Battle Card: The Mutual Group – Tom Troy’s Digital Push
Tom Troy’s appointment at The Mutual Group signals a digital transformation binge. Pitch your platform to modernize legacy systems, upsell analytics, and fuel your pipeline for a fast close.
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🚀 Battle Card: The Mutual Group
Quick trigger:
👤 Decision Maker in the News
- Tom Troy, Chief Executive Officer · 🔗 [LinkedIn](https://www.linkedin.com/company/the-mutual-group/)
💡 Why It Matters
- His track record leading multi-billion-dollar transformation at USAA and Allstate signals a major push for platform modernization and member growth. → Source
- This is a The Mutual Group sales trigger you can’t ignore if you sell digital transformation to insurers.
🎯 Core Pain Point
- Modernizing legacy insurance systems
- Driving scalable member engagement
💰 What to Pitch
- Primary: Digital transformation platform → Accelerate modernization and improve policyholder experience
- Expansion: Data analytics & risk management tools → Enhance underwriting accuracy and growth
🗺️ Quick Context
- HQ: West Des Moines, IA
- Employees: ≈ 400
- Rev: ≈ $100 M
🤼 Competitive Intel
Which other vendors you’ll probably face to win The Mutual Group’s business.
Sales
- Salesforce — CRM platform ([salesforce.com](https://salesforce.com))
- HubSpot — Inbound marketing & sales ([hubspot.com](https://hubspot.com))
- Pipedrive — Sales pipeline management ([pipedrive.com](https://pipedrive.com))
Marketing
- Marketo — Marketing automation ([marketo.com](https://marketo.com))
- Pardot — B2B marketing ([pardot.com](https://pardot.com))
- Eloqua — Lead management ([oracle.com/marketingcloud](https://oracle.com/marketingcloud))
Product/Eng
- Guidewire — Core insurance platform ([guidewire.com](https://guidewire.com))
- Duck Creek Technologies — Policy administration ([duckcreek.com](https://duckcreek.com))
- Insurity — SaaS insurance suite ([insurity.com](https://insurity.com))
✅ Do-Now Checklist
Connect with Tom Troy on LinkedIn (link above) to capitalize on this The Mutual Group sales trigger
Send first touch email & DM referencing his transformation agenda
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Get The Mutual Group sales trigger and other revenue-driving triggers daily—no fluff, all pipeline.
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑Digital transformation platform for insurers❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Tom
COMPANY = The Mutual Group
DEPT = ≈ TBD
SIZE = ≈ 400
BOTTLENECK = Modernizing legacy insurance systems
EVENT = Appoints Tom Troy as Chief Executive Officer
DETAIL = effective January 5, 2026
PAIN = Modernizing legacy insurance systems
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251014768133&div=41152219
SIM_CO = USAA
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 400
REV_EST = ≈ TBD
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 400-person ≈ TBD
Tom—noticed your ≈ TBD team is ≈ 400.
That’s when Modernizing legacy insurance systems slows growth.
We helped USAA fix this with Digital transformation platform for insurers.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about effective January 5, 2026 — Modernizing legacy insurance systems.
Digital transformation platform for insurers. ≈ TBD.
Quick chat?