AI Buyer Insights:

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● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

List of AgencySmart Platform Customers

AgencySmart
Location
250 Passaic Ave Ste 210, Fairfield,
Caldwell, 7007, NJ,
United States
Website
https://www.agencysmart.com/
Phone
1 888-778-5423
Artw industry
Professional Services
Employee
10
Revenue
$1M

Since 2010, our global team of researchers has been studying AgencySmart Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.

Each quarter our research team identifies companies that have purchased AgencySmart Platform for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.

Companies using AgencySmart Platform for CRM include: Horizon Blue Cross Blue Shield of New Jersey, a United States based Insurance organisation with 5000 employees and revenues of $4.70 billion, Solstice, a United States based Insurance organisation with 150 employees and revenues of $90.0 million, Altomare Financial, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.

Contact us if you need a completed and verified list of companies using AgencySmart Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.

The AgencySmart Platform customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
Altomare Financial Banking and Financial Services 10 $1M United States AgencySmart AgencySmart Platform CRM 2019 n/a
In 2019 Altomare Financial implemented the AgencySmart Platform for broker CRM, quoting, and online enrollment, with the Apps Category "". The deployment is evidenced by published AgencySmart quoting links and MyBenefitLink enrollment links on Altomare Financial's site, which restates the AgencySmart Platform usage and connects the company to broker-facing CRM and enrollment tooling. Implementation scope centers on CRM workflows, quote generation, and online enrollment modules within AgencySmart Platform. Configuration appears to publish link-based quoting and enrollment entry points, enabling brokers to initiate quotes and route applicants into MyBenefitLink enrollment flows, which aligns with standard quoting and enrollment orchestration capabilities in benefits agency platforms. Integrations explicitly visible include MyBenefitLink enrollment links and AgencySmart quoting links, indicating link-level or API coordination between the AgencySmart Platform and Altomare Financial's broker-facing web assets. Operational coverage is United States broker and benefits agency functions, focused on speeding quote delivery and streamlining broker workflows. Governance and process orientation prioritize standardizing broker workflows and enrollment initiation, with system configuration focused on CRM record handling, quote lifecycle orchestration, and enrollment handoff to MyBenefitLink. The company cites improved quoting speed and broker workflows as benefits of using the AgencySmart Platform.
Horizon Blue Cross Blue Shield of New Jersey Insurance 5000 $4.7B United States AgencySmart AgencySmart Platform CRM 2019 n/a
In 2019, Horizon Blue Cross Blue Shield of New Jersey integrated its small-group medical, dental and vision products with the AgencySmart Platform. The carrier integration announced by AgencySmart in October 2019 provisioned real-time quoting and plan design distribution inside the AgencySmart CRM and quote platform, enabling live quoting capability for brokers. The implementation exposed quoting and plan configuration modules to broker workflows, delivering presentation-ready quotes and accelerating broker sales operations across New Jersey and the United States. AgencySmart Platform was configured to surface plan design data and quoting output to brokers, impacting broker distribution and commercial sales quoting processes through a carrier-to-CRM distribution model announced in October 2019.
Solstice Insurance 150 $90M United States AgencySmart AgencySmart Platform CRM 2019 n/a
In 2019, Solstice Benefits integrated the AgencySmart Platform to publish its dental and vision products through a real time quoting feed. The deployment enabled brokers across the United States to quote Solstice DHMO EPO, DPPO and vision plans directly through AgencySmart, and the partnership and live quoting integration were publicly announced in October 2019. The implementation centered on the AgencySmart Platform quote engine and live quoting integration, providing product distribution and real time rate availability for carrier plan configurations. Functional capabilities implemented included quote generation, product catalog publishing and quote delivery to broker-facing interfaces, supporting Solstice DHMO EPO, DPPO and vision plan variants. Integrations were focused on distributing carrier product quotes to broker channels via AgencySmart's quote engine, with operational coverage across the United States broker network. The rollout was executed as a partnership publication, with the public announcement confirming that AgencySmart's infrastructure was used to make Solstice product quotes available to brokers in real time. Governance emphasized channel distribution and broker access, aligning sales and distribution workflows to the AgencySmart Platform quoting process. The publicly stated outcome from the integration was increased broker access to Solstice products, as AgencySmart was used to distribute carrier product quotes to brokers.
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Buyer Intent: Companies Evaluating AgencySmart Platform

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FAQ - APPS RUN THE WORLD AgencySmart Platform Coverage

AgencySmart Platform is a CRM solution from AgencySmart.

Companies worldwide use AgencySmart Platform, from small firms to large enterprises across 21+ industries.

Organizations such as Horizon Blue Cross Blue Shield of New Jersey, Solstice and Altomare Financial are recorded users of AgencySmart Platform for CRM.

Companies using AgencySmart Platform are most concentrated in Insurance and Banking and Financial Services, with adoption spanning over 21 industries.

Companies using AgencySmart Platform are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of AgencySmart Platform across Americas, EMEA, and APAC.

Companies using AgencySmart Platform range from small businesses with 0-100 employees - 33.33%, to mid-sized firms with 101-1,000 employees - 33.33%, large organizations with 1,001-10,000 employees - 33.33%, and global enterprises with 10,000+ employees - 0%.

Customers of AgencySmart Platform include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified AgencySmart Platform customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of CRM.