Dallas, 75204, TX,
United States
Capstone Underwriters Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Capstone Underwriters and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Capstone Underwriters employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Capstone Underwriters has purchased the following applications: Bluehost for Application Hosting and Computing Services in 2013, Microsoft 365 for Collaboration in 2015, ReFocus Platform for Customer Experience in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Capstone Underwriters is running and its propensity to invest more and deepen its relationship with Bluehost , Microsoft , ReFocus 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 Capstone Underwriters revenues, which have grown to $1.0 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 Capstone Underwriters 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.
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 | ||
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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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. |
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