Search found 4 matches

by davidcanary
Thu Jun 30, 2016 12:20 pm
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 184604

Re: Agency Management System

Hey resistencia, David with TechCanary here. Appreciate the feedback, good to know we're at the top of your list. When was the last time you had a demonstration with us? The reason I ask is that if it was more than 1 year ago, might be worth a second look? If you're still reviewing system capabiliti...
by davidcanary
Fri Jun 17, 2016 8:21 am
Forum: Opinions
Topic: Agency Management System
Replies: 242
Views: 1300458

Re: Agency Management System

If you like Salesforce, check out the AppExchange, search "insurance". It's funny you say beating out, who are you affiliated with then, OldIndy? :wink: Really depends on what you need in a system, when, where and how you need it to work. curious to know what you guys think is a reasonable...
by davidcanary
Wed May 25, 2016 10:06 am
Forum: Opinions
Topic: Agency Management System
Replies: 242
Views: 1300458

Re: Agency Management System

Hey Insurance@Marshall, Regarding reports, curious to know what type of metrics are most important/would you require to be shown in a dashboard? I know our system you can instantly customize dashboard layouts, you can choose any field that is shown on your dashboard and that you can drill down into....
by davidcanary
Mon Mar 28, 2016 9:20 am
Forum: Opinions
Topic: Agency Management System
Replies: 242
Views: 1300458

Re: Agency Management System

Full disclosure, I'm an employee selling an Agency Management System ;) Tech Canary Cloud-based, OEM of Salesforce, built in their platform (do you use Salesforce in addition to your current AMS? might be worthwhile to think about consolidating into one platform..) Integrated with Office 365, Outloo...