Battle Card: Alliant Insurance Sales Trigger

🚀 Battle Card: Alliant Insurance Services

• Sara Stein, Senior Vice President · 🔗 LinkedIn

• This Alliant Insurance Services sales trigger underscores a strategic push into association and affinity programs to drive premium growth and member engagement. → Source

• Scaling multidisciplinary affinity programs across dental, life, P&C and ancillary lines

• Enhancing client/member experience during rapid expansion

• Primary: Affinity Program Management Platform → Scale programs seamlessly and automate workflows

• Expansion: Data Analytics & Engagement Suite → Elevate member satisfaction and cross-sell revenue

• HQ: Irvine, CA

• Employees: ≈ 14,000

• Rev: ≈ $4 B

• Website: alliant.com

🤼 Competitive Intel

• Marsh (marsh.com) — Brokerage / Risk Management
• Unique edge: Global network + advanced analytics
• Evaluated by SVP for scale & sector expertise

• Aon (aon.com) — Brokerage / Risk Solutions
• Unique edge: Custom affinity program design
• Evaluated by Ops & Finance for ROI modeling

• Willis Towers Watson (wtw.com) — Insurance Consulting
• Unique edge: Deep actuarial insights
• Evaluated by C-suite for predictive risk modeling

• Gallagher (ajg.com) — Insurance Brokerage
• Unique edge: Mid-market agility + service transparency
• Evaluated by Marketing for member engagement strategies

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑<1-line value>❑
PROOF_METRIC  = ❑<metric>❑
CTA_STYLE     = ❑quick_call | case_study❑
TONE          = ❑friendly | punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Sara
COMPANY     = Alliant Insurance Services
DEPT        = Affinity Programs
SIZE        = ≈ TBD
BOTTLENECK  = Scaling multidisciplinary affinity programs
EVENT       = Sara Stein Joins Alliant Insurance Services
DETAIL      = Growth and expansion in the Association and Affinity Market
PAIN        = Scaling multidisciplinary affinity programs across lines can bottleneck growth
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250910704399&div=41152219
SIM_CO      = Marsh
WIN_METRIC  = 50% faster program rollout
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 14,000
REV_EST     = ≈ $4B

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person Affinity Programs

Sara—noticed your Affinity Programs team is ≈ TBD.

That’s when Scaling multidisciplinary affinity programs slows growth.

We helped Marsh fix this with <<OFFER_BRIEF>>.

Result: 50% faster program rollout.  
<<CTA_STYLE=="quick_call" ? "Quick call?" : "Want the 2-min recap?">>

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Growth and expansion in the Association and Affinity Market — Scaling multidisciplinary affinity programs across lines can bottleneck growth.  
<<OFFER_BRIEF>>. <<PROOF_METRIC>>.  
<<CTA_STYLE=="quick_call" ? "Quick chat?" : "Send case study?">>