Wendover Kast Insurance Group / BB-Demo – Demo
Callcompleted
Wendover Kast Insurance Group: documents · 2026-09-07 15:30
Demo to Wendover Kast's agency operations, data and underwriting leads. Heather and Janet liked it. Kyle will not block if written answers and the connector design hold up. Heather needs Kyle's sign-off before taking it to finance.
What was said
What this says
Current to 11 Oct 26Demo to Wendover Kast's agency operations, data and underwriting leads. Heather and Janet liked it. Kyle will not block if written answers and the connector design hold up. Heather needs Kyle's sign-off before taking it to finance.
What happened: Theo Gallagher listed three open items (permissions inheritance, the policy data connector, single sign-on and provisioning) and demoed the dashboards builder. Janet built her Monday referral list live.
Customer view: Janet said it was the same list she builds by hand, and underwriter notes are her test for a yes. Kyle said he is not unhappy and needs the written answers and connector design.
Commercial: Jordan Pike restated Enterprise at £155k total with implementation included, with the date still 8 Jan 2027. Heather cannot commit budget before Kyle is happy, then goes to finance.
Watch: the notes sit in free text in the policy system, which Kyle called messy. Theo declined to promise it before implementation design. The sandbox was raised, and Theo said it is available with Enterprise from the second version of the offering.
Themes
Current to 9 Oct 26Theme
Enterprise demo, open items
Importance
renewal
Sentiment
positive
Voice
decision-maker
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Theo Gallagher sends the written note on permissions, provisioning and the sandbox this week.
- Kyle Brandvold confirms where the underwriter notes live.
- Jordan Pike sends a short recap the same day.
Risks
Current to 9 Oct 26- Underwriter notes sit in free text in the policy system and the connector design is unresolved.
- Kyle Brandvold's approval depends on written answers on permissions, provisioning and the sandbox.
- Heather cannot take the budget to finance until Kyle is satisfied.
Opportunities
Current to 9 Oct 26- Enterprise with SSO and SCIM, plus the sandbox from the second version of the offering.
- Janet Pruitt wants to retry the referral view on a fuller extract once the connector design is agreed.
Transcript
Jordan Pike NoneHey folks. Heather, Kyle, Janet, good to see you. Theo's joining from our side today, and he'll drive.
Heather Bauman NoneAfternoon, Jordan. Hi, Theo. Nice to meet you.
Theo Gallagher NoneGood afternoon, and thank you. I'm picking this up from Hannah, who ran the earlier session with you. I've read her notes.
Kyle Brandvold NoneHi, Theo. Yes, I sent a schema outline after the last one. Hope that arrived.- Theo Gallagher NoneIt did, thank you. I'll come to it. Let me start by listing the open items, with owners, so we all know what we're closing.
- Jordan Pike NoneQuick time check from me: we have just under an hour, and I'd like Heather and Janet to get to use the product, not just watch. Theo, go ahead.
- Theo Gallagher NoneThree open items. One: how access permissions inherit from your Snowflake roles. Owner is me, and I have the answer in writing, which I'll show. Two: the connector for your policy data, owner is Kyle for the table detail and me for the design. Three: single sign-on and provisioning, which was raised but not covered. Owner, me again.
- Kyle Brandvold NoneThat's the list I'd have written. Go on with the first.
- Theo Gallagher NoneSharing my screen. This is the access configuration. Each source is mapped to a role, and the brain evaluates the role of the person asking before it answers. So the control reference here is the role mapping, and we can evidence that in the audit view, which I'll show in a moment.
- Kyle Brandvold NoneAnd if someone is removed from a role in Snowflake?
- Theo Gallagher NoneThe next refresh picks it up. To be precise, it isn't instant, there's a refresh interval. I'll give you the exact behaviour in the written note, not from memory.
- Kyle Brandvold NoneFine. As long as it's documented.
- Heather Bauman NoneOkay, I want to get my hands on it. Walk me through what an agency manager would do on a Monday.
- Theo Gallagher NoneLet's do it. I'll open the dashboards builder. This is where you assemble a view of your agencies that people return to. I've put together a starter view from your sample: premium by line, open service tickets, and submissions waiting.
- Heather Bauman NoneWhat does the agent see, though? These are my views. The agency never logs in.
- Theo Gallagher NoneRight, and I want to be clear on that. The agencies don't see this. It's for your staff. What the agency experiences is better answers from your people, not a new portal.
- Heather Bauman NoneGood. That's the answer I needed. Okay, so can I change the view myself?
- Theo Gallagher NoneYes. Take the controls if you like. I'll stop sharing and you can share, or I can walk you through by voice.
Janet Pruitt NoneCan I do mine? The referral one.- Theo Gallagher NonePlease. Add a new panel, choose submissions, filter to referred, and sort by age.
- Janet Pruitt NoneOkay, I have the list. It's the same one I build by hand on Mondays. That's, huh. That's the whole job.
- Jordan Pike NoneJanet, what would make this a yes for you? If it's that list, what else is missing?
- Janet Pruitt NoneNotes. If the underwriter's notes are in there, with the right restrictions, I'm sold. If they're not, I still need my spreadsheet.
- Theo Gallagher NoneNoted as an open item. Notes are a source we can connect, subject to the role mapping we just saw. I'll add it to the connector design and I won't call it done until Kyle has confirmed where the notes live.
- Kyle Brandvold NoneThey live in the policy system, in free text. That's going to be messy.
- Theo Gallagher NoneUnderstood. We'd treat that as a design question for the implementation, not something to promise today.
- Heather Bauman NoneLet's keep this moving. Theo, third item. Single sign-on.
- Theo Gallagher NoneYes. Enterprise includes single sign-on and automated user provisioning. Kyle, you'd be the one to configure it with your identity provider. I'll walk through the settings screen, and I can send the setup steps. Here is the dated commitment: the written note on provisioning goes to you this week.
- Kyle Brandvold NoneGood. I'd also want to know about the sandbox. Somewhere I can try connectors without touching the real thing.
- Theo Gallagher NoneThat's available with Enterprise from the second version of the offering. I'll confirm in the note exactly what's included and in what form, so you have it in writing.
- Heather Bauman NoneOkay. Let me say where I am. I like it. Janet likes it. Kyle, you're the one I'm waiting on.
- Kyle Brandvold NoneI'm not unhappy. I need the written answers and the connector design. If those hold up, I won't be the obstacle.
- Jordan Pike NoneThat's fair, and to be transparent, we'd rather you push on it now than find a gap after signing. On the commercial side, nothing has changed: Enterprise, £155,000 total with implementation included, and we're still working to 8 Jan 2027.
- Heather Bauman NoneRight. Once Kyle is happy I take it to finance. I can't commit budget before that.
- Jordan Pike NoneUnderstood. So, next steps. Theo sends the written note on permissions, provisioning and the sandbox. Kyle confirms where the notes live. I'll send a short recap today. Anything else?
- Janet Pruitt NoneOnly that I'd like to try the referral view again with a bit more data, when you have it.
- Theo Gallagher NoneYes. Once the connector design is agreed, we can run it on a fuller extract.
- Heather Bauman NoneThanks, everyone. Good session.
- Jordan Pike NoneThanks, all. Talk soon.
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