Williston, 05495, VT,
United States
Polly Insurance Agency Technographics
Polly Insurance Agency Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Polly 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 200 Polly 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 Polly Insurance Agency has purchased the following applications: Lever by Employ for Applicant Tracking System in 2021, Hubspot Live Chat for Chatbots and Conversational AI in 2022, Microsoft 365 for Collaboration in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Polly Insurance Agency is running and its propensity to invest more and deepen its relationship with Employ , 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 Polly Insurance Agency revenues, which have grown to $45.0 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 Polly 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.
Polly Insurance Agency Tech Stack and Enterprise Applications
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Employ | Legacy | Lever by Employ | Applicant Tracking System | HCM | n/a | 2021 | 2021 |
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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 | 2022 | 2022 |
In 2022, Polly Insurance Agency implemented Hubspot Live Chat. Hubspot Live Chat, a Chatbots and Conversational AI application, is deployed on Polly Insurance Agency's public website to enable real-time customer engagement and structured lead capture.
The implementation leverages HubSpot's embeddable chat widget and configured chatflows to automate routine insurance inquiries, with live agent handoff to sales and customer service queues, canned responses, and a centralized Conversations inbox for unified message handling. Conversation records are persisted to HubSpot contact records and associated with CRM workflows within the HubSpot platform, supporting routed follow up and ticket creation where required. Operational ownership is divided between customer service and sales teams, with platform governance focused on bot flow versioning, response script management, and routing rule configuration to maintain consistent handling of inbound web chats.
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Chatbots and Conversational AI | AI-Powered Application |
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2022 | 2022 |
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Chatbots and Conversational AI | AI-Powered Application |
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2024 | 2024 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2022 | 2022 |
In 2022, Polly Insurance Agency implemented Microsoft 365 as its primary Collaboration platform. Polly Insurance Agency deployed Microsoft 365 to consolidate email, team collaboration, and document management functions across the organization, positioning Microsoft 365 to support corporate communications, sales and client servicing, underwriting support, and back office operations.
The Microsoft 365 deployment centers on core service components including Exchange Online for enterprise email and calendaring, SharePoint Online for intranet and document libraries, OneDrive for Business for individual file storage, and Microsoft Teams for synchronous collaboration and meetings. Tenant level configuration includes license assignment and group based provisioning, mailbox and site provisioning workflows, and the use of Teams and SharePoint for policy based content organization.
Public site traces indicate Microsoft 365 assets are referenced on the company website, reflecting tenant hosted or integrated front end services. The deployment conforms to standard Microsoft 365 architecture patterns, which commonly leverage Azure Active Directory for identity and single sign on, and role based access control for administrative separation.
Governance and operational control were structured around centralized tenant administration, license management, and information governance controls typical for regulated insurance environments. Policy controls implemented include role based administration, lifecycle provisioning workflows, and retention and access controls to support records management and secure collaboration within the Collaboration category.
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Collaboration | Collaboration |
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2020 | 2020 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Management | Content Management |
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2024 | 2024 |
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Content Management | Content Management |
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2023 | 2023 |
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Web Content Management | Content Management |
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2022 | 2022 |
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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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2022 | 2022 |
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Digital Advertising Platform | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2024 | 2024 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Tag Management | CRM |
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2022 | 2022 |
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Tag Management | 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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2023 | 2023 |
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Incident Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2022 | 2022 |
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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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2023 | 2023 |
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Transactional Email | PaaS |
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2022 | 2022 |
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Transactional Email | PaaS |
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2023 | 2023 |
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Transactional Email | PaaS |
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2020 | 2020 |
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Transactional Email | PaaS |
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2021 | 2021 |
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Transactional Email | PaaS |
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2022 | 2022 |
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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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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2024 | 2024 |
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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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2023 | 2023 |
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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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Identity and Access Management (IAM) | CyberSecurity |
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2024 | 2024 |
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Identity and Access Management (IAM) | CyberSecurity |
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2024 | 2024 |
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IT Decision Makers and Key Stakeholders at Polly Insurance Agency
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Polly Insurance Agency Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||