Independent Insurance Agents & Brokers of America
127 S Peyton St.,
Alexandria, 22314, VA,
United States
Alexandria, 22314, VA,
United States
1 800-221-7917
Non Profit
Independent Insurance Agents & Brokers of America Technographics
Independent Insurance Agents & Brokers of America Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Independent Insurance Agents & Brokers of America and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Independent Insurance Agents & Brokers of America employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Independent Insurance Agents & Brokers of America has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 1996, Nimble AMS for Membership Management in 2024, Microsoft SharePoint for Enterprise Content Management 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 Independent Insurance Agents & Brokers of America is running and its propensity to invest more and deepen its relationship with Intuit , Sage , Momentive Software (formerly Community Brands) 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 Independent Insurance Agents & Brokers of America 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 Independent Insurance Agents & Brokers of America 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.
Independent Insurance Agents & Brokers of America Tech Stack and Enterprise Applications
Independent Insurance Agents & Brokers of America ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 1996 | 1996 |
In 1996, Independent Insurance Agents & Brokers of America implemented Intuit QuickBooks Enterprise as its ERP Financial application. The deployment followed operation on an MS-DOS accounting package and was configured to support core accounting ledgers, accounts payable, accounts receivable, and standardized financial reporting workflows consistent with the ERP Financial category for a 200-employee nonprofit.
The recommendation led to a transition to Intuit QuickBooks Enterprise accompanied by process rework to centralize data capture and reduce manual entry, reflecting governance changes in financial recordkeeping and month-end procedures. The implementation resulted in reduced workloads in data entry and provided faster, more reliable financial information for finance and administrative functions.
|
|
|
|
|
ERP Financial | ERP |
|
2020 | 2020 |
|
Independent Insurance Agents & Brokers of America ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Momentive Software (formerly Community Brands) | Legacy | Nimble AMS | Membership Management | ERP Services and Operations | n/a | 2024 | 2024 |
In 2024, the Independent Insurance Agents & Brokers of America implemented Nimble AMS from Momentive Software as its Membership Management platform. The national association announced a strategic move to consolidate association administration and provide participating Big “I” state associations with a unified access point for member resources and community features.
The Nimble AMS deployment is built on the Salesforce platform and configures association management capabilities including membership lifecycle management, online communities, robust reporting, and AI and predictive analytics as outlined by the vendor. Configuration emphasis centers on streamlining workflows and improving data sharing across membership, education, and advocacy functions to deliver a consistent member experience.
Integration posture relies on the Salesforce-native architecture of Nimble AMS and Momentive Software’s connected solution set to centralize data and operational processes for both national and state association entities. The implementation targets staff-facing automation for membership processing and engagement tooling, while enabling state associations to join the shared instance to realize consolidated processes and economies of scale.
Governance and rollout planning frames the transition away from disconnected systems toward a seamless platform, with exclusive benefits offered to participating state associations as part of the consolidation initiative. The organization expects the new Big “I” member experience to debut in the first quarter of 2025, with stated outcomes including enhanced member experience, increased engagement, and easier access to resources for independent agents.
|
Independent Insurance Agents & Brokers of America Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft SharePoint | Enterprise Content Management | Content Management | n/a | 2017 | 2017 |
In 2017 Independent Insurance Agents & Brokers of America implemented Microsoft SharePoint as its Enterprise Content Management platform to manage web publishing and organizational content. The deployment is used on their public website to host member-facing pages and to centralize content assets under Microsoft SharePoint, aligning web content management and document governance with the Enterprise Content Management category.
Microsoft SharePoint was configured to provide core Enterprise Content Management capabilities, including web page publishing, document libraries with version control, metadata taxonomy, search indexing, and role-based permissions. Standard content approval workflows and site page templates were implemented to support recurring publishing cycles and to maintain consistent information architecture across the site.
Operational ownership sits with content and communications functions and extends to membership services and marketing for editorial control, while IT manages platform configuration and access controls. Governance emphasizes taxonomy, permissioning, and workflow rules to control publishing and document lifecycle, and the implementation is centered on Microsoft SharePoint as the primary Enterprise Content Management solution for the organization.
|
|
|
|
|
Web Content Management | Content Management |
|
2014 | 2014 |
|
Independent Insurance Agents & Brokers of America CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
CRM | CRM |
|
2021 | 2021 |
|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
Independent Insurance Agents & Brokers of America IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Content Delivery Network | IaaS |
|
2017 | 2017 |
|
IT Decision Makers and Key Stakeholders at Independent Insurance Agents & Brokers of America
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
Association VP and Director of IT | Director | IT | |
|
|
|
CFO | CXO | Finance | |
|
|
|
CEO | CXO | Finance | |
|
|
|
Director of Operations | Director | Finance | |
|
Apps Being Evaluated by Independent Insurance Agents & Brokers of America Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Independent Insurance Agents & Brokers of America IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Independent Insurance Agents & Brokers of America digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Independent Insurance Agents & Brokers of America Technographics
Independent Insurance Agents & Brokers of America is a Non Profit organization based in United States,
with around 200 employees and annual revenues of $30.0 million.
Independent Insurance Agents & Brokers of America operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Nimble AMS and Microsoft SharePoint,
covering areas like ERP Financial, Membership Management and Enterprise Content Management.
Independent Insurance Agents & Brokers of America has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Momentive Software (formerly Community Brands) and Microsoft.
Independent Insurance Agents & Brokers of America recently adopted applications including
Nimble AMS in 2024, Hubspot CRM in 2021 and Hubspot Marketing Automation in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Independent Insurance Agents & Brokers of America’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Independent Insurance Agents & Brokers of America’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 Independent Insurance Agents & Brokers of America technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.