AI Buyer Insights:

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Capstone Underwriters Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Bluehost Legacy Bluehost Application Hosting and Computing Services IaaS n/a 2013 2013
Application Hosting and Computing Services IaaS 2015 2015
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
ReFocus Legacy ReFocus Platform Customer Experience CRM n/a 2023 2023 In 2023, Capstone Underwriters deployed the ReFocus Platform to prioritize submissions for underwriting throughput and to identify renewal and retention opportunities in its underwriting and renewals process areas in the United States. The project is categorized as Customer Experience and was announced as a partnership with ReFocus to operationalize AI-driven prioritization and renewal detection. The ReFocus Platform implementation leverages Converge capabilities to score and rank inbound submissions and to surface renewal and retention signals, aligning with Customer Experience workflows such as queue prioritization, case scoring, and automated task assignment. Configuration efforts concentrated on underwriting throughput optimization and renewal opportunity detection, using rulesets and model outputs to drive triage and work allocation. The deployment includes an explicit integration with the Jetfile management system to ingest submission documents and policy and case metadata, enabling ReFocus to feed prioritized items back into underwriting and renewal workflows. Operational coverage targets underwriting desks and renewal coordinators at Capstone Underwriters, where prioritized work queues and alerts are consumed as part of existing processing steps. Governance was organized through the vendor partnership to translate model outputs into underwriting triage rules and renewal workflows, with rollout sequencing that emphasized live submission streams and renewal cycles. The vendor statement projects outcomes including up to a 10% revenue improvement from better prioritization of submissions and renewals.
IT Decision Makers and Key Stakeholders at Capstone Underwriters
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Capstone Underwriters Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Capstone Underwriters Technographics

Capstone Underwriters is a Insurance organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Capstone Underwriters operates a diverse technology stack with applications such as Bluehost, Microsoft 365 and ReFocus Platform, covering areas like Application Hosting and Computing Services, Collaboration and Customer Experience.

Capstone Underwriters has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Bluehost, Microsoft and ReFocus.

Capstone Underwriters recently adopted applications including ReFocus Platform in 2023, Microsoft Azure Cloud Services in 2015 and Microsoft 365 in 2015, highlighting its ongoing modernization strategy.

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

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