Who they are
Insight
As at Fri 9 Oct 2026Nadine Schröder is the CRM champion and platform admin at Rodenkirchen Assekuranzmakler. She led the pilot and rollout, raised all ten tickets, and is the main customer voice on the calls. Open items: an invoice wording query and the stale-data incident.
Role: Head of Client Management in Cologne, CRM champion, and a platform admin since 6 Mar 2026. She took part in all stages from discovery to training, and runs the rollout for the client managers.
Influence: Ralf Hoffmann, Managing Director, decides on price and notice period. Nadine shapes adoption and supplies the access list, pilot names and board questions.
Watch: On 11 May 2026 she was the only customer voice on the training call, so adoption leans on her. Her tickets cover stale data, call recorder gaps and an invoice wording query, and the record does not show the billing answer. Contract term is 6 Mar 2026 to 5 Mar 2027.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Rodenkirchen Assekuranzmakler | Head of Client Management | champion | nadine.schroder@rodenkirchen.example |
Activity
- 16 Sep 2026ticketBilling: invoice wording does not match our order form
- 22 Jul 2026ticketData freshness: two client pages still show older numbers
- 21 Jul 2026ticketData freshness: dashboards showing out of date figures
- 25 Jun 2026ticketConnector: call recorder has stopped updating
- 2 Jun 2026ticketBug: programmes tab goes blank after changing a filter
- 21 May 2026ticketOnboarding: call recordings missing from client pages
- 21 May 2026ticketOnboarding: account managers cannot see their clients' programmes
- 11 May 2026callRodenkirchen Assekuranzmakler / BG-Demo – Training
- 28 Apr 2026ticketExporting a list of open claims
- 28 Apr 2026callRodenkirchen Assekuranzmakler / BG-Demo – Onboarding
- 24 Apr 2026ticketBuilding a view of programmes and claims
- 22 Apr 2026email threadOnboarding check-in
- 22 Apr 2026callRodenkirchen Assekuranzmakler / BG-Demo – Onboarding
- 15 Apr 2026callRodenkirchen Assekuranzmakler / BG-Demo – Onboarding
- 9 Apr 2026ticketConnector not updating
- 2 Apr 2026callRodenkirchen Assekuranzmakler / BG-Demo – Onboarding
- 11 Mar 2026callRodenkirchen Assekuranzmakler / BG-Demo – Kickoff
+1
- 30 Jan 2026callRodenkirchen Assekuranzmakler / BG-Demo – Negotiation
+1
- 7 Jan 2026email threadProposal for your client programmes
- 7 Jan 2026callRodenkirchen Assekuranzmakler / BG-Demo – Proposal
- 18 Dec 2025email threadFollowing up on the demo
- 18 Dec 2025callRodenkirchen Assekuranzmakler / BG-Demo – Demo
- 27 Nov 2025callRodenkirchen Assekuranzmakler / BG-Demo – Discovery
- 3 Nov 2025dealRodenkirchen Assekuranzmakler – New