Topa Insurance
24025 Park Sorrento, Suite 330,
Calabasas, 91302, CA,
United States
Calabasas, 91302, CA,
United States
1 818-466-5900
Insurance
Topa Insurance Technographics
Topa Insurance Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Topa Insurance and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Topa 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 Topa Insurance has purchased the following applications: Microsoft Dynamics 365 for Finance and Operations for ERP Financial in 2017, Guidewire InsuranceNow for Insurance ERP in 2019, Packet Tide ExpressionEngine CMS (ex EllisLab) for Web Content Management 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 Topa Insurance is running and its propensity to invest more and deepen its relationship with Microsoft , Guidewire , Duck Creek Technologies 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 Topa Insurance revenues, which have grown to $35.0 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 Topa 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.
Topa Insurance Tech Stack and Enterprise Applications
Topa Insurance ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Microsoft Dynamics AX | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP | n/a | 2017 | 2018 |
In 2017 Topa Insurance implemented Microsoft Dynamics 365 for Finance and Operations, transitioning from Microsoft Dynamics AX to centralize financial and operational processes under the ERP Financial category. The initiative targeted a 150 employee, US-based insurance operation and framed Microsoft Dynamics 365 for Finance and Operations as the core ledger and transaction backbone for the business function of finance and operations.
Implementation scope emphasized core financial modules, the project configured General Ledger, Accounts Payable, Accounts Receivable, Budgeting and Fixed Assets within Microsoft Dynamics 365 for Finance and Operations. Functional coverage extended from Procurement to Pay and Order to Cash workflows through Accounts Payable and Sales and Marketing modules, and included Inventory management, Warehouse management, Product Information Management and Production control capabilities aligned to ERP Financial workflows.
The deployment architecture incorporated multi-environment lifecycle management and high availability best practices carried over from earlier work on Microsoft Dynamics AX 2012 R3, including separate Develop, Test, UAT, Stage and Production tiers, load balancing and SQL Server Always On availability. Integrations and data orchestration included Magento e-commerce and AX Retail POS for brick and mortar retail touchpoints, a Sitecore online store, SharePoint Farm integration, and ETL and reporting layers built with SSIS, SSRS and SSAS for data migration and business intelligence. CRM integration work referenced Dynamics CRM integration with Outlook and SharePoint, and SSIS packages were used to migrate and transform data between SQL sources and CRM.
Governance and delivery followed formal requirements capture and Functional Design Document practices based on SureStep methodology, with responsibility for ERP customization budgeting, security configuration to control user access, and performance tuning using tools such as SQL tracer and Profiler. The engagement emphasized ongoing customization, upgrade and production support workflows for Microsoft Dynamics 365 for Finance and Operations and related retail and CRM components rather than isolated point implementations.
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Topa Insurance ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Guidewire | Legacy | Guidewire InsuranceNow | Insurance ERP | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019, Topa Insurance implemented Guidewire InsuranceNow as its core Insurance ERP platform to modernize systems supporting its Commercial package business and to enable new product strategies. The deployment targeted Topa Insurance Company, a boutique commercial insurer focused on excess commercial property and commercial auto, and coincided with the firm moving to offer differentiated coverage for the emerging cannabis market.
The Guidewire InsuranceNow implementation emphasized policy administration and underwriting workflow automation, with product configuration capabilities used to build custom cannabis policies for cultivators, processors, and dispensaries. The Insurance ERP deployment also enabled distribution and agency operations features, giving MGAs and brokers direct access to write policies in the system, and improving how underwriting and distribution workflows are executed.
Operational scope included wholesale brokers, general agents, MGAs, and Topa’s underwriting organization, with the platform functioning as the single system of record for Commercial package lines and new cannabis offerings. Topa configured portal-driven access for distribution partners, and the insurer plans future enhancements such as a text messaging capability in the portal to streamline broker to underwriting communications.
Topa reported the implementation completed on time and under budget, and leaders cited improved agility to make system changes compared with its prior environment. The Guidewire InsuranceNow Insurance ERP rollout supported Topa’s strategy to expand into additional states and to provide a one-stop product set for the cannabis value chain while centralizing policy administration and broker driven issuance.
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Insurance ERP | ERP Services and Operations |
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2021 | 2021 |
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Topa Insurance Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Packet Tide | Legacy | Packet Tide ExpressionEngine CMS (ex EllisLab) | Web Content Management | Content Management | n/a | 2015 | 2015 |
In 2015, Topa Insurance implemented Packet Tide ExpressionEngine CMS (ex EllisLab) for Web Content Management on its public website. The Packet Tide ExpressionEngine CMS deployment is used to manage corporate content, marketing pages, and customer-facing informational pages for the company.
Configuration emphasizes ExpressionEngine's templating system and channel-driven content model, enabling structured content types, template-driven page rendering, and centralized asset management. The implementation applies role-based user permissions and editorial publishing workflows to separate authoring, review, and publishing, aligning content operations with marketing and communications processes.
Operational ownership is concentrated within Topa Insurance's digital and IT teams for platform administration, while marketing manages content channels and campaign pages. Packet Tide ExpressionEngine CMS supports core Web Content Management functions such as templated components, asset management, search-friendly URL structures, caching for page delivery, and form handling to support customer inquiries.
Governance includes defined editorial roles, staged content workflows, and templated page components to enforce brand and content consistency across the site. The Packet Tide ExpressionEngine CMS implementation provides a centralized Web Content Management platform for Topa Insurance to operate and govern web content and editorial processes.
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Topa 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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Topa Insurance
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Senior Vice President and Chief Financial Officer | CXO | Finance | |
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Sr Financial Analyst | Manager | Finance | |
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Vice President & Chief Information Officer | CXO | IT | |
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Senior Vice President and Chief Operating Officer | CXO | Operations | |
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Apps Being Evaluated by Topa Insurance Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Topa Insurance IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Topa Insurance digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Topa Insurance Technographics
Topa Insurance is a Insurance organization based in United States,
with around 150 employees and annual revenues of $35.0 million.
Topa Insurance operates a diverse technology stack with applications such as
Microsoft Dynamics 365 for Finance and Operations, Guidewire InsuranceNow and Packet Tide ExpressionEngine CMS (ex EllisLab),
covering areas like ERP Financial, Insurance ERP and Web Content Management.
Topa Insurance has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Guidewire and Packet Tide.
Topa Insurance recently adopted applications including
GoDaddy in 2022, Duck Creek Reinsurance Management in 2021 and DigitalOcean Droplets in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Topa Insurance’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Topa 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 Topa Insurance technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.