Who they are
Insight
As at Fri 9 Oct 2026Shonda Barnes is the CRM-recorded champion at Nickajack Mutual Insurance and the business user behind the Enterprise opportunity. She backs the fit but wants a test on a messy file. The CFO, Wesley Calhoun, holds the pricing gate.
Role: VP Agency Relations in Atlanta, recorded in the CRM as champion. She brought the CFO onto the first call, and she is the business voice on agent callbacks.
Influence: She shapes the case but does not hold the budget. Wesley Calhoun's conditions come first: security controls and a split of set-up fee and subscription. She told Jordan Pike her CFO wants the renewal split before anything else.
Watch: Three items are open after the 7 Sep 2026 demo: agent-system integration, access removal with her IT group, and her anonymised agent questions. The evidence does not show whether she attended the 2024 roundtable, as she did not reply.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Nickajack Mutual Insurance | VP Agency Relations | champion | shonda.barnes@nickajack.example |
Activity
- Upcoming
- 14 Oct 2026upcoming callNickajack Mutual Insurance / BG-Demo – Proposal
- Held
- 24 Sep 2026eventYour renewals, read by the brain
+50
- 7 Sep 2026callNickajack Mutual Insurance / BG-Demo – Demo
- 27 Jul 2026email threadFollowing up on discovery and the Enterprise scope
- 23 Jul 2026callNickajack Mutual Insurance / BG-Demo – Discovery
- 15 Jul 2026email threadNickajack Mutual discovery call
- 1 Jun 2026dealNickajack Mutual Insurance – New
- 26 Nov 2024eventRevenue leaders roundtable
+40
- 7 Nov 2024email threadInvitation: Revenue leaders roundtable, 26 Nov 2024