Miami, 33126, FL,
United States
Windhaven Insurance Technographics
Windhaven Insurance Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Windhaven Insurance and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 120 Windhaven 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 Windhaven Insurance has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Google Workspace (Formerly Google G-Suite) for Collaboration in 2013, AT&T Personal Cloud for Application Hosting and Computing Services in 2012 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Windhaven Insurance is running and its propensity to invest more and deepen its relationship with Intuit , Google , AT&T 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 Windhaven Insurance revenues, which have grown to $12.0 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 Windhaven 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.
Windhaven Insurance Tech Stack and Enterprise Applications
Windhaven Insurance ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012 Windhaven Insurance implemented Intuit Quickbooks Enterprise. The deployment addressed core accounting and finance workflows, aligning Windhaven Insurance Intuit Quickbooks Enterprise with the ERP Financial category to centralize general ledger and financial reporting for the company.
Configuration focused on core financial modules, including the general ledger, accounts receivable, accounts payable, a customized chart of accounts, and report authoring and distribution. Role based permissions and audit trail capabilities were configured to support month end close and reconciliations, and the implementation included automation of recurring transactions and bank reconciliation workflows consistent with ERP Financial functional patterns.
Operational coverage centered on the finance and accounting organization, extending to billing and accounts teams that handle customer premium inflows and payables. Operational integration relied on file based exchanges and spreadsheet workflows, with formalized Excel export and import routines for ad hoc analysis and reconciliations, and configured reporting output to support internal stakeholders.
Governance included defined chart of accounts standards, documented month end close procedures, and targeted user training, with explicit hiring and onboarding guidance that proficiency in Excel and QuickBooks is a must. Change control emphasized configuration management and periodic access reviews to maintain financial control and reporting integrity.
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Windhaven Insurance Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2013 | 2013 |
In 2013, Windhaven Insurance implemented Google Workspace (Formerly Google G-Suite) as its centralized Collaboration platform to support core business communication and document workflows across its 120 employee organization. Google Workspace (Formerly Google G-Suite) functions as Windhaven Insurance Google Workspace (Formerly Google G-Suite) Collaboration for corporate email, calendaring, file storage, and real time document collaboration.
The deployment includes standard Google Workspace modules such as Gmail for enterprise email, Google Drive for shared file storage, Google Docs and Google Sheets for collaborative document and spreadsheet work, Google Calendar for scheduling, and Google Meet for virtual meetings. Administrative controls are managed through the Google Workspace Admin console to provision users, manage groups, and apply baseline security and sharing policies consistent with Collaboration platform practices.
Public source references on Windhaven Insurance web assets indicate integration of Google Workspace elements with customer facing infrastructure. Operationally the implementation covers the full employee population and is positioned to support business functions including corporate communications, policy administration collaboration, and internal document management, with governance handled through centralized admin policies and group based access controls.
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Windhaven Insurance IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| AT&T | Legacy | AT&T Personal Cloud | Application Hosting and Computing Services | IaaS | n/a | 2012 | 2012 |
In 2012 Windhaven Insurance deployed AT&T Personal Cloud. The implementation used AT&T Personal Cloud for Application Hosting and Computing Services to host the Windhaven Insurance website and serve customer facing content. The architecture relied on AT&T Personal Cloud cloud hosted compute and object storage resources provisioned to run web application runtimes and static asset delivery.
Configuration focused on web hosting, application runtime environments, and file storage, with the company IT team managing provisioning, updates, and access controls. Operational coverage was the customer facing website and adjacent digital operations that support marketing and customer service workflows. The narrative links Windhaven Insurance, AT&T Personal Cloud, and Application Hosting and Computing Services as the platform for the company online presence.
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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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 Windhaven Insurance
Apps Being Evaluated by Windhaven Insurance Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||