Danielson, 6239, CT,
United States
Gerardi Insurance Services Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Gerardi Insurance Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Gerardi Insurance Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Gerardi Insurance Services has purchased the following applications: Vertafore AMS360 for Agency Management in 2020, Etech Integrated Customer Engagement for Customer Engagement in 2021, Zoho Site24x7 for Application Performance Management 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 Gerardi Insurance Services is running and its propensity to invest more and deepen its relationship with Vertafore , Etech Global Services , 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 Gerardi Insurance Services 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 Gerardi Insurance Services 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.
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Vertafore | Legacy | Vertafore AMS360 | Agency Management | ERP Services and Operations | n/a | 2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Etech Global Services | Legacy | Etech Integrated Customer Engagement | Customer Engagement | CRM | n/a | 2021 | 2021 |
In 2021, Gerardi Insurance Services implemented Etech Integrated Customer Engagement on its public website to centralize online customer touchpoints within the Customer Engagement category. The deployment uses Etech Integrated Customer Engagement as a cloud delivered engagement layer embedded in the website, providing web chat and browser based contact flows alongside a centralized agent console and session tracking consistent with Customer Engagement platform capabilities. The architecture emphasizes a lightweight SaaS integration model suited to a small insurer, with front end widgets on the corporate site and a hosted management plane for configuration.
Functionally the implementation covers customer service and sales intake workflows, enabling conversational routing, case creation, and scripted agent interactions typical of Customer Engagement deployments. Integrations are explicitly limited to the company website, with operational ownership kept within the internal customer support function and configuration controlled through the Etech management interface. Governance centered on centralized configuration, scripted response workflows and agent desktop controls to standardize handling of web initiated inquiries.
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Tag Management | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoho Corp. | Legacy | Zoho Site24x7 | Application Performance Management | ITSM | n/a | 2020 | 2020 |
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Application Performance Management | ITSM |
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2022 | 2022 |
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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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Cloud Storage | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Single Sign-On (SSO) | IaaS |
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2020 | 2020 |
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