Temecula, 92590, CA,
United States
Fallbrook Insurance Center Technographics
Fallbrook Insurance Center Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Fallbrook Insurance Center and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 12 Fallbrook Insurance Center employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Fallbrook Insurance Center has purchased the following applications: Microsoft 365 for Collaboration in 2020, Ontraport CRM for CRM in 2016, Microsoft Azure Cloud Services for Application Hosting and Computing Services 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 Fallbrook Insurance Center is running and its propensity to invest more and deepen its relationship with Microsoft , Ontraport , Amazon Web Services (AWS) 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 Fallbrook Insurance Center revenues, which have grown to $2.0 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 Fallbrook Insurance Center 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.
Fallbrook Insurance Center Tech Stack and Enterprise Applications
Fallbrook Insurance Center Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
|
Fallbrook Insurance Center CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Ontraport | Legacy | Ontraport CRM | CRM | CRM | n/a | 2016 | 2016 |
In 2016, Fallbrook Insurance Center implemented Ontraport CRM, using the application as a CRM instance embedded on their public website for client interactions. The implementation applies to a small United States based insurance agency with approximately 12 employees, positioning the system as the primary customer record and lead capture tool.
Configuration of Ontraport CRM focused on core CRM capabilities consistent with the CRM category, including contact and lead record management, web form lead capture embedded on the site, email campaign workflows, and basic opportunity or policy tracking. The platform's workflow automation was configured to standardize client intake steps and follow up sequences appropriate to a small agency environment.
Operational coverage centers on front office business functions, specifically sales, client servicing, and marketing communications, with Ontraport CRM feeding contact data directly from website forms into centralized records. Deployment follows a cloud hosted SaaS model, with administration scoped to a small number of internal users responsible for list segmentation and campaign execution.
Governance and rollout were proportional to a 12 person firm, with centralized administration, simplified data hygiene practices, and workflow templates to manage policy leads and client renewals. The implementation positions Ontraport CRM as the primary system for customer lifecycle management within Fallbrook Insurance Center.
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Fallbrook Insurance Center IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Azure Cloud Services | Application Hosting and Computing Services | IaaS | n/a | 2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Fallbrook Insurance Center
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Fallbrook Insurance Center Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||