Beverly Hills, 90213, CA,
United States
Alan Kaye Insurance Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Alan Kaye Insurance and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Alan Kaye 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 Alan Kaye Insurance has purchased the following applications: Microsoft 365 for Collaboration in 2015, SmartOffice CRM for CRM in 2014, Zoho Site24x7 for Application Performance Management in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Alan Kaye Insurance is running and its propensity to invest more and deepen its relationship with Microsoft , SmartOffice , 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 Alan Kaye Insurance 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 Alan Kaye 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.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
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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.
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Tag Management | CRM |
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2018 | 2018 |
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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 |
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Application Performance Management | ITSM |
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2022 | 2022 |
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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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Secure Email Gateways (SEGs) | CyberSecurity |
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2022 | 2022 |
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