Assurex Health
6030 S. Mason-Montgomery Rd,
Mason, 45040, OH,
United States
Mason, 45040, OH,
United States
1 888-987-9913
Distribution
Assurex Health Technographics
Assurex Health Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Assurex Health and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 350 Assurex Health employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Assurex Health has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2015, Microsoft 365 for Collaboration in 2016, Hubspot CRM for CRM in 2013 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Assurex Health is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , HubSpot 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 Assurex Health revenues, which have grown to $60.0 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 Assurex Health 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.
Assurex Health Tech Stack and Enterprise Applications
Assurex Health ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2015 | 2015 |
In 2015, Assurex Health implemented Intuit Quickbooks Enterprise as its ERP Financial application. The deployment centralized core accounting and inventory control for the 350-employee distribution business, provisioned in a multi-user configuration to support finance and operations workflows.
Configuration work focused on standard ERP Financial functional modules including general ledger, accounts payable, accounts receivable, inventory management, purchase order processing, and financial reporting. Intuit Quickbooks Enterprise was configured with a distribution-aligned chart of accounts, role-based permissions, and reporting templates to support recurring close activities and statutory reporting needs.
Operational coverage targeted order-to-cash and procure-to-pay workflows spanning finance, sales order processing, and warehouse operations without specifying external system connectors. The implementation emphasized transaction-level audit trails, inventory tracking and valuation controls, and concurrent user support typical of a mid-market ERP Financial deployment.
Governance measures included centralized administrative controls, documented month-end close and reconciliations, and role-based access controls to enforce separation of duties. The configuration and governance approach established a single source of financial truth for Assurex Health, aligning accounting processes and inventory control under Intuit Quickbooks Enterprise.
|
Assurex Health Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016 Assurex Health implemented Microsoft 365 as its primary Collaboration platform. The 350-employee distribution firm deployed Microsoft 365 as a cloud-hosted suite to provide organization-wide email, document management, and productivity tools supporting corporate collaboration and knowledge worker workflows.
The implementation includes core Microsoft 365 components such as Exchange Online for email, SharePoint Online and OneDrive for document storage and sharing, Microsoft Teams for real-time collaboration, and Office desktop and web applications. Tenant-level administration and governance were centralized through the Microsoft 365 administrative controls with role-based access and sharing policies typical of Collaboration deployments, and the company’s public website indicates active use of Microsoft 365 services.
|
Assurex Health CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2013 | 2013 |
In 2013, Assurex Health implemented Hubspot CRM. The deployment uses HubSpot on their website to capture inbound leads and to track contact interactions in a cloud CRM environment.
Hubspot CRM is configured to centralize contact records, host web forms and landing pages, record activity timelines, and manage basic deal and pipeline stages consistent with CRM functional workflows. The implementation reflects common CRM modules for lead capture, contact management, and sales pipeline orchestration.
Integration is centered on website instrumentation through embedded HubSpot tracking and forms, routing web-sourced leads directly into Hubspot CRM for sales follow up. Operational ownership is aligned to sales and marketing teams, with lead assignment and qualification processes driven by the CRM data model.
Governance focuses on standardized contact data fields and pipeline stage definitions to preserve data quality and support consistent sales workflows. The configuration emphasizes using Hubspot CRM as the primary inbound lead capture and contact management system for Assurex Health.
|
|
|
|
|
Marketing Automation | CRM |
|
2013 | 2013 |
|
|
|
|
|
Marketing Automation | CRM |
|
2016 | 2016 |
|
|
|
|
|
Marketing Automation | CRM |
|
2019 | 2019 |
|
Assurex Health IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2016 | 2016 |
|
IT Decision Makers and Key Stakeholders at Assurex Health
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
Executive Vice President & Chief Operating Officer | CXO | Finance | |
|
|
|
Vice President, Finance | VP | Finance | |
|
|
|
Senior Vice President & Chief Financial Officer | CXO | Finance | |
|
Apps Being Evaluated by Assurex Health Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Assurex Health IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Assurex Health digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Assurex Health Technographics
Assurex Health is a Distribution organization based in United States,
with around 350 employees and annual revenues of $60.0 million.
Assurex Health operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and Hubspot CRM,
covering areas like ERP Financial, Collaboration and CRM.
Assurex Health has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and HubSpot.
Assurex Health recently adopted applications including
GoDaddy in 2020, Salesforce Marketing Cloud in 2019 and Microsoft 365 in 2016,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Assurex Health’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Assurex Health’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 Assurex Health technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.