AI Buyer Insights:

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

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● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

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● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

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● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

Pathpoint Insurance Services
Location
200 Pine Street, Suite 200,
San Francisco, 94104, CA,
United States
Website
https://www.pathpoint.com/
Phone
1 415-985-6781
Artw industry
Insurance
Employee
Revenue

Pathpoint Insurance Services Technographics

Pathpoint Insurance Services Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Pathpoint Insurance Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 65 Pathpoint Insurance Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Pathpoint Insurance Services has purchased the following applications: Lever by Employ for Applicant Tracking System in 2020, FrontApp for Collaboration in 2021, ActiveCampaign for Marketing Automation 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 Pathpoint Insurance Services is running and its propensity to invest more and deepen its relationship with Employ , Front , Google 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 Pathpoint Insurance Services revenues, which have grown to $6.0 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 Pathpoint Insurance Services 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.

Pathpoint Insurance Services Tech Stack and Enterprise Applications

Pathpoint Insurance Services HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Employ Legacy Lever by Employ Applicant Tracking System HCM n/a 2020 2020
In 2020, Pathpoint Insurance Services implemented Lever by Employ as its Applicant Tracking System to centralize recruiting and HR intake. The Lever by Employ implementation is surfaced on the Pathpoint career site, capturing candidate applications directly from their website and routing applicants into Lever for pipeline management and sourcing workflows. The deployment was provisioned as a cloud SaaS tenant sized for a 65-employee insurer and configured to support recruitment by the HR function and hiring managers. Configuration work focused on job posting and career site integration, candidate pipeline stages, interview scheduling and feedback capture, resume and profile ingestion, role-based access for recruiters and hiring managers, and basic hiring reporting. Governance centered on hiring workflow standardization and owner assignments to ensure consistent pipeline handoffs and candidate stewardship.
Pathpoint Insurance Services Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Front Legacy FrontApp Collaboration Collaboration n/a 2021 2021
In 2021, Pathpoint Insurance Services implemented FrontApp on its public website to provide a centralized customer messaging channel. FrontApp is deployed as a Collaboration application that captures web-based inquiries and funnels them into a shared team inbox for customer-facing workflows. The implementation configures shared inbox workflows, threaded conversations, assignment routing, and basic automation for templated responses and internal notes to support customer service and policy servicing teams. This Pathpoint Insurance Services FrontApp Collaboration deployment focuses on consolidating web messages into a collaborative inbox, enabling collaborative handling, message ownership, and web-to-inbox traceability across the organization.
Collaboration Collaboration 2020 2020
Online Meeting Scheduling Collaboration 2021 2021
Pathpoint Insurance Services CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
ActiveCampaign Legacy ActiveCampaign Marketing Automation CRM n/a 2021 2021
In 2021, Pathpoint Insurance Services implemented ActiveCampaign as its Marketing Automation platform. The deployment is a cloud SaaS instance of ActiveCampaign integrated directly with the Pathpoint website to capture prospect interactions and orchestrate outbound communications. Configuration work centered on website-level integration, using embedded forms and site tracking to feed the ActiveCampaign contact database. The implementation applied core Marketing Automation capabilities including contact segmentation, automated email campaigns, event triggered automation sequences, tagging and lead scoring, and basic CRM workflow automation within ActiveCampaign. Operational ownership rested with marketing and sales functions at Pathpoint Insurance Services, where automation was used to route inbound leads, enforce consent and subscription status, and standardize campaign naming and segmentation rules. Governance focused on workflow definitions, list hygiene processes and user permission controls to ensure consistent use of ActiveCampaign across the company.
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Pathpoint Insurance Services IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2021 2021

IT Decision Makers and Key Stakeholders at Pathpoint Insurance Services

First Name Last Name Title Function Department Email Phone
CEO and Cofounder CXO Finance
Head Of Marketing Director Marketing
Head of Insurance Operations Director Finance
Show All Contacts

Apps Being Evaluated by Pathpoint Insurance Services Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Pathpoint Insurance Services IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Pathpoint Insurance Services digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Pathpoint Insurance Services Technographics
Pathpoint Insurance Services is a Insurance organization based in United States, with around 65 employees and annual revenues of $6.0 million.
Pathpoint Insurance Services operates a diverse technology stack with applications such as Lever by Employ, FrontApp and ActiveCampaign, covering areas like Applicant Tracking System, Collaboration and Marketing Automation.
Pathpoint Insurance Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Employ, Front and ActiveCampaign.
Pathpoint Insurance Services recently adopted applications including FrontApp in 2021, Calendly in 2021 and ActiveCampaign in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Pathpoint Insurance Services’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Pathpoint Insurance Services’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 Pathpoint Insurance Services technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.