AI Buyer Insights:

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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 Email Phone
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Apps Being Evaluated by Allied Insurance Brokers Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Allied Insurance Brokers IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Allied Insurance Brokers digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Allied Insurance Brokers Technographics
Allied Insurance Brokers is a Insurance organization based in United States, with around 100 employees and annual revenues of $20.0 million.
Allied Insurance Brokers operates a diverse technology stack with applications such as Microsoft 365, Hubspot CRM and Twilio Sendgrid, covering areas like Collaboration, CRM and Transactional Email.
Allied Insurance Brokers has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, HubSpot and Twilio.
Allied Insurance Brokers recently adopted applications including Hubspot Marketing Automation in 2021, Broadcom Symantec Secure Web Gateway in 2020 and Hubspot CRM in 2018, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Allied Insurance Brokers’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Allied Insurance Brokers’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 Allied Insurance Brokers technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.