Concord, 03301-2744, NH,
United States
Able Insurance Agency Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Able Insurance Agency and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Able Insurance Agency employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Able Insurance Agency has purchased the following applications: EZLynx Agency Management for Agency Management in 2021, Microsoft 365 for Collaboration in 2020, Google Tag Manager for Tag Management in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Able Insurance Agency is running and its propensity to invest more and deepen its relationship with EZLynx , Microsoft , Google 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 Able Insurance Agency revenues, which have grown to $1.0 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 Able Insurance Agency 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.
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| EZLynx | Legacy | EZLynx Agency Management | Agency Management | ERP Services and Operations | n/a | 2021 | 2021 |
In 2021, Able Insurance Agency implemented EZLynx Agency Management and deployed the EZLynx Agency Management application on its public website as the firmwide Agency Management platform. The implementation is web‑facing and sized for a 10 person independent agency in the United States, using the vendor hosted application to centralize customer-facing quoting and servicing workflows.
Configuration focused on core Agency Management capabilities common to small agencies, including contact and policy records, comparative rating and quoting, a client portal for web submissions and policy documents, document storage and retrieval, and renewal workflow automation. The deployment leverages the application interface on the website to capture leads and accelerate intake into the agency CRM and policy modules.
Operational scope covers sales, customer service, and owner level administration within a single agency office, with configuration and governance aimed at role based access, standardized policy lifecycle processes, and automated client notifications. Rollout was executed as an agency centralization on the website in 2021, with configuration adjusted for a compact team and ongoing use of the EZLynx Agency Management application for day to day policy servicing and quoting operations.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Tag Manager | Tag Management | CRM | n/a | 2021 | 2021 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Cloud Storage | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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