Executive leadership Recent CIO appointment at Mutual of Omaha signals a potential openness to technology modernization, cloud migration, and vendor partnerships. Align outreach to CIO-level priorities such as digital transformation, data security, and enterprise efficiency.

Digital modernization Existing tech stack includes InVision, Figma, SAP, Workday, Azure AD, and data tools like Informatica. Opportunities exist to offer security, integration, workflow automation, and UX optimization solutions that harmonize HR, ERP, and customer-facing processes.

Healthcare insurance synergies As a mutual insurance provider with long-term care and health product lines, there are cross-sell opportunities for risk management, retirement planning tech integrations, and claims automation solutions that improve underwriting and customer experience.

Strategic partnerships Recent awards for AI and procurement and a collaboration with Hearst Media Production Group indicate an openness to partnerships that enhance content, marketing automation, and AI-driven procurement. Propose co-developed analytics, supplier risk programs, and AI content workflows.

Growth and capacity Revenue range and employee size place Mutual of Omaha as a mid-to-large insurer with expansion potential in brokerage distribution and long-term care product lines. Pitch scalable solutions for sales enablement, CRM hygiene, and performance analytics to support channel growth.