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Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Bass Underwriters Inc Data, Technology Stack, and Enterprise Applications
ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Vertafore Legacy Vertafore AIM Insurance ERP ERP Services and Operations n/a 2013 2013
In 2013, Bass Underwriters Inc implemented Vertafore AIM as its Insurance ERP to consolidate agency accounting and billing functions. The deployment targeted finance and agency administration for a mid sized insurance broker with approximately 200 employees, centralizing accounting workflows and policy billing into a single application. Vertafore AIM was configured to deliver core accounting ledger functionality, agency billing and trust accounting, commission processing, and standard reporting capabilities consistent with Insurance ERP requirements. Configuration work emphasized chart of accounts standardization, billing cycle setup, and commission schedule configuration, with a goal of replacing previously fragmented tools including Omni and Aim accounting software. The implementation centralized transaction processing and established a single source of accounting and billing information used by finance, accounting, and agency operations. Governance included configuration controls for accounting structures and documented billing and commission workflows, with phased adoption across accounting and agency teams and targeted training to align process ownership and operational procedures.
AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Tidio Legacy Tidio Live Chat Chatbots and Conversational AI AI-Powered Application n/a 2020 2020
In 2020, Bass Underwriters Inc deployed Tidio Live Chat on its corporate website. Tidio Live Chat is used as a Chatbots and Conversational AI application to manage inbound visitor engagement, initial quote inquiries, and basic customer service workflows. The deployment is a web embedded chat widget focused on digital customer interactions for customer service and sales touchpoints. The implementation leverages Tidio Live Chat capabilities including an embedded live chat interface, chatbot automation for scripted responses, visitor context capture, and chat transcript logging for follow up. Configuration and operational ownership are handled by customer service and marketing teams who manage chat scripts, response templates, and live agent escalation rules. The deployment supports online lead capture and inbound service routing without disclosed integrations to external back end systems.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2017 2017
In 2017, Bass Underwriters Inc implemented Microsoft 365 as its primary Collaboration platform. Microsoft 365 was adopted to provide cloud-based productivity and collaboration capabilities and is also used on the company website. The Microsoft 365 deployment centered on core Collaboration capabilities that include cloud email and calendaring, shared document libraries and intranet functionality, file synchronization and versioned document collaboration, and real-time team collaboration tools. Microsoft 365 was configured to surface content and corporate communications through the public website while supporting internal document workflows and knowledge sharing. Operational coverage extended across the organization to support firmwide user productivity and external content needs, with governance oriented around centralized content management, access controls, and standard collaboration workflows. The implementation narrative for Bass Underwriters Inc, Microsoft 365, Collaboration reflects an enterprise-focused cloud productivity rollout that unifies email, document management, and team collaboration under a single vendor platform.
Collaboration Collaboration 2021 2021
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2017 2017
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2021 2021
IT Decision Makers and Key Stakeholders at Bass Underwriters Inc
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Bass Underwriters Inc Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Bass Underwriters Inc Technographics

Bass Underwriters Inc is a Insurance organization based in United States, with around 200 employees and annual revenues of $20.0 million.

Bass Underwriters Inc operates a diverse technology stack with applications such as Vertafore AIM, Tidio Live Chat and Microsoft 365, covering areas like Insurance ERP, Chatbots and Conversational AI and Collaboration.

Bass Underwriters Inc has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Vertafore, Tidio and Microsoft.

Bass Underwriters Inc recently adopted applications including CodeTwo Email Signatures in 2021, DigitalOcean Droplets in 2021 and AT&T Personal Cloud in 2021, highlighting its ongoing modernization strategy.

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Our research team continuously updates Bass Underwriters Inc’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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