Vivere Partners Sales Trigger Playbook

Linda Ventresca joins Vivereโ€™s board. Pitch underwriting automation & AI analytics, drive your next touch, and close fast.

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๐Ÿš€ Battle Card: Vivere Partners

Quick trigger: Appointment of Linda Ventresca to the Board (โ‰ˆ2025)
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๐Ÿ‘ค Decision Maker in the News
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๐Ÿ’ก Why It Matters
  • This Vivere Partners sales trigger highlights a ramp-up in tech-enabled underwriting scale and strategic board oversight โ†’ Source
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๐ŸŽฏ Core Pain Point
  • Manual underwriting workflows slowing growth
  • Integration complexity for AI-driven processes
  • Competition for specialized underwriting talent
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๐Ÿ’ฐ What to Pitch
  • Primary: Underwriting Automation Platform โ†’ Accelerate risk assessment and policy issuance
  • Expansion: AI-Powered Analytics Suite โ†’ Optimize profitability with predictive insights
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๐Ÿ—บ๏ธ Quick Context
  • HQ: Laguna Beach, CA
  • Employees: โ‰ˆ 50
  • Rev: โ‰ˆ $2 M
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๐Ÿคผ Competitive Intel

*Which other vendors youโ€™ll probably face to win Vivere Partnersโ€™ business.*
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  • Guidewire โ€” Policy Administration / Underwriting
    • Unique edge: Enterprise-grade cloud-native suite
    • Evaluated by CTO & CIO for scalability
  • Duck Creek Technologies โ€” Policy Administration & Rating
    • Unique edge: Out-of-the-box industry accelerators
    • Evaluated by VP Ops for rapid deployment
  • Majesco โ€” Digital Insurance Platform
    • Unique edge: Configurable modular architecture
    • Evaluated by CFO for total cost of ownership
  • Insurity โ€” Core Policy & Billing
    • Unique edge: Best-of-breed integration APIs
    • Evaluated by Head of IT for ecosystem fit
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โœ… Do-Now Checklist

Use this Vivere Partners sales trigger to frame your pitch
Connect with Linda Ventresca 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)
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Next Step

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๐Ÿง  Copy My Prompt for Personalized Cold Outreach

โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
โœ๏ธ YOUR COMPANY
โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
OUR_COMPANY   = โ‘โ‘
OFFER_BRIEF   = โ‘Underwriting Automation Platformโ‘
PROOF_METRIC  = โ‘30% faster risk assessmentsโ‘
CTA_STYLE     = โ‘quick_callโ‘
TONE          = โ‘friendlyโ‘

โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
๐Ÿ“Œ TARGET COMPANY
โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
NAME        = Linda
COMPANY     = Vivere Partners
DEPT        = Ops & Supply Chain
SIZE        = 50
BOTTLENECK  = manual underwriting workflows
EVENT       = Board appointment
DETAIL      = Linda Ventresca joining board
PAIN        = manual underwriting workflows slowing growth
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251009277760&div=41152219
SIM_CO      = Velocity Holdco
WIN_METRIC  = 30% faster policy issuance
NEXT_SIZE   = 100
EMP_EST     = โ‰ˆ 50
REV_EST     = โ‰ˆ $2 M

โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
TASK FOR CHATGPT
โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
Role: โ€œNewsletterForLeads SDR-Assistโ€.

Validate any โ‰ˆ guesses via SRC.

EMAIL  (keep breaks):
Subject: 50-person Ops & Supply Chain

Lindaโ€”noticed your Ops & Supply Chain team is โ‰ˆ 50.

Thatโ€™s when manual underwriting workflows slows growth.

We helped Velocity Holdco fix this with Underwriting Automation Platform.

Result: 30% faster policy issuance.  
Quick call?

PSโ€”next bottleneck hits โ‰ˆ 100.

DM โ‰ค45 words, TONE:
Saw your post about Linda Ventresca joining board โ€” manual underwriting workflows slowing growth.  
Underwriting Automation Platform. 30% faster risk assessments.  
Quick chat?  

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