AI Buyer Insights:

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

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● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

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● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

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● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

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● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

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● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

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● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

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● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

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 Technographics, Software Purchases, AI 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 Tech Stack and Enterprise Applications

James M. Morrison Insurance Services, Inc 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.
James M. Morrison Insurance Services, Inc 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
In 2015, James M. Morrison Insurance Services, Inc implemented Google Workspace (Formerly Google G-Suite) as its Collaboration platform. The small United States insurance firm with 19 employees adopted Google Workspace (Formerly Google G-Suite) to standardize corporate email, document collaboration, and calendar scheduling across the organization, and the implementation is observable through site-level references on the company website which indicate domain association with the Google Workspace tenancy. The deployment aligns with typical Collaboration category capabilities, configured to support Gmail for corporate email, Google Calendar for scheduling, Google Drive and Google Docs for document storage and co-editing, Google Meet for remote meetings, and management through the Google Workspace Admin Console. Governance and operational controls are consistent with small-business rollouts, focusing on centralized account administration, domain verification and public site configuration, and role-based user provisioning to support front-office client service and internal productivity workflows.

IT Decision Makers and Key Stakeholders at James M. Morrison Insurance Services, Inc

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by James M. Morrison Insurance Services, Inc Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from James M. Morrison Insurance Services, Inc IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the James M. Morrison Insurance Services, Inc digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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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.