Wayne, 07470-7511, NJ,
United States
Altomare Financial Technographics
Altomare Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Altomare Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Altomare Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Altomare Financial has purchased the following applications: AgencySmart MyBenefitLink for Benefits Administration, Onboarding in 2018, Cisco Webex Meetings for Audio Video and Web Conferencing in 2018, AgencySmart Platform for CRM 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 Altomare Financial is running and its propensity to invest more and deepen its relationship with AgencySmart , Cisco Systems , Amazon Web Services (AWS) 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 Altomare Financial 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 Altomare Financial 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.
Altomare Financial Tech Stack and Enterprise Applications
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| AgencySmart | Legacy | AgencySmart MyBenefitLink | Benefits Administration, Onboarding | HCM | n/a | 2018 | 2018 |
In 2018 Altomare Financial implemented AgencySmart MyBenefitLink. Altomare Financial references AgencySmart and MyBenefitLink on its broker resources pages and uses the platform to provide quoting, online enrollment and onboarding resources to agents and employer clients, .
The deployment centers on AgencySmart MyBenefitLink modules for employee onboarding and online enrollment, with configuration aligned to broker-managed quoting workflows and agent-facing onboarding content. Functional capabilities inferred from the firm’s site content and AgencySmart product pages include benefits enrollment forms, new hire data capture, and agent access to quoting and enrollment workflows, consistent with benefits administration and enrollment operations.
Operational coverage is focused on broker operations plus employer client HR and benefits teams, delivering an enrollment and onboarding layer that connects agents and employer customers. Governance appears oriented around published broker resources and embedded agent workflows, with rollout targeted at the firm’s agent network and employer clients rather than a broad internal IT program.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2018 | 2018 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| AgencySmart | Legacy | AgencySmart Platform | CRM | CRM | n/a | 2019 | 2019 |
In 2019 Altomare Financial implemented the AgencySmart Platform for broker CRM, quoting, and online enrollment, with the Apps Category "". The deployment is evidenced by published AgencySmart quoting links and MyBenefitLink enrollment links on Altomare Financial's site, which restates the AgencySmart Platform usage and connects the company to broker-facing CRM and enrollment tooling.
Implementation scope centers on CRM workflows, quote generation, and online enrollment modules within AgencySmart Platform. Configuration appears to publish link-based quoting and enrollment entry points, enabling brokers to initiate quotes and route applicants into MyBenefitLink enrollment flows, which aligns with standard quoting and enrollment orchestration capabilities in benefits agency platforms.
Integrations explicitly visible include MyBenefitLink enrollment links and AgencySmart quoting links, indicating link-level or API coordination between the AgencySmart Platform and Altomare Financial's broker-facing web assets. Operational coverage is United States broker and benefits agency functions, focused on speeding quote delivery and streamlining broker workflows.
Governance and process orientation prioritize standardizing broker workflows and enrollment initiation, with system configuration focused on CRM record handling, quote lifecycle orchestration, and enrollment handoff to MyBenefitLink. The company cites improved quoting speed and broker workflows as benefits of using the AgencySmart Platform.
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Altomare Financial
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Altomare Financial Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||