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TechCanary Announces PBL Insurance Limited has Selected the TechCanary Insurance Platform
[August 22, 2017]

TechCanary Announces PBL Insurance Limited has Selected the TechCanary Insurance Platform

TechCanary, a provider of a cloud-based, analytics-driven insurance solution and the #1 insurance solution inside the Salesforce CRM platform, today announced PBL Insurance Limited (PBL), one of the top independent insurance brokers in Ontario providing its clients with a wealth of expertise, guidance and dedicated personal service, has selected TechCanary's insurance platform to replace its existing legacy broker management system.

With a need for increased automation and more extensive functionality, PBL looked to make a change in management systems. One option was to upgrade its legacy management system with the incumbent vendor, but the cost, time, and limited functionality prompted the broker to consider building its own system or evaluating the market for alternatives. As a result of its extensive market search, PBL opted to buy versus build, selecting TechCanary's insurance platform due to a combination of criteria, including: TechCanary's modern technology, robust functionality and automation, the ability to customize for PBL's specific needs, and the attractive cost and implementation timeline. The combination of a broker management system and the Salesforce CRM platform was also a contributing factor.

Mike Robinson, president PBL Insurance, commented on the TechCanary selection saying, "We knew it was time for a change given the advancements in technology and heightened customer expectations since we had implemented our current system. As we began our search it was important that we evaluated systems from the outside looking in - that is from customer perspective. Flexibility, service capabilties, ease of use, and operational efficiencies for both internal and external processing were critical considerations in our decision. TechCanary fit all of our criteria and proved to be the best fit - not just the insurance platform built natively in Salesforce, but also given the TechCanary team and its knowledge of our business."

Additional anticipated benefits from implementation of the TechCanary system include:

  • Increased functionality and automation
  • Operating efficiencies from improved process standardization
  • Enhanced customer relationship management tools and related services
  • Single platform solution for all software (BMS, document management, call recording, emails, etc.)
  • Simple interface with step by step workflow built into the BMS
  • Real-time change management for client documents (submission, SOV, drivers list, etc.)
  • Simplified accounting processes for dual currency (Canada and US)
  • A modern platform to support PBL's planned growth and business goals

"The PBL Insurance decision is especially gratifying as it comes on the heels of our recent announcement of our enhanced platform designed specifically for the Canadian market," said Reid Holzworth, TechCanary CEO and founder. "We'd been offering our system in Canada for employee benefits for several years, but the enhanced system extends our functionality to support Canadian P&C entities. PBL Insurance selecting our platform is a first for us in the Canadian P&C market. And I am confident it is the first of many."

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 and CSIO 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 PBL Insurance Limited

With nearly 100 years of experience, PBL Insurance Limited (PBL) is one of the top independent insurance brokers in Ontario providing its clients with a wealth of expertise, guidance and dedicated personal service. Independently owned and uniquely Ontario based - with 11 offices spread throughout the province - PBL is committed to being a true business partner to its clients. PBL is one of Canada's Top 25 Insurance Brokerages by providing consultative long-term solutions, specialist expertise, an entrepreneurial management style and personable, responsive service. For more information 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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