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Enterprise Insurance Group in Production with TechCanary Insurance Platform in Just One Month
[May 16, 2017]

Enterprise Insurance Group in Production with TechCanary Insurance Platform in Just One Month

TechCanary, a provider of a cloud-based, analytics-driven insurance solution and the #1 insurance solution inside the Salesforce CRM platform, today announced Enterprise Insurance Group (Enterprise) has selected and implemented TechCanary's Insurance Platform to support both its MGA and Retail Agency companies on a single platform. Built in Salesforce, the TechCanary platform provides Enterprise with a cloud-based system with full agency management capabilities, robust customer relationship management (CRM), and data access combined with powerful analytics and flexible reporting. Successful implementation for the first company was completed in just one month, with both companies in production within three months.

Enterprise Insurance Group is an independent insurance agency and for over 30 years has helped small and large business owners find the best insurance available for Workers' Comp, Bonds, General Liability, Commercial Auto, PEO and Payroll Services. In addition to supporting Enterprise's existing business, the TechCanary platform provides the capabilities, flexibility, and scalability to easily expand as Enterprise's business continues its strong growth trajectory. Enterprise also expects to derive significant value by leveraging the wealth of pre-integrated applications readily available from the Salesforce library of solutions.

After extensive due diligence and market review of available offerings, Enterprise concluded TechCanary was "the best solution out there and the only insurance solution to leverage Salesforce to such a strong degree," according to Justin Miller, CTO of Enterprise Insurance Group.

Miller went on to say, "TechCanary not only offered a great solution, but the TechCnary team, including the TechCanary CTO, was very hands on to help us with the onboarding and migration. Salesforce as the TechCanary platform's foundation, combined with the system's depth of capability and configurability make the TechCanary product irreplaceable. In my opinion it is undeniably the best system for any company in the insurance industry."

Business benefits Enterprise is already experiencing with the TechCanary platform include:

  • Improved service levels Enterprise provides to its clients
  • Significant time savings for improved operational efficiencies
  • Ability to easily integrate the TechCanary platform with multiple systems such as phone and email
  • Modern technology to support Enterprise's growing business

"We congratulate Enterprise Insurance Group on the successful deployment of the TechCanary platform and thank them for the strong support of our offering," said Reid Holzworth, TechCanary CEO and founder. "It was a pleasure to work so closely with the Enterprise team - giving us the opportunity to best support them by gaining a deep understanding their business and needs. As Enterprise's business continues to grow, our team will be readily available to assist as their needs change and expand over time."

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.

About Enterprise Insurance Group

With offices in Florida, Texas, and California, Enterprise Insurance Group has over 30 years of experience helping small and large business owners find the best insurance available for Workers Comp, Bonds, General Liability, Commercial Auto, PEO and Payroll Services. Enterprise Insurance Group is an independent insurance agency and continually monitors the marketplace to partner with the top national, regional, and specialty carriers to offer its clients the best coverage to meet their needs. For learn more, visit

About TechCanary

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

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