Insurance Data Processing, Inc.
8101 Washington Lane,
Wyncote, 19095, PA,
United States
Wyncote, 19095, PA,
United States
1 215-885-2150
Professional Services
Insurance Data Processing, Inc. Technographics
Insurance Data Processing, Inc. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Insurance Data Processing, Inc. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 Insurance Data Processing, Inc. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Insurance Data Processing, Inc. has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2008, Oracle Netsuite OpenAir for Professional Services Automation in 2008, Zoho CRM Plus for CRM, Sales Engagement in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Insurance Data Processing, Inc. is running and its propensity to invest more and deepen its relationship with Oracle , GWS mbH , Zoho Corp. 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 Insurance Data Processing, Inc. revenues, which have grown to $50.0 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 Insurance Data Processing, Inc. 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.
Insurance Data Processing, Inc. Tech Stack and Enterprise Applications
Insurance Data Processing, Inc. ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2008 | 2008 |
In 2008, Insurance Data Processing, Inc. implemented Oracle NetSuite ERP. The deployment targeted core financial operations under the ERP Financial category, consolidating finance and accounting functions for the Wyncote, Pennsylvania based firm that supports professional services billing and corporate accounting for a roughly 400 person organization.
The Oracle NetSuite ERP implementation configured core ERP Financial modules including general ledger, accounts payable, accounts receivable, billing and financial reporting, with a standardized chart of accounts and multi book accounting capabilities typical of ERP Financial systems. Configuration emphasized period close orchestration, accounts reconciliations, invoicing workflows for professional services, and centralized revenue posting to align with the companys service delivery model. Role based controls and audit trail features were applied to financial transaction processing and reporting.
Deployment leveraged a centralized instance to consolidate transactional finance data and support consolidated reporting for a single legal entity and service operations. The design incorporated configurable financial controls, permissions and separation of duties to support month end close and statutory reporting needs within the Oracle NetSuite ERP environment.
Governance established centralized process ownership for accounting, standardized month end close procedures, and change control for chart of accounts and reporting definitions. Training and phased rollout were aligned with accounting and billing teams to limit operational disruption. Ongoing configuration management and defined control points supported auditability and consistent financial operations.
|
|
|
|
|
ERP Financial | ERP |
|
2008 | 2008 |
|
Insurance Data Processing, Inc. ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Netsuite OpenAir | Professional Services Automation | ERP Services and Operations | n/a | 2008 | 2008 |
In 2008, Insurance Data Processing, Inc. implemented Oracle Netsuite OpenAir to automate core project and resource workflows for its services organization. This deployment targeted Professional Services Automation use cases, aligning project management and resource management with standardized operational processes.
The Oracle Netsuite OpenAir implementation emphasized project management and resource management capabilities, including centralized project tracking, timesheet capture, project financials and invoicing workflows, and resource allocation and utilization planning. Configuration focused on PSA functional modules common to Professional Services Automation deployments, with role-based access for delivery managers, project managers, and finance users to enforce consistent project governance and billing rules.
Deployment leveraged OpenAir's on-demand cloud architecture to remove on-premises hosting and local support overhead, enabling centralized administration of project accounting and professional services operations. Operational coverage centered on the services delivery and project accounting functions within Insurance Data Processing, Inc., consolidating time capture, resource planning, and project reporting onto the Oracle Netsuite OpenAir platform.
Governance changes included standardized timesheet policies and centralized project financial controls to support cross-project visibility and billing accuracy. The implementation contributed to improved bottom-line focus and cost reduction objectives, with the vendor noting customers including Insurance Data Processing achieved cost savings by reducing IT and support staff through the on-demand model.
|
Insurance Data Processing, Inc. CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoho Corp. | Legacy | Zoho CRM Plus | CRM, Sales Engagement | CRM | n/a | 2020 | 2020 |
In 2020, Insurance Data Processing, Inc. implemented Zoho CRM Plus. The deployment brought Zoho CRM Plus into production to deliver CRM,Sales Engagement capabilities for sales, marketing, and client services, and the application is explicitly used on their website for lead capture and front end contact collection.
Configuration centered on core CRM modules consistent with the category, including contact and account management, opportunity and pipeline management, web form lead capture, and sales engagement functionality such as templated email sequences, activity tracking, and workflow automation. Automation rules and workflow orchestration were configured to route inbound leads, assign follow up tasks, and standardize opportunity progression to align CRM objects with insurance-specific business processes.
Operational coverage targeted Sales, Marketing, and Client Services within the United States, with centralized administration and role based access controls to enforce data governance and auditability. Rollout followed staged adoption by business function, consolidating CRM ownership under a central administrative team responsible for configuration, reporting, and ongoing governance of Zoho CRM Plus.
|
Insurance Data Processing, Inc. PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2019 | 2019 |
|
Insurance Data Processing, Inc. IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
IT Decision Makers and Key Stakeholders at Insurance Data Processing, Inc.
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
Director of Sales and Marketing | Director | Marketing | |
|
|
|
CIO | CXO | Finance | |
|
|
|
Director of Networks and Operations | Director | IT | |
|
|
|
CEO | CXO | Finance | |
|
|
|
Senior Vice President - Sales/Marketing & Client Services | VP | Marketing | |
|
|
|
VP, Customer Operations and Support | VP | Customer Service | |
|
|
|
President | CXO | Finance | |
|
|
|
COO | CXO | Finance | |
|
|
|
CIO | CXO | Finance | |
|
|
|
Treasurer | Manager | Treasury | |
|
Apps Being Evaluated by Insurance Data Processing, Inc. Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Insurance Data Processing, Inc. IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Insurance Data Processing, Inc. digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Insurance Data Processing, Inc. Technographics
Insurance Data Processing, Inc. is a Professional Services organization based in United States,
with around 400 employees and annual revenues of $50.0 million.
Insurance Data Processing, Inc. operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Oracle Netsuite OpenAir and Zoho CRM Plus,
covering areas like ERP Financial, Professional Services Automation and CRM, Sales Engagement.
Insurance Data Processing, Inc. has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle and Zoho Corp..
Insurance Data Processing, Inc. recently adopted applications including
Google Cloud Platform (GCP) in 2021, Zoho CRM Plus in 2020 and Amazon SES in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Insurance Data Processing, Inc.’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Insurance Data Processing, Inc.’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 Insurance Data Processing, Inc. technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.