Q&A with Patrick Welch, President & CMO at Bigtincan

MEDIA 7 | September 17, 2019

Patrick Welch, President and CMO at Bigtincan is a top performing senior executive with 22 years’ experience managing, bringing to market and selling innovative software management solutions to various high value market segments.

Patrick is an inspirational executive with a strong track record of building loyal, high-performance teams and successful businesses in the B2B technology space.

MEDIA 7: You’ve an exemplary career growth record with 9 promotions in 14 years. What do you believe is your superpower for being able to achieve the outcome you desire?
PATRICK WELCH: A great wife and family. Also, I’ve been fortunate to be part of some great companies, that have found product market fit in the large, fast growing paradigm shift. It��s really seeing the opportunity in the market, then surrounding yourself with great people, executing and never wavering.

M7: You’ve been quite influential in growing Netegrity from start-up to $100 million+ in annual sales, showing your positive attitude of “growing-with-the-company instead of growing-within-companies.” How is the feeling of witnessing the company rise from scratch to the empire it is today, and what valuable experience have you derived from this?
PW: The journey is amazing, but it’s important to reflect on the ingredients for success. In Netegrity’s case, we had some amazing people, really focused on the enterprise customer, listening and building a roadmap with clients that allowed us to stay ahead of the competition and win big in the market. I also believe you need to create an ecosystem to embrace the customer and fit into their needs. Markets and products have a life span, so it’s crucial to ensure the company is constantly innovating while layering the tech on top.


"Markets and products have a life span, so it’s crucial to ensure the company is constantly innovating while layering the tech on top."

M7: Being an inspirational executive with a record of building loyal, high-performance teams, how do you ensure that passionate, competitive, and driven-to-succeed attitude and team spirit prevails in your team and how well do you believe that communicating effectively up and down can transform any organization into a robust one?
PW: I believe you need to give your teams the opportunity to grow, and they will produce well beyond expectations. This includes providing them with opportunities to take on new challenges and  promotions but also participate in new projects/ventures that they are passionate about. As a leader you need to find great people, listen to where they want to go in their career and help them take the necessary steps towards that goal during the journey and heat of the battle.


M7: You’ve been included in the list of official members of Forbes Communications Council owing to your in-depth knowledge and diverse experience. What are the measures that the council takes to support budding entrepreneurs to thrive and succeed?
PW: It’s really about the community and networking with other CMOs, presidents, CEO, marketers and being able draw on each other’s experiences to push the needle industry-wide. It’s a way to share experiences with like-minded folks and be able derive real value through sharing best practices. With this approach, everyone wins and business performance continues to improve.


"As a leader you need to find great people, listen to where they want to go in their career and help them take the necessary steps towards that goal during the journey and heat of the battle."

M7: What makes Bigtincan stand out as a leading mobile content enablement platform and how is it revolutionizing mobile content enablement along with boosting customer interaction counts?
PW: Bigtincan’s flagship platform, Bigtincan Hub, redefines sales, marketing and service processes to enable teams to work smarter and faster together for optimal results. With sophisticated, AI-driven features and automation that supports each phase of the buying process, Bigtincan Hub enables teams to drive improved business results by delivering a better customer experience. At the same time, Bigtincan Hub enables sales, service and marketing teams to drive the sales process with the best, most successful sales content anywhere, anytime and on any device.

The hallmark of the Bigtincan Hub platform is its intelligent, AI-powered automation. It unifies and automates a broader range of sales, marketing and service tasks to help teams learn faster, sell more, and be more productive every day. Customers of Bigtincan currently leverage more than 100 integrations for a variety of end-user functions in the enterprise.


M7: Patrick, as a child, what did you want to be when you grew up?
PW: A Major League Baseball player. I was a big baseball guy, and really enjoyed playing. While I didn’t end up in the major league, I did play through high school and had some great experiences over the years.

ABOUT BIGTINCAN

Bigtincan (ASX:BTH) helps sales and service teams increase win rates and customer satisfaction. The company’s mobile, AI-powered sales enablement automation platform features the industry’s premier user experience that empowers reps to more effectively engage with customers and prospects and encourages team-wide adoption. In addition to seven of the Fortune 10 companies, leading brands including AT&T, ThermoFisher, Merck, ANZ Bank and others rely on Bigtincan to enhance sales productivity at every customer interaction. With global sales and marketing headquartered in Boston, Bigtincan also has offices across EMEA, Australia and Asia. To discover more about how your organization can benefit from the Bigtincan Hub platform, please visit www.bigtincan.com or follow @bigtincan on Twitter.

