AI Buyer Insights:

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Alan Kaye Insurance Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SmartOffice Legacy SmartOffice CRM CRM CRM n/a 2014 2014
In 2014, Alan Kaye Insurance implemented SmartOffice CRM. The agency consolidated data from multiple systems into a single insurance-focused CRM to standardize client records and enable consolidated case management and centralized client communications. Implementation configured policy and case management modules, communications tracking, enhanced search and reporting, and predictable sales workflow capabilities within SmartOffice CRM. The deployment focused on improving staff collaboration across sales and service functions. Data consolidation integrated multiple source systems into SmartOffice CRM to create a unified client and case record, supporting insurance policy and case management workflows and organization-wide communications tracking. Operational scope covered locations in the United States with rollout of standardized sales processes and centralized client communications governance across sites. Governance activities emphasized standardized workflow configurations and reporting controls to ensure consistent sales and service handoffs. Reported improvements included better staff collaboration, improved search and reporting capabilities, and more predictable sales workflows.
Tag Management CRM 2018 2018
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoho Corp. Legacy Zoho Site24x7 Application Performance Management ITSM n/a 2019 2019
Application Performance Management ITSM 2022 2022
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Content Delivery Network IaaS 2022 2022
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2022 2022
IT Decision Makers and Key Stakeholders at Alan Kaye Insurance
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Alan Kaye Insurance Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Alan Kaye Insurance Technographics

Alan Kaye Insurance is a Insurance organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Alan Kaye Insurance operates a diverse technology stack with applications such as Microsoft 365, SmartOffice CRM and Zoho Site24x7, covering areas like Collaboration, CRM and Application Performance Management.

Alan Kaye Insurance has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, SmartOffice and Zoho Corp..

Alan Kaye Insurance recently adopted applications including Stackify Retrace in 2022, Cloudflare CDN in 2022 and Barracuda Email Security Gateway in 2022, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Alan Kaye Insurance’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Alan Kaye Insurance’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

Subscribe to APPS RUN THE WORLD to access the complete Alan Kaye Insurance technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.