Lynchburg, 24502, VA,
United States
A Scott James & Son Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by A Scott James & Son and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 250 A Scott James & Son employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that A Scott James & Son has purchased the following applications: Milliman Benefits Benchmarking for Benefits Administration in 2023, Indio for Insurance ERP in 2018, Zoom for Audio Video and Web Conferencing in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems A Scott James & Son is running and its propensity to invest more and deepen its relationship with Milliman Marc , Absorb , Indio Technologies or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing A Scott James & Son revenues, which have grown to $25.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for A Scott James & Son intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Milliman Marc | Legacy | Milliman Benefits Benchmarking | Benefits Administration | HCM | n/a | 2023 | 2023 |
In 2023 A Scott James & Son deployed Milliman Benefits Benchmarking from vendor Milliman Marc to run a Mid Market Employee Benefits Benchmarking survey used in regional workshops and broker client benchmarking analyses for HR and benefits teams. Milliman Benefits Benchmarking functions as a Benefits Administration resource, providing benchmarking data and service modules to inform benefits strategy and plan design for the company’s employer clients.
The implementation centers on benchmarking data ingestion, cohort based comparative reporting, and survey management, with Milliman Benefits Benchmarking delivering data services and analytics aligned to Benefits Administration workflows. Module usage is focused on mid market benchmarking, report generation for regional workshop materials, and broker facing client comparisons used by account teams.
Operational coverage spans regional workshops across the United States and broker client advisory workflows, with primary business function impact on HR and benefits consulting. Governance and process emphasis is on standardized benchmarking cohorts and repeatable reporting templates to support consistent plan design recommendations across employer clients.
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Learning and Development | HCM |
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2022 | 2022 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Indio Technologies | Legacy | Indio | Insurance ERP | ERP Services and Operations | n/a | 2018 | 2018 |
In 2018 A Scott James & Son deployed Indio as an Insurance ERP to enable a digital application and renewal platform that supports remote operations and continuity during work from home shifts. The deployment targeted the firm’s commercial and personal lines workflows in the United States, positioning Indio as the front end for application intake and renewal orchestration across brokerage and underwriting touchpoints.
Indio was configured to centralize application and renewal processing, with functionality aligned to Insurance ERP use cases including digital application intake, renewal workflow automation, document collection and electronic signature support, and customer-facing self service for policy submissions. The implementation scoped application and renewal modules to cover both commercial and personal lines, and the platform was used to standardize intake and renewal decision handoffs between sales, service, and underwriting teams.
Governance focused on maintaining service continuity during distributed work arrangements, with processes adjusted to route digital workflows and customer communications through Indio rather than in-person or paper channels. According to the customer story, the solution improved remote customer service and operational efficiency, and it contributed to the firm’s ability to retain and win business while supporting nationwide commercial and personal lines operations.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2018 | 2018 |
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Collaboration | Collaboration |
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2018 | 2018 |
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Collaboration | Collaboration |
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2022 | 2022 |
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eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2019 | 2019 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2021 | 2021 |
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Call Tracking and Recording | CRM |
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2017 | 2017 |
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CRM | CRM |
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2015 | 2015 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2016 | 2016 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2021 | 2021 |
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Transactional Email | PaaS |
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2021 | 2021 |
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Transactional Email | PaaS |
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2018 | 2018 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2022 | 2022 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2017 | 2017 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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