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FOR ANY ORGANIZATION LOOKING TO MANAGE DEEP INSURANCE DETAILS WITHIN SALESFORCE.COM
BENEFITSTurn Salesforce.com into your digital innovation platformLoad policy, commission and claims information out-of-the-boxConsolidate your siloed back-office data or your partner’s data for an omni-customer viewProvide detailed insurance data for your call center Better manage your distribution channelsAutomate workflows and key processes based upon complete customer informationRun analyticsRun marketing campaigns from an omni-customer view
TechCanary has built a ground-breaking insurance data platform our industry has been seeking. The uniqueness of this solution is how TechCanary takes the ACORD standard and implements a powerful platform and digital solution. The results, it easily connects existing systems and creates an all lines customer database out-of-the-box. This is a must-see solution by all industry stakeholders. TechCanary is a game changer solution.
t e c h c a n a r y . c o m
ACORD DATA MODEL (ADM)
DEB SMALLWOOD,FOUNDER STRATEGY MEETS ACTION
USE CASESManagement- Consolidated view of all your business- Consolidated view of each customer- Automated reporting- Mobile access
Call Center- Create a single view of your customer - Consolidate policy, claims and commissions data from multiple different sources- Integrate partner data with your own- Create automation for cross-sell and up-sell
Distribution Management- Book of business reporting, dashboards- Commissions calculation and reporting- Activity tracking- Consolidated view of each channel- Mobile
Analytics- Consolidate detailed data from multiple data sources daily- Leverage advanced analytics tools- Utilize artificial intelligence tools- Complete ACORD data model details
Marketing- Round out accounts- Quickly identify sales opportunities- Run cross-sell and upsell campaigns
KEY FEATURESA pre-built insurance solution built natively in Salesforce
Latest ACORD data model as a database
Import & export ACORD standard files
Map data imports to your existing Salesforce custom objects
No need to build new integrations to consolidate your backend data
Data is there day 1. Just add your business processes.
Fully customizable by you
TECHNICAL INFORMATION 100% Native Salesforce
An Aloha App (Does not count towards your Salesforce resource limits)
Over 140 custom objects, more than 800 classes, 2,300 attributes, and 1,000’s of custom fields
Latest ACORD Standard (Built as 2.0)
Uses your existing AL3 & XML file formats
Data Mapping Tool
techcanary.com 500 West Silver Spring Drive, Suite K320,Milwaukee, WI 53217
(414) [email protected]
Architecture
XML Export
AL3 & XML Import
Policy Admin Claims Comm. Policy
Admin Claims Comm. Claims Policies Comm.
Carrier Core Systems
ACORD® AL3 & XML File Generator
Ivans Mailbox
Tradit ional AMS
Tech Canary AMS
Custom Export (Quotes)
