Janet Pruitt
Person
Wendover Kast Insurance Group: documents · user
Janet Pruitt is an Underwriting Operations Manager at Wendover Kast, recorded as a user. She is the daily end user in the Enterprise evaluation, and her underwriter notes are the test for a yes. She does not hold the budget.
Who they are
Insight
Current to 12 Oct 26Janet Pruitt is an Underwriting Operations Manager at Wendover Kast, recorded as a user. She is the daily end user in the Enterprise evaluation, and her underwriter notes are the test for a yes. She does not hold the budget.
Role: CRM contact at Wendover Kast Insurance Group, Underwriting Operations Manager in Columbus, with the CRM role of user. Two calls and two email threads are on record, no tickets and no deals.
Influence: she is the intended daily user. On the 7 Sep 2026 demo she built her Monday referral list live and said it was the same list she builds by hand. Underwriter notes are her test for a yes.
Watch: the notes sit in free text in the policy system and the connector design is unresolved. She wants to retry the referral view on a fuller extract. Budget and approval sit with Heather Bauman and Kyle Brandvold, not with her.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Wendover Kast Insurance Group | Underwriting Operations Manager | user | janet.pruitt@wendoverkast.example |
Activity
- 9 Sep 2026email_threadFollowing up on the demo
+2 - 7 Sep 2026callWendover Kast Insurance Group / BB-Demo – Demo+2
- 17 Aug 2026email_threadFollow-up after the demo
+2 - 13 Aug 2026callWendover Kast Insurance Group / BB-Demo – Demo+2
- 18 Jun 2026eventBB-Demo webinar
+17