Sandusky Bay Mutual Insurance / BG-Demo – Discovery
Callcompleted
Sandusky Bay Mutual Insurance · 27 Jul 2026 15:30
Jordan Pike ran discovery with Heidi Krueger and Randall Schmitt. They described scattered systems and agent queries, and Heidi said she needs to think about the 155000 Enterprise price. A deeper demo was agreed.
What was said
What this says
As at Fri 9 Oct 2026Jordan Pike ran discovery with Heidi Krueger and Randall Schmitt. They described scattered systems and agent queries, and Heidi said she needs to think about the 155000 Enterprise price. A deeper demo was agreed.
What happened: Heidi and Randall described a CRM, a call system, email and spreadsheets, with agents' questions needing three systems to answer several times a week.
Customer view: Randall called it business risk if an agent gets wrong information. Heidi said support time could be cut in half.
Commercial: Jordan quoted Enterprise at 155000 for the first year, all-in, with twelve weeks to implement. Heidi said she would need to think about it, which is the only reaction to price on the call.
Watch: Jordan offered a demo on a sample of real data and promised timing options for the following week. The evidence does not show whether this was sent or held.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Jordan Pike to send demo timing options and build the sample-data demo.
- Prepare a value case based on Heidi's claim of halving support time.
Risks
As at Fri 9 Oct 2026- Heidi hesitated on the 155000 first-year price and no budget or timeline was stated.
- The call shows no sign of a rival or of who else must approve the purchase.
Opportunities
As at Fri 9 Oct 2026- Clear pain around scattered agent data gives a strong Enterprise case, including call transcript search.
- Heidi and Randall both accepted a demo on a sample of their real data.
Transcript
Jordan PikeHey Heidi, Randall, thanks for making time. I want to understand your world and see if the brain makes sense for you. We've got about 30 minutes, that work?
Heidi KruegerWorks for us. Go ahead.- Jordan PikeGreat. So from what we know, you're coordinating with agents across Wisconsin and Michigan, and you've got a lot of different data sources: calls, emails, customer records, probably some systems we don't know about yet. Right?
- Heidi KruegerYeah, that's basically right. We've got our CRM for agent and customer data, we've got a call system: agents record calls: email, and frankly a bunch of spreadsheets that sit on different people's desks. It's messy.
Randall SchmittThe main pain is when an agent calls us with a question. We're scrambling through three systems to give them an answer. Slows everything down.- Jordan PikeRight. So you lose time because the information is scattered. Do you have a sense of how often that happens?
- Heidi KruegerMultiple times a week. Agents call with a question about a policy or a claim, and we have to go dig.
- Randall SchmittAnd it's not just support, it's business risk. If an agent gets the wrong info, they give the customer the wrong advice.
- Jordan PikeSo it's an accuracy issue and a time issue. What would success look like? If you could search across your CRM, calls, and emails in one place?
- Heidi KruegerHonestly, we'd probably cut support time in half. And agents would get the right answer faster.
- Jordan PikeThat's exactly what we build. We call it the brain, it's an AI-queryable layer on top of all your systems. You search or ask in plain language, and it pulls answers from your CRM, calls, emails, whatever's plugged in. No manual hunting.
- Randall SchmittWhere does the data live?
- Jordan PikeIn your Snowflake account. All yours. We run the app inside your environment. To be transparent: compliance and data residency are table stakes for us, especially in insurance.
- Heidi KruegerWhat about the calls, can it search the transcripts?
- Jordan PikeYes. If you've got a call recorder, we plug that in and index the transcripts. So you can search for a specific conversation or a topic.
- Randall SchmittHow do you handle scaling? Are there limits on how much data we can throw at this?
- Jordan PikeEnterprise tier, which is where you'd sit, handles a large number of users and data connectors. No practical limits on the volume of data. And you get a dedicated support person, premium SLAs, and a sandbox environment so you can test before pushing changes live.
- Heidi KruegerHow long to get it running?
- Jordan PikeTwelve weeks. We handle the implementation, you help us with the connectors and workflows, and then you're live.
- Randall SchmittCost?
- Jordan PikeEnterprise is 155000 for the first year, all-in. That's implementation, the platform, support, everything.
- Heidi KruegerI'll need to think about that number.
- Jordan PikeFair. What would help, a deeper demo where we build it against a sample of your real data?
- Heidi KruegerYeah, that would be really helpful.
- Jordan PikeI'll set that up for next week. I'll send you some timing options and we'll go from there. Sound good?
- Randall SchmittYep. Thanks.
- Jordan PikeThanks, both. Talk soon.