Frank Delgado

Person

Wendover Kast Insurance Group · 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

As at Fri 9 Oct 2026

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 BG-Demo has not yet named. The 8 Jan 2027 signature is a target, and the proposal of £155k is an open item, not executed paper.

AI · claude-sonnet-5-5 · as at Fri 9 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

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

CRMmade from

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

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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.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
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Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	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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