Plantation, 33313, FL,
United States
Bass Underwriters Inc Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Bass Underwriters Inc and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Bass Underwriters Inc employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Bass Underwriters Inc has purchased the following applications: Vertafore AIM for Insurance ERP in 2013, Tidio Live Chat for Chatbots and Conversational AI in 2020, Microsoft 365 for Collaboration in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Bass Underwriters Inc is running and its propensity to invest more and deepen its relationship with Vertafore , Tidio , 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 Bass Underwriters Inc revenues, which have grown to $20.0 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 Bass Underwriters Inc 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 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.
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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.
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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.
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Collaboration | Collaboration |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2017 | 2017 |
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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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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