Who they are
Insight
As at Fri 9 Oct 2026Danielle 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.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Sauganash Specialty Insurance | VP Agency Management | champion | danielle.novotny@sauganash.example |
Activity
- 24 Sep 2026email threadFollow-up on the proposal
- 22 Sep 2026callSauganash Specialty Insurance / BG-Demo – Proposal
- 15 Sep 2026email threadScheduling the proposal walkthrough
- 2 Sep 2026email threadFollowing up on the demo
+1
- 1 Sep 2026callSauganash Specialty Insurance / BG-Demo – Demo
+1
- 12 Aug 2026callSauganash Specialty Insurance / BG-Demo – Demo
+2
- 7 Aug 2026email threadSetting up the demo
- 29 Jun 2026email threadFollowing up on our discovery call
- 25 Jun 2026callSauganash Specialty Insurance / BG-Demo – Discovery
- 19 Jun 2026email threadFinding time for a discovery conversation
- 21 May 2026eventBG-Demo webinar
+44
- 12 May 2026dealSauganash Specialty Insurance – New
- 19 Sep 2024eventBG-Demo webinar
+24
- 29 Aug 2024email threadWebinar invitation for Thursday 19 Sep 2024