List of Applied DORIS Customers
University Park, 60484, IL,
United States
Since 2010, our global team of researchers has been studying Applied DORIS 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 Applied DORIS for Agency Management 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 Applied DORIS for Agency Management include: Acentria Insurance, a United States based Insurance organisation with 600 employees and revenues of $90.0 million, The Peterman Group, a United States based Insurance organisation with 30 employees and revenues of $3.0 million, Main Street Insurance Agency, a United States based Insurance organisation with 19 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Applied DORIS, 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 ERP Services and Operations software purchases.
The Applied DORIS 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 ERP Services and Operations software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Acentria Insurance | Insurance | 600 | $90M | United States | Applied Systems | Applied DORIS | Agency Management | 2017 | n/a |
In 2017, Acentria Insurance deployed Applied DORIS as its Agency Management solution to centralize accounting, commercial lines book management and account processing across its United States operations. Applied DORIS was positioned to support core agency functions including policy administration and customer service workflows while aligning with internal staff skills in Applied DORIS and Applied Epic.
Configuration work emphasized the accounting modules and commercial lines book management capabilities, with implementation of standardized account processing workflows, commission and billing configurations, and data export patterns consumable in Microsoft Excel. Applied DORIS was configured to capture account and commercial lines data, support claims intake workflows, and provide structured views for account servicing and book management.
Operational coverage included underwriting, accounting, commercial lines servicing and customer service teams across Acentria Insurance, leveraging existing Applied DORIS and Applied Epic experience for system administration and day to day processing. Governance focused on role based access, centralized administration, and training tied to account processing and claims handling procedures, while Excel remained in use for ad hoc reporting and book reconciliation.
|
 |
Main Street Insurance Agency | Insurance | 19 | $2M | United States | Applied Systems | Applied DORIS | Agency Management | 2016 | n/a |
In 2016, Main Street Insurance Agency implemented Applied DORIS from Applied Systems as its Agency Management platform. The project restructured Applied DORIS software configuration across the 19 employee firm, centralizing client records, policy data, and marketing contact lists to align operational data with sales and marketing workflows.
Workstreams addressed CRM configuration, policy administration workflows, and marketing orchestration modules consistent with Agency Management capabilities, adding automation for client segmentation and campaign routing to sales and service users. Governance changes introduced role based access controls, standardized data fields, and clear operational ownership for marketing and sales processes, and the Applied DORIS restructuring increased marketing efficiency by 67 percent.
|
 |
The Peterman Group | Insurance | 30 | $3M | United States | Applied Systems | Applied DORIS | Agency Management | 2016 | n/a |
In 2016, The Peterman Group implemented Applied DORIS as its Agency Management application. The deployment centralized prospect and client records for a 30 person US based insurance broker, concentrating on sales and underwriting workflows tied to new business intake.
Applied DORIS was configured to manage the prospect database explicitly, with standard Agency Management capabilities applied to contact and policy records, submission tracking, document storage, and workflow orchestration for producer activities. Configuration emphasized product catalog alignment and quote assembly workflows to reflect the firm requirement to be proactive and proficient with different carrier products.
The implementation included an explicit operational integration with the PL Rating System to support rating and quote generation, with prospect records exchanged between Applied DORIS and the PL Rating System to streamline quoting and submission packages. Operational coverage centered on producer teams, account management, and underwriting touch points within the United States.
Governance centered on role based access to Applied DORIS, standardized intake and record ownership processes, and training to ensure staff could evaluate different products each carrier offers and map them to client needs. Rollout and ongoing operations prioritized data hygiene in the prospect database and procedural checks to enforce consistent use of the Agency Management system across the firm.
|
Buyer Intent: Companies Evaluating Applied DORIS
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||