Mission, 78572, TX,
United States
Raymond Longoria Insurance Technographics
Raymond Longoria Insurance Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Raymond Longoria Insurance and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 Raymond Longoria Insurance employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Raymond Longoria Insurance has purchased the following applications: Intuit Quickbooks Pro for ERP Financial in 2016, Zywave ITC for Agency Management in 2021, Slack Connect 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 Raymond Longoria Insurance is running and its propensity to invest more and deepen its relationship with Intuit , Zywave , Salesforce 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 Raymond Longoria Insurance revenues, which have grown to $3.0 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 Raymond Longoria Insurance 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.
Raymond Longoria Insurance Tech Stack and Enterprise Applications
Raymond Longoria Insurance ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Pro | ERP Financial | ERP | n/a | 2016 | 2016 |
In 2016, Raymond Longoria Insurance implemented Intuit Quickbooks Pro as its core ERP Financial application for the agency. The deployment served a 30 person insurance brokerage based in Mission, Texas, and was used to maintain the complete set of books and day to day accounting operations.
Intuit Quickbooks Pro was configured to support core financial capabilities including general ledger bookkeeping, bank reconciliations for both trust and operating accounts, accounts payable invoice entry and vendor filing, and payroll processing for regular employees and commission paid agents. The system was used to record semi monthly bank deposits and checks received from carriers, and to prepare books for year end CPA review.
Operational ownership rested with the agency controller who ran daily invoice entry and weekly payroll cycles, and who executed internal audits to compare carriers commission statements against agency records to confirm policy sales and agreed rates. The implementation covered accounting and finance functions across the small business, including trust account management and commission validation workflows that tied into agent payout processes.
Governance and process emphasis centered on controller led procedures, including daily AP processing, weekly payroll, periodic bank reconciliations, and preparation of audit ready records for the CPA at year end. Intuit Quickbooks Pro was used as a single, centralized financial record for the brokerage, aligning transaction processing, commission verification, and external tax preparation under the ERP Financial application.
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Raymond Longoria Insurance ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zywave | Legacy | Zywave ITC | Agency Management | ERP Services and Operations | n/a | 2021 | 2021 |
In 2021, Raymond Longoria Insurance implemented Zywave ITC. Zywave ITC is deployed as their Agency Management system and is surfaced on the company website to provide client-facing access and to support core agency workflows. The implementation is sized for a small agency and is configured to manage client records, policy administration, quoting workflows, and broker servicing functions consistent with Agency Management capabilities.
The deployment is provisioned as a cloud-hosted SaaS-oriented configuration integrated into the firm’s public site for customer interaction while centralizing back-office activity. Operational coverage includes agency operations, sales, and customer service, with governance focused on application configuration, workflow alignment, and embedding Zywave ITC into day-to-day website and back-office processes.
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Agency Management | ERP Services and Operations |
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2021 | 2021 |
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Raymond Longoria Insurance Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Slack Connect | Collaboration | Collaboration | n/a | 2022 | 2022 |
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Raymond Longoria Insurance Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Content Management | Content Management |
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2012 | 2012 |
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Web Content Management | Content Management |
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2013 | 2013 |
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Raymond Longoria Insurance CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2022 | 2022 |
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Tag Management | CRM |
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2019 | 2019 |
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Raymond Longoria Insurance 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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Raymond Longoria Insurance 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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Cloud Storage | IaaS |
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2020 | 2020 |
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Cloud Storage | IaaS |
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2020 | 2020 |
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Cloud Storage | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Raymond Longoria Insurance
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Raymond Longoria Insurance Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-07-28 | Raymond Longoria Insurance | Evaluated | ACI Worldwide | ACI Speedpay | Payment Processing | ERP |