
Crumdale Specialty is a diversified insurance firm providing custom, self-funded
healthcare solutions to a bespoke set of brokers, consultants, and agents nationwide.
Ranked on the Inc. 5000 Fastest Growing Companies and Best Workplaces, we leverage
industry expertise, superior talent, data analytics, and a disruptive mindset to
manufacture, underwrite, and administer agile, transparent, and cost-saving solutions.
We optimize the fragmented health benefits supply chain to reduce health benefit costs
and create better outcomes for employers and employees. Our company culture is rooted
in alignment, innovation, and integrity. We believe when our clients win, we win. We
become part of your team, so you can do what you do best.
Demographics
- Industry | Financial Services
- Headquarters | Paoli, PA
- Founded | 2014
- Employees | 150+
- Existing ERP | QuickBooks
- Other Systems | Salesforce, Concur, Paylocity, Proprietary Policy Management
System
NetSuite Solution
- NetSuite | Financials First
- Modules | Financials, AP, AR, NSPB
- Interfaces | Banking, UKG, Policy Management, Salesforce, Concur
Sales Team
- NetSuite | Max Jacobs, Bryan Daley, Marta Thordarson
- Caravel | Corey Ruane, David Tillotson
Implementation
- Methodology | SuiteSuccess + Optimization
- Approach | Crumdale will deploy NetSuite in a single phase with all functionality in ERP
and EPM going live in 5 months and integrating with various 3rd party applications.