CAC Group Tech Stack

Insurance broker providing risk management and benefits placement across verticals

Insurance Denver, Colorado 501–1,000 employees Public Company

CAC Group is a mid-market insurance broker running on a legacy enterprise stack (Epic Systems, Salesforce, Citrix ShareFile) while wrestling with operational friction: manual data entry, inaccurate documentation, and inefficient renewal processes dominate their pain-point list. Sales-heavy hiring (11 of 14 active roles) paired with projects focused on renewal automation and vendor sourcing suggests they're trying to scale client acquisition while fixing internal workflow bottlenecks.

Tech Stack 10 technologies

Core StackEpic Systems Salesforce Excel Word PowerPoint Citrix ShareFile Outlook Network+ Publisher Microsoft Office

What CAC Group Is Building

◆Challenges

Inefficient renewal processes
Inaccurate documentation
Manual data entry
Improving systems and processes
Invoicing renewal bonds
Handling unique bond requests
Payment collection delays
Policy documentation management
Day-to-day service issues
Competitive vendor pricing

▲Active Projects

Benefit renewal vendor sourcing process
Renewal planning
Implementation of new benefit plans
Improving systems and processes
Marketing to carriers on smaller bonds
Generating new and renewal invoices
Account handling instructions development
New client onboarding
Renewal marketing process
New client setup

Hiring Activity

Accelerating15 roles · 8 in 30d

Department

Sales

Legal

Ops

Seniority

Mid

Senior

Junior

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About CAC Group

CAC Group, part of The Baldwin Group, is an insurance broker and risk advisor serving mid-market clients. The firm specializes in tailored risk management, commercial insurance placement, employee benefits, and capital markets solutions across diverse verticals. Operations center on renewal cycles, carrier relationships, and client onboarding; current focus areas include streamlining benefit plan implementation, vendor sourcing, and invoice generation. The 501–1,000-person organization is headquartered in Denver, Colorado.

HeadquartersDenver, Colorado

Company Size501–1,000 employees

Hiring MarketsUnited States

Frequently Asked Questions

What technology stack does CAC Group use?

Epic Systems, Salesforce, Citrix ShareFile, Microsoft Office suite (Word, Excel, PowerPoint, Publisher), Outlook, and Network+ form the core infrastructure.

What is CAC Group currently working on?

Projects include benefit renewal vendor sourcing, renewal planning and marketing processes, new benefit plan implementation, new client onboarding, and improving internal systems and processes around invoicing and documentation.