Battle Card: Pretium Insurance Solutions Sales Trigger
Pretium just launched its Insurance Solutions Group. Hit Paul Brown with tailored private credit pitches to boost yield, fill your pipeline, and close more deals.
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🚀 Battle Card: Pretium
Quick trigger:
👤 Decision Maker in the News
- Paul Brown, Managing Director, Co-Head of Insurance Solutions Group · 🔗 LinkedIn
💡 Why It Matters
- This Pretium sales trigger highlights insurers' hunger for tailored private credit assets to match long-term liabilities. → Source
🎯 Core Pain Point
- Need for reliable, diversified asset allocations to meet long-term insurance liabilities
- Demand for tailored private credit solutions with transparent risk profiles
💰 What to Pitch
- Primary: Insurance-tailored private credit portfolios → Optimized liability matching and improved yield
- Expansion: Integrated residential real estate investment products → Enhanced portfolio diversification and scalability
🗺️ Quick Context
- HQ: New York, NY
- Employees: ≈ 7,000
- Rev: ≈ $200 M
- Website: pretium.com
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Pretium’s business.*
- BlackRock — Alternative Credit / Real Estate
- Unique edge: Massive AUM and global insurer relationships
- Evaluated by CFO for scale
- Apollo Global Management — Private Credit / Asset Management
- Unique edge: Deep credit underwriting expertise
- Evaluated by COO for risk management
- Ares Management — Insurance Solutions
- Unique edge: Established insurer partnerships and tailored structuring
- Evaluated by Co-Head Insurance for domain experience
- Brookfield Asset Management — Real Assets / Credit
- Unique edge: Strong track record in real estate investments
- Evaluated by Head of Portfolio for operational excellence
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn (links above)
Use this Pretium sales trigger to tailor your first touch email
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
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑≈ TBD❑
OFFER_BRIEF = ❑Insurance-tailored private credit portfolios❑
PROOF_METRIC = ❑≈200 bps yield improvement❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Paul
COMPANY = Pretium
DEPT = Insurance Solutions
SIZE = ≈2
BOTTLENECK = limited partnership capacity
EVENT = Establishment of Insurance Solutions Group
DETAIL = formation of the Insurance Solutions Group
PAIN = Need reliable, diversified asset allocations to match long-term insurance liabilities
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250903216000&div=41152219
SIM_CO = Ares Management
WIN_METRIC = ≈200 bps yield improvement
NEXT_SIZE = ≈10
EMP_EST = ≈7,000
REV_EST = ≈$200M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈2-person Insurance Solutions
Paul—noticed your Insurance Solutions team is ≈2.
That’s when limited partnership capacity slows growth.
We helped Ares Management fix this with Insurance-tailored private credit portfolios.
Result: ≈200 bps yield improvement.
Quick call?
PS—next bottleneck hits ≈10.
DM ≤45 words, TONE:
Saw your post about the formation of the Insurance Solutions Group — Need reliable, diversified asset allocations to match long-term insurance liabilities.
Insurance-tailored private credit portfolios. ≈200 bps yield improvement. Quick chat?