McClone
150 Main St. Suite 300,
Menasha, 54952, WI,
United States
Menasha, 54952, WI,
United States
1 920-725-3232
Insurance
McClone Technographics
McClone Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by McClone and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 McClone employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that McClone has purchased the following applications: StratEx for Applicant Tracking System in 2015, Hubspot Live Chat for Chatbots and Conversational AI in 2020, Microsoft 365 for Collaboration in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems McClone is running and its propensity to invest more and deepen its relationship with StratEx Partners, LLC , HubSpot , Microsoft 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 McClone revenues, which have grown to $18.0 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 McClone 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.
McClone Tech Stack and Enterprise Applications
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| StratEx Partners, LLC | Legacy | StratEx | Applicant Tracking System | HCM | n/a | 2015 | 2015 |
In 2015, McClone implemented StratEx, an Applicant Tracking System provided by StratEx Partners, LLC. The deployment targeted HR and payroll workflows at the 200-employee insurance firm, and McClone processes payroll for multiple clients weekly using StratEx together with Microsoft Excel.
StratEx was configured to support core Applicant Tracking System capabilities including requisition management, candidate tracking, interview scheduling, offer management, and onboarding workflows, with configuration extensions to capture client-specific payroll attributes. The implementation emphasized record-level data export and structured payroll fields to enable batch processing, using the application to generate payroll data sets that are reconciled and processed alongside Excel spreadsheets.
Operational integrations center on Microsoft Excel for weekly payroll exports and reconciliations, with HR, payroll, and client services teams operating the combined workflow. Governance was organized around a recurring weekly payroll cadence in 2015, with HR and payroll leads responsible for configuration, data validation, and client-level payroll reconciliation, ensuring the Applicant Tracking System data aligns with external payroll spreadsheets.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
In 2020, McClone deployed Hubspot Live Chat on their website, adding a Chatbots and Conversational AI channel to its customer engagement stack. McClone is a United States insurance company with about 200 employees and approximately $18,000,000 in annual revenue, and the 2020 deployment established a public-facing conversational touchpoint for prospect and policyholder interactions.
The implementation provisioned the Hubspot Live Chat widget across the site, configured pre-chat capture forms, automated welcome messages, and business hours routing to online agents. Chat sessions are recorded as contact interactions inside Hubspot Live Chat, enabling contact timeline enrichment, transcript retention, and standard conversational CRM workflows. Functional workflows implemented focused on lead capture, basic FAQ automation, and agent handoff to live support for complex inquiries.
Operational scope centered on customer service and sales intake via the corporate website, with chat ownership assigned to centralized service agents and routing rules defining escalation paths. Governance activity included establishing response handling procedures, retention policies for chat transcripts to support compliance needs, and role-based access for reviewing conversation histories. The deployment relied on Hubspot Live Chat native capabilities to centralize conversational handling on the public site.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, McClone implemented Microsoft 365 to establish an enterprise Collaboration platform. The deployment targeted the full organization of roughly 200 employees and supported core insurance functions including underwriting, claims, sales, and corporate operations, and Microsoft 365 was also surfaced on McClone's public website for content management and delivery.
The Microsoft 365 rollout centered on standard Collaboration modules, notably Exchange Online for corporate email, Microsoft Teams for synchronous collaboration, SharePoint Online for document management and intranet content, and OneDrive for individual file storage. Architecture and configuration emphasized cloud tenancy and tenant level governance, with identity integration and role based access controls to enforce information lifecycle policies and support records and compliance workflows. Operational ownership represented a mix of IT and business application owners, and the program used phased user provisioning and training to align Microsoft 365 collaboration patterns with insurance business processes.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2017 | 2017 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | 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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2020 | 2020 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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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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2017 | 2017 |
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Content Delivery Network | IaaS |
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2013 | 2013 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at McClone
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by McClone Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from McClone IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the McClone digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD McClone Technographics
McClone is a Insurance organization based in United States,
with around 200 employees and annual revenues of $18.0 million.
McClone operates a diverse technology stack with applications such as
StratEx , Hubspot Live Chat and Microsoft 365,
covering areas like Applicant Tracking System, Chatbots and Conversational AI and Collaboration.
McClone has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as StratEx Partners, LLC, HubSpot and Microsoft.
McClone recently adopted applications including
HubSpot CMS in 2021, Hubspot Marketing Automation in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of McClone’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates McClone’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 McClone technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.