CSAA Insurance Group
3055 Oak Road,
Walnut Creek, 94597, CA,
United States
Walnut Creek, 94597, CA,
United States
1 925-279-2300
Insurance
CSAA Insurance Group Technographics
CSAA Insurance Group Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CSAA Insurance Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3500 CSAA Insurance Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CSAA Insurance Group has purchased the following applications: Coupa Invoice for AP Automation in 2019, Workday Benefits for Benefits Administration in 2011, Mitratech TeamConnect for Legal Practice Management in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems CSAA Insurance Group is running and its propensity to invest more and deepen its relationship with Coupa Software , Oracle , Workday 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 CSAA Insurance Group revenues, which have grown to $850.0 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 CSAA Insurance Group 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.
CSAA Insurance Group Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Coupa Software | Legacy | Coupa Invoice | AP Automation | ERP Financial Management | n/a | 2019 | 2019 |
In 2019, CSAA Insurance Group implemented Coupa Invoice for AP Automation. The deployment centralized invoice processing across accounts payable and provided new reporting and data access for Strategic Sourcing and finance teams. Coupa Invoice was configured to support invoice capture, validation, approval workflows, and embedded reporting capabilities consistent with AP Automation functional workflows.
Operational coverage focused on accounts payable and Strategic Sourcing, with Strategic Sourcing citing improved visibility into invoice data and reporting. As Kathy Stone, Senior Manager, Strategic Sourcing, reported, "Coupa gives us easy reporting and data that we just couldn't get before. It’s been a lifesaver." Governance and process changes included standardizing invoice intake and introducing automated approval routing and audit-focused controls to align operational workflows with the Coupa Invoice platform.
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ERP Financial | ERP Financial Management |
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2014 | 2018 |
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ERP Financial | ERP Financial Management |
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2019 | 2020 |
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Expense Management | ERP Financial Management |
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2007 | 2007 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Benefits | Benefits Administration | HCM | n/a | 2011 | 2011 |
In 2011, CSAA Insurance Group implemented Workday Benefits as part of a broader Workday HR deployment to modernize Benefits Administration and consolidate HR capabilities. The implementation was positioned within an HR transformation that introduced new payroll, benefits, and employee recruiting modules to support human resources and compensation functions across the organization.
Workday Benefits was configured to handle core Benefits Administration workflows, including benefits enrollment, eligibility management, benefit plan configuration, and life event processing, operated alongside Workday payroll and recruiting modules. The deployment emphasized a unified HR data model with shared employee records to maintain consistency between benefits elections, payroll deductions, and recruiting to streamline the employee lifecycle.
Governance and process changes focused on centralizing HR administration and standardizing benefit enrollment and approval workflows, with role based approvals and consolidated HR reporting within the Workday environment. The configuration aligned CSAA Insurance Group Workday Benefits Benefits Administration with broader HR, payroll, and recruiting functions to create a single platform for employee data and HR operations.
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Compensation Management | HCM |
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2011 | 2011 |
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Core HR | HCM |
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2011 | 2011 |
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Learning and Development | HCM |
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2018 | 2018 |
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Payroll | HCM |
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2011 | 2011 |
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Performance and Goal Management | HCM |
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2011 | 2011 |
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Recruiting, Applicant Tracking System | HCM |
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2011 | 2011 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Mitratech | Legacy | Mitratech TeamConnect | Legal Practice Management | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015 CSAA Insurance Group implemented Mitratech TeamConnect as its Legal Practice Management solution. The U.S.-based deployment consolidated legal matter management and spend management across Corporate Legal, Claims and Claims Law and followed the 2015 purchase announcement.
The implementation centered on matter management, e-Billing, accounts payable integration and automated calendaring, with Mitratech TeamConnect configured to provide a centralized matter repository and workflow-driven matter intake. The e-Billing capability and AP integration established an invoice flow from external counsel into legal review and onward to accounts payable, while automated calendaring standardized deadline tracking and reduced manual calendar reconciliation across claims and legal teams.
Operational coverage focused on Corporate Legal, Claims and Claims Law within the United States, driving cross-departmental collaboration and shared visibility into matters and spend. Governance and rollout activities emphasized standardizing billing rules, calendaring procedures and reporting structures, and the implementation delivered greater visibility, collaboration, and reduced legal spend for the organization.
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Time Tracking and Billing | ERP Services and Operations |
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2014 | 2014 |
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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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2010 | 2018 |
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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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2023 | 2023 |
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Data Warehouse | Analytics and BI |
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2021 | 2021 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Contract Lifecycle Management | Content Management |
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2019 | 2019 |
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Digital Asset Management | Content Management |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Sales Automation, CRM, Sales Engagement | CRM |
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2010 | 2010 |
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Sales Automation, Sales Engagement | CRM |
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2020 | 2020 |
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Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procurement | Procurement |
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2019 | 2019 |
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Supplier Relationship Management | Procurement |
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2019 | 2019 |
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SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incentive Compensation Management | SPM |
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2017 | 2017 |
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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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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at CSAA Insurance Group
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Apps Being Evaluated by CSAA Insurance Group Executives
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FAQ - APPS RUN THE WORLD CSAA Insurance Group Technographics
CSAA Insurance Group is a Insurance organization based in United States,
with around 3500 employees and annual revenues of $850.0 million.
CSAA Insurance Group operates a diverse technology stack with applications such as
Coupa Invoice, Workday Benefits and Mitratech TeamConnect,
covering areas like AP Automation, Benefits Administration and Legal Practice Management.
CSAA Insurance Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Coupa Software, Workday and Mitratech.
CSAA Insurance Group recently adopted applications including
Palantir Foundry in 2023, Snowflake Data Warehouse in 2021 and Adobe Experience Manager in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of CSAA Insurance Group’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates CSAA Insurance Group’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 CSAA Insurance Group technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.