Mount Airy, 21771, MD,
United States
Matney Insurance Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Matney Insurance and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Matney Insurance employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Matney Insurance has purchased the following applications: Xanatek Connect for Agency Management in 2018, WordPress for Web Content Management in 2017, Rocket Referrals for Customer Engagement in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Matney Insurance is running and its propensity to invest more and deepen its relationship with Xanatek , Automattic , Rocket Referrals 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 Matney Insurance revenues, which have grown to $1.0 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 Matney Insurance 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 |
|---|---|---|---|---|---|---|---|---|
| Xanatek | Legacy | Xanatek Connect | Agency Management | ERP Services and Operations | n/a | 2018 | 2018 |
In 2018, Matney Insurance implemented Xanatek Connect as its Agency Management platform. The deployment linked Xanatek Connect with ClientCircle to automate cross-sell email campaigns using agency policy and contact records, applying the Agency Management system to producer outreach and policy servicing workflows.
Xanatek Connect was configured to expose policy and client attributes to ClientCircle, enabling automated email orchestration, segmentation and campaign triggers aligned to policy attributes and lifecycle events. The integration centralized client data flows between the Agency Management system and marketing automation, affecting sales, customer service and producer workflows. The Matney Insurance implementation produced 45 new homeowners policies and roughly $42,000 in additional premiums as reported in the ClientCircle case study, and governance focused on field mapping and scheduled campaign automation to operationalize cross-sell processes.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WordPress | Web Content Management | Content Management | n/a | 2017 | 2017 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Rocket Referrals | Legacy | Rocket Referrals | Customer Engagement | CRM | n/a | 2021 | 2021 |
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Tag Management | CRM |
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2019 | 2019 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
|
2011 | 2011 |
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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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2013 | 2013 |
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Content Delivery Network | IaaS |
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2025 | 2025 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Security (AppSec) | CyberSecurity |
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2021 | 2021 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2018 | 2018 |
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