San Antonio, 78209, TX,
United States
Catholic Life Insurance Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Catholic Life Insurance and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Catholic Life 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 Catholic Life Insurance has purchased the following applications: Sapiens CoreSuite for Life & Annuities for Insurance ERP in 2019, Microsoft SharePoint for Enterprise Content Management in 2013 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Catholic Life Insurance is running and its propensity to invest more and deepen its relationship with Sapiens International , Microsoft 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 Catholic Life Insurance revenues, which have grown to $13.0 million 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 Catholic Life 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 Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sapiens International | Legacy | Sapiens CoreSuite for Life & Annuities | Insurance ERP | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019, Catholic Life Insurance implemented Sapiens CoreSuite for Life & Annuities as its Insurance ERP to centralize life and annuity policy administration. The deployment emphasized a web-based application stack to support electronic application capture, policy lifecycle processing, and integration with underwriting and illustration workflows.
Sapiens CoreSuite for Life & Annuities was configured to include policy administration modules, electronic application processing via Sapiens ApplicationPro for Life & Annuities, and illustration and underwriting linkages. Sapiens ApplicationPro for Life & Annuities provided a web-based eApplication layer, enabling point-of-sale data capture and helping address decreasing time-to-issue and reducing policy acquisition costs as part of the overall solution.
The implementation leveraged Sapiens ApplicationPro integration with Sapiens IllustrationPro for Life & Annuities and Sapiens UnderwritingPro for Life & Annuities to orchestrate illustration generation and automated underwriting decisioning within the Insurance ERP. This architecture supported transactional handoffs from front-office sales and agency workflows into back-office policy servicing and underwriting queues.
Operational scope covered core business functions including sales, underwriting, and policy administration, with configuration and workflow automation tuned to life and annuity product processes. Governance emphasized centralized configuration of product rules and eApplication workflows to standardize issue processing and streamline interactions between illustration, underwriting, and policy administration teams.
|
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft SharePoint | Enterprise Content Management | Content Management | n/a | 2013 | 2013 |
Catholic Life Insurance implemented Microsoft SharePoint in 2013 to serve as its Enterprise Content Management platform on the company website. The Microsoft SharePoint deployment was sized for a 150-employee insurance organization and focused on centralizing web publishing and structured content repositories that support customer-facing pages and internal document management for business functions that require controlled content delivery.
The Microsoft SharePoint implementation leverages core Enterprise Content Management capabilities such as publishing and page layout templates, document libraries with versioning, content types and metadata, managed navigation and search-driven content display, and workflow-enabled approval processes. Configuration work emphasized role-based permissions, template-driven page construction, and content lifecycle controls to manage updates and archival of policy and product information.
Governance for the SharePoint environment aligned editorial and approval workflows with existing business processes, introducing a permission model, content ownership assignments, and scheduled content review cycles appropriate for an insurance firm. The implementation positioned Microsoft SharePoint as the authoritative content source for the website while providing a controlled framework for content publishing and compliance-oriented content retention policies.
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