Madison, 53713, WI,
United States
M3 Insurance Solutions Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by M3 Insurance Solutions and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 M3 Insurance Solutions employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that M3 Insurance Solutions has purchased the following applications: Tableau Pulse for Analytics and BI in 2024, Cisco Webex Meetings for Audio Video and Web Conferencing in 2020, Qualtrics Email Survey for Marketing Automation in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems M3 Insurance Solutions is running and its propensity to invest more and deepen its relationship with Tableau Software , Cisco Systems , Salesforce 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 M3 Insurance Solutions revenues, which have grown to $20.0 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 M3 Insurance Solutions 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.
Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tableau Software | Legacy | Tableau Pulse | Analytics and BI | Analytics and BI | n/a | 2024 | 2024 |
In 2024 M3 Insurance Solutions deployed Tableau Pulse in an Analytics and BI initiative to deliver AI-powered insights across sales, client-facing consulting, and finance. Tableau Pulse was used to operationalize dynamic client-facing visualizations and benchmarking, enabling the firm to embed analytic narratives directly into the sales cycle and client pitches.
The implementation focused on Tableau Pulse capabilities for automated insight generation, narrative summaries, and configurable dashboards to support deal coaching and consultative engagements. Functional workflows included generation of AI-driven signals for sales opportunities, templated benchmarking visuals for client meetings, and recurring finance reports to consolidate performance and pipeline views.
Operational coverage encompassed M3 Insurance Solutions teams in the United States, specifically sales, client-facing consulting, and finance, with analytics output surfaced in client-facing collateral and internal sales playbooks. Rollout emphasized embedding Tableau Pulse artifacts into sales motions so that account teams could present live benchmarked visualizations during pitches and follow up with tailored analytics during negotiations.
M3 Insurance Solutions reports that after embedding Tableau into the sales cycle they observed a 48% increase in win rates and a 63% increase in average win value, outcomes published in the vendor case study. The narrative focuses on structural changes to analytics consumption and sales enablement rather than technology replacement details.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Collaboration | Collaboration |
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2023 | 2023 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Qualtrics | Legacy | Qualtrics Email Survey | Marketing Automation | CRM | n/a | 2023 | 2023 |
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Tag Management | CRM |
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2015 | 2015 |
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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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2020 | 2020 |
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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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2021 | 2021 |
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