Ameritas
Ameritas Technographics
Ameritas Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Ameritas and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3000 Ameritas employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Ameritas has purchased the following applications: Oracle Cloud ERP for ERP Financial in 2023, FIS Relius for Benefits Administration, Pension Administration in 2021, Roper iPipeline SSG Digital for Insurance Policy Administration in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Ameritas is running and its propensity to invest more and deepen its relationship with Oracle , FIS Global , Roper Technologies 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 Ameritas revenues, which have grown to $3.38 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 Ameritas 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.
Ameritas Tech Stack and Enterprise Applications
Ameritas ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Oracle PeopleSoft ERP | Oracle Cloud ERP | ERP Financial | ERP | n/a | 2023 | 2023 |
In 2023 Ameritas implemented Oracle Cloud ERP as its ERP Financial platform. The migration replaced Oracle PeopleSoft ERP and went live in January 2023.
Implementation scope was managed by Ameritas IT Shared Services and covered core finance and accounting functions, plus adjacent business areas such as HR, benefits, payroll, actuarial, marketing for example Yammer, legal, audit and compliance tools. The deployment targeted centralized financial management and the consolidation of transactional financial processes across the company.
Configuration focused on standard ERP Financial capabilities including general ledger, accounts payable, accounts receivable, cash management, fixed assets, procurement and financial reporting with period close automation and configurable controls consistent with corporate compliance requirements. Oracle Cloud ERP was provisioned to support accounting close workflows and financial data consolidation used by corporate finance and accounting teams.
The Oracle Cloud ERP deployment was coordinated alongside an actuarial platform migration, with Prophet being migrated to a PMCS cloud managed environment, requiring interface planning between actuarial outputs and the new ERP financial ledgers. Interfaces and cutover activities included transactional handoffs for payroll, benefits and other HR related financial feeds, as well as integration touchpoints for audit and compliance reporting.
Governance and rollout accountability remained with the IT Shared Services Manager who led support for business users during the January 2023 go live and managed change control, user support escalation and ongoing operational ownership for finance, accounting and adjacent functions. The implementation centralized support functions to sustain Oracle Cloud ERP operations across Ameritas business units.
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Ameritas HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS Relius | Benefits Administration, Pension Administration | HCM | n/a | 2021 | 2021 |
In 2021, Ameritas deployed FIS Relius within its BlueStar Retirement Services unit. The engagement targeted Benefits Administration,Pension Administration workloads to support retirement plan recordkeeping and plan sponsor services across Ameritas's retirement business.
The FIS Relius implementation included core modules for plan setup and configuration, participant recordkeeping, contribution and distribution processing, compliance testing, and participant communications. Configuration work emphasized plan-specific eligibility rules, vesting schedules, and contribution calculation rules, aligned to recordkeeping workflows typical for pension and benefits platforms.
Integrations referenced in the engagement included PlanConnect for plan data exchange and onboarding. The deployment also accommodated standard plan ecosystem interfaces such as payroll and HRIS feeds, trustee and custodian file exchanges, and electronic participant statements, implemented through Relius configuration and data mapping.
Governance and operationalization were managed within Ameritas BlueStar Retirement Services, with an Implementation Specialist role documented from Jan 2021 to Jan 2023 overseeing configuration, testing, and rollout coordination. Change control, acceptance testing cycles, and participant service transition activities were instrumented to move administrative processing onto FIS Relius and to stabilize benefits administration operations.
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Ameritas ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Roper Technologies | Legacy | Roper iPipeline SSG Digital | Insurance Policy Administration | ERP Services and Operations | n/a | 2021 | 2021 |
In 2021, Ameritas implemented Roper iPipeline SSG Digital to support application processing, new business intake, and underwriting workflows for its independent distribution channel in North America. The deployment focused on integrating iGO e-App and Maestro Self-Service components to provide digital application capture and producer self service capabilities within the Insurance Policy Administration footprint.
The implementation included iGO e-App for electronic application submission and Maestro Self-Service for producer and consumer interactions, both delivered as modules of Roper iPipeline SSG Digital. The broader Insurance Policy Administration capabilities of SSG Digital were applied to support policy lifecycle tasks such as new business routing, underwriting case management, document orchestration, and data validation workflows.
Ameritas integrated the platform with Swiss Re’s Magnum Pure to automate underwriting data exchange and illustration related services, tying front end intake to third party underwriting decisioning. Operational coverage targeted the independent distribution channel across North America and affected distribution support, new business operations, underwriting, and sales enablement functions.
Governance emphasized workflow orchestration across the e-App, Maestro Self-Service, and the Magnum Pure underwriting engine, with business rules and routing configured to standardize intake and case handling. The deployment aimed to accelerate processing, lower operational costs, and improve the financial professional and consumer experience, and additional policy administration capabilities are inferred as part of the broader SSG Digital platform.
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Ameritas Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Ameritas Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Content Management | Content Management |
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2020 | 2021 |
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Document Management | Content Management |
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2018 | 2018 |
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Ameritas CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Ameritas 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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Ameritas TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Risk Management | TRM |
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2019 | 2019 |
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Ameritas 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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2020 | 2020 |
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Ameritas 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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IT Decision Makers and Key Stakeholders at Ameritas
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Vice President Procurement (CPO) | VP | Procurement | |
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Vice President - Information Technology | VP | IT | |
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SVP & Controller | VP | Finance | |
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Vice President Public Finance | VP | Finance | |
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VP & Actuary, Corporate Actuarial | VP | Risk | |
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SVP, Chief Actuary, Corporate | CXO | Risk | |
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Senior Vice President, Chief Actuary and Underwriting, Individual | CXO | Risk | |
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Director - Actuarial Risk Management | Director | Risk | |
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Salesforce Developer/Administrator | Manager | Marketing | |
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Senior Salesforce Administrator | Manager | Marketing | |
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Apps Being Evaluated by Ameritas Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Ameritas IT executives and key decision makers. This section highlights Ameritas's latest recorded technology evaluations, including Kyriba Treasury for Treasury Management on 2026-02-11, Fiserv DNA Bank Platform for Core Banking on 2025-08-18, and TriNet PEO for PEO (Professional Employer Organization) on 2024-12-11. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Ameritas digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-02-11 | Ameritas | Evaluated | Kyriba | Kyriba Treasury | Treasury Management | TRM |
| 2025-08-18 | Ameritas | Evaluated | Fiserv | Fiserv DNA Bank Platform | Core Banking | ERP Services and Operations |
| 2024-12-11 | Ameritas | Evaluated | TriNet HR Corporation | TriNet PEO | PEO (Professional Employer Organization) | Professional Services |
FAQ - APPS RUN THE WORLD Ameritas Technographics
Ameritas is a Insurance organization based in United States,
with around 3000 employees and annual revenues of $3.38 billion.
Ameritas operates a diverse technology stack with applications such as
Oracle Cloud ERP, FIS Relius and Roper iPipeline SSG Digital,
covering areas like ERP Financial, Benefits Administration, Pension Administration and Insurance Policy Administration.
Ameritas has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, FIS Global and Roper Technologies.
Ameritas recently adopted applications including
Oracle Cloud ERP in 2023, FIS Relius in 2021 and Roper iPipeline SSG Digital in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Ameritas’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Ameritas’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Ameritas technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.