Confie
7711 Center Avenue, Suite 200,
Huntington Beach, 92647, CA,
United States
Huntington Beach, 92647, CA,
United States
1 714-252-2500
Insurance
Confie Technographics
Confie Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Confie and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 4000 Confie employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Confie has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, Microsoft 365 for Collaboration in 2019, Dropbox Business for Enterprise Content Management in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Confie is running and its propensity to invest more and deepen its relationship with Intuit , Acumatica , Microsoft 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 Confie revenues, which have grown to $1.00 billion 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 Confie 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.
Confie Tech Stack and Enterprise Applications
Confie ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2013 | 2013 |
In 2013 Confie implemented Intuit Quickbooks Enterprise as its ERP Financial application to centralize core accounting and transaction processing for its U.S. insurance operations. The deployment focused on standardizing corporate accounting and agency bookkeeping workflows across Confie’s finance organization and regional accounting teams, aligning the company s financial function with an enterprise grade bookkeeping platform.
Intuit Quickbooks Enterprise was configured to support foundational ERP Financial modules including general ledger, accounts payable, accounts receivable, and financial reporting, with configuration of multi entity chart of accounts and consolidated reporting constructs appropriate to an insurance agency network. Configuration work emphasized transaction level posting, batch processing for invoices and payments, and role based access controls to segregate duties between corporate finance and agency accounting staff.
Operational coverage targeted the finance, billing, and reconciliation functions, with the implementation aligned to support transactional patterns common to CRM and agency management systems used in insurance distribution. Data workflows were structured to capture commission and premium related transactions and to feed summarized financials into period close processes, while preserving audit trails for regulatory and broker settlement needs.
Governance and rollout adopted a centralized control model, enforcing a standardized chart of accounts, month end close procedures, and reconciliation templates across business units. Training and process documentation emphasized consistent transaction coding, approval workflows, and system ownership within the corporate finance team to sustain operational control under the Intuit Quickbooks Enterprise ERP Financial deployment.
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ERP Financial | ERP |
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2018 | 2018 |
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Confie Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Confie implemented Microsoft 365 in a Collaboration role across its corporate organization. Confie is using Microsoft 365 on their website, signaling tenant-level adoption of Microsoft 365 services for public and internal engagement.
The Microsoft 365 configuration centers on Collaboration capabilities, including Exchange Online for enterprise email, SharePoint for intranet and document management, Microsoft Teams for real-time collaboration and meetings, OneDrive for user file storage, and the Office productivity suite for content creation and editing. The implementation reflects a standard Microsoft 365 stack of collaboration and productivity modules rather than bespoke third-party extensions.
Operational governance is aligned to Microsoft 365 tenant administration and Azure Active Directory identity management to control access and roles, with SharePoint and Teams governance patterns applied to document lifecycle, sharing policies, and information protection. The deployment is positioned to support Confie business functions in corporate communications, employee productivity, and document-centric workflows under the Collaboration category.
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Confie Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Dropbox | Legacy | Dropbox Business | Enterprise Content Management | Content Management | n/a | 2020 | 2020 |
In 2020, Confie deployed Dropbox Business as its Enterprise Content Management solution. The deployment established a cloud-hosted central content repository using Dropbox Business to consolidate file storage, team collaboration, and management of content surfaced on Confie’s website.
Configuration emphasized native Dropbox Business capabilities, including folder-level access controls, file synchronization and versioning, team folders, and centralized administration through the Dropbox Business admin console. These functional modules were applied to streamline document distribution and enable collaborative workflows for corporate teams and field users.
Operational coverage focused on Confie’s United States corporate and agency operations, aligning Enterprise Content Management with business functions that require secure document sharing and coordinated content publishing. Governance was enforced via role-based permissions and centralized admin policies inside Dropbox Business to standardize access controls and content management across the organization.
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Confie CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2019 | 2019 |
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Confie TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Treasury Management | TRM |
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2022 | 2022 |
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Confie 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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2023 | 2023 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Confie 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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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Confie
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Confie Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Confie IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Confie digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Confie Technographics
Confie is a Insurance organization based in United States,
with around 4000 employees and annual revenues of $1.00 billion.
Confie operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and Dropbox Business,
covering areas like ERP Financial, Collaboration and Enterprise Content Management.
Confie has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and Dropbox.
Confie recently adopted applications including
Lumen Cloud (ex CenturyLink) in 2023, Lumen CDN in 2023 and Kyriba Treasury in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Confie’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Confie’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Confie technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.