Baton Rouge, 70809, LA,
United States
Assurance Financial Group Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Assurance Financial Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 250 Assurance Financial Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Assurance Financial Group has purchased the following applications: Intuit QuickBooks Online for ERP Financial in 2012, Reggora Appraisal Management Platform for Title and Appraisal Management in 2022, Microsoft 365 for Collaboration 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 Assurance Financial Group is running and its propensity to invest more and deepen its relationship with Intuit , Reggora , Microsoft 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 Assurance Financial Group revenues, which have grown to $30.0 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 Assurance Financial Group 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit QuickBooks Online | ERP Financial | ERP Financial Management | n/a | 2012 | 2012 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Reggora | Legacy | Reggora Appraisal Management Platform | Title and Appraisal Management | ERP Services and Operations | n/a | 2022 | 2022 |
In 2022, Assurance Financial Group deployed Reggora Appraisal Management Platform to automate appraisal ordering, payment collection, and status visibility within its mortgage origination process. The implementation positioned Reggora Appraisal Management Platform as the lender's Title and Appraisal Management solution, integrating appraisal lifecycle orchestration into finance and loan processing workflows. Workstreams targeted included appraisal order initiation, vendor coordination, payment capture, and document flow into the loan record.
Operational integration leveraged a direct Encompass integration to sync borrower and loan data and to push appraisal documents into the loan file. Configuration emphasized automated order creation from loan data, status visibility for origination teams, and centralized payment tracking to align appraisal events with downstream underwriting and funding checkpoints. Reggora Appraisal Management Platform delivered appraisal status visibility and document management tied to the Encompass loan record.
Governance changes focused on aligning workflows between origination and finance teams to reconcile appraisal fees and status updates within the loan pipeline. The lender reported a seven day reduction in appraisal turn times, a reported approximately $150 reduction in cost per loan, and improved borrower NPS following the implementation. Rollout covered origination and finance functions to standardize appraisal ordering, payments, and document synchronization with Encompass.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2017 | 2017 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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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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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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