--- title: "Client Success: Holmes Murphy" description: Holmes Murphy is an independent insurance brokerage, serving leaders across the nation in the areas of property casualty insurance, employee benefits, captive insurance, risk management and loss control. image: https://blog.teamascend.com/hubfs/murphy%20casestudy.png --- [Skip to main content](https://blog.teamascend.com/blog/holmes-murphy#main) [![cropped-Ascend-Technologies\_Vertical\_FullColor\_White](https://blog.teamascend.com/hs-fs/hubfs/Logos/cropped-Ascend-Technologies_Vertical_FullColor_White.png?width=150&height=118&name=cropped-Ascend-Technologies_Vertical_FullColor_White.png) ![cropped-Ascend-Technologies\_Vertical\_FullColor\_White](https://blog.teamascend.com/hs-fs/hubfs/Logos/cropped-Ascend-Technologies_Vertical_FullColor_White.png?width=150&height=118&name=cropped-Ascend-Technologies_Vertical_FullColor_White.png)](https://teamascend.com/) - [Show submenu for Services Services](http://teamascend.com/services/) - [Show submenu for IT Consulting IT Consulting](https://teamascend.com/services/strategic-consulting/) - [Healthcare Consulting](https://teamascend.com/services/healthcare/) - [Show submenu for Cybersecurity Cybersecurity](https://teamascend.com/services/cybersecurity/) - [Ascend Defend | Microsoft Security](https://teamascend.com/services/microsoft-365/microsoft-security-ascend-defend/) - [Managed Detection & Response](https://teamascend.com/services/cybersecurity/managed-detection-response/) - [Identity Protection & MFA](https://teamascend.com/services/cybersecurity/identity-protection-mfa/) - [Email Security](https://teamascend.com/services/cybersecurity/email-security/) - [Perimeter Security](https://teamascend.com/services/cybersecurity/perimeter-security-ngfw/) - [vCISO](https://teamascend.com/services/cybersecurity/vciso/) - [Security Risk Assessment](https://teamascend.com/services/it-assessments/security-risk-assessment/) - [Penetration Testing](https://teamascend.com/services/infrastructure/penetration-testing/) - [Vulnerability Management](https://teamascend.com/services/cybersecurity/vulnerability-management-program/) - [Security Awareness Training](https://teamascend.com/services/cybersecurity/security-awareness-program/) - [Show submenu for IT Infrastructure IT Infrastructure](https://teamascend.com/services/infrastructure/) - [24/7 Support Desk](https://teamascend.com/services/infrastructure/support-desk/) - [VCIO](https://teamascend.com/services/infrastructure/vcio/) - [Managed Infrastructure](https://teamascend.com/services/infrastructure/managed-infrastructure-services/) - [Data Protection (BaaS)](https://teamascend.com/services/infrastructure/data-protection/) - [Onsite Rounding](https://teamascend.com/services/infrastructure/onsite-rounding/) - [Application Administration Services](https://teamascend.com/services/infrastructure/application-administration/) - [IT Infrastructure Assessment](https://teamascend.com/services/it-assessments/infrastructure-assessment/) - [Product](https://teamascend.com/services/infrastructure/product/) - [Show submenu for Cloud Cloud](https://teamascend.com/services/cloud-computing/) - [Ascend Cloud | Managed Private Data Center](https://teamascend.com/services/cloud-computing/edafio-cloud/) - [Hybrid Cloud](https://teamascend.com/services/cloud-computing/hybrid-cloud-solutions/) - [Cloud Security (CSPM)](https://teamascend.com/services/cloud-computing/cloud-security-posture-management/) - [Cloud Assessment](https://teamascend.com/services/cloud-computing/cloud-assessment/) - [Digitial Workspace Deployment](https://teamascend.com/services/cloud-computing/digital-workspace-deployment/) - [Cloud Migration](https://teamascend.com/services/cloud-computing/cloud-migration/) - [Show submenu for Microsoft Services Microsoft Services](https://teamascend.com/services/microsoft-365/) - [Ascend Defend | Microsoft Security](https://teamascend.com/services/microsoft-365/microsoft-security-ascend-defend/) - [Microsoft 365 Copilot](https://teamascend.com/services/microsoft-365/microsoft-365-copilot/) - [Microsoft