Mountain View, 94043, CA,
United States
GetInsured Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by GetInsured and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 300 GetInsured employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that GetInsured has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2014, Google Workspace (Formerly Google G-Suite) for Collaboration in 2013, eGain Solve for Customer Engagement in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems GetInsured is running and its propensity to invest more and deepen its relationship with Oracle , Google , Microsoft 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 GetInsured revenues, which have grown to $60.0 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 GetInsured 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 Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP Financial Management | n/a | 2014 | 2014 |
In 2014 GetInsured implemented Oracle NetSuite ERP to consolidate its financial and accounting environment and centralize core ledger processes. The deployment followed an explicit conversion pathway documented as QuickBooks to Softrax and Softrax to Oracle NetSuite ERP, with workstreams focused on chart of accounts creation and account mapping to support a unified financial structure under an ERP Financial platform.
Configuration centered on finance-oriented modules consistent with ERP Financial use cases, including general ledger design, accounts mapping, transaction posting rules, and report generation templates. Functional work included detailed chart of accounts construction, mapping of legacy transactional codes into the new chart, setup of reconciliation routines for balances and transactions, and configuration of financial reporting outputs.
Integration activity encompassed data migration and mapping from QuickBooks and Softrax into Oracle NetSuite ERP, reconciliation scripts to align opening balances and historical transactions, and validation of financial reports against source systems. The implementation scoped operational coverage to GetInsured finance and accounting teams across the United States, aligning source-to-target mappings and accounting workflows for month end and statutory reporting.
Governance emphasized staged conversion gates and reconciliation validation, with process changes to account mapping ownership, reconciliation cadence, and report signoff workflows. The program placed accounting controls around chart of accounts governance, transaction reconciliation, and report generation to ensure consistency as Oracle NetSuite ERP became the primary ERP Financial system for GetInsured.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2013 | 2013 |
In 2013, GetInsured adopted Google Workspace (Formerly Google G-Suite) as its Collaboration platform. The adoption is visible in public site signals that reference Google Workspace on their website. Google Workspace (Formerly Google G-Suite) is used as the primary Collaboration suite for corporate email, calendaring, document collaboration, file storage and conferencing.
Deployment covers company-wide productivity for GetInsured, supporting roughly 300 employees and business functions including corporate communications, product collaboration, and sales and marketing coordination. The implementation aligns with typical Google Workspace administrative architecture, using the Google Workspace Admin console for user provisioning, domain management, access controls and policy enforcement, and leveraging Gmail, Drive, Docs, Sheets, Calendar and Meet as the core functional modules to standardize collaboration workflows.
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Collaboration | Collaboration |
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2019 | 2019 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| eGain Corporation | Legacy | eGain Solve | Customer Engagement | CRM | n/a | 2014 | 2014 |
In 2014, GetInsured deployed eGain Solve on its website as a Customer Engagement application to support online customer service and enrollment assistance. GetInsured implemented eGain Solve as the Customer Engagement application to provide a web channel for customer interactions, positioning the platform to support customer service and enrollment business functions for the company.
The implementation emphasizes knowledge driven self service, web chat and guided assistance workflows typical of Customer Engagement platforms, with eGain Solve providing a knowledge base, web based interaction routing and case handling capabilities. Operational scope targeted customer support and enrollment teams via the GetInsured website, and configuration focused on content authoring, standardized response templates and routing rules to channel web inquiries to assisted agents. Governance established operational ownership within support functions to manage knowledge content lifecycle and escalation workflows, and the rollout was executed on the company public web channel rather than internal employee portals.
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Interactive Voice Response (IVR) | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2018 | 2018 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2013 | 2013 |
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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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2011 | 2011 |
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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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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