AI Buyer Insights:

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Gerardi Insurance Services Data, Technology Stack, and Enterprise 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
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.
Tag Management CRM 2021 2021
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
Application Performance Management ITSM 2022 2022
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2022 2022
Cloud Storage IaaS 2022 2022
Content Delivery Network IaaS 2022 2022
Single Sign-On (SSO) IaaS 2020 2020
IT Decision Makers and Key Stakeholders at Gerardi Insurance Services
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Gerardi Insurance Services Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Gerardi Insurance Services Technographics

Gerardi Insurance Services is a Insurance organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Gerardi Insurance Services operates a diverse technology stack with applications such as Vertafore AMS360, Etech Integrated Customer Engagement and Zoho Site24x7, covering areas like Agency Management, Customer Engagement and Application Performance Management.

Gerardi Insurance Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Vertafore, Etech Global Services and Zoho Corp..

Gerardi Insurance Services recently adopted applications including Stackify Retrace in 2022, GoDaddy in 2022 and Amazon S3 in 2022, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Gerardi Insurance Services’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Gerardi Insurance Services’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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