Eshom Gutmann & Wood Insurance
15901 Red Hill Ave Ste 100,
Tustin, 92780-7318, CA,
United States
Tustin, 92780-7318, CA,
United States
1 714-505-7000
Insurance
Eshom Gutmann & Wood Insurance Technographics
Eshom Gutmann & Wood Insurance Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Eshom Gutmann & Wood Insurance and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 4 Eshom Gutmann & Wood Insurance employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Eshom Gutmann & Wood Insurance has purchased the following applications: Hubspot Live Chat for Chatbots and Conversational AI in 2018, Microsoft 365 for Collaboration in 2019, DocuSign eSignature for Digital Signing in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Eshom Gutmann & Wood Insurance is running and its propensity to invest more and deepen its relationship with HubSpot , Microsoft , Salesforce 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 Eshom Gutmann & Wood Insurance 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 Eshom Gutmann & Wood Insurance 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.
Eshom Gutmann & Wood Insurance Tech Stack and Enterprise Applications
Eshom Gutmann & Wood Insurance 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, Eshom Gutmann & Wood Insurance deployed Hubspot Live Chat on their website, implementing the solution under the Chatbots and Conversational AI category. The Hubspot Live Chat implementation was provisioned as an embedded site widget, configured through the vendor portal to run prebuilt chatflows, canned responses, and basic routing rules to direct inquiries to available staff.
The deployment covers customer service and small-business sales workflows on the company website, with chat transcripts and contact enrichment retained in the HubSpot backend for follow up. For a four person agency the governance model is lightweight, chat ownership is shared between front-office staff, and operational processes emphasize triage, manual escalation, and recorded conversational history to support ongoing client communications.
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Eshom Gutmann & Wood Insurance Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Eshom Gutmann & Wood Insurance implemented Microsoft 365 as its Collaboration platform. The deployment established a cloud-hosted Microsoft 365 tenant to provide core collaboration capabilities for the four-person insurance brokerage. Microsoft 365 is used on their website and serves as the central platform for email, document storage, and team communication supporting client service and policy administration.
Configuration emphasizes lightweight administration and core Collaboration capabilities, including cloud email, centralized document libraries and real-time communications to support underwriting, client correspondence and internal workflows. The integration footprint is minimal and explicitly includes website usage, with identity and content managed at the tenant level by internal staff. Governance is organized around access controls and folder level permissions appropriate for a small firm, with administrative oversight handled internally.
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Collaboration | Collaboration |
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2022 | 2022 |
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Eshom Gutmann & Wood Insurance Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2023 | 2023 |
In 2023 Eshom Gutmann & Wood Insurance deployed DocuSign eSignature as a Digital Signing solution embedded on its public website to capture client signatures. The implementation focuses on web based signature capture for insurance forms and client authorizations, positioning DocuSign eSignature within the company customer intake and document execution workflows.
DocuSign eSignature was configured using standard envelope and template capabilities, with embedded signing flows to keep the signing experience on the firm website. Configuration included role based signing sequences and audit trail features typical of Digital Signing solutions, enabling authenticated signature capture, time stamped events, and tamper evident document records.
Operational coverage is concentrated on client facing staff and licensed agents at the four person firm, supporting contract and authorization execution directly through the website. The deployment is a lightweight, site integrated signing layer, so integrations are limited to the website signing flow and document delivery channels used by the firm, without broader enterprise middleware.
Governance focused on digitizing signature consent and preserving audit records within the DocuSign eSignature environment, aligning internal signoff procedures with electronic signature evidence requirements. Rollout and ownership remain internal to the firm, with process updates centered on staff training for embedded signing and document handling in a small insurer context.
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Eshom Gutmann & Wood Insurance 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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2016 | 2016 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2013 | 2013 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Eshom Gutmann & Wood Insurance ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2022 | 2022 |
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Eshom Gutmann & Wood Insurance 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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Eshom Gutmann & Wood Insurance 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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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Eshom Gutmann & Wood Insurance
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Eshom Gutmann & Wood Insurance Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Eshom Gutmann & Wood Insurance IT executives and key decision makers. This section highlights Eshom Gutmann & Wood Insurance's latest recorded technology evaluations, including SAP EWM (Extended Warehouse Management) for Warehouse Management on 2025-06-24. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Eshom Gutmann & Wood Insurance digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-06-24 | Eshom Gutmann & Wood Insurance | Evaluated | SAP | SAP EWM (Extended Warehouse Management) | Warehouse Management | SCM |
FAQ - APPS RUN THE WORLD Eshom Gutmann & Wood Insurance Technographics
Eshom Gutmann & Wood Insurance is a Insurance organization based in United States,
with around 4 employees and annual revenues of $1.0 million.
Eshom Gutmann & Wood Insurance operates a diverse technology stack with applications such as
Hubspot Live Chat, Microsoft 365 and DocuSign eSignature,
covering areas like Chatbots and Conversational AI, Collaboration and Digital Signing.
Eshom Gutmann & Wood Insurance has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as HubSpot, Microsoft and DocuSign.
Eshom Gutmann & Wood Insurance recently adopted applications including
DocuSign eSignature in 2023, Slack Connect in 2022 and Freshservice in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Eshom Gutmann & Wood Insurance’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Eshom Gutmann & Wood Insurance’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 Eshom Gutmann & Wood Insurance technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.