AI Buyer Insights:

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

Allen Financial Insurance
Location
11111 N Scottsdale Rd Suite J,
Scottsdale, 85254, AZ,
United States
Website
https://www.eqgroup.com/
Phone
1 602-992-1570
Artw industry
Insurance
Employee
Revenue

Allen Financial Insurance Technographics

Allen Financial Insurance Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Allen Financial Insurance and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 70 Allen Financial 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 Allen Financial Insurance has purchased the following applications: Motava OnlineChatCenters for Chatbots and Conversational AI in 2013, Microsoft 365 for Collaboration in 2016, Google Tag Manager for Tag Management in 2023 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Allen Financial Insurance is running and its propensity to invest more and deepen its relationship with Motava Corporation , Microsoft , Salesforce 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 Allen Financial Insurance revenues, which have grown to $7.0 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 Allen Financial 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.

Allen Financial Insurance Tech Stack and Enterprise Applications

Allen Financial Insurance AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Motava Corporation Legacy Motava OnlineChatCenters Chatbots and Conversational AI AI-Powered Application n/a 2013 2013
In 2013, Allen Financial Insurance deployed Motava OnlineChatCenters on its public website. The implementation uses Motava Corporation's Motava OnlineChatCenters as the customer facing conversational layer, classified under Chatbots and Conversational AI, and serves as the primary web channel for visitor inquiries and preliminary quote qualification. The deployment centers on a browser embedded chat interface that captures visitor context and prequalifies leads through scripted conversational flows. Core functional capabilities implemented include proactive chat invitations, scripted response trees for insurance product queries, lead capture fields, session transcript logging, and agent handoff for complex cases. Motava OnlineChatCenters was configured to retain conversational transcripts for follow up and to present predefined disposition codes to agents for consistent handling. Integration scope is limited to the corporate website, where the chat widget functions as the front end to online customer service and sales intake. There are no explicit third party integrations documented in the source context, so the operational footprint remains focused on website touchpoints and direct agent interactions initiated from chat sessions. Operational governance centers on marketing and customer service owners maintaining conversation scripts and updating prompts through the Motava interface. Agent workflows were adjusted to include chat triage, escalation paths to human advisers, and session logging for compliance and auditability. The configuration and operational approach reflect a compact deployment appropriate for a 70 person insurance firm, emphasizing web based lead capture and customer engagement rather than enterprise scale orchestration.
Allen Financial Insurance Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2016 2016
Collaboration Collaboration 2022 2022
Allen Financial Insurance CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Tag Manager Tag Management CRM n/a 2023 2023
Allen Financial Insurance IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2015 2015
Application Hosting and Computing Services IaaS 2021 2021
Allen Financial Insurance CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2023 2023

IT Decision Makers and Key Stakeholders at Allen Financial Insurance

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Allen Financial Insurance Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Allen Financial Insurance IT executives and key decision makers. This section highlights Allen Financial Insurance's latest recorded technology evaluations, including Vertafore AMS360 for Agency Management on 2024-10-21. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Allen Financial Insurance digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
2024-10-21 Allen Financial Insurance Evaluated Vertafore Vertafore AMS360 Agency Management ERP Services and Operations
FAQ - APPS RUN THE WORLD Allen Financial Insurance Technographics
Allen Financial Insurance is a Insurance organization based in United States, with around 70 employees and annual revenues of $7.0 million.
Allen Financial Insurance operates a diverse technology stack with applications such as Motava OnlineChatCenters, Microsoft 365 and Google Tag Manager, covering areas like Chatbots and Conversational AI, Collaboration and Tag Management.
Allen Financial Insurance has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Motava Corporation, Microsoft and Google.
Allen Financial Insurance recently adopted applications including Google Tag Manager in 2023, Microsoft Entra ID (formerly Azure Active Directory) in 2023 and Slack Connect in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Allen Financial Insurance’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Allen Financial 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 Allen Financial Insurance technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.