Frederick, 21704, MD,
United States
Legal & General America Technographics
Legal & General America Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Legal & General America and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 600 Legal & General America employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Legal & General America has purchased the following applications: Epicor Kinetic for Manufacturing ERP in 2018, SmartActions AI Brain for Natural Language Processing in 2017, Microsoft 365 for Collaboration in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Legal & General America is running and its propensity to invest more and deepen its relationship with Epicor , SmartAction , 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 Legal & General America revenues, which have grown to $297.0 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 Legal & General America 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.
Legal & General America Tech Stack and Enterprise Applications
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Epicor | Legacy | Epicor Kinetic | Manufacturing ERP | ERP Services and Operations | n/a | 2018 | 2019 |
In 2018 Legal & General America implemented Epicor Kinetic, a Manufacturing ERP solution, in an organization-wide deployment across its United States operations. The implementation targeted end-to-end financial management to transition manual financial reporting procedures into automated workflows under Epicor Kinetic.
Configuration prioritized financial modules including general ledger, accounts payable, accounts receivable, and reporting automation, aligning standard ERP financial workflows with insurer-specific accounting and consolidation requirements. Operational coverage focused on corporate finance and accounting departments across the organization, with governance established for standardized reporting templates and automated control points to reduce manual processing and improve auditability. The deployment emphasized business process automation to streamline and automate business processes as described in the project scope.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SmartAction | Legacy | SmartActions AI Brain | Natural Language Processing | AI-Powered Application | n/a | 2017 | 2018 |
In 2017, Legal & General America implemented SmartActions AI Brain. SmartActions AI Brain is a Natural Language Processing application deployed as a cloud-based AI-brain purpose-built for the contact center, supporting both voice and chat channels.
The implementation used industry-specific templates and pre-built conversational components to accelerate deployment, enabling natural language understanding and dialog orchestration across hundreds of call types and chat scenarios. Configuration focused on contact center operations and customer service workflows, with template-led setup covering use cases such as order management and roadside assistance. The solution was delivered without professional services and operated under a predictable usage pricing model, shifting implementation effort to internal contact center teams who configured templates and routing policies.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Legal & General America implemented Microsoft 365 as its primary Collaboration platform. The deployment provides cloud-hosted productivity and collaboration services including enterprise email, document collaboration, cloud storage and meeting capabilities across an organization of roughly 600 employees. Microsoft 365 is referenced on the company website, which indicates web-facing use of the Microsoft 365 suite for published content or embedded collaboration resources. The platform supports business functions such as corporate communications, human resources, underwriting support and claims operations through shared content and real-time collaboration workflows.
Configuration and operational scope centered on tenant-level Microsoft 365 administration with centralized user provisioning, role-based access controls and information governance aligned to insurance industry compliance needs. Functional capabilities implemented include SharePoint and OneDrive style document management, collaborative authoring and version control, and unified communications for meetings and presence typical of the Collaboration category. Governance activities focused on identity and access management, content classification and retention policies to manage sensitive customer and policy data while enabling cross-departmental collaboration.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application, Web and Enterprise Search | Content Management |
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2021 | 2021 |
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Digital Signing | Content Management |
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2023 | 2023 |
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Web Content Management | Content Management |
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2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2020 | 2020 |
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Customer Analytics | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2000 | 2000 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2018 | 2018 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Risk Management | TRM |
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2019 | 2019 |
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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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2018 | 2018 |
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Transactional Email | PaaS |
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2020 | 2020 |
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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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2020 | 2020 |
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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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2014 | 2014 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Legal & General America
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Legal & General America Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||