Elena Vasquez
⏸️On hold· Budget freeze until Q4 — keep warmWarmcarrierclaimsaiVP Claims · Stonebridge Insurance Holdings
Next action: Mid-September check-in before Q4 planninglast touch 2026-06-01
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Relationship Intelligence
How we're connected and how strong it is
- How we met / origin: Attended my AI claims workshop; brought me in for two scoping sessions before the freeze.
- Strength rationale: Champion inside a slow institution — real intent, no budget until Q4.
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Business Context
What's going on in their world that matters to us
- Her mandate: Modernize claims intake without a big-bang core replacement.
- Where I help: Phase-zero scoping already delivered; positioned to lead the pilot when budget re-opens.
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Engagement Strategy
The plan for moving this relationship forward
- Next best action: Mid-September check-in with one useful artifact (claims-automation benchmark).
- Watch-out: Their innovation group may try to insource the pilot.
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Notes
Nothing here yet.
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Interaction Log
＋ Log interaction
- 2026-06-01— Email
Elena confirmed the budget freeze extends through Q3. Claims modernization scoping is parked, not dead — she wants to restart the conversation in Q4 planning. Next: mid-September check-in with a benchmark artifact.
- 2026-05-05— On-site
Second scoping session in Columbus. Mapped the claims intake flow; FNOL routing is the obvious automation wedge. Innovation group hovering — they may want to insource. Delivered phase-zero summary memo a week later.