Policygenius
50 W 23rd St 9th fl,
New York, 10010, NY,
United States
New York, 10010, NY,
United States
1 855-695-2255
Insurance
Policygenius Technographics
Policygenius Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Policygenius and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 600 Policygenius employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Policygenius has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2017, Greenhouse ATS for Applicant Tracking System in 2018, Zendesk Chat for Chatbots and Conversational AI in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Policygenius is running and its propensity to invest more and deepen its relationship with Oracle , Greenhouse , Calendly 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 Policygenius revenues, which have grown to $71.0 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 Policygenius 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.
Policygenius Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP Financial Management | n/a | 2017 | 2017 |
In 2017, Policygenius deployed Oracle NetSuite ERP for ERP Financial operations across its finance and accounting organization. The Oracle NetSuite ERP implementation was provisioned as a cloud SaaS instance and targeted core Accounts Payable and General Ledger workflows to centralize financial ledger activity.
Configuration work for Oracle NetSuite ERP focused on General Ledger structure, accounts payable invoice processing, recurring journal automation, approval routing for vendor payments, and financial reporting. The deployment emphasized Excel-friendly reporting and data loads to align with staff skills, noting that finance users were intermediate to advanced in Microsoft Excel and comfortable navigating AP and GL systems.
Operational integration relied on file based and API data ingestion patterns to bring transactional detail into Oracle NetSuite ERP from external transaction sources and bank reporting, and to support payment reconciliation and period close feeds. Role based access controls and approval workflows were implemented to enforce segregation of duties within the ERP Financial environment.
Governance and process work centered on standardizing the chart of accounts, documenting month end close tasks, and establishing invoice approval and GL reconciliation procedures for the finance function. Training prioritized AP and GL process ownership and hands on use of Oracle NetSuite ERP reporting to support ongoing accounting operations.
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Greenhouse | Legacy | Greenhouse ATS | Applicant Tracking System | HCM | n/a | 2018 | 2018 |
In 2018, Policygenius deployed Greenhouse ATS as its Applicant Tracking System. The Greenhouse ATS instance is embedded on Policygenius's website to surface job postings and capture applicants directly into the recruiting pipeline.
Policygenius uses Greenhouse ATS to centralize standard Applicant Tracking System capabilities, including job posting and career site integration, candidate tracking and resume ingestion, interview orchestration, and offer management. Greenhouse ATS structures staged candidate pipelines and supports structured interview feedback and scorecards to operationalize hiring decisions across recruiting and hiring managers.
Operational ownership sits with talent acquisition and HR, with the Greenhouse ATS integration driving the company career portal and applicant form flows into a single recruiting system. Governance focuses on centralized workflow configuration, role-based access for recruiters and hiring managers, and standardized candidate stages, which align Policygenius Greenhouse ATS Applicant Tracking System with recruiting and talent acquisition business functions.
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Interview Scheduling | HCM |
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2021 | 2021 |
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Performance and Goal Management | HCM |
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2018 | 2018 |
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2016 | 2016 |
In 2016, Policygenius implemented Zendesk Chat on its website. Zendesk Chat is used as Policygenius' Chatbots and Conversational AI layer for real-time customer engagement, supporting front-line quote assistance and lead capture on the public site. The implementation positions Zendesk Chat to address customer support and sales intake use cases through web-based conversational interfaces.
Deployment centers on an embedded web chat widget configured for proactive messaging, session transcripts, and structured routing to live agents, reflecting typical Chatbots and Conversational AI capabilities. Functional configuration emphasized live chat, canned responses, visitor targeting, and chat history to maintain conversational continuity and accelerate common support workflows. Governance focused on scripted messaging standards and escalation procedures to align the chat channel with existing customer service and sales processes.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2014 | 2014 |
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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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Web Content Management | Content Management |
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2018 | 2018 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Data Platform | CRM |
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2015 | 2015 |
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Customer Support | CRM |
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2014 | 2014 |
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Marketing Analytics | CRM |
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2014 | 2014 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2018 | 2018 |
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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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IT Service Management | ITSM |
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2018 | 2018 |
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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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2018 | 2018 |
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Transactional Email | PaaS |
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2020 | 2020 |
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Transactional Email | PaaS |
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2023 | 2023 |
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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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2017 | 2017 |
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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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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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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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2025 | 2025 |
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IT Decision Makers and Key Stakeholders at Policygenius
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Policygenius Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Policygenius Technographics
Policygenius is a Insurance organization based in United States,
with around 600 employees and annual revenues of $71.0 million.
Policygenius operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Greenhouse ATS and Zendesk Chat,
covering areas like ERP Financial, Applicant Tracking System and Chatbots and Conversational AI.
Policygenius has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Greenhouse and Zendesk.
Policygenius recently adopted applications including
Semgrep AppSec Platform in 2025, Postie in 2023 and Calendly Prelude Interview Scheduling in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Policygenius’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Policygenius’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 Policygenius technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.