Redlands, 92373, CA,
United States
ChurchWest Insurance Services Technographics
ChurchWest Insurance Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by ChurchWest Insurance Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 35 ChurchWest Insurance Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that ChurchWest Insurance Services has purchased the following applications: Hubspot Live Chat for Chatbots and Conversational AI in 2018, Microsoft 365 for Collaboration in 2017, Wix.com for Web Content Management in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems ChurchWest Insurance Services is running and its propensity to invest more and deepen its relationship with HubSpot , Microsoft , Wix.com 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 ChurchWest Insurance Services revenues, which have grown to $4.0 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 ChurchWest Insurance Services 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.
ChurchWest Insurance Services Tech Stack and Enterprise Applications
AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, ChurchWest Insurance Services implemented HubSpot Live Chat. HubSpot Live Chat is deployed on the company website as their Chatbots and Conversational AI solution to support lead capture and customer service interactions.
The implementation centers on a website chat widget and conversational workflows, configured for contact capture, scripted response templates, and routing into the HubSpot conversational inbox and contact records. Operational ownership is held by sales and marketing to manage message routing, documented response protocols, and follow up, reflecting a small firm configuration focused on external customer engagement through the public site. The ChurchWest Insurance Services HubSpot Live Chat deployment emphasizes web channel conversational intake and CRM alignment within the Chatbots and Conversational AI category.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017 ChurchWest Insurance Services implemented Microsoft 365 as its Collaboration platform for its United States operations and 35 person workforce. Microsoft 365 is visible in public site references, indicating active use of Microsoft 365 services in the company environment and on its website.
The deployment centers on core Microsoft 365 Collaboration capabilities, with typical functional modules provisioned such as Exchange Online for enterprise email, Microsoft Teams for real-time communication and meetings, SharePoint Online for intranet and document libraries, OneDrive for individual file sync and sharing, and the Office client suite for productivity. Configuration work likely emphasizes centralized mail routing, shared document libraries with versioning and permissions, and Teams channels aligned to business functions, reflecting standard Collaboration category workflows.
Operational coverage is focused on internal business functions including operations, sales and client services, with Microsoft 365 used to centralize document collaboration, internal communications and file access across devices. Governance activity centers on tenant-level access controls and role based permissions, documented site libraries and channel structures, and web presence references to Microsoft 365 assets that tie corporate communication channels to the public website.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Wix.com | Legacy | Wix.com | Web Content Management | Content Management | n/a | 2019 | 2019 |
In 2019, ChurchWest Insurance Services deployed Wix.com as its Web Content Management platform for its public website. The implementation centralizes content publishing, template-driven page management, and hosted site delivery using Wix.com to maintain the company web presence.
Configuration emphasizes site pages, media asset management, built-in forms and responsive design, leveraging Wix.com editor capabilities for authoring and template control. Operational coverage is focused on marketing and operations functions, with content governance routed through the Wix.com admin console and lightweight publishing workflows to manage updates and user access.
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Web Content Management | Content Management |
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2019 | 2019 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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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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2017 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs), Archive as a Service (AaaS) | CyberSecurity |
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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at ChurchWest Insurance Services
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by ChurchWest Insurance Services Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||