Monroe, 28112, NC,
United States
Johnson Insurance Management Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Johnson Insurance Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 25 Johnson Insurance Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Johnson Insurance Management has purchased the following applications: JenesisNow for Insurance ERP in 2018, ClickDesk Live Chat for Chatbots and Conversational AI in 2015, Microsoft 365 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 Johnson Insurance Management is running and its propensity to invest more and deepen its relationship with Jenesis Software , ClickDesk , JivoChat 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 Johnson Insurance Management revenues, which have grown to $5.0 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 Johnson Insurance Management 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.
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Jenesis Software | Legacy | JenesisNow | Insurance ERP | ERP Services and Operations | n/a | 2018 | 2018 |
In 2018, Johnson Insurance Management implemented JenesisNow as its Insurance ERP. The deployment at the Monroe, North Carolina agency concentrated on agency management, policy servicing, and trust and operational accounting modules to centralize core back office and client-facing workflows for a 25-person firm.
JenesisNow was configured to provide policy lifecycle management, client record management, automated policy servicing workflows, and trust accounting controls, with operational accounting capabilities supporting daily cash reconciliation and fiduciary controls. The full application name JenesisNow appears in configuration and training materials to align users on the Insurance ERP functional model.
Operational scope covered agency operations, policy servicing teams, and accounting functions, reorienting processes toward centralized records and standardized servicing workflows. Governance and rollout centered on module-based configuration, role-based access for accounting and service staff, and process training to embed new servicing and trust accounting routines.
The vendor testimonial attributes improved daily productivity and faster client response times following the JenesisNow implementation, and the engagement aligns with a typical JenesisNow SaaS adoption for small agencies seeking integrated agency management and accounting.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ClickDesk | Legacy | ClickDesk Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2015 | 2015 |
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Chatbots and Conversational AI | AI-Powered Application |
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2016 | 2016 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Video Editing | Content Management |
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2014 | 2014 |
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Web Content Management | Content Management |
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2025 | 2025 |
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eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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eCommerce | eCommerce |
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2017 | 2017 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Call Tracking and Recording | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2015 | 2015 |
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Customer Experience | CRM |
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2015 | 2015 |
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Marketing Analytics | CRM |
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2015 | 2015 |
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Marketing Analytics, Sales Analytics, Customer Support | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Tag Management | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2014 | 2014 |
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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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2024 | 2024 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2025 | 2025 |
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Domain Name System (DNS) | IaaS |
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2015 | 2015 |
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Domain Name System (DNS) | IaaS |
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2015 | 2015 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Sockets Layer (SSL) | CyberSecurity |
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2015 | 2015 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2016 | 2016 |
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