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Danielle Novotny

Danielle Novotny

Person

Sauganash Specialty Insurance logo Sauganash Specialty Insurance · champion

Danielle Novotny is the CRM champion at Sauganash Specialty Insurance and the main internal seller of the open Enterprise proposal. She cannot commit budget without CFO Glenn Wojcik and will not push past the security review.

Who they are

Insight

As at Fri 9 Oct 2026

Danielle Novotny is the CRM champion at Sauganash Specialty Insurance and the main internal seller of the open Enterprise proposal. She cannot commit budget without CFO Glenn Wojcik and will not push past the security review.

Role: VP Agency Management and the CRM-recorded champion. She has been on all four calls and drives scheduling, bringing in Tracy Kaminski for the demo. The first email on record is a webinar invitation from 29 Aug 2024.

Influence: she shapes the buying group and frames the need as three teams, three systems. She does not hold the budget: Glenn Wojcik, the CFO, asked for a three-year cost view, and she said she needs her finance lead.

Watch: she set conditions. Security review comes first, and no single agency's numbers may be shown outside her team. The 18 Dec 2026 close is a target only, and the proposal is an open item, not executed paper.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

CRM records

OrganisationTitleRoleEmail
Sauganash Specialty InsuranceVP Agency Managementchampiondanielle.novotny@sauganash.example

Activity

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

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