCanary and some or all of your employees are focused on employee benefits, then this will be of great interest to you.
For those who don't already know, TechCanary is/was a p&c focused insurance agency management system built on the Salesforce Platform.
Applied Systems acquired TechCanary last year. From what we understand, users of TechCanary’s agency management system are being migrated from the Salesforce Platform to Applied Epic on their upcoming subscription renewal.
If you are an employee benefits broker who has been struggling with TechCanary, then you already know that it was originally designed for the Risk or Property and Casualty Insurance broker business.
Before replacing one agency management system that was never really designed specifically for the employee benefits broker business with another system that was not specifically designed for your business, we recommend taking the time to explore your options.
BenefitsGuide was developed by insurance brokers for insurance brokers. We know your challenges because we know your business.
Salesforce is the #1 CRM platform in the world.
You can continue managing your employee benefits agency management and your Sales and Marketing on the Salesforce Platform with BenefitsGuide: Insurance Agency Management.
For more than 10 years, BenefitsGuide has been on the Salesforce AppExchange as an insurance agency management system built on the Salesforce Platform. Also available, BenefitsGuide for Financial Services Cloud.
And if your business also has requirements for a p&c agency management, then, with Applied Epic for Salesforce®, you can use Applied Epic as your Property & Casualty agency management system while using the integration to move data one-way or bidirectionally between the systems based on the unique requirements of your business.
There has never been a better time to make the move to the Salesforce Platform with BenefitsGuide: Insurance Agency Management and BenefitsGuide for Financial Services Cloud.
Click here to learn more about BenefitsGuide: Insurance Agency Management or BenefitsGuide for Financial Services Cloud.
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About the Author
Jason Silverman
With over 20 years of experience in the world of employee benefits and insurance technology, Jason is the founder and chief evangelist of BenefitsGuide, an insurance agency management system and CRM built entirely on the Salesforce Platform that streamlines the process of selling and servicing group insurance and employee benefits from the perspective of an insurance broker, general agent, PEO, and insurance carrier. Jason also owns and oversees the group insurance brokerage based in New York that he founded in 1996.
