Schaumburg, 60196-1056, IL,
United States
Zurich North America Technographics
Zurich North America Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Zurich North America and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 9000 Zurich North 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 Zurich North America has purchased the following applications: Serrala FinanceSuite for AP Automation in 2016, Avature CRM for Candidate Relationship Management in 2017, Insurity Decisions for Insurance ERP in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Zurich North America is running and its propensity to invest more and deepen its relationship with Serrala , SAP , Coupa Software 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 Zurich North America revenues, which have grown to $20.03 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 Zurich North 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.
Zurich North America Tech Stack and Enterprise Applications
Zurich North America ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Serrala | Legacy | Serrala FinanceSuite | AP Automation | ERP | n/a | 2016 | 2016 |
In 2016, Zurich North America implemented Serrala FinanceSuite to digitize outbound payment flows and strengthen AP Automation across its claims and accounts payable functions. The deployment targeted a move away from check-based disbursements to electronic settlement, explicitly shifting claims payments to ACH to accelerate payment delivery.
Serrala FinanceSuite was configured to provide electronic payment orchestration, ACH processing, remittance handling, and automated posting workflows typical of AP Automation implementations. Zurich established a focused implementation team and operational processes that enabled the company to begin issuing ACH payments in only six weeks, reflecting a compressed configuration and activation timeline.
Operational coverage emphasized claims payments and accounts payable activities, with the solution augmenting an existing digitized claims process to close the loop on payment execution. Governance centered on a dedicated rollout team responsible for payment format control, exception handling procedures, and operational handover to finance, and other Serrala customers completed similar AR and AP digitization rollouts during the lockdown period, enabling them to reach impressive automated processing rates almost immediately.
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ERP Financial | ERP |
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2017 | 2019 |
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Expense Management | ERP |
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2017 | 2017 |
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Zurich North America HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Avature | Legacy | Avature CRM | Candidate Relationship Management | HCM | n/a | 2017 | 2017 |
In 2017, Zurich North America deployed Avature CRM to centralize recruiting and talent engagement workflows. Avature CRM was adopted as the Candidate Relationship Management platform to support sourcing, candidate segmentation, and sustained talent pool management across Zurich North America.
The implementation focused on core Candidate Relationship Management capabilities including candidate sourcing and talent pools, CRM workflow configuration, campaign automation for proactive outreach, and candidate lifecycle orchestration. Functional modules were configured for profile enrichment, recruiter-driven campaign sequencing, workflow automation to standardize recruiter actions, and recruitment pipeline tracking to maintain persistent candidate relationships.
Architecturally the solution was provisioned as a cloud-hosted CRM platform designed to operate alongside applicant tracking workflows and HR recruiting processes, enabling structured handoffs between sourcing teams and hiring managers. Operational scope covered recruiting and talent acquisition functions within Zurich North America, with governance centered on recruiter role permissions, campaign approval flows, and data governance for candidate records managed within Avature CRM.
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Zurich North America ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Insurity | Legacy | Insurity Decisions | Insurance ERP | ERP Services and Operations | n/a | 2023 | 2023 |
In 2023, Zurich North America migrated its policy platform to the Insurity Cloud and implemented Insurity Decisions as its Insurance ERP to provide end-to-end policy administration for core commercial lines in the United States. The deployment centralized policy lifecycle functions under Insurity Decisions, positioning the application as the primary system of record for commercial policy issuance and maintenance.
Configuration focused on policy administration workflows, including quoting, endorsements, renewals, policy lifecycle management, automated document generation, and embedded compliance controls. Module usage for Insurity Decisions is inferred from Insurity’s Policy Decisions platform and related press materials, and configurations emphasized workflow orchestration and rule-based decisioning consistent with a Policy Decisions implementation.
The migration to the Insurity Cloud underpinned the technical architecture, delivering a cloud-hosted Insurance ERP footprint intended to improve performance and scalability. Operational coverage spans underwriting, policy administration, compliance, and operations teams supporting core commercial lines across the United States, with system controls aligned to insurer governance and regulatory requirements.
Governance and rollout were organized to centralize policy governance and standardize workflows across impacted business functions, with a phased migration approach to manage operational continuity. Reported outcomes include enhanced compliance, faster regulatory response, and improved operational efficiency following the Insurity Decisions deployment.
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Insurance Policy Administration | ERP Services and Operations |
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2018 | 2018 |
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Zurich North America AI Development
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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ML and Data Science Platforms | AI Development |
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2015 | 2016 |
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Zurich North America Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Data Warehouse | Analytics and BI |
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2019 | 2019 |
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Zurich North America Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Survey and Questionnaire | Collaboration |
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2015 | 2015 |
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Zurich North America Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2015 | 2015 |
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Web Content Management | Content Management |
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2016 | 2016 |
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Zurich North America CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2020 | 2020 |
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Data Management Platform | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2012 | 2012 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2011 | 2011 |
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Tag Management | CRM |
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2016 | 2016 |
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Tag Management | CRM |
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2016 | 2016 |
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Tag Management | CRM |
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2020 | 2020 |
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Zurich North America EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2018 | 2018 |
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Financial Consolidation and Close | EPM |
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2011 | 2011 |
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Zurich North America ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2018 | 2018 |
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Application Performance Management | ITSM |
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2024 | 2025 |
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IT Service Management | ITSM |
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2019 | 2019 |
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Zurich North America Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procurement | Procurement |
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2017 | 2017 |
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Sourcing | Procurement |
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2017 | 2017 |
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Supplier Relationship Management | Procurement |
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2017 | 2017 |
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Zurich North America TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Certificate of Insurance | TRM |
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2025 | 2025 |
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Treasury Management | TRM |
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2019 | 2019 |
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Zurich North America PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Robotic Process Automation | PaaS |
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2015 | 2015 |
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Zurich North America 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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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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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2023 | 2023 |
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Data Warehouse Appliance | IaaS |
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2019 | 2019 |
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Zurich North America CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2018 | 2018 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2020 | 2020 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Zurich North America
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Zurich North America Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||