Canary AMS Review - why 3.5 stars?

Shlomi Lavi / updated: Dec 14, 2022

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What is Canary AMS?

Canary AMS is an agency management system that comes with complete agency automation features to automate most of the internal processes. The software also offers simple drag and drop customization features that can be done by almost anyone. Dashboards, layouts, reports and fields can be customized according to agency’s needs.

TechCanary, the company behind Canary AMS, is a technology company that provides software solutions for insurance agents and agencies. The company formed a strategic partnership with Salesforce.com back in 2012 to build a combined software of customer relationship management and agency management system and Canary AMS is the result of this

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Who is it best for?

Canary AMS can be used by insurance agencies of all sizes because of its highly scalable interface. Salesforce users can use this agency management system as an app with their existing system. Ellis Insurance Agency is a client of this agency management solution which can be also used as a customer relationship management system by insurance agencies.

Main features and functionalities

Canary AMS comes with claims tracking, renewal management, accounting integration, integration with Outlook and Google Apps and powerful reporting tools. The software can ensure real workflow by sending emails, reports, tasks and dashboards to the appropriate users and automating internal processes. All the data are available in real-time at your fingertips which means you can fire off tasks and emails to CSR’s, customers and producers.

The software is completely web based and can be used from any browser, any device from anywhere. Moreover, the software offers integration with Twitter, Facebook and LinkedIn which can help agents to get a deep understanding of what their customers need. All your data is secure as Canary AMS provides world-class security infrastructure including the SysTrust Audit, ISO 27001 and SysTrust SAS 70 Type II.

What is the actual cost?

The cost of license starts at $120 per user/month. ITQlick pricing score is 5.2 out of 10 (10 is most expensive). Access ITQlick pricing guide for Canary AMS.

Pros

• Canary AMS offers social media management features unlike other similar insurance CRM tools
• Canary AMS is completely cloud-based and can be accessed from any browser, any device, any time
• The customer support of Canary AMS offers help via phone, email and mail
• The agency management system can automate most of the internal processes for users
• The agency management system can be also used as a customer relationship management tool

Cons

• The customer support of Canary AMS doesn’t offer any 24x7 hours live support
• The agency management software only offers web-based deployment option which can be a problem for some users

How it stacks up?

Access a head to head analysis of Canary AMS vs alternative software solutions.

Frequently Asked Questions (FAQs)