Ionia, 48846, MI,
United States
Carr Agency, Inc Technographics
Carr Agency, Inc Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Carr Agency, Inc and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Carr Agency, 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 Carr Agency, Inc has purchased the following applications: Applied TAM for Agency Management 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 Carr Agency, Inc is running and its propensity to invest more and deepen its relationship with Applied 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 Carr Agency, Inc 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 Carr Agency, 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.
Carr Agency, Inc Tech Stack and Enterprise Applications
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Applied Systems | Legacy | Applied TAM | Agency Management | ERP Services and Operations | n/a | 2017 | 2018 |
In 2017, Carr Agency, Inc implemented Applied TAM for Agency Management. Applied TAM serves as the primary Agency Management platform for this 10-employee, Michigan-licensed personal lines insurance agency operating across multiple states, centralizing policy administration, billing, payment capture, and document workflows to ensure policy information is consistently accurate and complete prior to entry.
The Applied TAM implementation emphasized policy data validation and structured data-entry workflows, billing and accounts receivable capabilities to support complex billing summaries, payment processing functions, and document imaging to manage incoming and outgoing mail. Functional responsibilities supported by Applied TAM include data processing, answering a multi line phone system, explaining complex billing summaries to agents and customers, processing payments, and routine administrative and clerical duties tied to policy servicing.
Operational coverage used Applied TAM as the single source of truth for communications with clients, underwriters, agency partners, lien-holders, and municipal facilities, enabling staff to coordinate problem resolution and client outreach from within the system. Governance focused on standardized data-entry checks and role-based access controls, with staff proficiency in the Applied TAM management system documented as part of ongoing operational procedures.
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IT Decision Makers and Key Stakeholders at Carr Agency, Inc
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Apps Being Evaluated by Carr Agency, Inc Executives
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