We Insure Group
1430 Prudential Drive,
Jacksonville, 32207, FL,
United States
Jacksonville, 32207, FL,
United States
1 877-677-4063
Insurance
We Insure Group Technographics
We Insure Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by We Insure Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 250 We Insure Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that We Insure Group has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2020, Greenhouse ATS for Applicant Tracking System in 2023, Microsoft 365 for Collaboration in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems We Insure Group is running and its propensity to invest more and deepen its relationship with Oracle , Greenhouse , 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 We Insure Group revenues, which have grown to $40.0 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 We Insure Group 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.
We Insure Group Tech Stack and Enterprise Applications
We Insure Group ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2020 | 2020 |
In 2020, We Insure Group implemented Oracle NetSuite ERP as its core financial system. The deployment was positioned within the ERP Financial category to centralize accounting, commission processing, and reporting for the 250-employee insurance franchise network.
The Oracle NetSuite ERP implementation focused on financial modules commonly used in the ERP Financial category, including general ledger consolidation, accounts receivable and payable workflows, commission accounting and commission payout coordination, bank reconciliation, and financial reporting. Configuration work emphasized commission statement generation and automated production of monthly commission reports to support franchisee payout cycles and senior management reviews.
Operationally the system was used alongside existing tools noted in operations, including QuickBooks, Outlook, Excel, and Lattice, with staff reconciling and auditing balance sheet accounts across QuickBooks and Oracle NetSuite ERP. Commission workflows integrated document and email distribution of reports and coordination of direct deposit and ACH payouts to franchisees, while finance and franchise operations leveraged NetSuite for consolidated commission data and presentation to stakeholders.
Governance and process changes were institutionally driven, with roles such as a Commissions Supervisor managing workloads, conducting audits of team output, compiling KPIs, coaching staff, and maintaining productivity and performance reports. The implementation supported procedural updates for on-time delivery of commission reports and payouts, ongoing system transitions, new hire training, and cross-department collaboration to meet contractual and franchisee obligations.
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We Insure Group HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Greenhouse | Legacy | Greenhouse ATS | Applicant Tracking System | HCM | n/a | 2023 | 2023 |
In 2023, We Insure Group implemented Greenhouse ATS. The deployment uses Greenhouse ATS as the company's Applicant Tracking System to centralize recruiting and hiring workflows for its approximately 250 employee organization in the United States.
The implementation focuses on career site integration, with Greenhouse ATS embedded on the corporate website to present live job postings and capture candidate applications. Configuration work emphasized core Applicant Tracking System capabilities, including job requisition management, candidate tracking and pipeline stages, interview scheduling and scorecards, offer configuration, and basic reporting and analytics to support recruiting decision making.
Operational ownership sits with HR and Talent Acquisition teams, with the platform designed to support hiring managers across departments and locations in the United States. Governance included role based access and standardized hiring workflows and interview processes to ensure consistent evaluation and record keeping, while the career site integration centralizes external application routing into Greenhouse ATS for ongoing candidate management.
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We Insure Group Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, We Insure Group implemented Microsoft 365. The Microsoft 365 deployment is referenced on the company website and functions as the firmwide Collaboration platform supporting employee productivity and external-facing communications.
Microsoft 365 deployment centers on cloud-hosted Collaboration capabilities, including cloud email and calendaring, SharePoint Online for content hosting and intranet pages, OneDrive for file sync and sharing, and Microsoft Teams for chat and meetings, delivering standard collaboration workflows such as messaging, document co-authoring, and content publishing. The implementation is consistent with a tenant-level cloud architecture that centralizes identity and access control and supports agency operations across sales, underwriting, and administrative business functions, with configuration and governance focused on access management, document permissioning, and web integration for contact and collaboration touchpoints.
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We Insure Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Brand Management | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2022 | 2022 |
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We Insure Group PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2016 | 2016 |
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Transactional Email | PaaS |
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2017 | 2017 |
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We Insure Group 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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at We Insure Group
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by We Insure Group Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from We Insure Group IT executives and key decision makers. This section highlights We Insure Group's latest recorded technology evaluations, including Paradox Olivia Chatbot for Recruiting Chatbot on 2026-03-08. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the We Insure Group digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-03-08 | We Insure Group | Evaluated | Workday | Paradox Olivia Chatbot | Recruiting Chatbot | HCM |
FAQ - APPS RUN THE WORLD We Insure Group Technographics
We Insure Group is a Insurance organization based in United States,
with around 250 employees and annual revenues of $40.0 million.
We Insure Group operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Greenhouse ATS and Microsoft 365,
covering areas like ERP Financial, Applicant Tracking System and Collaboration.
We Insure Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Greenhouse and Microsoft.
We Insure Group recently adopted applications including
Greenhouse ATS in 2023, Salesforce Sales Cloud in 2022 and Oracle NetSuite ERP in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of We Insure Group’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates We Insure Group’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 We Insure Group technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.