Symetra
777 108th Avenue NE Suite 1200,
Bellevue, 98004, WA,
United States
Bellevue, 98004, WA,
United States
1 800-796-3872
Insurance
Symetra Technographics
Symetra Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Symetra and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2000 Symetra employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Symetra has purchased the following applications: SAP Concur Expense for Expense Management in 2012, Reflektive People Management Suite for Performance and Goal Management in 2019, Allvue Loan Management for Loan Management in 2025 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Symetra is running and its propensity to invest more and deepen its relationship with SAP , Stripe , Reflektive 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 Symetra revenues, which have grown to $3.45 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 Symetra 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.
Symetra Tech Stack and Enterprise Applications
Symetra ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Expense | Expense Management | ERP | n/a | 2012 | 2012 |
In 2012, Symetra implemented SAP Concur Expense as its enterprise Expense Management solution to centralize and standardize employee expense reporting. The deployment used SAP Concur Expense to provide a unified expense reporting platform, aligning expense submission, approval workflows, and policy controls under a single vendor solution.
The implementation emphasized core Expense Management capabilities, including expense report creation and submission, mobile receipt capture and image-based expense entry, configurable approval routing and policy enforcement, and corporate card reconciliation and auditing feeds. SAP Concur Expense was configured to enforce corporate travel and expense policies, automate approvals and exception handling, and provide structured data for finance and accounting teams to process reimbursements and month end close tasks.
Operational governance focused on finance, travel and procurement functions across Symetra's U.S. operations, with process changes to approval workflows and compliance checks to support centralized expense controls. The rollout established formal expense policy administration, role based approval matrices, and ongoing administration of SAP Concur Expense to maintain configuration, user provisioning, and policy updates.
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Payment Processing | ERP |
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2021 | 2021 |
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Symetra HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Reflektive | Legacy | Reflektive People Management Suite | Performance and Goal Management | HCM | n/a | 2019 | 2019 |
In 2019, Symetra implemented Reflektive People Management Suite as its Performance and Goal Management solution to standardize performance reviews and goal-oriented check-ins. The deployment addressed behavioral assessment needs identified by LifeLabs, which recommended Reflektive’s performance reviews for their behavioral assessments.
The implementation centered on Reflektive People Management Suite modules for behavior-based feedback, structured performance reviews, and recurring check-ins. Symetra configured behavior-driven prompts such as "Talk about a time when this employee demonstrated our core values" to make reviews more objective and to standardize manager inputs.
Operational use focused on HR and people managers who updated the quarterly check-in process to include inclusivity oriented questions like "What can I do better as a manager to make you feel included." The configuration connected check-ins to employees daily work experiences and was used across Symetra's approximately 2000 person workforce to align managerial coaching and review cadence.
Governance and process changes included updating quarterly check-in templates and manager guidance to embed behavior-based assessments and inclusivity prompts, creating a standardized review workflow. Symetra reported the solution helped remove the blurriness in feedback and produced more objective reviews while enabling tailored diversity, equity and inclusion focused conversations.
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Symetra ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Allvue Systems | Legacy | Allvue Loan Management | Loan Management | ERP Services and Operations | n/a | 2025 | 2025 |
In 2025 Symetra Investment Management deployed Allvue Loan Management to support its inaugural collateralized loan obligation and related portfolio, trade, collateral and accounting workflows in the United States. The Allvue Loan Management implementation went live in under two months and supported closing a $408 million CLO while automating agent notices, compliance and reporting.
The deployment focused on CLO and loan lifecycle capabilities typical of CLO/loan management, including trade capture and settlement, collateral tracking and substitution, portfolio accounting, and compliance reporting automation. Configuration emphasized workflow orchestration for CLO cash waterfall processing and agent notice automation, with business logic and reporting templates aligned to the firm’s investment and accounting rules.
Operational coverage centered on Symetra’s investment operations, portfolio management and accounting teams in the United States, supporting the inaugural CLO vehicle and its underlying loan portfolio. Integrations were limited to the scope described in the implementation notes, with the platform operating as the primary system for trade, collateral and accounting workflows for the CLO portfolio.
Governance and rollout followed an accelerated implementation schedule that moved the platform from project to production in less than two months, creating new operational procedures for agent notices, compliance checks and regulatory reporting. The implementation of Allvue Loan Management enabled Symetra to close the stated CLO transaction and to automate agent notices, compliance and reporting as part of the new operational model.
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Time Tracking and Billing | ERP Services and Operations |
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2011 | 2012 |
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Symetra 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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Symetra Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Content Management | Content Management |
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2020 | 2020 |
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Symetra CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Data Platform | CRM |
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2025 | 2025 |
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Customer Experience | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Symetra ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2015 | 2015 |
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Application Performance Management | ITSM |
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2021 | 2021 |
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Application Performance Management | ITSM |
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2019 | 2019 |
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IT Service Management | ITSM |
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2020 | 2020 |
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Symetra 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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2025 | 2025 |
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Risk Management | TRM |
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2016 | 2016 |
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Treasury Management | TRM |
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2016 | 2016 |
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Symetra 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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Symetra Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Professional Services | Professional Services |
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2020 | 2021 |
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IT Decision Makers and Key Stakeholders at Symetra
| First Name | Last Name | Title | Function | Department | Phone | |
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Director of Information Technology | Director | IT | |
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Senior Vice President, Controller | VP | Finance | |
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SVP & CIO | VP | IT | |
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IT Operations Director | Director | IT | |
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Procurement & Corporate Travel Manager | Manager | Procurement | |
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Director Procurement | Director | Procurement | |
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CFO | CXO | Finance | |
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Vice President, Finance | VP | Finance | |
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Travel & Expense Administrator | Manager | Finance | |
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Finance Manager | Manager | Finance | |
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Senior Vice President, Chief Actuary & Chief Risk Officer, FSA, MAAA | CXO | Risk | |
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Regional Vice President at Symetra - Annuities - Virginia/DC/Maryland | VP | Finance | |
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AVP & Sr Actuary | Head of Pricing | Group Benefits - Life, Disability, & Supplemental Health | VP | HR | |
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Apps Being Evaluated by Symetra Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Symetra IT executives and key decision makers. This section highlights Symetra's latest recorded technology evaluations, including ICE Bondedge for Risk Management on 2025-01-28. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Symetra digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-01-28 | Symetra | Evaluated | Intercontinental Exchange | ICE Bondedge | Risk Management | TRM |
FAQ - APPS RUN THE WORLD Symetra Technographics
Symetra is a Insurance organization based in United States,
with around 2000 employees and annual revenues of $3.45 billion.
Symetra operates a diverse technology stack with applications such as
SAP Concur Expense, Reflektive People Management Suite and Allvue Loan Management,
covering areas like Expense Management, Performance and Goal Management and Loan Management.
Symetra has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SAP, Reflektive and Allvue Systems.
Symetra recently adopted applications including
Allvue Loan Management in 2025, Allvue Nexius Data Platform in 2025 and Allvue Systems Compliance Management in 2025,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Symetra’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Symetra’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 Symetra technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.