Talladega Insurance Agency Selects TechCanary Insurance Platform

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Talladega Insurance Agency Selects TechCanary Insurance Platform - Business Wire (press release) insurance

MILWAUKEE–(BUSINESS WIRE)–TechCanary,
a provider of a cloud-based, analytics-driven insurance solution and the
#1 insurance solution inside the Salesforce CRM platform, today
announced Talladega
Insurance Agency, the oldest agency in Alabama and the 3rd
oldest in the nation, has selected TechCanary’s insurance platform to
modernize the agency’s technology, processes, and customer relations.

Talladega’s owner and producer Boyd McGehee knew that if he was going to
take his agency through the pain and effort of changing agency
management systems, he “needed to choose wisely.” He approached his
evaluation and selection effort as though choosing the new agency
management system was like choosing his most important employee – one
that would be with him for the long-term and would work 24 hours a day.

Armed with not just the agency’s ‘needs’, but also the agency ‘wants’,
McGehee began his search, thoroughly evaluating every agency management
system he could find. He knew he wanted a fresh start and looked for a
system that was modern and leveraged advanced technology. McGehee was
integral in the search and decision making, but he felt getting the
perspectives of the agency’s CPA/Bookkeeper, lead personal lines CSR,
head of claims/bonds/certificates and the lead commercial lines CSR were
critical to finding the best fit solution. Having a strong certificates
capability was especially important since they do a lot of commercial
lines business.

The agency’s search led to the selection of TechCanary, with McGehee
commenting, “We had a good understanding of what we were looking for,
but always found the gaps in the agency management systems we were
evaluating – until we found TechCanary. Quite honestly, what we
initially thought were gaps in TechCanary’s system, upon closer
inspection and with an open mind, were really just new ways of doing
things – in fact, better and more efficient ways than how we had been
doing them.”

McGehee continued, “I’d encourage others looking for a new agency
management system to look beyond how they do things today and consider
the possibilities of what could be done – how things can be improved,
how you can use the new system to enhance the agency, help the producers
and CSRs, better interact with carriers, and enhance customer
relationships. If you are going to just replicate what you have today,
why make the time and dollar investment? We found a lot of the systems
we looked at were little more than window dressing. When we got past
what looked like the shiny new objects and really got into the systems,
they weren’t really capable of helping us transform our agency – but,
TechCanary was different.“

“TechCanary’s offering was the system I kept wishing was out there. And,
since TechCanary is built in Salesforce there is a high volume of
applications that are readily available in the Salesforce portfolio that
we can easily take advantage of – giving us a lot of opportunity to
differentiate our agency.”

Reacting to Talladega’s decision, Reid Holzworth, TechCanary founder and
CEO: “We are very excited to have been selected by Boyd and his team at
Talladega insurance. Not only is Boyd a producer and agency owner, but
he is a well-known figure in the agent community, serving as the
president of the IIABA
National Young Agents Association. His work with the next generation
of agents and his vision for how agencies should operate will go a long
way in shaping the future of our industry. We are extremely pleased to
be a part of that vision and look forward to working with Boyd’s team as
they move into production in early 2017.”

Talladega’s McGehee concluded, “Not only is TechCanary’s platform the
system we had been searching for, but its people are extremely capable,
talented, and committed; and they demonstrated a passion for what they
are doing. We couldn’t be more confident in our decision.”

To listen to Talladega’s Boyd McGehee describe his journey in
selecting a new agency management system, his interview podcast with Agency
Nation Radio can be found at https://www.agencynation.com/how-to-choose-an-agency-management-system-with-boyd-mcgehee-anr47/.

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.

Able to trace its roots back to 1858, Talladega Insurance Agency is the
oldest agency in Alabama and the 3rd oldest in the nation. As
a Trusted Choice Agency, Talladega Insurance Agency is fortunate to
represent some of the premier names in the insurance industry. With four
generations of the same family contributing to the agency’s growth, the
firm understands the importance of family and the continues to be a
family owned and operated business. To learn more about Talladega
Insurance, please visit www.talladega-insurance.com.

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.