Heritage Insurance Holdings
2600 Mccormick Dr Ste 300,
Clearwater, 33759-1071, FL,
United States
Clearwater, 33759-1071, FL,
United States
1 727-362-7202
Insurance
Heritage Insurance Holdings Technographics
Heritage Insurance Holdings Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Heritage Insurance Holdings and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 648 Heritage Insurance Holdings employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Heritage Insurance Holdings has purchased the following applications: ADP Workforce Now for Core HR in 2022, Microsoft 365 for Collaboration in 2019, Hi Marley SMS Platform for Marketing Automation in 2025 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Heritage Insurance Holdings is running and its propensity to invest more and deepen its relationship with ADP , Microsoft , Salesforce 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 Heritage Insurance Holdings revenues, which have grown to $631.0 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 Heritage Insurance Holdings 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.
Heritage Insurance Holdings Tech Stack and Enterprise Applications
Heritage Insurance Holdings HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ADP | Legacy | ADP Workforce Now | Core HR | HCM | n/a | 2022 | 2022 |
In 2022 Heritage Insurance Holdings implemented ADP Workforce Now as its Core HR platform. The deployment is visible via the corporate website, indicating employee and manager self-service access is surfaced through web-based authentication and HR portals.
The configuration centers on Core HR functional modules commonly delivered by ADP Workforce Now, including human resource information system capabilities for employee records, payroll administration, benefits enrollment workflows, time and attendance tracking, and manager and employee self-service. ADP Workforce Now is restated here to clarify the application in use and its role in consolidating HR operational functionality.
Operational scope covers HR and payroll business functions for a workforce of approximately 648 employees, aligning HR administration and payroll processing under a single application framework. Access and day-to-day operations appear to be routed through the company website to provide a centralized point for workforce transactions, approvals, and employee data management.
Governance appears to emphasize centralized HR process control and role-based access for HR and finance teams, with web-delivered user interfaces used during rollout and ongoing operations. The implementation narrative focuses on system architecture that consolidates Core HR workflows into ADP Workforce Now, supporting standard HRIS and payroll orchestration without named third-party integration details.
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Heritage Insurance Holdings Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Heritage Insurance Holdings implemented Microsoft 365 as its primary Collaboration platform, a deployment that is observable from artifacts on the company website. The implementation covers the corporate environment of a 648 employee insurance firm, indicating an organizational rollout focused on employee productivity and corporate communications for insurance business functions and operations.
The Microsoft 365 deployment aligns with standard Collaboration capabilities, including Exchange Online email, SharePoint Online intranet and content management, Teams for real time communication, OneDrive for user file storage, and Office desktop and web applications for document authoring and co editing. Public evidence of Microsoft 365 on the website suggests an active tenant used for corporate content and external facing workflows, and the implementation implies typical tenant governance practices such as centralized administration, user provisioning, and security controls to support ongoing collaboration and compliance needs.
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Collaboration | Collaboration |
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2022 | 2022 |
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Heritage Insurance Holdings CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Hi Marley | Legacy | Hi Marley SMS Platform | Marketing Automation | CRM | n/a | 2025 | 2025 |
In 2025, Heritage Insurance Holdings implemented Hi Marley SMS Platform, a Marketing Automation application, to operationalize SMS first catastrophic claims intake. The deployment focused on Conversational FNOL during hurricane season, enabling policyholders to submit first notice of loss via text and to provide photos and videos up-front.
The implementation centered on Hi Marley’s Conversational FNOL capability alongside the core SMS platform, configured to capture structured claimant responses, media attachments, and location data. Workflow automation included sequential prompts for damage type and contact verification, plus rule based triage flags to surface high severity CAT claims for immediate attention.
Operational ownership rested with claims operations and customer service teams, creating an SMS channel for initial FNOL and media collection that feeds into the carrier’s CAT response playbook. The Hi Marley SMS Platform routes pretriaged incident packets to adjusters and claims intake coordinators, reducing manual handoffs during peak hurricane activity.
Governance changes included standardized FNOL scripts, defined escalation criteria tied to triage flags, and playbooks for surge staffing and assignment during hurricane season. Rollout emphasized operational readiness, training for intake teams on conversational workflows, and configuring escalation rules for field adjuster engagement.
The initiative improved triage and accelerated time to resolution during hurricane season by enabling customers to submit FNOL via text and capture photos and videos up-front, streamlining initial assessment and case assignment. Heritage Insurance Holdings Hi Marley SMS Platform Marketing Automation integration strengthened claims intake consistency for catastrophic events.
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Heritage Insurance Holdings ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2020 | 2020 |
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Heritage Insurance Holdings PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2017 | 2017 |
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Heritage Insurance Holdings 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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2012 | 2012 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Heritage Insurance Holdings CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Heritage Insurance Holdings
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Heritage Insurance Holdings Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Heritage Insurance Holdings IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Heritage Insurance Holdings digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Heritage Insurance Holdings Technographics
Heritage Insurance Holdings is a Insurance organization based in United States,
with around 648 employees and annual revenues of $631.0 million.
Heritage Insurance Holdings operates a diverse technology stack with applications such as
ADP Workforce Now, Microsoft 365 and Hi Marley SMS Platform,
covering areas like Core HR, Collaboration and Marketing Automation.
Heritage Insurance Holdings has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as ADP, Microsoft and Hi Marley.
Heritage Insurance Holdings recently adopted applications including
Hi Marley SMS Platform in 2025, ADP Workforce Now in 2022 and Slack Connect in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Heritage Insurance Holdings’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Heritage Insurance Holdings’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Heritage Insurance Holdings technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.