McAllen, 78501, TX,
United States
Davenport & Associates Inc. Technographics
Davenport & Associates Inc. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Davenport & Associates Inc. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 5 Davenport & Associates 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 Davenport & Associates Inc. has purchased the following applications: AgencyBloc for Agency Management in 2020, Zoom for Audio Video and Web Conferencing in 2020, WooCommerce for eCommerce 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 Davenport & Associates Inc. is running and its propensity to invest more and deepen its relationship with AgencyBloc , Zoom Video Communications , Google 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 Davenport & Associates 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 Davenport & Associates 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.
Davenport & Associates Inc. Tech Stack and Enterprise Applications
Davenport & Associates Inc. ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| AgencyBloc | Legacy | AgencyBloc | Agency Management | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020, Davenport & Associates Inc. implemented AgencyBloc, an Agency Management System and CRM, to centralize commissions processing and book of business management for their five-person insurance agency in the United States. The implementation consolidated client, policy, and commission records into AgencyBloc's cloud-based environment, enabling access during client meetings and remote work. AgencyBloc's commissions processing module became the primary draw, embedding commission calculations and posting into the same system used for CRM and agency management.
They also adopted AgencyBloc's carrier statement upload capability to ingest statements directly from carriers, reducing manual entry and streamlining reconciliation workflows. Configuration work focused on commission posting rules, statement import mapping, and CRM contact linkage, aligning sales activity with back-office accounting tasks. Davenport & Associates Inc. reported that the updated AgencyBloc interface and layout makes operational tasks simpler and more accurate, improving day-to-day processing and access to book of business information.
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Davenport & Associates Inc. Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Davenport & Associates Inc. implemented Zoom to deliver embedded client meetings directly from its public website, leveraging Audio Video and Web Conferencing capabilities. The deployment surfaces Zoom meeting links and browser-hosted conferencing sessions on Davenport's site to support remote benefit consultations and prospect intake. Zoom is used as the primary audio and video channel for client engagement within the firm's online presence.
Functional capabilities in use align with standard Audio Video and Web Conferencing workflows, including live video, audio, screen sharing, and ad hoc meeting scheduling initiated from web pages. Operational scope is firmwide across Davenport & Associates Inc. advisory and client service activities for the United States practice, with advisors initiating sessions from desktop and mobile browsers. Governance is lightweight and operational, with scheduling and meeting management handled by advisors through the embedded meeting controls on the site.
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Collaboration | Collaboration |
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2020 | 2020 |
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Davenport & Associates Inc. eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WooCommerce | eCommerce | eCommerce | n/a | 2021 | 2021 |
In 2021, Davenport & Associates Inc. deployed WooCommerce on its public website to provide an eCommerce storefront and transaction handling layer. The implementation embeds WooCommerce as an on site commerce plugin that delivers product and service pages, shopping cart and checkout flows, customer account access, and back end order records. Davenport & Associates Inc. uses WooCommerce for eCommerce to centralize online order capture and basic client self service on its website.
Configuration and operational management are handled by the firm’s small internal team, with catalog maintenance, price configuration, and order processing administered through the application back end. Functional capabilities implemented align with standard eCommerce workflows, including product catalog management, cart and checkout workflows, payment processing interfaces, and order management. Governance is enforced through site level administrative roles and configuration controls, and the deployment’s operational scope is limited to the company website and customer facing sales and service processes under the WooCommerce application.
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Davenport & Associates Inc. CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Davenport & Associates Inc. 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 Davenport & Associates Inc.
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Apps Being Evaluated by Davenport & Associates Inc. Executives
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