Red Wing, 55066, MN,
United States
FMS Insurance Advisors Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by FMS Insurance Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 FMS Insurance Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that FMS Insurance Advisors has purchased the following applications: Quotit CRM for CRM in 2021, reCAPTCHA for Application Security (AppSec) 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 FMS Insurance Advisors is running and its propensity to invest more and deepen its relationship with Quotit , Google , OpenSSL 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 FMS Insurance Advisors 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 FMS Insurance Advisors 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.
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Quotit | Legacy | Quotit CRM | CRM | CRM | n/a | 2021 | 2021 |
In 2021, FMS Insurance Advisors implemented Quotit CRM to support Medicare and health insurance sales workflows from their Red Wing, Minnesota operations in the United States. Quotit CRM is used as a CRM to centralize agent records, quoting activities, and enrollment tracking for Medicare products.
Deployment included Quotit's CRM together with the vendor's quoting and enroll modules to manage quote creation, agent-assisted enrollment workflows, and policy record updates. Configuration emphasized Medicare quoting templates, benefit comparison logic, and enrollment status tracking consistent with insurance CRM functional patterns.
The implementation integrated Quotit CRM with Smart Agent to automate data handoffs between quoting and agent workflows, enabling faster quote-to-enroll transaction flow during peak enrollment periods. Operational coverage focused on sales and enrollment functions supporting the fall enrollment period for Medicare and health plans across the United States.
Governance centered on aligning agent workflows and enrollment procedures within the Quotit CRM instance, with process orchestration moved into the quoting and enroll modules to reduce manual steps. The vendor testimonial notes improved enrollment speed during the fall enrollment period, reflecting the integration and workflow consolidation.
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | reCAPTCHA | Application Security (AppSec) | CyberSecurity | n/a | 2021 | 2021 |
|
|
|
|
|
|
Secure Sockets Layer (SSL) | CyberSecurity |
|
2020 | 2020 |
|
|
|
|
|
Secure Sockets Layer (SSL) | CyberSecurity |
|
2020 | 2020 |
|
|
|
|
|
Secure Sockets Layer (SSL) | CyberSecurity |
|
2022 | 2022 |
|
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||