Pittsburgh, 15222, PA,
United States
Allied Insurance Brokers Technographics
Allied Insurance Brokers Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Allied Insurance Brokers and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Allied Insurance Brokers employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Allied Insurance Brokers has purchased the following applications: Microsoft 365 for Collaboration in 2015, Hubspot CRM for CRM in 2018, Twilio Sendgrid for Transactional Email in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Allied Insurance Brokers is running and its propensity to invest more and deepen its relationship with Microsoft , HubSpot , Quantcast 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 Allied Insurance Brokers revenues, which have grown to $20.0 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 Allied Insurance Brokers 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.
Allied Insurance Brokers Tech Stack and Enterprise Applications
Allied Insurance Brokers Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Allied Insurance Brokers implemented Microsoft 365 to provide Collaboration capabilities. The Microsoft 365 deployment is visible on the company website and supports a U.S.-based insurance broker organization of approximately 100 employees, covering core business functions such as administration, sales, and client servicing.
Configuration focuses on cloud-hosted Microsoft 365 services delivered from a single tenant, with productivity applications, cloud mail, file storage and team collaboration features. Functional modules in use align with common Microsoft 365 capabilities, including Exchange Online for email, OneDrive for individual file synchronization, SharePoint for team sites and document libraries, Microsoft Teams for chat and meetings, and Office desktop and web apps for document authoring.
Operational governance is enforced through centralized tenant administration, role-based access controls and policy-driven sharing and compliance settings, with IT administrators managing user provisioning and mailbox configuration. The implementation organizes Collaboration workflows for internal communication, document collaboration and client-facing correspondence, and the public website reflects Microsoft 365 usage in its contact and communication flows.
|
Allied Insurance Brokers CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2018 | 2018 |
In 2018, Allied Insurance Brokers implemented Hubspot CRM. The deployment uses HubSpot on their website to capture inbound leads, centralize contact records, and instrument web-to-lead form submission for insurance brokerage workflows. Core functional modules configured include contact and company records, deal pipeline management, web forms and lead capture, email activity tracking, and reporting dashboards. Hubspot CRM is positioned as the central CRM for the companys sales and marketing business functions.
The architecture is a cloud SaaS deployment, with HubSpot tracking and embedded forms on alliedinsbrokers.com feeding contacts directly into the CRM and triggering activity logging. Operational scope covers sales and marketing teams in the United States, with configuration governance enforced through a designated CRM administrator, standardized pipeline stages, and lead assignment rules to support day-to-day sales operations. Rollout emphasis centers on contact lifecycle workflows, email and inbox integration for customer communications, and structured reporting to inform sales processes.
|
|
|
|
|
Marketing Analytics | CRM |
|
2018 | 2018 |
|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
Allied Insurance Brokers PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Twilio | Legacy | Twilio Sendgrid | Transactional Email | PaaS | n/a | 2014 | 2014 |
In 2014, Allied Insurance Brokers implemented Twilio Sendgrid as its Transactional Email solution on its website. The deployment centralizes website-triggered communications, using Twilio Sendgrid to deliver policy confirmations, quote acknowledgements, and login and notification messages for customer-facing workflows.
Twilio Sendgrid was configured to leverage templated sends, personalization tokens, suppression lists, and delivery diagnostics consistent with Transactional Email patterns, integrating with the website backend via standard SMTP and web API delivery models. The implementation supports customer service and sales functions by ensuring programmatic, template-driven message composition, delivery tracking, and inbox placement diagnostics, positioning Allied Insurance Brokers Twilio Sendgrid Transactional Email as the primary channel for automated customer communications.
|
Allied Insurance Brokers IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2014 | 2014 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2017 | 2017 |
|
|
|
|
|
Digital Workspace | IaaS |
|
2017 | 2017 |
|
Allied Insurance Brokers CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Web Gateways (SWG) | CyberSecurity |
|
2020 | 2020 |
|
IT Decision Makers and Key Stakeholders at Allied Insurance Brokers
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Allied Insurance Brokers Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||