Longwood, 32750-5036, FL,
United States
Insurance Office of America Technographics
Insurance Office of America Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Insurance Office 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 1300 Insurance Office 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 Insurance Office of America has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2017, Broker Buddha for Customer Engagement in 2020, Atlassian Jira Service Desk for IT Service Management in 2019 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 Office of America is running and its propensity to invest more and deepen its relationship with Cisco Systems , Salesforce , Broker Buddha 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 Office of America revenues, which have grown to $750.0 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 Office 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.
Insurance Office of America Tech Stack and Enterprise Applications
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2017 | 2017 |
In 2017, Insurance Office of America deployed Cisco Webex Meetings for Audio Video and Web Conferencing to provide enterprise conferencing and browser-based meeting access. Cisco Webex Meetings is surfaced on the company website to deliver web conferencing access for internal and external meetings, supporting screen sharing, multiparty video, and cloud recording capabilities.
The deployment centers on Cisco Webex Meetings as a cloud-hosted conferencing layer integrated into the corporate web presence, enabling one-click join and browser-based clients for employees and external participants. Functional capabilities implemented include scheduled and ad hoc meetings, audio bridging, video conferencing, screen sharing, and recording, aligning with collaboration and communications use cases across business functions such as sales, underwriting, and client services. Governance appears focused on centralized meeting policy and administrative controls within the Cisco Webex Meetings platform to standardize meeting workflows exposed through the website.
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Collaboration | Collaboration |
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2022 | 2022 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Broker Buddha | Legacy | Broker Buddha | Customer Engagement | CRM | n/a | 2020 | 2020 |
In 2020, Insurance Office of America’s Innovation Group adopted Broker Buddha as a Customer Engagement platform to accelerate commercial renewals and improve the renewal experience for its northern California, technology-sector clients. The implementation targeted client onboarding and CRM-centric renewal flows, positioning Broker Buddha as the primary tool for guided renewals and digital intake for commercial accounts.
The deployment emphasized Broker Buddha's client onboarding and renewal workflow capabilities, with configuration focused on guided intake forms, standardized renewal checklists, and automation of administrative tasks common to commercial renewals. These functional modules were used to centralize renewal data and reduce manual document handling across renewal cycles.
Operationally the rollout was scoped to the Innovation Group and commercial lines servicing northern California tech accounts, aligning underwriting, account management, and client-facing renewal teams around a common renewal process. Governance changes included establishing platform-driven workflow ownership within the Innovation Group and embedding Broker Buddha into renewal policy and task orchestration.
IOA reports the Innovation Group estimates roughly a 50% reduction in administrative work and faster renewal completion after adoption of Broker Buddha. Broker Buddha is described as the Customer Engagement application supporting IOA's onboarding and renewal operations.
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Marketing Automation | CRM |
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2015 | 2015 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Atlassian | Legacy | Atlassian Jira Service Desk | IT Service Management | ITSM | n/a | 2019 | 2019 |
In 2019, Insurance Office of America deployed Atlassian Jira Service Desk as part of its IT Service Management capability. The implementation uses Atlassian Jira Service Desk on their website to provide a customer facing self service portal for incident and service request intake.
Configuration centers on standard IT Service Management functional modules, including request types and queues, SLA timers, a service catalog, a knowledge base surface and automation rules to route and escalate tickets. Atlassian Jira Service Desk is used to operationalize incident management, request fulfillment and knowledge driven resolution workflows consistent with ITSM best practices.
Operational coverage includes both external customer support intake via the public website and internal support workflows for IT and business service teams. The architecture exposes a public self service layer for customers while agents and administrators operate through the Jira Service Desk interface to manage queues, SLAs and request lifecycle.
Governance appears oriented around centralized ticketing and workflow orchestration, with configuration of request routing, approval steps and SLA governance to standardize response and escalation. The deployment emphasizes service catalog driven request types and knowledge base integration to reduce manual triage and to support consistent operational processes.
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PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2020 | 2020 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2022 | 2022 |
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Governance, Risk and Compliance | TRM |
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2022 | 2022 |
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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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Content Delivery Network | IaaS |
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2021 | 2021 |
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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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Secure Email Gateways (SEGs) | CyberSecurity |
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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at Insurance Office of America
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Insurance Office of America Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||