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TechCanary Acquires Firm to Establish its Professional Services Subsidiary CanaryServices

Staff Writer | November 28, 2017

TechCanary, a provider of a cloud-based, analytics-driven insurance solution and the #1 insurance solution inside the Salesforce CRM platform, today announced the introduction of its professional service subsidiary CanaryServices, following the acquisition of Terminus Consulting Corp. (Terminus).  Given the rapidly increasing rate of adoption of the Salesforce-based TechCanary insurance platform, the company recognized the need to create an organization dedicated to providing professional services assistance to ensure the continued successful implementations and ongoing support for TechCanary customers. 


As an established professional services organization, the acquired Terminus serves as the ideal foundation for CanaryServices – offering an experienced and senior team of IT professionals with proven expertise in the insurance industry with Salesforce. Headquartered in the company’s Milwaukee home offices and providing services nationwide and throughout Canada, the CanaryServices team is led by Chief Operating Officer Bo Brown and Vice President Ricky Lopez.


Bo Brown brings over two decades of insurance industry experience, including professional services and implementations.  Brown was most recently CIO at Rampart, a large agency located in Long Island, New York.  Earlier in his career, Brown worked at ImageRight/Vertafore and prior to that as Director of IT at insurance carriers. He was also a principle consultant at Premier Network Consultants working with insurance agencies and carriers.


Ricky Lopez also offers a long and strong history of experience and success in insurance technologies across a variety of insurance operations, from carriers to MGAs to agencies, including five years working with ImageRight/Vertafore.  Most recently, Lopez was the founder and principal consultant at the acquired Terminus, where he helped insurance companies implement and build custom solutions on the Salesforce platform. Lopez also spent time with Cohesive Solutions where he was a solution architect for IBM’s enterprise asset management product, leading large technical projects for companies such as ESPN and GE Capital.


With Brown and Lopez spearheading the effort, CanaryServices offers three categories of services to those insurance industry companies looking to support insurance on the Salesforce platform.  Services include:

  •          Implementation and Configuration Services – to plan and manage the implementation and configuration of the TechCanary solution to meet each company’s unique process, product, and procedural needs.
  •          Data Migration Services – to successfully map and transfer data from legacy insurance software to the TechCanary platform.
  •          Salesforce CRM Customization and Configuration – to leverage our deep knowledge of Salesforce and the insurance industry to assist any business working to implement Salesforce whether it includes a TechCanary platform purchase or not.


Within each category, CanaryServices offers a variety of packages to fit each company’s specific goals, whether they are looking for a turnkey solution or a flexible platform they can self-configure.  Each package includes project management, best practice solutions and process workshops.


Commenting on the introduction of CanaryServices, Reid Holzworth, TechCanary CEO and founder, noted, “As a rapidly growing software company in the insurance industry, we felt it was critical to ensure that we had a separate organization in place to focus on the professional services side of the business to enable us to continue to support our growth trajectory, but without compromising our marketing and sales, research and development, and customer support standards.  CanaryServices’ sole responsibility is to service and support our customers to ensure they are deriving maximum value from their investment in TechCanary.”

For more information on CanaryServices visit

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