Sauganash Specialty Insurance

Scheduling: On 19 Jun 2026 Jordan Pike asked Danielle Novotny for a discovery call. She chose Wednesday at 10:00 Central, asked for no slides and said "Let's keep this moving and not wait for everyone."

Discovery: The 25 Jun 2026 call was a listening call with Danielle and Glenn Wojcik. Danielle described one agency getting three separate conversations; she would say yes if she can see one agency end to end on Sauganash's own data.

Commercial: Jordan positioned Enterprise and said the CRM deal is pencilled in at about £155k, a total including one-off implementation, not an annual figure. The working close target is 18 Dec 2026, which Jordan called a plan, not a commitment.

CFO challenge: On 29 Jun 2026 Glenn asked what the £155k covers, what is one-off, what recurs and what is excluded. He wants a three-year cost and a comparison with manual reconciliation, and said "I will not form a view without it."

People: Luis from underwriting analytics was absent from the call. Claims is not yet involved.

Open at the end: Nothing has gone to security or vendor management, and Glenn said nothing is signed until both are done. Jordan owes Glenn a written breakdown separating implementation from the annual subscription, plus the security pack. Danielle is to name the vendor management recipient and a demo with underwriting present is to be booked. Do-it-yourself spreadsheets are named as the real competitor.

One read: this period holds a single email thread, so the digest is short.

Invitation: on 15 Sep 2025 Alice Brewer invited Tracy Kaminski to an in-person revenue leaders roundtable in London on 23 Sep 2025. The topic was keeping a joined-up picture of each customer or partner.

Distance: Alice acknowledged the distance from Chicago and offered the next online session instead.

Customer view: the thread holds no reply from Tracy, so her interest is not shown. The read judges the sentiment neutral and the voice unknown.

Open at the end: the thread names no follow-up beyond Tracy replying if interested. The read suggests Alice keep Tracy on the list for the next online session, which could keep her engaged ahead of any Enterprise conversation.

The period shows nothing on renewal, price, usage, support or contract terms.

Period: this digest rests on one read, an email thread dated 29 Aug 2024. No calls, tickets or news items fall in the quarter.

Outreach: Nell Ashcombe invited Danielle Novotny, VP Agency Management at Sauganash Specialty Insurance, to a general webinar on 19 Sep 2024 about building one view of each account. Nell suggested Danielle bring a colleague from underwriting or claims.

Customer view: the thread holds no response from Danielle. The evidence does not show whether she attended or replied.

Open at the end: Nell was to send the joining link if Danielle replied, and offered to talk it through beforehand. Bringing underwriting or claims colleagues could widen use beyond agency management, but the read shows no sign it happened.

Outreach: This digest rests on one read, an email thread dated 12 Jan 2024. Nell Ashcombe personally invited Raymond Okonkwo, CISO, to the BG-Demo webinar on 18 Jan 2024.

Security angle: Nell offered a separate security discussion. The invitation covered where data sits, who can reach it and what BG-Demo does and does not touch inside the customer's Snowflake account.

Customer view: The thread holds no customer response, so Raymond's view is unknown. The read judges sentiment neutral and treats him as a decision-maker.

Open at the end: Whether Raymond took a place or asked for the security conversation is not shown. Security questions from the CISO may be unresolved, since there is no reply. Nell was to send the joining link if Raymond replied.