Destin, 32541, FL,
United States
Acentria Insurance Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Acentria Insurance and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 600 Acentria Insurance employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Acentria Insurance has purchased the following applications: Applied DORIS for Agency Management in 2017, Zoom for Audio Video and Web Conferencing in 2020, Hubspot CRM for CRM in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Acentria Insurance is running and its propensity to invest more and deepen its relationship with Applied Systems , Zoom Video Communications , Microsoft 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 Acentria Insurance revenues, which have grown to $90.0 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 Acentria Insurance 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 |
|---|---|---|---|---|---|---|---|---|
| Applied Systems | Legacy | Applied DORIS | Agency Management | ERP Services and Operations | n/a | 2017 | 2018 |
In 2017, Acentria Insurance deployed Applied DORIS as its Agency Management solution to centralize accounting, commercial lines book management and account processing across its United States operations. Applied DORIS was positioned to support core agency functions including policy administration and customer service workflows while aligning with internal staff skills in Applied DORIS and Applied Epic.
Configuration work emphasized the accounting modules and commercial lines book management capabilities, with implementation of standardized account processing workflows, commission and billing configurations, and data export patterns consumable in Microsoft Excel. Applied DORIS was configured to capture account and commercial lines data, support claims intake workflows, and provide structured views for account servicing and book management.
Operational coverage included underwriting, accounting, commercial lines servicing and customer service teams across Acentria Insurance, leveraging existing Applied DORIS and Applied Epic experience for system administration and day to day processing. Governance focused on role based access, centralized administration, and training tied to account processing and claims handling procedures, while Excel remained in use for ad hoc reporting and book reconciliation.
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Agency Management | ERP Services and Operations |
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2014 | 2014 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Acentria Insurance deployed Zoom as its Audio Video and Web Conferencing solution on its corporate website. The implementation surfaces Zoom directly on acentria.com to support external meeting scheduling and click to join sessions for customer interactions and virtual consultations.
The deployment of Zoom included standard Audio Video and Web Conferencing capabilities such as scheduled meetings, webinar functionality, screen sharing, and cloud recording. Configuration focused on web embedding of meeting links and public facing join workflows, while preserving in product controls for host management and participant permissions.
Operational use spans both customer facing interactions and internal collaboration, with Zoom used to facilitate remote consultations, broker and client meetings, and cross functional communication. Governance work addressed access controls, meeting scheduling workflows, and recording retention settings to align conferencing behavior with corporate communication policies.
The narrative centers on Zoom as the primary Audio Video and Web Conferencing platform surfaced through Acentria Insurances website, supporting both external engagement and internal collaboration patterns without reference to a named predecessor system.
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Collaboration | Collaboration |
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2015 | 2015 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2020 | 2020 |
In 2020, Acentria Insurance deployed Hubspot CRM. The Hubspot CRM was embedded on Acentria's public website to capture inbound leads, populate contact records, and serve as the primary repository for web-originated customer interactions.
The implementation emphasized core CRM capabilities including contact management, web forms and tracking, marketing automation workflows, deal pipeline configuration, contact segmentation, and reporting dashboards. Automation was configured to convert website form submissions into CRM contacts, apply lifecycle staging and contact properties, and route leads to sales queues for follow up.
Operational coverage focused on Sales and Marketing functions and customer-facing digital channels, using Hubspot CRM as a centralized source of truth for inbound lead activity and engagement history. The architecture relied on embedded HubSpot web tracking and forms to synchronize site interactions with CRM records, and governance centered on standardized contact fields, lifecycle stage definitions, and centralized data hygiene practices.
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CRM | CRM |
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2016 | 2016 |
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Customer Experience | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2020 | 2020 |
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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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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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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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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2021 | 2021 |
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