Warren, 44484, OH,
United States
TLC Insurance Group & Wealth Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by TLC Insurance Group & Wealth and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 125 TLC Insurance Group & Wealth employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that TLC Insurance Group & Wealth has purchased the following applications: AgencyBloc for Agency Management in 2022, Fathom Analytics for Analytics and BI in 2021, GoDaddy Webmail for Collaboration in 2013 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems TLC Insurance Group & Wealth is running and its propensity to invest more and deepen its relationship with AgencyBloc , Fathom , 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 TLC Insurance Group & Wealth revenues, which have grown to $15.0 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 TLC Insurance Group & Wealth 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.
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 | 2022 | 2022 |
In 2022, TLC Insurance Group & Wealth implemented AgencyBloc for Agency Management. The deployment uses AgencyBloc on the company website and positions AgencyBloc as the agency management backbone for the firm, consolidating customer and policy records for the United States operations of the 125 employee insurance broker.
The implementation emphasizes core Agency Management capabilities, including contact and policy administration, agent CRM, commission management, and workflow automation. AgencyBloc was configured to support activity tracking, pipeline management for producers, and automated task orchestration to standardize sales and client servicing workflows.
Website-level integration synchronizes inbound leads and contact updates into AgencyBloc, enabling a single source of truth for sales, client service, and back-office teams. Governance was established through centralized administrative controls and role-based access to align operational ownership across sales and service functions, while data consolidation reduced fragmented client records across touchpoints.
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fathom | Legacy | Fathom Analytics | Analytics and BI | Analytics and BI | n/a | 2021 | 2021 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| GoDaddy | Legacy | GoDaddy Webmail | Collaboration | Collaboration | n/a | 2013 | 2013 |
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Collaboration | Collaboration |
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2016 | 2016 |
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Collaboration | Collaboration |
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2022 | 2022 |
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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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2016 | 2016 |
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Web Content Management | Content Management |
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2026 | 2026 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2016 | 2016 |
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Tag Management | CRM |
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2025 | 2025 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Investment Research and Market Intelligence | Investment Management |
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2016 | 2016 |
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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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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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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2024 | 2024 |
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Domain Name System (DNS) | IaaS |
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2013 | 2013 |
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Domain Name System (DNS) | IaaS |
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2016 | 2016 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Security (AppSec) | CyberSecurity |
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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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| First Name | Last Name | Title | Function | Department | Phone | |
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| Date | Company | Status | Vendor | Product | Category | Market |
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