Ascoux, 45300,
France
Inovatis Assurances Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Inovatis Assurances and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 525 Inovatis Assurances employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Inovatis Assurances has purchased the following applications: CourtiGo CRM for CRM in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Inovatis Assurances is running and its propensity to invest more and deepen its relationship with CourtiGo 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 Inovatis Assurances revenues, which have grown to $116.0 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 Inovatis Assurances 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.
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CourtiGo | Legacy | CourtiGo CRM | CRM | CRM | n/a | 2023 | 2023 |
In 2023, Inovatis Assurances deployed CourtiGo CRM, a CRM, to support client and portfolio management for its brokerage operations in France. The deployment is estimated to have gone live in 2023 with the explicit objective of improving task management and responsiveness across client-facing teams.
Module usage is inferred from the partner listing and includes document management, configurable workflows, task automation, contact and portfolio tracking, and activity logging within CourtiGo CRM. Configuration emphasis likely centered on broker-facing case management and centralized document storage to consolidate client records and policy documentation, using standard CRM functional workflows such as account management, service case lifecycle, and activity orchestration.
Operational coverage targeted brokerage teams, client-facing advisors, and portfolio managers in France, aligning CourtiGo CRM with business functions including client onboarding, policy servicing, and renewal coordination. The deployment scope focused on streamlining task assignments and speeding response to service requests through role-specific interfaces and task queues.
Rollout appears to have been organized around operations and IT governance with role-based access controls, workflow configuration to enforce brokerage processes, and advisor training to drive adoption of new task management workflows. The CourtiGo CRM implementation prioritized document-handling and workflow automation modules to meet the stated goal of improving task management and responsiveness.
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