Heather Bauman
Person
Wendover Kast Insurance Group: documents · champion
Heather Bauman is the CRM-marked champion at Wendover Kast Insurance Group and the day-to-day driver of the Enterprise proposal. She cannot commit budget until Kyle Brandvold is satisfied and finance has seen it. COO Frank Delgado holds the security gate.
Who they are
Insight
Current to 12 Oct 26Heather Bauman is the CRM-marked champion at Wendover Kast Insurance Group and the day-to-day driver of the Enterprise proposal. She cannot commit budget until Kyle Brandvold is satisfied and finance has seen it. COO Frank Delgado holds the security gate.
Role: VP Agency Operations at Wendover Kast Insurance Group, marked champion in the CRM. She has been on the discovery, demo and proposal calls and replies quickly to email.
Influence: she wants one view of each agency and brings colleagues from data and underwriting operations. She cannot commit budget alone: Kyle Brandvold must be comfortable first, then finance, and COO Frank Delgado wants the security review before numbers.
Watch: she wants post go-live ownership named before Frank asks, and she said the 8 Jan 2027 date slips if reinsurer questions are dragged in. The Enterprise proposal is an open item, not executed paper.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Wendover Kast Insurance Group | VP Agency Operations | champion | heather.bauman@wendoverkast.example |
Activity
- 16 Oct 2026callWendover Kast Insurance Group / BB-Demo – Negotiation
+2 - 2 Oct 2026email_threadProposal for Wendover Kast
- 30 Sep 2026callWendover Kast Insurance Group / BB-Demo – Proposal
- 9 Sep 2026email_threadFollowing up on the demo
+2 - 7 Sep 2026callWendover Kast Insurance Group / BB-Demo – Demo+2
- 1 Sep 2026email_threadFollow-up on the agency view walkthrough
- 17 Aug 2026email_threadFollow-up after the demo
+2 - 13 Aug 2026callWendover Kast Insurance Group / BB-Demo – Demo+2
- 5 Aug 2026email_threadSetting up the demo on your agency data
- 24 Jun 2026callWendover Kast Insurance Group / BB-Demo – Discovery
- 21 May 2026eventBB-Demo webinar
+23 - 5 May 2026dealWendover Kast Insurance Group – New