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James M. Morrison Insurance Services, Inc
Location
6096 Innovation Way,
Carlsbad, 92009, CA,
United States
Website
https://www.misbenefits.com/
Phone
1 760-438-9311
Artw industry
Insurance
Employee
Revenue

James M. Morrison Insurance Services, Inc Technographics

James M. Morrison Insurance Services, Inc Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by James M. Morrison Insurance Services, Inc and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 19 James M. Morrison Insurance Services, 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 James M. Morrison Insurance Services, Inc has purchased the following applications: AgencyBloc for Agency Management in 2016, Google Workspace (Formerly Google G-Suite) for Collaboration in 2015 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems James M. Morrison Insurance Services, Inc is running and its propensity to invest more and deepen its relationship with AgencyBloc , Google 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 James M. Morrison Insurance Services, Inc revenues, which have grown to $3.0 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 James M. Morrison Insurance Services, 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.

James M. Morrison Insurance Services, Inc Data, Technology Stack, and Enterprise Applications
ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
AgencyBloc Legacy AgencyBloc Agency Management ERP Services and Operations n/a 2016 2016
In 2016 James M. Morrison Insurance Services, Inc implemented AgencyBloc as its Agency Management system. The small, 19-employee insurance broker evaluated Salesforce but prioritized a purpose-built platform after determining the high customization effort and consultant costs required by generic CRM projects were not aligned with its client focused, client funded operating model. The implementation emphasized core Agency Management capabilities, including a centralized contact and policy database, commission processing workflows, reporting and analytics, and automation of routine agency tasks consistent with industry-standard functionality. AgencyBloc was deployed as a cloud SaaS solution, with the vendor’s data migration expertise used to transition 18 years of agency records into a consolidated system. Operational scope covered client services and back office operations, and governance focused on standardizing data models and workflow ownership to keep configuration light and avoid heavy custom development.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2015 2015
IT Decision Makers and Key Stakeholders at James M. Morrison Insurance Services, Inc
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by James M. Morrison Insurance Services, Inc Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD James M. Morrison Insurance Services, Inc Technographics

James M. Morrison Insurance Services, Inc is a Insurance organization based in United States, with around 19 employees and annual revenues of $3.0 million.

James M. Morrison Insurance Services, Inc operates a diverse technology stack with applications such as AgencyBloc and Google Workspace (Formerly Google G-Suite), covering areas like Agency Management and Collaboration.

James M. Morrison Insurance Services, Inc has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as AgencyBloc and Google.

James M. Morrison Insurance Services, Inc recently adopted applications including AgencyBloc in 2016 and Google Workspace (Formerly Google G-Suite) in 2015, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of James M. Morrison Insurance Services, Inc’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates James M. Morrison Insurance Services, 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 James M. Morrison Insurance Services, Inc technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.