Heidi Krueger

Person

Sandusky Bay Mutual Insurance · champion

Heidi Krueger is the CRM champion at Sandusky Bay Mutual Insurance and the lead voice on the Enterprise opportunity. She hesitated on price on 27 Jul 2026, then said she was pretty convinced after the 10 Sep 2026 demo.

made from

Who they are

Insight

Current to 14 Oct 26

Heidi Krueger is the CRM champion at Sandusky Bay Mutual Insurance and the lead voice on the Enterprise opportunity. She hesitated on price on 27 Jul 2026, then said she was pretty convinced after the 10 Sep 2026 demo.

Role: VP Agency Relations in Milwaukee, recorded in the CRM as champion. She appears in three calls and one deal, with no email threads or tickets on record.

Influence: she led the customer side of discovery and the demo, asked about freshness, dashboards, new connectors and security, and asked what comes next. The evidence does not show whether she signs or holds the budget.

Watch: the proposal with the 155000 investment is an open item, not signed paper. Her earlier price hesitation and the unknown signatory are the points to settle before the order form.

AI · claude-sonnet-5-5 · 14 Oct 2026

AImade from

CRM records

Organisation	Title	Role	Email
Sandusky Bay Mutual Insurance	VP Agency Relations	champion	heidi.krueger@sanduskybay.example

CRMmade from

Activity

13 Oct 2026callSandusky Bay Mutual Insurance / BG-Demo – Proposal Jordan Pike, Heidi Krueger, Randall Schmitt
10 Sep 2026callSandusky Bay Mutual Insurance / BG-Demo – Demo Jordan Pike, Hannah Lowe, Heidi Krueger
27 Jul 2026callSandusky Bay Mutual Insurance / BG-Demo – Discovery Jordan Pike, Heidi Krueger, Randall Schmitt
11 Jun 2026dealSandusky Bay Mutual Insurance – New Jordan Pike, Heidi Krueger

CRMmade from

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass 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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B-Glass is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
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The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Glass is the tool that reads its data.

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