Sarah Lindqvist
🔥Active· Retainer proposal in her handsWarmspecialtyprogramsdiligence✎ Update status / next action
Relationship Intelligence
How we're connected and how strong it is
- How we met / origin: Served together on the 2024 industry data-standards working group; stayed in touch quarterly.
- Mutuals: Bill Hartley (her former boss at a carrier), Priya Nair.
- Strength rationale: She calls me for gut-checks on program deals — trusted on substance, not yet a paying relationship.
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Business Context
What's going on in their world that matters to us
- Her mandate: Double program count in 3 years without blowing up loss ratios.
- Pain point: Diligence is the bottleneck — last acquisition took 11 weeks with an outside firm and still missed a data issue.
- Where I help: Faster, insurance-native program diligence on retainer.
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Engagement Strategy
The plan for moving this relationship forward
- Next best action: Nudge on the proposal; offer to walk her CFO (Neil) through the rate card.
- Talking points: The 11-week diligence story; my 3-week turnaround on a comparable book.
- Open questions: Which two targets are live right now?
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Notes
Nothing here yet.
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Interaction Log
＋ Log interaction
- 2026-07-10— Email
Sent the program due-diligence retainer proposal: monthly retainer + per-deal sprint fee, 3-week standard turnaround. Sarah acknowledged, said legal/CFO review this week. Next: her redlines.
- 2026-07-03— Zoom
Scoping call. Two acquisition targets live: a garage-keepers book and a small builders-risk program. Neil (CFO) skeptical of outside spend — his objection is 'we have underwriters for this.' Positioned diligence as protecting the balance sheet, not second-guessing underwriting. Next: proposal by end of week.
- 2026-06-15— Coffee
Quarterly catch-up in Chicago. Meridian board approved the two-acquisition plan. Sarah asked directly whether I'd take a diligence retainer — said yes in principle. Next: she sends the target profiles.