Hartford, 6106, CT,
United States
Insurity Technographics
Insurity Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Insurity and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1500 Insurity employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Insurity has purchased the following applications: Sage Intacct for ERP Financial in 2024, UKG Pro HCM (ex UltiPro HCM) for Core HR in 2021, Olark Live Chat for Chatbots and Conversational AI 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 Insurity is running and its propensity to invest more and deepen its relationship with Sage , UKG , Dream Payments 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 Insurity revenues, which have grown to $370.0 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 Insurity 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.
Insurity Tech Stack and Enterprise Applications
Insurity ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2024 | 2024 |
In 2024, Insurity implemented Sage Intacct for ERP Financial functions across its corporate finance organization. Sage Intacct is referenced on Insurity's website as the deployed financial system, indicating public disclosure of the application and its role in enterprise financial management. The deployment is positioned to serve a professional services firm with approximately 1,500 employees headquartered in the United States.
Configuration emphasized standard ERP Financial capabilities, with deployments of core financial modules such as general ledger, accounts payable, accounts receivable, multi-entity consolidation, and financial reporting and dashboards. The Sage Intacct configuration included automation of period close routines, role based access controls, and native reporting to support month end and statutory accounting workflows. Governance focused on centralizing financial controls and standardizing chart of accounts and close procedures across Insurity's finance organization.
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Insurity HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UKG | Legacy | UKG Pro HCM (ex UltiPro HCM) | Core HR | HCM | n/a | 2021 | 2021 |
In 2021, Insurity implemented UKG Pro HCM (ex UltiPro HCM) to centralize Core HR functions. The deployment is surfaced through the company portal at insurity.ultipro.com and supports a professional services organization of roughly 1500 employees in the United States, positioning UKG Pro HCM as the primary Core HR application for employee lifecycle management.
The implementation covers standard Core HR modules including employee data management, payroll processing, benefits administration, time and attendance tracking, talent management, and HR reporting. Configuration emphasis included role based access controls, manager self service and employee self service, and centralized personnel records to enforce consistent HR operational workflows.
UKG Pro HCM is delivered as a cloud hosted HCM experience accessible via Insurity’s external portal, providing a consolidated employee interface for HR and payroll operations. Operational coverage is centered on corporate HR, payroll teams, and people managers across Insurity’s US operations, integrating day to day HR case handling and routine personnel transactions into the platform.
Governance and process work focused on establishing a single source of truth for employee data, standardizing onboarding and offboarding workflows, and creating audit trails and approval chains within UKG Pro HCM. Change management prioritized embedding HR process orchestration and role based approvals into the system to reduce manual paper led procedures and formalize compliance controls.
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Employee Self Service | HCM |
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2022 | 2023 |
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Learning and Development | HCM |
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2020 | 2020 |
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Recruiting, Applicant Tracking System | HCM |
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2021 | 2021 |
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Insurity AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Olark | Legacy | Olark Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021, Insurity deployed Olark Live Chat on its public website to provide real time customer engagement. The deployment positions Olark Live Chat within Insurity’s customer facing toolset under the Chatbots and Conversational AI category and supports web based inquiries for customer support and sales engagement.
The implementation centers on Olark Live Chat’s embedded chat widget for real time messaging, visitor monitoring, canned responses, and chat transcripts. Configuration included agent queues, standard message templates, and chat routing to support and sales teams, with administrative controls for agent availability and session handling. The solution was set to capture contact details and conversation history to support follow up and internal records.
Rollout was managed on the website surface by Insurity’s digital operations and customer service teams, with agent training on standardized response scripts and escalation workflows. Governance practices included chat usage policies, canned response management, and transcript retention to align conversational workflows with ongoing support processes.
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Insurity Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Insurity Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2020 | 2020 |
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Insurity CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2021 | 2021 |
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Account Based Marketing | CRM |
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2022 | 2022 |
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Digital Advertising Platform | CRM |
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2022 | 2022 |
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Digital Advertising Platform | CRM |
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2022 | 2022 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Insurity ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2021 | 2021 |
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Application Performance Management | ITSM |
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2021 | 2021 |
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Incident Management | ITSM |
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2019 | 2019 |
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IT Service Management | ITSM |
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2020 | 2020 |
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Insurity 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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2021 | 2021 |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Insurity PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2021 | 2021 |
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Transactional Email | PaaS |
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2021 | 2021 |
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Insurity 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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2015 | 2015 |
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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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2017 | 2017 |
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Content Delivery Network | 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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IT Decision Makers and Key Stakeholders at Insurity
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Insurity Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||