AI Buyer Insights:

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Primerica Tech Stack and Enterprise Applications

Primerica ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SAP Legacy SAP Concur Expense Expense Management ERP n/a 2014 2014
In 2014, Primerica implemented SAP Concur Expense as its Expense Management platform to centralize corporate expense reporting and card administration. The deployment positioned SAP Concur Expense as the system of record for employee expense submissions, policy enforcement, and audit control across travel and purchasing card programs. Concur system administration responsibilities were structured around core configuration areas, including Audit Rules, Company Info, List Management, and Workflows, with explicit ownership of Travel Policy, User and Permission Administration. Administration extended to Tools Administration covering Company Card management and Import and Extract Monitoring, indicating sustained operational control over transaction intake and automated validation rules. These capabilities align with standard Expense Management functional modules such as expense report processing, policy validation, and automated audit workflows. Operational coverage included corporate credit card administration for Individual cardholders, Corporate Travel cardholders, and Purchasing Card accounts, affecting finance, travel, and procurement workflows. Integrations were managed at the interface level, operating company card feeds and import export interfaces to maintain transaction flows and reconcilements, while governance emphasized centralized permissioning, audit rule enforcement, and workflow orchestration within SAP Concur Expense.
Primerica HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Sterling Talent Solutions Legacy Sterling Background Check BackGround Screening HCM n/a 2019 2019
In 2019, Primerica implemented Sterling Background Check to formalize candidate screening within its recruiting workflow. Sterling Background Check was deployed as part of Primerica's BackGround Screening capability to support recruiter-led hiring and I-9 verification processes. The implementation emphasized standard BackGround Screening functional modules, including candidate submission and ordering, automated status tracking, result receipt and adjudication workflows. Configuration work focused on aligning candidate intake from recruiters, enabling recruiting coordinators to submit profiles for verification, and providing transparent status updates to hiring teams. Sterling Background Check was integrated into an existing recruiting stack that includes Workday ATS for application review and disposition, Orange Tree as an alternate background check channel, and Quest Diagnostics for drug screening orders. Candidate profiles were routed from Workday ATS into Sterling Background Check for screening and into I-9 verification workflows, creating a connected end-to-end candidate verification path used by recruiters and recruiting coordinators. Operational ownership stayed within recruiting and HR functions, with recruiting coordinators coordinating interview scheduling, travel logistics, and screening submissions, while partnering with hiring managers and senior leadership on candidate decisions. Governance centered on embedding screening steps into recruiting workflows and centralizing screening submission through Sterling Background Check, aligning process controls with recruiter and HR responsibilities.
BackGround Screening HCM 2019 2019
Core HR HCM 2012 2018
Learning and Development HCM 2015 2015
Payroll HCM 2010 2018
Recruiting, Applicant Tracking System HCM 2014 2014
Recruiting, Applicant Tracking System HCM 2014 2014
Primerica Analytics and BI
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) Analytics and BI Analytics and BI n/a 2014 2018
In 2014 Primerica implemented Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) to centralize enterprise reporting and analytics. The deployment targeted Analytics and BI workloads across transactional and analytical reporting and was scoped to support reporting for the U.S., Canada, and Latin America markets. Business requirements were collected through multiple approaches and iterative JRD sessions with business users to drive ETL application enhancements and report specifications. Workstreams included ETL, analytical modeling, reporting automation and dashboarding across finance and transaction reporting functions. Microsoft BI components were configured with SSIS for ETL enhancements, SSAS for multidimensional modeling and SSRS for automated report distribution and reusable report libraries. The team designed data profiles for processing using PL/SQL queries and R to manage banking financial metadata related to an acquisition and to enforce data integrity through dataset comparisons and dataset schema checks. SSAS implementation included Key Performance Indicator Objects, Actions, Hierarchies and Attribute Relationships to enrich cube semantics and improve analytical query behavior. Reusable SQL Server Reporting Services artifacts were developed to standardize report logic and enable scheduled distribution. Analytical capability used R for exploratory data analysis, including descriptive statistics, outlier detection, assumptions testing, factor analysis and regression modeling for statistical forecasting, and applied K Means clustering to segment customers. Transaction Performance Reports were generated on a monthly and quarterly cadence using SQL Server alongside BI tooling such as Informatica and Tableau to consolidate transactional data from U.S., Canada and Latin America. Tableau was used to design charts and dashboards for non technical audiences and to translate SSAS outputs into executive facing visualizations. Data management activities included building automated reporting pipelines and maintaining dataset validation processes. Operational governance emphasized iterative business engagement, with JRD sessions and a formal user acceptance testing regime to collect end user feedback and secure sign off from managers and cross functional teams. The implementation covered data management, analytics and business reporting functions and aligned SSIS ETL, SSAS analytical models and SSRS delivery for end to end reporting workflows. Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) was positioned as the central Analytics and BI platform for enterprise transactional and analytical reporting at Primerica in 2014.
Data Warehouse Analytics and BI 2021 2021
Primerica Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Audio Video and Web Conferencing Collaboration 2019 2019
Primerica Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Digital Signing Content Management 2023 2024
Primerica CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Primerica ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IT Service Management ITSM 2021 2021
Primerica TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2021 2021
Risk Management TRM 2019 2019
Primerica PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Robotic Process Automation PaaS 2022 2022
Primerica CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2021 2021

IT Decision Makers and Key Stakeholders at Primerica

First Name Last Name Title Function Department Email Phone
EVP and Chief Human Resources Officer CXO HR
SVP, Talent Acquisition, Talent Management & DEI VP HR
Vice President, Human Resources VP HR
Assistant Vice President, Payroll VP HR
Digital Analytics Manager Manager IT
Chief Financial Officer CXO Finance
VP of Information Technology VP IT
Controller Director Finance
Executive Vice President, Treasury, FP&A, and Tax VP Finance
Vice President, Financial Reporting VP Finance
Senior Vice President Finance VP Finance
Vice President, Accounting Policy, External Reporting, & Stock Compensation VP HR
Manager Accounts Payable and Purchasing Manager Procurement
Recruiting Manager Manager HR
Director Of Recruiting Director HR
Assistant Vice President, Talent AcquisitionAssistant VP HR
EVP and Chief Actuary CXO Risk
VP, Actuary - Life Valuation VP Risk
Vice President and Pricing Actuary VP Risk
CIO CXO IT
IT Manager Manager IT
VP IT VP IT
CTO CXO IT
Solutions Architect (Data & AI) Non Manager IT

Apps Being Evaluated by Primerica Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Primerica IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Primerica digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Primerica Technographics
Primerica is a Insurance organization based in United States, with around 2289 employees and annual revenues of $3.09 billion.
Primerica operates a diverse technology stack with applications such as SAP Concur Expense, Sterling Background Check and Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting), covering areas like Expense Management, BackGround Screening and Analytics and BI.
Primerica has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as SAP, Sterling Talent Solutions and Microsoft.
Primerica recently adopted applications including DocuSign eSignature in 2023, SS&C Blue Prism in 2022 and Amazon Redshift in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Primerica’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Primerica’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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