Nickajack Mutual Insurance / BG-Demo – Demo
Callcompleted
Nickajack Mutual Insurance · 7 Sep 2026 16:30
Demo run by Theo Gallagher on agent questions. Shonda Barnes said it answers the question but wants a test on a messy file. Integration with agents' own systems and access removal remain open. Wesley was absent; pricing is to follow.
What was said
What this says
As at Fri 9 Oct 2026Demo run by Theo Gallagher on agent questions. Shonda Barnes said it answers the question but wants a test on a messy file. Integration with agents' own systems and access removal remain open. Wesley was absent; pricing is to follow.
What happened: Theo showed a renewal check with the source record and query attached, then the audit view and nightly freshness. Shonda said it shows the billing record and underwriter email in one place, which is what her team does by hand.
Customer view: She wants to see it on a file with old renewals and worries about the agents' own systems. She also raised same-day answers; Theo would not promise them.
Commercial: Jordan will send pricing separately with the renewal split Wesley asked for. Shonda said her CFO wants that before anything else.
Watch: Wesley Calhoun did not attend. Three items are open: agent-system integration, access removal with the customer's IT group, and the anonymised questions.
Themes
As at Fri 9 Oct 2026Theme
Demo and open items
Importance
upsell
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Jordan sends pricing with the renewal split to Wesley and Shonda.
- Theo takes agent-system integration to engineering and replies in writing, and sends the controls note.
- Shonda sends the anonymised questions by the end of the week and confirms access removal with her IT group.
Risks
As at Fri 9 Oct 2026- Integration with the agents' own systems is unconfirmed and depends on engineering.
- Same-day answers for agent calls were not promised, and nightly refresh may not meet that need.
- The CFO was not on the call and is waiting for pricing with the renewal split.
Opportunities
As at Fri 9 Oct 2026- Shonda confirmed the agent flow looks right and showed a clear fit with her team's manual work.
- A test on the real export gives a concrete proof point before the proposal.
Transcript
Theo GallagherGood afternoon, Shonda. Theo Gallagher, solutions engineer. Can you see my screen?
Shonda BarnesGood afternoon, Theo. I can see the screen. Jordan's on as well, I think.
Jordan PikeI'm here. Quick agenda: Theo runs the demo on your agent questions, then controls, then open items.- Theo GallagherBefore I start, open items from last time, with owners. Security summary, Jordan, and that's gone out. Controls note, me. Anonymised agent questions, you, Shonda.
- Shonda BarnesMine are nearly ready. Two or three, with no policyholder names.
- Theo GallagherGood. Here is the dated commitment on the controls note, and I'll say plainly what's still being checked.
- Jordan PikeTo be transparent, this runs in your own Snowflake account. Theo, go ahead.
- Theo GallagherLoading the workspace. One moment.
- Shonda BarnesWhile we wait, can I ask a question? Will agents be able to see anything they shouldn't?
- Theo GallagherAgents don't see the system at all. Your team asks the question, and access follows their role. I'll show you that.
- Shonda BarnesGood. Because I can't have an agent see a claim file for another agency.
- Theo GallagherUnderstood. Here's the question, typed in plainly, with a renewal check.
- Theo GallagherHere's the answer, with the source record attached, and the query behind it, so your team can check the logic.
- Shonda BarnesThat's the billing record and the underwriter email, both in one place. That's what my team does by hand.
- Jordan PikeThat's the picture we described. Shonda, does it answer what your team needs?
- Shonda BarnesIt answers the question. I'd like to see it on a messy file, though, one with the old renewals in it.
- Theo GallagherThen we'll do that next session, on the real export. I'd rather you test it than take my word for it.
- Shonda BarnesNext, the audit side. Who looked at a file, and when? My compliance people will ask.
- Theo GallagherThe audit view does that. Here, filtered by file. Each row is a read or a change, with a timestamp and the user.
- Shonda BarnesThat's good. What happens if an agent's staff member leaves?
- Theo GallagherAccess is removed when the role is removed. We'd set that with your IT group, not with us. I'd suggest you confirm the process with them.
- Shonda BarnesAgreed. That's a question for IT.
- Theo GallagherFreshness. Nightly refresh completes by 07:00 local time on business days. So a renewal checked today is current tomorrow morning.
- Shonda BarnesTomorrow morning is fine for most of it. Anything for an agent call the same day?
- Theo GallagherThat's a question for the proposal. I won't promise same-day on this call.
- Jordan PikeLet's note it. Shonda, does the agent flow look right?
- Shonda BarnesIt does. My worry is the agents' own systems, not ours. Can it sit next to what they already use?
- Theo GallagherPossibly, and I'd rather check that properly than guess. I'll take it back to our engineering side and come back to you in writing.
- Jordan PikeLet's run through open items before we run out of time. Theo, what's still open?
- Theo GallagherThree things. Agent-system integration, with engineering, me. Access removal, with your IT group, Shonda. Anonymised questions, Shonda. I won't call any of them final until they're written down.
- Shonda BarnesI'll send the questions by the end of the week, and I'll copy Wesley.
- Jordan PikePerfect. Pricing I'll send separately, with the renewal split Wesley asked for.
- Shonda BarnesGood. My CFO wants that before anything else, so that's helpful.
- Theo GallagherLast thing from me. The controls note will say exactly what's in place and what's still being checked. I won't overstate it.
- Shonda BarnesAppreciated. That's the honest version I need.
- Jordan PikeTime's nearly up. Thanks, both. Talk soon.
- Shonda BarnesThanks, Jordan. Thanks, Theo.
- Theo GallagherThanks, Shonda. I'll send the notes today. Thanks, Theo.
- Shonda BarnesBye.
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