Clearwater, 33765-3225, FL,
United States
Bouchard Insurance Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Bouchard Insurance and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 190 Bouchard Insurance employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Bouchard Insurance has purchased the following applications: Indio for Insurance ERP in 2019, Slack Connect for Collaboration in 2022, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Bouchard Insurance is running and its propensity to invest more and deepen its relationship with Indio Technologies , Salesforce , DocuSign 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 Bouchard Insurance 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 Bouchard Insurance 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 |
|---|---|---|---|---|---|---|---|---|
| Indio Technologies | Legacy | Indio | Insurance ERP | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019, Bouchard Insurance implemented Indio, an Insurance ERP, to automate commercial lines client data capture and to streamline the application and renewal experience in the United States. The implementation concentrated on digital intake and submission orchestration, centralizing client data capture across agency workflows and submission touchpoints.
Indio was configured for digital applications, electronic signing and in form collaboration, providing in form edits and collaborative completion to accelerate submissions and reduce E&O exposure. The platform automated supplemental application workflows and shortened supplemental application turnaround from three to four weeks to three to four days, as described in the vendor case study.
Operationally the deployment supports submissions and renewal processing for commercial lines, impacting underwriting intake, broker submissions and client onboarding workflows. Governance and process changes emphasized standardized forms and collaborative review checkpoints to reduce manual handoffs and to ensure consistent data capture across renewal cycles.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Slack Connect | Collaboration | Collaboration | n/a | 2022 | 2022 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
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PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Project Portfolio Management | PPM |
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2020 | 2020 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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|
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Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
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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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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Disaster Recovery as a Service (DRaaS) | IaaS |
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2017 | 2017 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2022 | 2022 |
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