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Proctor Insurance Services
Location
1660 MacArthur Blvd, Suite 200,
Costa Mesa, 92626, CA,
United States
Website
https://www.proctorins.com/
Phone
1 714-549-7000
Artw industry
Insurance
Employee
Revenue

Proctor Insurance Services Technographics

Proctor Insurance Services Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Proctor 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 10 Proctor 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 Proctor Insurance Services has purchased the following applications: AgencyBloc for Agency Management in 2020, Freshdesk Messaging (Formerly Freshchat) for Chatbots and Conversational AI in 2020, Microsoft 365 for Collaboration in 2015 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Proctor Insurance Services is running and its propensity to invest more and deepen its relationship with AgencyBloc , Freshworks , 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 Proctor Insurance Services revenues, which have grown to $1.0 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 Proctor 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.

Proctor Insurance Services Data, Technology Stack, and Enterprise Applications
ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
AgencyBloc Legacy AgencyBloc Agency Management ERP Services and Operations n/a 2020 2020
In 2020, Proctor Insurance Services deployed AgencyBloc as its Agency Management platform. Proctor Insurance Services, a small United States brokerage with roughly 10 employees, uses AgencyBloc on their website to capture leads and create web-originated client records, centralizing frontline intake and policy servicing workflows within a single application. AgencyBloc is provisioned as a cloud SaaS solution and is used to consolidate contact management, policy record keeping, commission tracking and activity automation consistent with Agency Management functionality. The implementation emphasizes lightweight operational governance tailored to brokerage and sales functions, with the website integration routing inquiries into AgencyBloc for ongoing client communications, sales workflow orchestration and front-office servicing.
AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Freshworks Legacy Freshdesk Messaging (Formerly Freshchat) Chatbots and Conversational AI AI-Powered Application n/a 2020 2020
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
Online Meeting Scheduling Collaboration 2021 2021
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Content Management Content Management 2021 2021
Content Management Content Management 2025 2025
Web Content Management Content Management 2014 2014
eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
eCommerce eCommerce 2025 2025
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM CRM 2014 2014
Marketing Analytics CRM 2025 2025
Marketing Automation CRM 2018 2018
Marketing Automation CRM 2021 2021
Marketing Automation CRM 2025 2025
Tag Management CRM 2018 2018
Tag Management CRM 2023 2023
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2021 2021
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2019 2019
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2025 2025
Content Delivery Network IaaS 2014 2014
Content Delivery Network IaaS 2015 2015
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2024 2024
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2025 2025
Domain Name System (DNS) IaaS 2014 2014
Domain Name System (DNS) IaaS 2020 2020
Domain Name System (DNS) IaaS 2020 2020
Network Management and Monitoring IaaS 2025 2025
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2019 2019
Identity and Access Management (IAM) CyberSecurity 2024 2024
Secure Email Gateways (SEGs), Archive as a Service (AaaS) CyberSecurity 2023 2023
Secure Sockets Layer (SSL) CyberSecurity 2014 2014
Secure Sockets Layer (SSL) CyberSecurity 2015 2015
Secure Sockets Layer (SSL) CyberSecurity 2018 2018
IT Decision Makers and Key Stakeholders at Proctor Insurance Services
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Proctor Insurance Services Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Proctor Insurance Services Technographics

Proctor Insurance Services is a Insurance organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Proctor Insurance Services operates a diverse technology stack with applications such as AgencyBloc, Freshdesk Messaging (Formerly Freshchat) and Microsoft 365, covering areas like Agency Management, Chatbots and Conversational AI and Collaboration.

Proctor Insurance Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as AgencyBloc, Freshworks and Microsoft.

Proctor Insurance Services recently adopted applications including Duda CMS platform in 2025, Ecwid in 2025 and Snowplow Analytics in 2025, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Proctor Insurance Services’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Proctor 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 Proctor Insurance Services technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.