Licensing](https://teamascend.com/services/microsoft-365/microsoft-licensing/) - [Microsoft 365 Management](https://teamascend.com/services/microsoft-365/microsoft-365-management/) - [Microsoft 365 Migration](https://teamascend.com/services/microsoft-365/) - [Show submenu for Salesforce Salesforce](https://teamascend.com/salesforce-services/) - [Consulting Services](https://teamascend.com/salesforce-services/salesforce-consulting-services/) - [Implementation Services](https://teamascend.com/salesforce-services/salesforce-implementation-services/) - [Managed Services](https://teamascend.com/salesforce-services/salesforce-managed-services/) - [Embedded Experts](https://teamascend.com/salesforce-services/salesforce-embedded-experts/) - [Optimization Assessment](https://teamascend.com/salesforce-services/salesforce-optimization-assessment/) - [Salesforce AppExchange](https://teamascend.com/salesforce-services/salesforce-appexchange/) - [HubSpot Services](https://teamascend.com/services/hubspot-services/) - [App Development](https://teamascend.com/services/application-development/) - [Show submenu for Industries Industries](https://teamascend.com/industries/) - [Financial Services](https://teamascend.com/industries/financial-services/) - [Private Equity](https://teamascend.com/industries/private-equity/) - [Insurance](https://teamascend.com/industries/insurance/) - [Manufacturing](https://teamascend.com/industries/manufacturing/) - [Healthcare](https://teamascend.com/industries/healthcare/) - [Legal](https://teamascend.com/industries/legal/) - [Accounting](https://teamascend.com/industries/accounting/) - [Show submenu for Resources Resources](https://teamascend.com/resources/) - [Client Success Stories](https://teamascend.com/client-success-stories/) - [Events](https://teamascend.com/events/) - [Solutions-Focused PDFs](https://teamascend.com/resources/#solutions) - [Blog](https://blog.teamascend.com/) - [Webinars](https://teamascend.com/resources/?_resource_type=webinar) - [All Resources](https://teamascend.com/resources/) - Show submenu for Company Company - [About Ascend Technologies](https://teamascend.com/about/) - [Leadership Team](https://teamascend.com/about/team/) - [Partners With Us](https://teamascend.com/about/partner-with-us/) - [Awards & Recognitions](https://teamascend.com/about/awards/) - [Certifications](https://teamascend.com/about/certifications/) - [Careers](https://teamascend.com/careers/) - [Internships](https://teamascend.com/careers/internships/) - [Connect](https://teamascend.com/contact/) Open main navigation Close main navigation - Show submenu for Services Services - Services - [Services](http://teamascend.com/services/) - Show submenu for IT Consulting IT Consulting - IT Consulting - [IT Consulting](https://teamascend.com/services/strategic-consulting/) - [Healthcare Consulting](https://teamascend.com/services/healthcare/) - Show submenu for Cybersecurity Cybersecurity - Cybersecurity - [Cybersecurity](https://teamascend.com/services/cybersecurity/) - [Ascend Defend | Microsoft Security](https://teamascend.com/services/microsoft-365/microsoft-security-ascend-defend/) - [Managed Detection & Response](https://teamascend.com/services/cybersecurity/managed-detection-response/) - [Identity Protection & MFA](https://teamascend.com/services/cybersecurity/identity-protection-mfa/) - [Email Security](https://teamascend.com/services/cybersecurity/email-security/) - [Perimeter Security](https://teamascend.com/services/cybersecurity/perimeter-security-ngfw/) - [vCISO](https://teamascend.com/services/cybersecurity/vciso/) - [Security Risk Assessment](https://teamascend.com/services/it-assessments/security-risk-assessment/) - [Penetration Testing](https://teamascend.com/services/infrastructure/penetration-testing/) - [Vulnerability Management](https://teamascend.com/services/cybersecurity/vulnerability-management-program/) - [Security Awareness Training](https://teamascend.com/services/cybersecurity/security-awareness-program/) - Show