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PR Newswire | August 28, 2023

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NSM Insurance Group Acquires Envisage International

PR Newswire | October 03, 2023

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GlobeNewswire | September 26, 2023

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Innoveo Announces Strategic Alliance with Capgemini to Address Insurance Business Challenges with No-Code Solutions

PR Newswire | August 28, 2023

Innoveo, a leading no-code technology provider for insurance enterprises, today announced a strategic alliance with Capgemini, a leading global consulting and technology services firm. This partnership will enable both companies to join forces and deliver innovative digital transformation solutions to insurance clients across various lines of business. As businesses navigate an increasingly complex and rapidly evolving digital landscape, the need for agile and efficient technology solutions has become paramount. Innoveo's full-stack no-code platform enables insurers to build robust and scalable applications rapidly, without the need for extensive coding knowledge. Capgemini's deep expertise in consulting, technology, and industry-specific solutions makes them the perfect partner to further enhance the value of Innoveo's platform. Combining Innoveo's innovative platform with Capgemini's extensive experience in digital transformation, insurers will be equipped with the tools and guidance needed to accelerate their path to success. The alliance between Innoveo and Capgemini will provide clients with a comprehensive range of services, including: Accelerated Digital Transformation: By harnessing Innoveo's full-stack no-code platform, organizations can rapidly develop and deploy digital solutions tailored to their unique needs, resulting in accelerated digital transformation journeys. Streamlined Application Development: Innoveo's platform simplifies the application development process, allowing businesses to build robust and scalable applications with minimal coding. This enables organizations to streamline their development cycles and bring solutions to market faster. Industry-Specific Expertise: Capgemini's deep industry knowledge combined with Innoveo's full-stack insurance focused platform will enable the creation of solutions that address unique challenges and opportunities across the insurance landscape. Enhanced Operation Efficiency: The alliance will focus on enhancing operational efficiency by leveraging Innoveo Skye's platform capabilities to develop user-friendly applications that address the complicated workflow and back-end integration issues of the Insurance industry. "We are excited to announce our strategic alliance with Capgemini," said Manisha Bhargava, Chief Revenue Officer at Innoveo. "Combining our full-stack no-code platform with Capgemini's extensive capabilities, our jointly created industry solutions/accelerators and industry innovation lab will provide our clients with much needed acceleration for their transformation efforts and empowering them to stay ahead in the digital age." "Legacy modernization is top of mind for the insurance industry. To minimize the risk of full-scale legacy core replacement and accelerate the process, we are increasingly seeing insurers partner with firms that provide low-code and no-code platforms," said Kathy Miller, VP and Head of Worldwide Insurance Alliances, Capgemini. "Innoveo's cutting-edge technology solution aligns perfectly with our goal of delivering superior value to our clients, driving innovation, automating manual processes, and unlocking new revenue streams for Insurance Carriers." About Innoveo We believe you can build modern applications that deliver digital experiences and drive business growth without having to write any custom code. That's why it's our mission to empower enterprises in complex and regulated industries to re-imagine application development by enabling them to be connected, innovative, quick, and nimble. Backed by leading investors including Everstone Capital and Paulson & Co, Innoveo's cloud based, AI enabled no-code platform is currently in production globally at over 30 industry leaders across insurance, financial services, healthcare and real estate. With Innoveo, you'll get the solutions and industry expertise you want, plus a little extra: a thoughtful, no-nonsense experience delivered with a refreshing dose of honesty.

