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Foundation Risk Partners Tech Stack
Insurance brokerage scaling through M&A with sales-driven growth strategy
Foundation Risk Partners is a regional insurance brokerage operating a heavily sales-driven organization—112 of 150 active hires are sales roles—while maintaining a thin technical layer (4 engineers, 3 data analysts). The tech stack is enterprise-standard (Salesforce, Oracle, Vertafore, Epic) with no major platform shifts underway, reflecting a business focused on client acquisition and retention rather than product innovation. Pain points cluster around account retention, cross-sell gaps, and compliance—operational challenges that typically drive broker M&A strategy.
Tech Stack 36 technologies
Core StackOracle Salesforce Epic Systems Jira Smartsheet Azure DevOps Apex Pardot Windows Server Excel PowerPoint Word Publisher Microsoft Office Outlook Microsoft 365 SharePoint SharePoint Online Vertafore Bloomberg Microsoft Access Vault Microsoft Project Teams Microsoft 365 Apps Lightning Web Components OmniStudio Gearset Azure PowerShell+6 more
What Foundation Risk Partners Is Building
◆Challenges
- Eliminate e&o exposures
- Retaining client accounts
- Acquiring new clients
- Cross sell opportunities
- Cross-selling gaps in coverage
- Acquiring new business
- Retention strategy
- Erisa compliance
- Managing team workload distribution
- Ensuring compliance with service policies
▲Active Projects
- Open enrollment
- Case studies
- Competitive presentations
- Retention strategy development
- Rfp analysis and reporting
- Renewal discussions and meetings
- Pbm offer savings analysis
- Annual service delivery calendar
- Collaborative sales projects
- Plan design modeling
Hiring Activity
Steady150 roles · 55 in 30d
Department
Seniority
Company intelligence
