Assurance Financial Group
9029 Jefferson Hwy STE 100,
Baton Rouge, 70809, LA,
United States
Baton Rouge, 70809, LA,
United States
1 225-448-2680
Banking and Financial Services
Assurance Financial Group Technographics
Assurance Financial Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
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.
Assurance Financial Group Tech Stack and Enterprise Applications
Assurance Financial Group ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit QuickBooks Online | ERP Financial | ERP | n/a | 2012 | 2012 |
In 2012, Assurance Financial Group implemented Intuit QuickBooks Online as its ERP Financial system to centralize accounting and reporting across its branch network. The deployment centered on core accounting ledgers and consolidation capabilities, enabling a Controller-led monthly close process and routine financial statement preparation for operational and executive review.
Intuit QuickBooks Online was configured to support general ledger, accounts payable, accounts receivable, and consolidated branch reporting, with workflows to produce daily, monthly, and yearly financial reports. The application supported the Mortgage Hedging finance function adopted in 2012, with reporting and reconciliation processes executed throughout the month to align hedge activity with treasury and reporting needs.
Operational data flows incorporated Encompass Mortgage Software outputs used to prepare daily Purchase Advices for the Operations function, indicating an operational integration point between loan origination data and accounting entries. The implementation covered branch operations throughout the South, with the Controller in Baton Rouge coordinating cross-branch consolidation, and regular interactions with an outside audit firm to prepare audited financials for Executive leadership, Warehouse Lines, investors, and external stakeholders.
Governance included Controller-driven close routines, daily Purchase Advice generation tied to loan operations, and audit-ready financial packaging for external review. Processes emphasized repeatable month-end and year-end procedures, cross-functional coordination between accounting and operations, and ongoing production of financial reports to support investor and lender requirements.
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Assurance Financial Group 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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Assurance Financial Group Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Assurance Financial Group implemented Microsoft 365 as its primary Collaboration platform. The deployment was positioned to support the firmwide productivity and communication needs of the US-based mortgage and financial services firm with approximately 250 employees, establishing Microsoft 365 as a central corporate application for email, meetings, document collaboration and desktop productivity.
Microsoft 365 was configured to deliver core Collaboration capabilities, including Exchange Online email and calendaring, Microsoft Teams for chat and meetings, SharePoint Online for intranet and document management, OneDrive for file sync and Office desktop and web applications. Configuration work emphasized mailbox provisioning, Teams workspace setup, SharePoint site structuring and user access patterns consistent with enterprise collaboration workflows.
Assurance Financial Group surfaces Microsoft 365 functionality on its public website, indicating integration of Microsoft 365 identity and content links into customer facing touch points. Operational governance was enacted at the tenant level using Microsoft 365 administration controls to manage user accounts, permissions and content lifecycle across corporate functions, positioning Microsoft 365 to support ongoing collaboration, records management and internal communications.
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Assurance Financial Group 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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Assurance Financial Group 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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Assurance Financial Group 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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IT Decision Makers and Key Stakeholders at Assurance Financial Group
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Assurance Financial Group Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Assurance Financial Group IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Assurance Financial Group digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Assurance Financial Group Technographics
Assurance Financial Group is a Banking and Financial Services organization based in United States,
with around 250 employees and annual revenues of $30.0 million.
Assurance Financial Group operates a diverse technology stack with applications such as
Intuit QuickBooks Online, Reggora Appraisal Management Platform and Microsoft 365,
covering areas like ERP Financial, Title and Appraisal Management and Collaboration.
Assurance Financial Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Reggora and Microsoft.
Assurance Financial Group recently adopted applications including
Reggora Appraisal Management Platform in 2022, Intuit Mailchimp Mandrill in 2022 and Amazon EC2 in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Assurance Financial Group’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Assurance Financial Group’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 Assurance Financial Group technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.