Karen Whitfield
🔍Exploring· Met at claims conference; strong mutual interestAcquaintanceclaimssoftwarereferral-partnerChief Claims Officer · Verity Claims Technology (not yet tracked as a company)
Next action: Book the follow-up call — owed since the summitlast touch 2026-06-26
✎ Update status / next action
Relationship Intelligence
How we're connected and how strong it is
- How we met / origin: Shared a panel at the (fictional) National Claims Innovation Summit last month.
- Strength rationale: One panel + one coffee; she asked pointed questions about my Atlas work.
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Business Context
What's going on in their world that matters to us
- Her mandate: Verity sells claims-audit software; she wants an advisor who's run transformations on the buyer side.
- Where I help: Potential advisory or referral relationship — her customers are my prospects and vice versa.
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Engagement Strategy
The plan for moving this relationship forward
- Next best action: Follow up with the intro call we promised each other — it's been three weeks.
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Notes
Nothing here yet.
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Interaction Log
＋ Log interaction
- 2026-06-26— Coffee
Coffee after our claims-innovation panel. Verity's buyers are my prospect pool and vice versa — clean referral symmetry. Promised each other a proper call to map overlap. Next: book it.
- 2026-06-19— Conference
National Claims Innovation Summit panel together — 'AI in claims: beyond the pilot graveyard.' Her question about change management landed; audience followed up with both of us.