Sapoznik Insurance
1100 N. E. 163rd Street, 2nd Floor,
Miami Beach, 33162, FL,
United States
Miami Beach, 33162, FL,
United States
1 877-948-8887
Insurance
Sapoznik Insurance Technographics
Sapoznik Insurance Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Sapoznik Insurance and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 60 Sapoznik 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 Sapoznik Insurance has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2011, Microsoft 365 for Collaboration in 2019, Exclaimer Cloud Signatures for Office 365 for Digital Signing in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Sapoznik Insurance is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Exclaimer 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 Sapoznik Insurance revenues, which have grown to $10.0 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 Sapoznik 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.
Sapoznik Insurance Tech Stack and Enterprise Applications
Sapoznik Insurance ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2011 | 2011 |
In 2011, Sapoznik Insurance implemented Intuit Quickbooks Enterprise as its ERP Financial system. The deployment centralized core financial functions for the US insurance operation, aligning accounting, accounts receivable, accounts payable and general ledger processing into a single multi-user finance application.
Intuit Quickbooks Enterprise was configured to support standard ERP Financial capabilities including chart of accounts redesign, general ledger reconciliation, accounts payable workflows, accounts receivable billing and consolidated financial reporting. The implementation emphasized role-based access controls, audit trails and transaction-level controls consistent with insurance industry accounting practices. Configuration included company books segmentation and custom reporting templates to support insurer financial statement and regulatory reporting needs.
The rollout covered finance, accounting and billing teams, with a focus on standardizing month-end close procedures and automating invoicing cycles. Deployment used a centralized multi-user installation to maintain a single source of financial truth across the organization, and data conversion and cutover sequencing prioritized opening balances and master records to preserve accounting continuity.
Governance changes introduced formal approval roles and reconciliations tied to the revised chart of accounts, and documentation of new workflows for reconciliations and vendor payments. Rollout included internal training and knowledge transfer led by staff with practical expertise in Quickbooks and Great Plains to accelerate adoption and sustain ongoing bookkeeping and financial operations.
|
Sapoznik Insurance Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Sapoznik Insurance implemented Microsoft 365. The deployment targeted Collaboration across the 60-employee United States insurance firm and is used on their website to centralize internal collaboration and support corporate content delivery.
Implementation centered on Microsoft 365 capabilities consistent with the Collaboration category, including cloud email, team collaboration, file storage, and web content management. Core components of Microsoft 365 such as Exchange Online for mail, SharePoint for document and site hosting, Microsoft Teams for synchronous collaboration, and OneDrive for Business for personal file storage align with the functional profile of the deployment. Configuration work emphasized centralized tenant administration, mailbox provisioning, and structured document libraries to enforce access and retention policies.
Operational coverage spanned internal administrative, client service, and sales workflows typical of a midmarket insurance firm, aligning collaboration tooling with underwriting and customer engagement processes. The use of Microsoft 365 on the company website indicates integration of cloud-hosted content and document services to deliver client-facing materials and internal resources from the same collaboration platform.
Governance was structured around centralized Microsoft 365 administration with role based user provisioning, document access controls, and tenant level security settings to standardize collaboration and publishing workflows. Content governance and user lifecycle processes were consolidated under Microsoft 365 to provide consistent policy enforcement across email, files, and web‑hosted collaboration assets.
|
Sapoznik Insurance Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Exclaimer | Legacy | Exclaimer Cloud Signatures for Office 365 | Digital Signing | Content Management | n/a | 2019 | 2019 |
In 2019, Sapoznik Insurance deployed Exclaimer Cloud Signatures for Office 365 to centralize corporate email signature management. The implementation uses Exclaimer Cloud Signatures for Office 365 as a Digital Signing solution and is referenced on the company website while governing Office 365 mail signatures. Implementation emphasized centralized template administration and cloud signature rendering tied to Office 365 message flow, intended to standardize branding and signature formats across corporate email.
Configuration included a signature template library, role based signature rules, and automated signature insertion to support marketing, client communications, and insurance operations. Integrations are centered on Office 365 for user attributes and mail routing, with management retained in the Exclaimer Cloud control plane. Governance placed tenant configuration under IT and content control under marketing, with change control applied to signature templates and policy rules.
|
Sapoznik Insurance CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
CRM | CRM |
|
2018 | 2018 |
|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
Sapoznik Insurance PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2013 | 2013 |
|
Sapoznik Insurance IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
Sapoznik Insurance CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2016 | 2016 |
|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2021 | 2021 |
|
IT Decision Makers and Key Stakeholders at Sapoznik Insurance
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
President & CEO | CXO | Finance | |
|
|
|
Chief Performance Officer | CXO | Finance | |
|
|
|
Director of IT | Director | IT | |
|
|
|
VP, Agent | VP | Operations | |
|
Apps Being Evaluated by Sapoznik Insurance Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Sapoznik Insurance IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Sapoznik Insurance digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Sapoznik Insurance Technographics
Sapoznik Insurance is a Insurance organization based in United States,
with around 60 employees and annual revenues of $10.0 million.
Sapoznik Insurance operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and Exclaimer Cloud Signatures for Office 365,
covering areas like ERP Financial, Collaboration and Digital Signing.
Sapoznik Insurance has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and Exclaimer.
Sapoznik Insurance recently adopted applications including
Hubspot Marketing Automation in 2021, Google Cloud Platform (GCP) in 2021 and Mimecast Email Security in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Sapoznik Insurance’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Sapoznik Insurance’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 Sapoznik Insurance technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.