Edinburgh, EH6 6HJ,
United Kingdom
Bruce Stevenson Insurance Brokers Technographics
Bruce Stevenson Insurance Brokers Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Bruce Stevenson Insurance Brokers and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Bruce Stevenson Insurance Brokers employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Bruce Stevenson Insurance Brokers has purchased the following applications: ApprovalMax for AP Automation, AR Automation in 2018, Chatstack for Chatbots and Conversational AI in 2020, Cisco Webex Meetings for Audio Video and Web Conferencing 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 Bruce Stevenson Insurance Brokers is running and its propensity to invest more and deepen its relationship with ApprovalMax , Stardevelop , Cisco Systems 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 Bruce Stevenson Insurance Brokers revenues, which have grown to $10.0 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 Bruce Stevenson Insurance Brokers 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.
Bruce Stevenson Insurance Brokers Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ApprovalMax | Legacy | ApprovalMax | AP Automation, AR Automation | ERP Financial Management | n/a | 2018 | 2018 |
In 2018, Bruce Stevenson Insurance Brokers implemented ApprovalMax to address AP Automation across its finance function. The ApprovalMax deployment centralized bill and expense approvals for the UK-based insurance broker, standardizing invoice routing, configurable approval chains, and role-based sign-off so invoices are approved prior to payment. Implementation emphasis was placed on ApprovalMax approval workflow capabilities and the expense approval module, with configuration to enforce consistent procedural steps and maintain an auditable trail of approvals. Bruce Stevenson configured approver hierarchies and workflow conditions to reduce ad hoc sign-offs and create consistent controls across business units.
Operational coverage included finance and operational teams responsible for bill processing and expense validation, and the company has begun evaluating the ApprovalMax Purchase Order system to extend requisition capture and PO approval workflows. Governance changes focused on formalizing approver roles, approval thresholds, and recorded workflow outcomes to support consistent processing and recordkeeping. The project delivered that all invoices are now properly approved prior to payment and greater consistency has been achieved throughout the business, and exploration of the Purchase Order system aims to reuse established approval patterns for procurement control.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Stardevelop | Legacy | Chatstack | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
In 2020, Bruce Stevenson Insurance Brokers deployed Chatstack on their public website. Chatstack is implemented as a web-embedded conversational interface, and it is categorized under Chatbots and Conversational AI to support live customer engagement and lead capture on the corporate site.
The implementation centers on a site-level chat widget, configured with conversational flows, intent recognition, and templated responses consistent with Chatbots and Conversational AI capabilities. Configuration work included mapping common insurance inquiries to scripted flows, embedding lead capture forms into the chat experience, and enabling session escalation paths for complex queries.
Operational coverage is focused on web interactions, with the application supporting customer service and sales intake functions for Bruce Stevenson Insurance Brokers. Deployment scope is the company website, and the rollout aligned the chat experience to existing customer touchpoints without introducing additional channels.
Governance was established around content authoring and chat transcript review, with administrative controls for updating conversational scripts and managing escalation procedures. The implementation positioned Chatstack to handle front-line inquiry routing and structured lead handoffs, while ongoing management resides with the customer service and sales operations teams.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021, Bruce Stevenson Insurance Brokers implemented Cisco Webex Meetings on their website, adopting Cisco Webex Meetings for Audio Video and Web Conferencing to support client consultations and internal collaboration. The deployment exposes an embedded meeting interface on the corporate site to enable browser-based joins, customer-facing scheduling, and one-click meeting links.
Configuration leverages core Cisco Webex Meetings capabilities including real-time audio and video, screen sharing, meeting recording, and scheduled meeting workflows, with sessions initiated from the website widget or direct meeting URLs. Administrative settings are configured to control participant permissions, guest access, and session policies consistent with standard Audio Video and Web Conferencing implementations.
Operational coverage focuses on customer-facing teams and internal account management across the United Kingdom, with IT owning configuration, browser compatibility, and user provisioning. Bruce Stevenson Insurance Brokers Cisco Webex Meetings Audio Video and Web Conferencing is positioned as the primary remote engagement channel on the public site, with governance centered on scheduling protocols and access controls.
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Collaboration | Collaboration |
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2022 | 2022 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2013 | 2013 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2018 | 2018 |
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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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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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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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Bruce Stevenson Insurance Brokers
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Bruce Stevenson Insurance Brokers Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||