Frank Delgado

Person

Wendover Kast Insurance Group: documents · economic_buyer

Frank Delgado is COO at Wendover Kast Insurance Group and the CRM economic buyer. He gates the Enterprise proposal on a clean security review, vendor management sign-off and an insurance reference.

made from

Who they are

Insight

Current to 12 Oct 26

Frank Delgado is COO at Wendover Kast Insurance Group and the CRM economic buyer. He gates the Enterprise proposal on a clean security review, vendor management sign-off and an insurance reference.

Role: Chief Operating Officer and economic buyer in the CRM. He joined the 24 Jun 2026 discovery call and the 30 Sep 2026 proposal call, and replied on the 2 Oct 2026 proposal thread.

Influence: the reads label his voice as decision-maker. His driver is oversight, because reinsurers and regulators ask how agency quality is monitored. Heather Bauman, VP Agency Operations, brings the service speed view.

Watch: he wants the security review first and asked for insurance references, which BB-Demo has not yet named. The 8 Jan 2027 signature is a target, and the proposal of £155,000 is an open item, not executed paper.

AI · claude-sonnet-5-5 · 12 Oct 2026

AImade from

CRM records

Organisation	Title	Role	Email
Wendover Kast Insurance Group	Chief Operating Officer	economic_buyer	frank.delgado@wendoverkast.example

CRMmade from

Activity

16 Oct 2026callWendover Kast Insurance Group / BB-Demo – Negotiation Jordan Pike, Owen Tallis, Frank Delgado, Sharon Whitley, Heather Bauman+2
2 Oct 2026email_threadProposal for Wendover Kast Jordan Pike, Heather Bauman, Frank Delgado
30 Sep 2026callWendover Kast Insurance Group / BB-Demo – Proposal Jordan Pike, Heather Bauman, Frank Delgado
24 Jun 2026callWendover Kast Insurance Group / BB-Demo – Discovery Jordan Pike, Heather Bauman, Frank Delgado

CRMmade from

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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