Word & Brown General Agency
721 South Parker, Suite 300,
Orange, 92868, CA,
United States
Orange, 92868, CA,
United States
1 800-869-6989
Insurance
Word & Brown General Agency Technographics
Word & Brown General Agency Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Word & Brown General Agency and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 500 Word & Brown General Agency employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Word & Brown General Agency has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2017, DocuSign eSignature for Digital Signing in 2019, Neudesic Pulse for Community Management 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 Word & Brown General Agency is running and its propensity to invest more and deepen its relationship with Cisco Systems , Microsoft , DocuSign 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 Word & Brown General Agency revenues, which have grown to $100.0 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 Word & Brown General Agency 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.
Word & Brown General Agency Tech Stack and Enterprise Applications
Word & Brown General Agency Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2017 | 2017 |
In 2017, Word & Brown General Agency implemented Cisco Webex Meetings on its website to provide a hosted join experience for external participants. Cisco Webex Meetings provides Audio Video and Web Conferencing functionality to support live interactions between clients, brokers, and internal teams.
Deployment emphasized web based meeting joins and scheduled meeting workflows, leveraging Cisco Webex Meetings features such as video conferencing, screen sharing, recording, meeting scheduling, and participant controls. The implementation included meeting room provisioning and browser first access to minimize desktop client friction for external carriers and customers. Configuration focused on standardizing meeting templates and access control settings consistent with enterprise conferencing practices.
Operational coverage spans customer service, sales, and broker distribution channels, with the system accessible from the corporate website for client initiated meetings as well as internal scheduling. Governance centered on centralized meeting configuration, role based moderator controls, and meeting attendance workflows to align conferencing usage with insurance business processes. Cisco Webex Meetings was the application selected for Audio Video and Web Conferencing to embed virtual engagement into Word & Brown General Agency customer facing and internal communication functions.
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Collaboration | Collaboration |
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2021 | 2021 |
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Word & Brown General Agency Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2019 | 2019 |
In 2019, Word & Brown General Agency implemented DocuSign eSignature as a Digital Signing solution on its public website to capture customer facing signatures and drive web based document execution. DocuSign eSignature is used to present, sign, and store policy related documents and client agreements through embedded signing flows and web form interactions.
Configuration centered on core eSignature capabilities, including template driven envelope creation, embedded signing sessions, recipient authentication options, and built in audit trails and certificate management within DocuSign eSignature. The implementation emphasized reusable templates and signature sequencing to standardize document preparation and reduce manual routing.
Operational scope is focused on website delivered customer interactions for policy documents and agency agreements, supporting client onboarding and agent transaction workflows. No additional system integrations are specified in the source, the deployment is described as a website level embedding of the DocuSign eSignature service.
Governance and process adjustments included standardizing template based workflows, enforcing role based access controls for document preparation and signing, and retaining signed documents with full audit logs to support compliance requirements and evidentiary needs. These controls align the DocuSign eSignature implementation with insurance document governance and operational workflows.
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Word & Brown General Agency CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Neudesic, an IBM Company | Legacy | Neudesic Pulse | Community Management | CRM | n/a | 2013 | 2013 |
In 2013, Word & Brown General Agency implemented Neudesic Pulse to strengthen internal communication and collaboration, deploying the Neudesic Pulse application as a Community Management platform across the organization. The deployment was positioned to create a centralized collaboration hub while also enabling embedded social workflows within the business systems employees used daily.
Neudesic Pulse was configured to enable microblogging, expert location and directory services, question and answer threads, task assignment and management, internal group creation and follow capabilities, and connections with external customers and partners. The implementation leveraged the product’s support for on site and cloud deployment models and mobile applications to provide consistent access from desktops and major mobile devices.
The solution integrated with Microsoft SharePoint, CRM and Office 365 so users could surface social interactions and knowledge directly inside core productivity and customer systems. Operational coverage emphasized organization wide collaboration and knowledge sharing, aligning Community Management functionality with business functions for communication, knowledge management, customer engagement and task coordination.
Governance centered on a centralized hub approach complemented by embedded collaboration inside existing systems, enabling workflows to be executed either from the Pulse hub or within SharePoint and Office 365. Rollout emphasized embedding social collaboration into established application workflows to reduce context switching and to position Neudesic Pulse as an operational layer for cross functional interaction.
Company leadership reported that Neudesic Pulse met the stated objective to bring the organization together to collaborate, share ideas, ask questions and get answers, either from a centralized hub or within the business systems in regular use. The Neudesic Pulse implementation served as the organization’s Community Management platform for ongoing employee and partner engagement.
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Customer Experience | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Word & Brown General Agency ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2008 | 2008 |
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Word & Brown General Agency PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Robotic Process Automation | PaaS |
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2016 | 2016 |
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Transactional Email | PaaS |
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2019 | 2019 |
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Transactional Email | PaaS |
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2020 | 2020 |
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Word & Brown General Agency 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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2017 | 2017 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Word & Brown General Agency CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Word & Brown General Agency
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by Word & Brown General Agency Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Word & Brown General Agency IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Word & Brown General Agency digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Word & Brown General Agency Technographics
Word & Brown General Agency is a Insurance organization based in United States,
with around 500 employees and annual revenues of $100.0 million.
Word & Brown General Agency operates a diverse technology stack with applications such as
Cisco Webex Meetings, DocuSign eSignature and Neudesic Pulse,
covering areas like Audio Video and Web Conferencing, Digital Signing and Community Management.
Word & Brown General Agency has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Cisco Systems, DocuSign and Neudesic, an IBM Company.
Word & Brown General Agency recently adopted applications including
Microsoft 365 in 2021, Salesforce Sales Cloud in 2021 and Microsoft Azure Monitor in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Word & Brown General Agency’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Word & Brown General Agency’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 Word & Brown General Agency technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.