Newfront is a modern insurance brokerage that leverages technology to vastly simplify the buying process for clients and the selling process for brokers. Their experienced insurance brokers help our clients save money and find the right coverage for their risk. Newfront is one of the fastest-growing retail insurance brokerages in the US.
Demographics
- Industry | Financial Services
- Headquarters | San Francisco, CA
- Founded | 2017
- Employees | 700+
- Existing ERP | Vertafore AMS360
- Other Systems | Accounting Seed, Bill.Com, Concur, MS Excel, Vena, ADP, City National Bank, SVB, Dash, Bigquery
NetSuite Solution
- NetSuite | Suitesuccess Financials First Premium
- Modules | Record To Report, Financials, AP Invoice to Pay, AR Invoice to Cash
- Interfaces | Banking, ADP, OCR, Concur, Vena, Bigquery, Stripe
Sales Team
- NetSuite | N/A
- Caravel | Scott Curry, Caila Cohen
Implementation
- Methodology | SuiteSuccess + Optimization
- Approach | Newfront will deploy NetSuite in a multi-phase with core functionality going live in month 5 and integrating to various 3rd party systems in phase 1 and 2.