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Core Insurance

NSM Insurance Group Acquires Envisage International

PR Newswire | October 03, 2023

NSM Insurance Group, a global specialty insurance provider with more than $1.6B in premium across 25+ niche insurance programs, today announced the completion of its acquisition of Envisage International. Based in Neptune Beach, Fla., Envisage is a leading provider of global health and travel insurance plans for international students and cultural exchange participants around the world. "The travel insurance market is booming and will continue to grow at a rapid pace — with the industry predicted to reach $41B by 2027. We plan to seize this market opportunity and become a dominant player in the space," said Bill McKernan, President of NSM Insurance Group. "Envisage is a market leader in international education and cultural exchange insurance with a talented team, strong customer base, established revenue relationships and cutting-edge technology infrastructure. They are an enterprising addition to our portfolio as we look to build our footprint in the international health and travel insurance space." Envisage offers a wide range of international health and travel medical insurance products through its two brands, International Student Insurance (ISI) and Envisage Global Insurance (EGI). ISI serves colleges, universities, ESL programs, study abroad programs, students, teachers and scholars with A+ rated plans and best-in-class resources. EGI is the leading provider of group insurance plans to organizations in the J1 cultural exchange and global youth travel market, offering unparalleled service and custom-built technology to its clients around the world. "We're absolutely thrilled to join forces with NSM to help us continue to grow and scale the business," said Keith Clausen, President of Envisage International. "Over the last two decades, our dedicated and talented team has helped us grow into the force we are today, and we look forward to extending that growth with NSM. NSM has the prowess and proven track record to help ISI and EGI grow by expanding our distribution channels, further enhancing our technology platforms and expanding our global market reach." Over the past 33 years, NSM has developed a winning formula for building the industry's most successful and sustainable insurance programs, consistently outperforming competitors and driving industry-leading growth and profitability over the last four years. This latest acquisition complements NSM's robust portfolio of specialty insurance programs and brands for the commercial P&C industry and consumer insurance — backed by the company's state-of-the-art resources, including IT, operations, marketing, HR and finance. For more information about NSM or for investment opportunities, please visit nsminc.com. About NSM Insurance Group NSM Insurance Group is a global specialty insurance provider, exclusively focused on building successful insurance programs. For more than 30 years, NSM has been committed to delivering industry-specific insurance programs that help agents meet the unique needs of their customers and fuel market growth through innovative development, underwriting, distribution and claims expertise. The company has built more than $1.6 billion in premium across 25+ specialty insurance programs and brands around the world focused on collector cars; pets; social services and behavioral health; addiction treatment; coastal condominiums; towing and garage; trucking; sports and fitness; professional liability for contractors, architects and engineers; habitational; general contractors; medical stop loss and managed care; staffing; and workers' compensation. For more information on NSM, visit nsminc.com. About Envisage International Envisage International Corporation specializes in international health and travel insurance under its two key brands, International Student Insurance (ISI) and Envisage Global Insurance (EGI). With more than 20 years of experience, we take a consultative approach to helping our clients understand their insurance needs, creating customized solutions and providing support every step of the way. With offices in the United States, Mexico, China and Europe, Envisage is well placed to help organizations around the world with their international insurance needs. You can find more information about Envisage, ISI and EGI at envisageinternational.com

Read More

Core Insurance

Fisher Brown Bottrell Insurance, Inc. Selects Applied Pay to Simplify Payment Process

GlobeNewswire | September 26, 2023

Applied Systems® today announced that Fisher Brown Bottrell Insurance, Inc. has selected Applied Pay to make their business units more efficient across all workflows and simplify the payment process for their customers. The agency is taking advantage of Applied Pay’s integration with Applied Epic to automate payment collection, processing, and reconciliation, while providing an effortless, modern checkout experience that internet-savvy clients have come to expect. “We’ve used other payment solutions in the past but didn’t get the buy-in we expected because the process was too cumbersome for our customers,” said Tiffany Johnston, Senior Vice President, Technology Operations Manager, Fisher Brown Bottrell Insurance, Inc. “We’ve been long-time customers of Applied, so migrating to Applied Pay was the obvious choice. Not only do we get that ease of client payment through a link, but our accounting staff can streamline their back-end processes, a benefit that really made Applied Pay stand out.” Applied Pay is a cloud-based electronic payments hub that enables agents and brokers to provide their clients with a secure, online way to pay new and recurring premiums. Directly integrated into Applied Epic®, Applied CSR24® and EZLynx Client Center, Applied Pay provides intuitive, branded checkout pages where policyholders can pay premiums via credit card or ACH. It automatically handles payment authorization and tokenizes sensitive information to increase security and ensure compliance. The solution also reconciles receivables at the account level, reducing manual workflows and improving the accuracy and timeliness needed to reconcile payments. “In today’s e-commerce climate, consumers can make a purchase with just the click of a button, and paying for an insurance premium shouldn’t be any different,” said Chase Petrey, president of Applied Pay, Applied Systems. “It’s always a win-win when one solution can simplify processes for both customers and staff at once, something Applied Pay will allow Fisher Brown Bottrell Insurance, Inc. to do by offering their customers an intuitive payment hub that models the modern online shopping cart experience while providing a speedy and secure reconciliation process for their accounting staff.” About Applied Systems Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and the innovation leader, Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, the Republic of Ireland, and the United Kingdom. By automating the insurance lifecycle, Applied’s people and products enable millions of people around the world to safeguard and protect what matters most.

Read More

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Bigtincan

Bigtincan

Bigtincan (ASX:BTH) helps sales and service teams increase win rates and customer satisfaction. The company’s mobile, AI-powered sales enablement automation platform features the industry’s premier user experience that empowers reps to more effectively engage with customers and prospects and encoura...

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