Battle Card: Alliant Insurance Services – Steven Money Joins Benefits Team
Steven Money’s move to Alliant Insurance Services kicks off a mid-market benefits push. Get pain points, pitch angles and next touches to fuel your pipeline and close deals fast.
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🚀 Battle Card: Alliant Insurance Services
Quick trigger:
👤 Decision Maker in the News
- Steven Money, Assistant Vice President, Employee Benefits Group · 🔗 LinkedIn
💡 Why It Matters
- This Alliant Insurance Services sales trigger signals a ramp-up in specialized benefits expertise to capture mid-market growth. → Source
🎯 Core Pain Point
- Navigating complex benefit strategies for diverse mid-market clients
- Pressure to design cost-effective, competitive health and benefits packages
💰 What to Pitch
- Primary: Level-funded insurance programs → Predictable budgeting and customized plan design
- Expansion: Stop loss & captive arrangement consulting → Enhanced risk management and financial protection
🗺️ Quick Context
- HQ: Irvine, CA
- Employees: ≈ 14,000
- Rev: ≈ $2 B
- Website: alliant.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Alliant Insurance Services’s business.
- Mercer — Benefits Consulting / Brokerage
- Unique edge: Deep analytics & health management tools
- Evaluated by CHRO for retention strategy
- Aon — Benefits Consulting / Brokerage
- Unique edge: Global risk advisory & cost management
- Evaluated by CFO for budget optimization
- Willis Towers Watson — Benefits Consulting / Brokerage
- Unique edge: Data-driven insights & benchmarking
- Evaluated by VP HR for plan design efficacy
- Gallagher — Benefits Consulting / Brokerage
- Unique edge: Personalized local service model
- Evaluated by Dir. Benefits for client satisfaction
- HUB International — Benefits Consulting / Brokerage
- Unique edge: Integrated P&C + benefits solutions
- Evaluated by COO for holistic risk management
✅ Do-Now Checklist
Capitalize on this Alliant Insurance Services sales trigger:
Connect with Steven Money on LinkedIn (link above)
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Stay on top of every Alliant Insurance Services sales trigger by subscribing—no fluff, all pipeline.
Subscribe to NewsletterForLeads
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑level-funded insurance programs❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Steven
COMPANY = Alliant Insurance Services
DEPT = Employee Benefits
SIZE = ≈ TBD
BOTTLENECK = complex benefits strategies
EVENT = new AVP hire
DETAIL = Steven Money Joins Alliant’s Employee Benefits Group as Assistant Vice President
PAIN = navigating complex benefit strategies for diverse mid-market clients
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250812900032&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 14,000
REV_EST = ≈ $2 B
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Employee Benefits
Steven—noticed your Employee Benefits team is ≈ TBD.
That’s when complex benefits strategies slows growth.
We helped ≈ TBD fix this with level-funded insurance programs.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about Steven Money Joins Alliant’s Employee Benefits Group as Assistant Vice President — navigating complex benefit strategies for diverse mid-market clients.
level-funded insurance programs. ≈ TBD.
Quick chat?```