Exton, 19341, PA,
United States
Hta Insurance Services Technographics
Hta Insurance Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Hta 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 30 Hta 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 Hta Insurance Services has purchased the following applications: Microsoft 365 for Collaboration in 2021, WordPress for Web Content Management in 2022, AgencyBloc CRM for CRM in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Hta Insurance Services is running and its propensity to invest more and deepen its relationship with Microsoft , Squarespace , 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 Hta Insurance Services revenues, which have grown to $6.0 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 Hta 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.
Hta Insurance Services Tech Stack and Enterprise Applications
Hta Insurance Services Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
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Online Meeting Scheduling | Collaboration |
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2022 | 2022 |
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Hta Insurance Services Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WordPress | Web Content Management | Content Management | n/a | 2022 | 2022 |
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Hta Insurance Services CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| AgencyBloc | Legacy | AgencyBloc CRM | CRM | CRM | n/a | 2017 | 2017 |
In 2017 HTA Insurance Services joined AgencyBloc and implemented AgencyBloc CRM in the Agency Management System category. The initial deployment centralized client and policy records and established AgencyBloc CRM as the primary platform for sales, servicing, and commission workflows across HTA's Pennsylvania operations.
Implementation included AgencyBloc AMS+ for agency management and later adoption of Commissions+ to automate commissions processing and reconciliation. Configuration focused on CRM centralization, workflow automation for policy servicing and lead routing, and commissions automation tied to policy and agent data models, with system rules and data schemas adjusted to support commission calculations and exception handling.
Operational coverage encompassed sales, agent servicing, and commission accounting functions in Pennsylvania, with governance tightened around single-source client records and standardized servicing processes. HTA credits the AgencyBloc implementations with enabling scale, reporting 5x growth in written policies, 35x revenue growth since joining, and recovery of over $22,000 in missing commissions.
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Tag Management | CRM |
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2023 | 2023 |
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Hta Insurance Services PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
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2025 | 2025 |
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Hta Insurance Services 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Domain Name System (DNS) | IaaS |
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2021 | 2021 |
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Domain Name System (DNS) | IaaS |
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2021 | 2021 |
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Network Management and Monitoring | IaaS |
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2021 | 2021 |
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Hta Insurance Services CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Security (AppSec) | CyberSecurity |
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2024 | 2024 |
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Identity and Access Management (IAM) | CyberSecurity |
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2023 | 2023 |
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Secure Email Gateways (SEGs), Archive as a Service (AaaS) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Hta Insurance Services
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Hta Insurance Services Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||