Atlanta, 30326, GA,
United States
Pritchard & Jerden Technographics
Pritchard & Jerden Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Pritchard & Jerden and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Pritchard & Jerden employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Pritchard & Jerden has purchased the following applications: Applied Epic for Agency Management in 2016, Microsoft 365 for Collaboration in 2017, GoDaddy for Application Hosting and Computing Services in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Pritchard & Jerden is running and its propensity to invest more and deepen its relationship with Applied Systems , Microsoft , GoDaddy 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 Pritchard & Jerden revenues, which have grown to $20.0 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 Pritchard & Jerden 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.
Pritchard & Jerden Tech Stack and Enterprise Applications
Pritchard & Jerden ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Applied Systems | Legacy | Applied Epic | Agency Management | ERP Services and Operations | n/a | 2016 | 2017 |
In 2016 Pritchard & Jerden implemented Applied Epic to modernize agency operations using an Agency Management platform. Applied Epic was deployed as the core system of record to consolidate client and policy information and to provide a unified workflow layer for the insurance broker's back office.
The Applied Epic implementation focused on standard Agency Management capabilities, including policy administration, client and contact management, agency accounting and commission processing, document management, and workflow automation. Configuration prioritized centralized data models and role based access to support common agency processes and producer servicing.
Operational coverage targeted agency back office functions across sales support, producer management and finance, with Applied Epic servicing account lifecycle and servicing workflows. The deployment emphasized integration readiness for downstream accounting and reporting functions consistent with Agency Management implementations, while maintaining a single application for policy and client data.
Governance centered on standardized workflows and data governance to drive consistent processing across the firm. On its first full year with Applied Epic Pritchard & Jerden reported a fiscal year increase of 7 per cent per employee, according to Jim Bailey, President of Pritchard & Jerden.
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Pritchard & Jerden Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Pritchard & Jerden deployed Microsoft 365 to establish centralized Collaboration capabilities across the firm. The deployment is referenced on the company website, indicating public-facing confirmation of Microsoft 365 as the organization’s Collaboration platform for a mid-market insurance business in the United States.
The Microsoft 365 implementation supplies cloud-hosted productivity and collaboration services including email and calendaring, document collaboration and versioning, shared file storage, and real-time communication and presence functionality. Typical configuration elements for this Collaboration deployment include an organizational tenant model, centralized user provisioning and role-based access controls, and content retention controls to support core insurance business functions such as underwriting, claims, and policy administration.
Operational coverage focuses on corporate communications and document workflows across the company’s departments, with Microsoft 365 artifacts surfaced on the public site. Governance responsibilities are expected to be centered in corporate IT for identity and access management, content lifecycle policies, and compliance controls to manage information exchange within the Collaboration environment.
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Pritchard & Jerden IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| GoDaddy | Legacy | GoDaddy | Application Hosting and Computing Services | IaaS | n/a | 2014 | 2014 |
In 2014, Pritchard & Jerden deployed GoDaddy as its Application Hosting and Computing Services to host and operate the firm website. The GoDaddy implementation supplies hosted web server infrastructure, domain and DNS management, SSL certificate provisioning, and HTTP-based content delivery interfaces that support the company public site and customer-facing web pages.
The rollout centered on using the GoDaddy control plane to manage site files, DNS records, certificate lifecycle, and basic backup and restore procedures, with content publishing integrated into existing web content workflows. Operational ownership sits with the internal IT and web administration function, covering marketing and customer service web channels, and governance emphasizes account level access controls, DNS change control, and certificate management within the Application Hosting and Computing Services deployment.
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Pritchard & Jerden CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at Pritchard & Jerden
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Apps Being Evaluated by Pritchard & Jerden Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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