Syracuse, 13202, NY,
United States
Haylor, Freyer & Coon Technographics
Haylor, Freyer & Coon Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Haylor, Freyer & Coon and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 250 Haylor, Freyer & Coon employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Haylor, Freyer & Coon has purchased the following applications: Vertafore AMS360 for Agency Management in 2013, Provide Support for Chatbots and Conversational AI in 2012, WooCommerce for eCommerce 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 Haylor, Freyer & Coon is running and its propensity to invest more and deepen its relationship with Vertafore , Provide Support , Automattic 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 Haylor, Freyer & Coon revenues, which have grown to $30.0 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 Haylor, Freyer & Coon 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.
Haylor, Freyer & Coon Tech Stack and Enterprise Applications
Haylor, Freyer & Coon 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 | 2013 | 2013 |
In 2013 Haylor, Freyer & Coon implemented Vertafore AMS360 as its Agency Management platform. The deployment centralized account management and policy administration for account managers responsible for a $2.8m book of business covering mid to large sized accounts, and supported day to day client servicing, carrier coordination, and producer collaboration.
Vertafore AMS360 was configured to support core Agency Management capabilities including client and policy records, submission and quote preparation workflows, policy comparison and review, and document generation for proposals, policy summaries, ID cards, and certificates. Implementation emphasized automated certificate and proposal generation and standardized submission routing to streamline preparation of carrier quotes and policy documentation.
Operational coverage included service teams and producers handling mid to large accounts, with the system used to record account notes, manage tasks, and enforce servicing workflows across the office. Personnel notes indicate experience with AFW and AMS360, and a separate reference to Sagitta as a management system appears in source material, reflecting heterogeneous tooling familiarity among staff.
Governance centered on workflow standardization for submissions, certificate issuance, and producer handoffs, with configuration focused on policy administration rules and document templates to maintain consistent carrier communications. The narrative ties Haylor, Freyer & Coon, Vertafore AMS360, and Agency Management to the business function of insurance account servicing.
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Haylor, Freyer & Coon AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Provide Support | Legacy | Provide Support | Chatbots and Conversational AI | AI-Powered Application | n/a | 2012 | 2012 |
In 2012, Haylor, Freyer & Coon deployed Provide Support on its public website to enable real time web engagement and visitor assisted sessions. Provide Support is used as a Chatbots and Conversational AI solution embedded in site pages to capture inbound inquiries and to present proactive chat invitations to visitors.
The implementation centers on a client side web chat widget and an operator console, delivering capabilities typical of Chatbots and Conversational AI such as canned responses, chat transcripts, offline messaging, session monitoring, and routing to available operators. Configuration work emphasized chat scripts, response templates, operator availability settings, and session logging to support common insurance inquiries and initial lead capture workflows.
Operational scope is website focused and affects customer service and sales functions, with customer support staff and producers operating the agent console for policyholder contacts and prospect qualification. Governance and workflow controls implemented with Provide Support include operator shift configuration, transcript retention practices, and scripted response governance to maintain consistent messaging across the Haylor, Freyer & Coon website.
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Haylor, Freyer & Coon eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WooCommerce | eCommerce | eCommerce | n/a | 2021 | 2021 |
In 2021, Haylor, Freyer & Coon deployed WooCommerce, provided by Automattic, as the eCommerce engine on its public website. The implementation positioned WooCommerce as the primary application supporting online product catalog and transactional flows for the firm's web presence, linking the company to the eCommerce category through the website deployment.
Configuration focused on standard WooCommerce functional modules including storefront catalog management, shopping cart and checkout workflows, order management, and tax and shipping rule configuration. The deployment used the plugin and extension model native to WooCommerce to orchestrate payment processing and storefront customization while preserving the core eCommerce architecture.
Architecturally, WooCommerce was embedded into the WordPress content management environment that powers the Haylor website, unifying site content and commerce on a single platform. Operational coverage included marketing and web operations for catalog and content administration, with operations and customer service owning order handling and fulfillment workflows.
Governance addressed role based web administration, scheduled plugin and platform update processes, and catalog publishing workflows to control product listings and checkout rule changes. The narrative documents system architecture, implemented modules, and operational ownership for Haylor, Freyer & Coon's WooCommerce eCommerce deployment on its website.
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Haylor, Freyer & Coon CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Haylor, Freyer & Coon PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2018 | 2018 |
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Haylor, Freyer & Coon 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Haylor, Freyer & Coon CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs), Archive as a Service (AaaS) | CyberSecurity |
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2012 | 2012 |
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IT Decision Makers and Key Stakeholders at Haylor, Freyer & Coon
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Haylor, Freyer & Coon Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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