Peachtree Corners, 30071, GA,
United States
Custard Insurance Adjusters Technographics
Custard Insurance Adjusters Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Custard Insurance Adjusters and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 700 Custard Insurance Adjusters employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Custard Insurance Adjusters has purchased the following applications: Wolters Kluwer Tymetrix for Legal Practice Management in 2020, Cisco Webex Meetings for Audio Video and Web Conferencing in 2019, Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Custard Insurance Adjusters is running and its propensity to invest more and deepen its relationship with Wolters Kluwer , Bottomline Technologies , Cotality, formerly CoreLogic 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 Custard Insurance Adjusters revenues, which have grown to $350.0 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 Custard Insurance Adjusters 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.
Custard Insurance Adjusters Tech Stack and Enterprise Applications
Custard Insurance Adjusters ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Wolters Kluwer | Legacy | Wolters Kluwer Tymetrix | Legal Practice Management | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020 Custard Insurance Adjusters implemented Wolters Kluwer Tymetrix to establish Legal Practice Management support for its claims-related billing operations. The Wolters Kluwer Tymetrix deployment served as the central application for managing invoicing and client account workflows within Custard Insurance Adjusters and aligned the company, application, and Legal Practice Management functions around billing and account administration.
Functionally the implementation emphasized billing and invoice management, document and invoice upload workflows, and account update processing. Teams used Wolters Kluwer Tymetrix for issuing payment and deduction releases, tracking client account status, and coordinating numerous client accounts concurrently. Configuration work focused on accounts receivable handling, standardized invoice intake, and workflow rules to support claims-centric billing processes.
Integrations explicitly referenced during operations include CPS Cloud Claims Processing System, Legal-X, Tymetrix 360, VIP BAP, and Microsoft Excel, which were used for invoice uploads, data exchange, and reconciliation tasks. Operational coverage included the billing team based in Peachtree Corners, GA and cross-functional coordination with claims processing and client servicing workflows across Custard Insurance Adjusters in the United States.
Governance centered on billing department workflows with Billing Specialists responsible for uploading invoices, sending payment and deduction releases, and maintaining client communications. The rollout incorporated on-the-job training and peer assistance inside the upload invoice department, embedding Tymetrix into regular billing operations and account management procedures.
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Legal Time and Billing | ERP Services and Operations |
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2020 | 2020 |
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Real Estate Investment | ERP Services and Operations |
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2006 | 2006 |
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Custard Insurance Adjusters Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2019 | 2019 |
In 2019, Custard Insurance Adjusters implemented Cisco Webex Meetings. Cisco Webex Meetings is deployed as their Audio Video and Web Conferencing solution and is embedded on their website to support external client engagement and internal conferencing, providing browser and native client access for scheduled and ad hoc sessions. The deployment leverages the cloud-hosted Webex meeting platform and is configured to deliver standard conferencing capabilities while minimizing on premises infrastructure changes.
Configured functional capabilities include video meetings, screen sharing, meeting recording, attendee controls, and scheduling workflows aligned with claims processing and client consultation use cases. Operational scope spans customer-facing interactions for claims adjusters and customer service, as well as cross-functional internal collaboration across the United States, with IT-led governance for centralized user provisioning, role based access control, and meeting policy configuration to align the Cisco Webex Meetings application with insurance compliance and operational needs.
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Collaboration | Collaboration |
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2019 | 2019 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Custard Insurance Adjusters CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Sales Cloud | Sales Automation, CRM, Sales Engagement | CRM | n/a | 2021 | 2021 |
In 2021, Custard Insurance Adjusters implemented Salesforce Sales Cloud as a cloud-deployed solution to centralize selling activities and customer records, mapped to the Sales Automation,CRM,Sales Engagement category. The Salesforce Sales Cloud implementation was positioned to support the broker and account facing teams and to create a single record model for leads, contacts, accounts and opportunities across the organization.
Configuration focused on core Sales Cloud modules, including lead management, contact and account management, opportunity pipelines, activity management and sales engagement workflows for outbound outreach and follow up. The deployment included configurable lead assignment rules, opportunity stage definitions aligned to sales processes, and a set of dashboards and reports to operationalize pipeline visibility and activity metrics.
The implementation integrated the corporate website with Salesforce Sales Cloud through embedded lead capture and web-to-lead mechanisms to create inbound records directly in the CRM, enabling routing into the new Sales Cloud workflows. Governance was structured around centralized administration, defined record ownership and data quality rules, and process controls for lead qualification and opportunity stage progression, covering sales, business development and account management functions.
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Custard Insurance Adjusters 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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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Custard Insurance Adjusters
Apps Being Evaluated by Custard Insurance Adjusters Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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