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Managing insurance policies and claims is a hefty undertaking. Having the ability to effectively track commissions and bill in a timely manner is essential for any insurance agency or broker. If only there was better way to automate your process and tie it to your accounting system. Look no further. Built natively inside the Salesforce platform, TechCanary provides an out-of-the-box insurance platform that includes Accounting Seed. It is also built upon the ACORD database and easily integrates with email, web browsers, and mobile devices.
Through TechCanary’s seamless connection to Accounting Seed, insurance commissions received from carriers and then paid to producers flow right into the General Ledger automatically. Both direct bill and agency bill workflows are supported.
To learn more about TechCanary and its integration with Accounting Seed visit their listing in the Application Marketplace section of our website.
See Accounting Seed in action
Get a close-up view of how accounting on Salesforce can eliminate the need for costly integrations—and silos of mismatched information—by sharing the same database as your CRM.
