Conshohocken, 19428, PA,
United States
Marsh McLennan Agency Technographics
Marsh McLennan Agency Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Marsh McLennan Agency and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 8000 Marsh McLennan Agency employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Marsh McLennan Agency has purchased the following applications: PrismHR for Core HR in 2022, Vertafore AMS360 for Agency Management in 2022, Vertafore RiskMatch for Analytics and BI in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Marsh McLennan Agency is running and its propensity to invest more and deepen its relationship with PrismHR , Vertafore , DocuSign 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 Marsh McLennan Agency revenues, which have grown to $5.00 billion 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 Marsh McLennan Agency 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.
Marsh McLennan Agency Tech Stack and Enterprise Applications
Marsh McLennan Agency HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| PrismHR | Legacy | PrismHR | Core HR | HCM | n/a | 2022 | 2022 |
In 2022, Trion selected PrismHR as its Core HR platform and client software solution. PrismHR was chosen to deliver payroll and HRIS services across Trion’s nationwide PEO operations in the United States, aligning the application selection with a targeted payroll and HR process modernization effort.
PrismHR was implemented as the primary payroll and HRIS capability, configured to manage payroll processing, employee records, and HR administration workflows consistent with Core HR functionality. The deployment emphasized access to the PrismHR Marketplace to extend capabilities through marketplace integrations, enabling third-party connectors and complementary modules to be added to the core platform.
The implementation scope covered Trion’s PEO operations in the United States and focused on standardizing client service workflows and payroll delivery across those operations. Governance attention centered on modernizing payroll and HR processes to support scale as Trion grows its client footprint, with program-level intent to improve client service and enable operational efficiencies through the PrismHR platform.
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Marsh McLennan Agency ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Vertafore | Legacy | Vertafore AMS360 | Agency Management | ERP Services and Operations | n/a | 2022 | 2022 |
In 2022, Marsh McLennan Agency implemented Vertafore AMS360. The deployment uses Vertafore AMS360 as an Agency Management platform and is surfaced on the Marsh MMA website for client-facing access to policy and account information. Marsh McLennan Agency Vertafore AMS360 Agency Management supports agency operations and broker services across client administration and policy servicing functions.
Configuration emphasized core Agency Management capabilities, including policy administration, client and contact management, billing and commission processing, document management, and reporting. The Vertafore AMS360 implementation includes workflow automation for renewals and task assignments to support broker service processes and policy lifecycle management.
Operational coverage centers on agency operations, broker desks, and client service teams, with Vertafore AMS360 exposed through the public website for certificate and policy inquiries. The deployment connects the website presentation layer to AMS360 record and document services to enable client self-service and internal agent workflows.
Governance established role based access controls, standardized data and document management practices, and centralized policy workflow definitions to align underwriting and client service processes. The implementation was structured to position Vertafore AMS360 as the system of record for agency administration and broker operations.
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Marsh McLennan Agency Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Vertafore | Legacy | Vertafore RiskMatch | Analytics and BI | Analytics and BI | n/a | 2018 | 2018 |
In 2018, Marsh McLennan Agency implemented Vertafore RiskMatch, deploying an Analytics and BI platform to centralize broker facing risk analytics across its commercial lines practice. The rollout emphasized the Vertafore RiskMatch dashboard, which Jack Butcher, national commercial lines leader, described as an incredibly intuitive user interface that draws large volumes of data from the firm’s systems and presents insights quickly.
Configuration focused on data ingestion, visualization, and reporting capabilities common to Analytics and BI solutions, with rapid dashboards, customizable reports, and aggregated book of business views prioritized for broker and carrier interactions. Vertafore RiskMatch was configured to surface portfolio level exposures and underwriting indicators in broker oriented workflows, enabling commercial lines teams to prepare concise analyses for carrier partners.
Integration work connected Vertafore RiskMatch to Marsh McLennan Agency internal data sources such as policy and premium systems to produce consolidated analytics without naming specific backend products. Operational use concentrated on commercial lines and carrier relationship management, with brokers and national commercial leadership leveraging the dashboard during carrier meetings. According to Jack Butcher, carriers were often surprised by how much insight the firm could provide into their book with the agency, reflecting a primary outcome of improved carrier facing analytics rather than workflow automation.
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Marsh McLennan Agency 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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2021 | 2021 |
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Marsh McLennan Agency eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Product Review Management | eCommerce |
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2022 | 2022 |
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Marsh McLennan Agency CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2023 | 2023 |
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Customer Experience | CRM |
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2018 | 2018 |
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Marsh McLennan Agency ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2020 | 2021 |
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Marsh McLennan Agency 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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Marsh McLennan Agency 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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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Marsh McLennan Agency CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Marsh McLennan Agency
Apps Being Evaluated by Marsh McLennan Agency Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-03-13 | Marsh McLennan Agency | Evaluated | ABI MasterMind | ABI MasterMind Workforce Manager | Workforce Management | HCM |
| 2026-03-12 | Marsh McLennan Agency | Evaluated | UKG | UKG Pro Recruiting (ex UltiPro Recruiting) | Recruiting, Applicant Tracking System | HCM |
| 2025-11-08 | Marsh McLennan Agency | Evaluated | Rain Technologies | Rain Instant Pay | Earned Wage Access | HCM |
| 2025-08-15 | Marsh McLennan Agency | Evaluated |
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Loan Management | ERP Services and Operations |
| 2025-05-13 | Marsh McLennan Agency | Evaluated |
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Procurement | Procurement |
| 2025-01-29 | Marsh McLennan Agency | Evaluated |
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Point Of Sale, Retail Management | ERP Services and Operations |
| 2024-11-09 | Marsh McLennan Agency | Evaluated |
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Manufacturing Execution System | ERP Services and Operations |
| 2024-07-06 | Marsh McLennan Agency | Evaluated |
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Business Process Management | ERP Services and Operations |
| 2024-06-03 | Marsh McLennan Agency | Evaluated |
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Professional Services | Professional Services |