Oklahoma City, 73114, OK,
United States
American Fidelity Insurance Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by American Fidelity Insurance and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2000 American Fidelity Insurance employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that American Fidelity Insurance has purchased the following applications: Oracle PeopleSoft ERP for ERP Financial in 2014, Alegeus for Benefits Administration in 2020, SAP Concur Travel for Travel Management in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems American Fidelity Insurance is running and its propensity to invest more and deepen its relationship with Oracle , SAP , Alegeus or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing American Fidelity Insurance revenues, which have grown to $1.50 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for American Fidelity Insurance intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle PeopleSoft ERP | ERP Financial | ERP Financial Management | n/a | 2014 | 2014 |
In 2014, American Fidelity Insurance implemented Oracle PeopleSoft ERP as its core financial system. The deployment targeted the companys ERP Financial needs and centralized financial management services for general accounting, accounts payable, cash disbursements, tax form filing and commissions administration.
The implementation included Oracle PeopleSoft ERP Financial Management capabilities, with explicit configuration work on General Ledger systems and Agent Compensation workflows. Related automation and integrations were delivered for Concur Travel and Expense reporting and OneSource tax form filing and mailing, and accounting operations saw process automation in accounts payable and expense handling.
Operational scope covered company finance and accounting functions and extended into sales compensation administration, with company-wide training of approximately 1,200 associates. Program governance included oversight from the FMS Team and close coordination with auditors, regulator groups and senior management, and the finance organization retained an FMS software development analyst for ongoing configuration and support.
Rollout and governance were coordinated through internal committees including the Project Management Committee in IT, Leadership Training, Employee Benefits Review Team, Disaster Recovery and Field Sales Committee, which supported training, control reviews and operational readiness. Documented operational outcomes from the implementation included processing roughly 2,500 expense reports per month and managing about 18 million dollars in payments annually.
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ERP Financial | ERP Financial Management |
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2018 | 2018 |
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Expense Management | ERP Financial Management |
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2014 | 2014 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Alegeus | Legacy | Alegeus | Benefits Administration | HCM | n/a | 2020 | 2020 |
In 2020, American Fidelity Insurance implemented Alegeus as its Benefits Administration platform. Alegeus is surfaced on the American Fidelity website to provide employee-facing enrollment and account access for benefits.
The implementation configures core Benefits Administration capabilities including benefits enrollment workflows, eligibility rules, consumer account management for tax-advantaged accounts, and automated contribution handling. The Alegeus application is deployed with an employee portal and an administrative console to manage plan configuration, open enrollment events, and ongoing eligibility maintenance. This configuration reflects standard Benefits Administration functional modules aligned with HR benefits operations.
Operational coverage focuses on benefits-eligible employees across the United States, with the Alegeus presence integrated into public and internal site touchpoints to centralize enrollment access. The deployment is positioned to support HR and benefits administration functions, consolidating employee self-service and administrator configuration in the Alegeus application.
Governance responsibilities reside with American Fidelity Insurance's HR benefits team, which administers eligibility criteria, enrollment windows, and configuration through the Alegeus administrative interface. American Fidelity Insurance Alegeus Benefits Administration supports the companys HR benefits and enrollment business function via website-based access and centralized configuration.
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Core HR | HCM |
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2015 | 2015 |
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Employee Experience, Employee Engagement | HCM |
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2021 | 2024 |
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Payroll | HCM |
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2015 | 2015 |
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Workforce Management | HCM |
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2020 | 2020 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Travel | Travel Management | ERP Services and Operations | n/a | 2014 | 2014 |
In 2014, American Fidelity Insurance implemented SAP Concur Travel to standardize corporate travel and expense processes. The implementation targeted Travel Management functions, centering on travel booking coordination, expense reporting, and policy-based approval workflows for the companys finance organization.
The deployment included SAP Concur Travel alongside Concur expense reporting configuration, with business rules for expense policy enforcement, multi-step approvals, and electronic receipt capture. Configuration emphasized integration-ready expense data exports and automated posting patterns to the enterprise general ledger, aligning Concur expense lines to financial accounting structures.
SAP Concur Travel was integrated with PeopleSoft Financial Management and OneSource Tax as part of the broader financial systems landscape. Expense and travel data flowed into PeopleSoft for GL posting and accounts payable automation, while OneSource Tax supported tax form filing and mailing workflows, enabling coordinated tax reporting from expense activity. The operational coverage extended across financial management, accounts payable, and the broader employee population, with roughly 1200 associates trained on the new processes.
Governance and rollout were managed through existing internal committees including the FMS Team and Project Management Committee, with oversight from finance leadership and the AVP responsible for financial management services. The implementation delivered automation of key accounting operations, processing approximately 2500 expense reports per month and supporting about 18 million dollars in annual payments, alongside a company-wide training effort for end users.
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2019 | 2019 |
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Analytics and BI | Analytics and BI |
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2016 | 2016 |
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Analytics and BI | Analytics and BI |
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2016 | 2016 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2023 | 2023 |
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Customer Engagement, Customer Experience | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2016 | 2016 |
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Customer Support | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2019 | 2019 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2020 | 2020 |
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IT Service Management | ITSM |
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2017 | 2017 |
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Remote Monitoring and Management | ITSM |
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2020 | 2020 |
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SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Configure Price Quote (CPQ) | SPM |
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2016 | 2016 |
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Incentive Compensation Management | SPM |
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2019 | 2020 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Robotic Process Automation | PaaS |
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2019 | 2019 |
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Robotic Process Automation | PaaS |
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2017 | 2017 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2014 | 2014 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2019 | 2019 |
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