submenu for IT Infrastructure IT Infrastructure - IT Infrastructure - [IT Infrastructure](https://teamascend.com/services/infrastructure/) - [24/7 Support Desk](https://teamascend.com/services/infrastructure/support-desk/) - [VCIO](https://teamascend.com/services/infrastructure/vcio/) - [Managed Infrastructure](https://teamascend.com/services/infrastructure/managed-infrastructure-services/) - [Data Protection (BaaS)](https://teamascend.com/services/infrastructure/data-protection/) - [Onsite Rounding](https://teamascend.com/services/infrastructure/onsite-rounding/) - [Application Administration Services](https://teamascend.com/services/infrastructure/application-administration/) - [IT Infrastructure Assessment](https://teamascend.com/services/it-assessments/infrastructure-assessment/) - [Product](https://teamascend.com/services/infrastructure/product/) - Show submenu for Cloud Cloud - Cloud - [Cloud](https://teamascend.com/services/cloud-computing/) - [Ascend Cloud | Managed Private Data Center](https://teamascend.com/services/cloud-computing/edafio-cloud/) - [Hybrid Cloud](https://teamascend.com/services/cloud-computing/hybrid-cloud-solutions/) - [Cloud Security (CSPM)](https://teamascend.com/services/cloud-computing/cloud-security-posture-management/) - [Cloud Assessment](https://teamascend.com/services/cloud-computing/cloud-assessment/) - [Digitial Workspace Deployment](https://teamascend.com/services/cloud-computing/digital-workspace-deployment/) - [Cloud Migration](https://teamascend.com/services/cloud-computing/cloud-migration/) - Show submenu for Microsoft Services Microsoft Services - Microsoft Services - [Microsoft Services](https://teamascend.com/services/microsoft-365/) - [Ascend Defend | Microsoft Security](https://teamascend.com/services/microsoft-365/microsoft-security-ascend-defend/) - [Microsoft 365 Copilot](https://teamascend.com/services/microsoft-365/microsoft-365-copilot/) - [Microsoft Licensing](https://teamascend.com/services/microsoft-365/microsoft-licensing/) - [Microsoft 365 Management](https://teamascend.com/services/microsoft-365/microsoft-365-management/) - [Microsoft 365 Migration](https://teamascend.com/services/microsoft-365/) - Show submenu for Salesforce Salesforce - Salesforce - [Salesforce](https://teamascend.com/salesforce-services/) - [Consulting Services](https://teamascend.com/salesforce-services/salesforce-consulting-services/) - [Implementation Services](https://teamascend.com/salesforce-services/salesforce-implementation-services/) - [Managed Services](https://teamascend.com/salesforce-services/salesforce-managed-services/) - [Embedded Experts](https://teamascend.com/salesforce-services/salesforce-embedded-experts/) - [Optimization Assessment](https://teamascend.com/salesforce-services/salesforce-optimization-assessment/) - [Salesforce AppExchange](https://teamascend.com/salesforce-services/salesforce-appexchange/) - [HubSpot Services](https://teamascend.com/services/hubspot-services/) - [App Development](https://teamascend.com/services/application-development/) - Show submenu for Industries Industries - Industries - [Industries](https://teamascend.com/industries/) - [Financial Services](https://teamascend.com/industries/financial-services/) - [Private Equity](https://teamascend.com/industries/private-equity/) - [Insurance](https://teamascend.com/industries/insurance/) - [Manufacturing](https://teamascend.com/industries/manufacturing/) - [Healthcare](https://teamascend.com/industries/healthcare/) - [Legal](https://teamascend.com/industries/legal/) - [Accounting](https://teamascend.com/industries/accounting/) - Show submenu for Resources Resources - Resources - [Resources](https://teamascend.com/resources/) - [Client Success Stories](https://teamascend.com/client-success-stories/) - [Events](https://teamascend.com/events/) - [Solutions-Focused PDFs](https://teamascend.com/resources/#solutions) - [Blog](https://blog.teamascend.com/) - [Webinars](https://teamascend.com/resources/?