Insurica
5100 N. Classen Blvd. Suite 300,
Oklahoma City, 73118, OK,
United States
Oklahoma City, 73118, OK,
United States
1 405-523-2100
Professional Services
Insurica Technographics
Insurica Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Insurica and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 700 Insurica employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Insurica has purchased the following applications: Acumatica Cloud ERP for ERP Financial in 2019, Vertafore RiskMatch for Analytics and BI in 2018, Ehealthapp for Survey and Questionnaire in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Insurica is running and its propensity to invest more and deepen its relationship with Acumatica , Vertafore , Ehealthapp 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 Insurica revenues, which have grown to $105.0 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 Insurica 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.
Insurica Tech Stack and Enterprise Applications
Insurica ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Acumatica | Legacy | Acumatica Cloud ERP | ERP Financial | ERP | n/a | 2019 | 2019 |
In 2019 Insurica implemented Acumatica Cloud ERP as its ERP Financial platform to centralize corporate accounting and consolidated reporting. The deployment targeted corporate accounting, reporting, audit, and tax across multiple entities, supporting multi tiered consolidated reporting and financial onboarding of start ups and acquisitions.
The implementation configured Acumatica Cloud ERP financial reporting and consolidation capabilities, including general ledger and multi entity consolidation functionality, and supported purchase accounting transactions during acquisitions. Insurica implemented Acumatica financial reporting to replace a complex Excel based consolidation tool and configured automated bank reconciliation workflows using xbot automation for more than 40 bank accounts.
Integrations included Concur for expense reporting and targeted integrations or setups to connect new and existing accounting systems as part of acquisition onboarding. Operational ownership was retained within corporate finance in Oklahoma City, with the Director of Financial Reporting providing project planning and serving as project champion while coordinating audit and tax requirements across entities.
Governance changes encompassed redesign of the finance team structure and hiring to strengthen technical accounting expertise, formation of project teams to manage the Acumatica Cloud ERP rollout, and process improvements to centralize financial reporting, consolidation workflows, and reconciliation automation. The deployment established Insurica Application Acumatica Cloud ERP ERP Financial relationships across accounting, reporting, audit, and tax business functions.
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Insurica Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Vertafore | Legacy | Vertafore RiskMatch | Analytics and BI | Analytics and BI | n/a | 2018 | 2018 |
In 2018, Insurica implemented Vertafore RiskMatch to introduce an Analytics and BI capability that centralized prospect intelligence and sales analytics across its brokerage organization. The deployment focused on sales and practice development teams and framed Vertafore RiskMatch as the primary platform for data-driven account identification, scoring, and segmentation to support targeted outreach and competitive positioning. Vertafore RiskMatch was configured to surface prospect risk signals and opportunity prioritization so sales executors and practice development leaders could operationalize analytics within existing go-to-market workflows.
Adoption was governed through practice development leadership, reflecting a purposeful change in process and data use described by the director of practice development, with rollout emphasis on embedding analytics into the sales environment rather than standalone reporting. The implementation prioritized mapping analytic outputs to seller workflows and scenario planning, enabling the firm to use data as a weapon in sales and to prepare the organization to handle market disruption and participate in how the insurance industry evolves.
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Insurica Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Ehealthapp | Legacy | Ehealthapp | Survey and Questionnaire | Collaboration | n/a | 2021 | 2021 |
In 2021, Insurica deployed Ehealthapp on its website as a Survey and Questionnaire application. The deployment places Ehealthapp on public-facing web pages to capture client input and standardize online intake and assessment workflows for Insurica's brokerage and client services channels.
Ehealthapp was configured using web-embedded form builder capabilities, including conditional logic, multi-page questionnaires, and response capture to support case intake and lead qualification. The implementation focused on configurable workflows and centralized template management to maintain consistent question sets across client touchpoints.
Operational ownership is aligned to client services and sales for questionnaire content and response routing, with marketing controlling placement and lead capture flows on the corporate website. Ehealthapp Survey and Questionnaire outputs are used to drive internal case intake processes and downstream servicing workflows, with governance centered on template versioning and access controls.
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Insurica CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Insurica 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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2024 | 2024 |
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Insurica 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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Insurica 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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2022 | 2022 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Insurica
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Insurica Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Insurica IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Insurica digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Insurica Technographics
Insurica is a Professional Services organization based in United States,
with around 700 employees and annual revenues of $105.0 million.
Insurica operates a diverse technology stack with applications such as
Acumatica Cloud ERP, Vertafore RiskMatch and Ehealthapp,
covering areas like ERP Financial, Analytics and BI and Survey and Questionnaire.
Insurica has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Acumatica, Vertafore and Ehealthapp.
Insurica recently adopted applications including
AgentSync Manage in 2024, Okta Identity Cloud in 2022 and Ehealthapp in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Insurica’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Insurica’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 Insurica technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.