Wendover Kast Insurance Group

This period holds one read, the 24 Jun 2026 discovery call with Heather Bauman and Frank Delgado, hosted by Jordan Pike.

Need: Heather described a service desk where three people touched one agency request with no shared picture. Frank's driver is oversight, because reinsurers and regulators ask how agency quality is monitored and the answers come from spreadsheets.

Commercial: Jordan gave £155k as a placeholder total deal value for Enterprise including implementation. It was explicitly not a quote or an annual price.

Conditions: Frank wants a clean security review, vendor management sign-off and evidence that it cuts spreadsheet work. Security review comes before pricing or a demo on their data. Heather says reps will not use it unless it visibly saves them time.

Open at the end: Frank asked for insurance references and Jordan could not name any on the call. Jordan was to send a summary on the day of the call, arrange the security review through BG-Demo's security lead, and come back on which insurance customers can be shared as references. The evidence does not show whether these were done. Heather will bring real agency cases to make a later demo concrete.

Period: this digest rests on one read, an email thread dated 18 Feb 2026. It held a marketing invitation and nothing else.

Invitation: Alice Brewer invited Kyle Brandvold to an in-person revenue leaders roundtable in London on Tue 24 Feb 2026. It was a conversation format with no sales pitch.

Distance: Alice acknowledged that London is a long way from Columbus and offered a short note afterwards. The read judges that distance makes attendance unlikely, so the invitation may not build the relationship.

Open at the end: the evidence does not show whether Kyle replied, attended or wanted the follow-up note. The read suggests offering him the short post-event note if he has not already responded.

The period holds no calls, tickets, news or other threads, so it says nothing about usage, renewal, price or sentiment beyond a neutral tone.

Webinar invitation: on 21 Jan 2024 Nell Ashcombe invited Sharon Whitley to a BG-Demo webinar on 15 Feb 2024, about insurers bringing agency and underwriting data into one view.

Customer view: the thread holds no reply from Sharon, so her interest, attendance and any follow-up are not shown. The read rates the thread as neutral.

Opportunity: the read notes that Sharon's team was described as looking at agency and underwriting data in one view. That maps to a Growth or Enterprise subscription, but the evidence does not show any commercial discussion.

Open at the end: it is not confirmed whether Sharon replied or attended. This is the only read in the quarter, so no calls, tickets or news items are covered.