Indian Trail, 28079, NC,
United States
Path Insurance Agency Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Path Insurance Agency and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Path Insurance 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 Path Insurance Agency has purchased the following applications: Xanatek Connect for Agency Management in 2019, LiveChat for Chatbots and Conversational AI in 2019, Getty Images for Content Management 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 Path Insurance Agency is running and its propensity to invest more and deepen its relationship with Xanatek , LiveChat, Inc. , Getty Images 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 Path Insurance Agency revenues, which have grown to $2.0 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 Path Insurance 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.
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 | 2019 | 2019 |
In 2019 Path Insurance Agency implemented Xanatek Connect in an Agency Management capacity, integrating it with ClientCircle to centralize client communications and CRM workflows. The integrated deployment with ClientCircle began in April 2019, and the ClientCircle case listing identifies Path as a Xanatek agency, establishing the relationship between Xanatek Connect and ClientCircle for client engagement.
Configuration emphasized CRM workflows and client communication orchestration, using Xanatek Connect to consolidate client records and ClientCircle to automate client outreach and satisfaction tracking. Operational coverage targeted agent-facing service and client service processes across the small, 10-person agency, with rollout aligned to the April 2019 ClientCircle adoption, and the integrated Xanatek Connect and ClientCircle configuration is reported to coincide with a seven point increase in Net Promoter Score to 87.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LiveChat, Inc. | Legacy | LiveChat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Getty Images | Legacy | Getty Images | Content Management | Content Management | n/a | 2018 | 2018 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Engagement | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Tag Management | CRM |
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2019 | 2019 |
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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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Domain Name System (DNS) | IaaS |
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2021 | 2021 |
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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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2018 | 2018 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2020 | 2020 |
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