Tracy Kaminski
Person
Sauganash Specialty Insurance · user
Tracy is a Chicago-based Regional Agency Manager and an engaged end user in the Enterprise evaluation. She likes the single agency view but wants access limited to her agencies and fresh complaint data. She leaves security to Danielle.
- Last contact 2 Sep 26
- made from
Who they are
Insight
As at Fri 9 Oct 2026Tracy is a Chicago-based Regional Agency Manager and an engaged end user in the Enterprise evaluation. She likes the single agency view but wants access limited to her agencies and fresh complaint data. She leaves security to Danielle.
Role: CRM contact recorded as a user, based in Chicago. She joined two demos, on 12 Aug 2026 and 1 Sep 2026, and described opening the CRM, then the helpdesk, then call notes. She called a Monday dashboard of quiet agencies brilliant.
Influence: she shapes adoption and the case for use, not the budget or security decision. Danielle Novotny leads, and Danielle's budget depends on a finance lead who has not yet been involved.
Watch: her follow-up thread asks about limiting access to her own agencies and how fast complaints appear. The nightly refresh completes by 07:00 local time on business days, so she may find it slower than expected. Her invitation to a London roundtable on 23 Sep 2025 drew no reply.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Sauganash Specialty Insurance | Regional Agency Manager | user | tracy.kaminski@sauganash.example |
Activity
- 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
- 23 Sep 2025eventRevenue leaders roundtable
+46 - 15 Sep 2025email threadInvitation: revenue leaders roundtable in London