_resource_type=webinar) - [All Resources](https://teamascend.com/resources/) - Show submenu for Company Company - Company - [About Ascend Technologies](https://teamascend.com/about/) - [Leadership Team](https://teamascend.com/about/team/) - [Partners With Us](https://teamascend.com/about/partner-with-us/) - [Awards & Recognitions](https://teamascend.com/about/awards/) - [Certifications](https://teamascend.com/about/certifications/) - [Careers](https://teamascend.com/careers/) - [Internships](https://teamascend.com/careers/internships/) - [Connect](https://teamascend.com/contact/) - [24/7 Client Services](https://portal-ascend.okta.com/) [24/7 Client Services](https://portal-ascend.okta.com/) Case Study, Salesforce # Client Success: Holmes Murphy ![Default Author](https://blog.teamascend.com/hubfs/Logos/Ascend/Ascend%20Technologies_Vertical_Blue.png) TEAM ASCEND June 30, 2021 - [![LinkedIn](https://blog.teamascend.com/hubfs/LinkedIn-color%20(1).svg)](https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Fblog.teamascend.com%2Fblog%2Fholmes-murphy) - [![Facebook](https://blog.teamascend.com/hubfs/Group%203%20(1).svg)](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fblog.teamascend.com%2Fblog%2Fholmes-murphy) - [![Email](https://blog.teamascend.com/hubfs/Group%20427320686.svg)](mailto:?subject=%3Cspan+id%3D%22hs_cos_wrapper_name%22+class%3D%22hs_cos_wrapper+hs_cos_wrapper_meta_field+hs_cos_wrapper_type_text%22+style%3D%22%22+data-hs-cos-general-type%3D%22meta_field%22+data-hs-cos-type%3D%22text%22+%3EClient+Success%3A+Holmes+Murphy%3C%2Fspan%3E&body=https%3A%2F%2Fblog.teamascend.com%2Fblog%2Fholmes-murphy) ![](https://blog.teamascend.com/hubfs/murphy%20casestudy.png) [![HolmesMurphy\_logo](https://blog.teamascend.com/hs-fs/hubfs/HolmesMurphy_logo.png?width=240&name=HolmesMurphy_logo.png)](https://www.gcsbank.com/) ### **The organization** [**Holmes Murphy**](https://www.holmesmurphy.com/) is an independent insurance brokerage, serving leaders across the nation in the areas of property casualty insurance, employee benefits, captive insurance, risk management, and loss control. ### **challenges** In order to continue to expand its market share on a national level, Holmes Murphy proactively sought out technology to store, organize, and interact with enormous amounts of customer information. From a customer service perspective, Holmes Murphy wanted to give customers visibility into the claims processes. For internal team members, Holmes Murphy wanted a single destination for users in other departments to access content and files and avoid duplicative data entry. ### **solution** Holmes Murphy determined that Salesforce and its cloud-based platform was the best fit to build a new Insurance Claim Management/Processing system. Ascend Technologies worked with Holmes Murphy’s internal technology team to implement Sales Cloud and a Customer community and built custom apex, triggers, objects, and processes. Ascend also partnered with Holmes Murphy on a new Captive Management/Processing platform with a custom-developed Calculation Engine and a fully customizable lightning component that allows for more robust related lists. ### **outcome** As an extension of Holmes Murphy’s staff, the company was able to utilize Ascend as a technical resource and a consultant to meet aggressive deadlines and help see Holmes Murphy’s projects through to the finish line. Holmes Murphy’s new Insurance Claim Management/Processing system is used to manage financial transactions, review claim statuses, and support the intake process. The new Captive Management/Processing platform created efficiencies for team members across the entire insurance lifecycle: underwriting, claims, reinsurance and accounting.   ### Table of Contents #### Get Insights Sent to Your Inbox ## Related Articles ![How to Build an AI Governance Framework a Lean IT Team Can Run](https://blog.teamascend.com/hubfs/software-engineers-collaborating-on-code-in-office-2026-09-21-23-15-07-utc.jpg) Case Study, Salesforce ### [How to Build an AI Governance Framework a Lean IT Team Can Run](https://blog.teamascend.com/blog/ai-governance-framework-for-lean-it-teams-ascend) September 24, 2026 [Read Now ![arrow](https://blog.teamascend.com/hubfs/SVG%20(2).svg)](https://blog.teamascend.com/blog/ai-governance-framework-for-lean-it-teams-ascend) ![How to Choose the Right Salesforce Products for Your Business](https://blog.teamascend.com/hubfs/AdobeStock_1458786464.jpeg) Case Study, Salesforce ### [How to Choose the Right Salesforce Products for Your Business](https://blog.teamascend.com/blog/how-to-choose-the-right-salesforce-products-for-your-business) September 22, 2026 [Read Now ![arrow](https://blog.teamascend.com/hubfs/SVG%20(2).svg)](https://blog.teamascend.com/blog/how-to-choose-the-right-salesforce-products-for-your-business) ![What Is Shadow AI, and Why Is It a Compliance Risk Right Now?](https://blog.teamascend.com/hubfs/woman-working-from-home-at-desk-with-laptop-2026-03-13-01-57-07-utc.jpg) Case Study, Salesforce ### [What Is Shadow AI, and Why Is It a Compliance Risk Right Now?](https://blog.teamascend.com/blog/shadow-ai-compliance-risk-regulated-industries) September 17, 2026 [Read Now ![arrow](https://blog.teamascend.com/hubfs/SVG%20(2).svg)](https://blog.teamascend.com/blog/shadow-ai-compliance-risk-regulated-industries) [![Ascend Technologies](https://blog.teamascend.com/hs-fs/hubfs/Logos/Ascend/Ascend%20Technologies_Horizontal_FullColor_White.png?width=200&height=107&name=Ascend%20Technologies_Horizontal_FullColor_White.png)](https://teamascend.com/) Contact 833-639-2285 - - - - - - Company - [About](https://teamascend.com/about/) - [Services](https://teamascend.com/services/) - [Testimonials](https://teamascend.com/client-success-stories/) - [Partner With Us](https://teamascend.com/about/partner-with-us/) - [Resources](https://teamascend.com/resources/) - [Contact](https://teamascend.com/contact/) - [Careers](https://teamascend.com/careers/) - Services - [IT Consulting](https://teamascend.com/services/strategic-consulting/) - [Cybersecurity](https://teamascend.com/services/cybersecurity/) - [IT Infrastructure](https://teamascend.com/services/infrastructure/) - [Cloud](https://teamascend.com/services/cloud-computing/) - [24/7 Support Desk](https://teamascend.com/services/infrastructure/support-desk/) - [Microsoft Services](https://teamascend.com/services/microsoft-365/) - [Salesforce Services](https://teamascend.com/salesforce-services/) - [HubSpot Services](https://teamascend.com/services/hubspot-services/) - [App Development](https://teamascend.com/services/application-development/) ### Empowering Technology. Powered by People. Technology is critical to businesses across all industries. Today's technology must be smart, reliable, adaptable, and secure. At Ascend Technologies, we deliver solutions at the highest level, from cloud computing to proactive cybersecurity strategies to Salesforce excellence. And the team? As impressive as the tech. Our practical support is focused on one thing: your success. Let's see what we can do together. [Contact Us](https://teamascend.com/contact/) ©2026 Ascend Technologies, LLC, All Rights Reserved | [Privacy Policy](https://teamascend.com/privacy-policy/) ```json { "@context" : "https://schema.org", "@type" : "WebPage", "breadcrumb" : { "@type" : "BreadcrumbList", "itemListElement" : [ { "@type" : "ListItem", "item" : "https://blog.teamascend.com", "name" : "Home", "position" : 1 } ] }, "dateModified" : "2024-12-12T21🇲🇲02", "description" : "Holmes Murphy is an independent insurance brokerage, serving leaders across the nation in the areas of property casualty insurance, employee benefits, captive insurance, risk management and loss control.", "name" : "Client Success: Holmes Murphy", "primaryImageOfPage" : { "@type" : "ImageObject", "url" : "https://content.teamascend.com/hubfs/murphy%20casestudy.png" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://content.teamascend.com/hubfs/Ascend-Technologies-HubSpot-Logo.png" }, "name" : "Ascend Technologies", "url" : "https://blog.teamascend.com" }, "url" : "https://blog.teamascend.com/blog/holmes-murphy" } ```