USE CASES FOR
Account leaders

You want to grow the account. Delivery calls fill your day.

AN ACCOUNT LEADER’S DAY
0.5hours growing
the account
Your day today
With a company brain
9 AM111 PM35 PM
Project and delivery calls3.5 hrs
Internal planning with offering and delivery leads2.5 hrs
RFPs and defending against competitors1.5 hrs
Growing the account0.5 hrs

An account leader’s wish list, granted.

01KNOWING WHERE TO GROW

“I wish I knew where this account could grow next.”

Granted. Account research maps their priorities and signals to your adjacent offerings, so the whitespace is a list, not a hunch.

Today: Growth ideas wait for the QBR, and come from memory.

ACCOUNTAcme Insurance$14M a yearRenewal in 9 months
Northwind · Account researchWHITESPACE · ACME INSURANCE
Where we can grow.
Our offerings against Acme’s business units.
CLOUDDATAAISECURITYMANAGED
Personal lines
Active
Open
Open
—
Rival
Commercial
—
Open
Rival
—
Open
Claims
Active
Open
Open
Active
—
Finance
Rival
—
Open
—
Open
OPEN WHITESPACE
$6.2M
over the next 24 months
Top three plays
✓Claims data, then AI on top of it.
✓Data platform for Personal lines pricing.
✓Managed security for Commercial.
NEW FIT · ADDED THIS MONTHClaimsFlow for Commercial lines
SIGNAL14 data roles posted in claims
GAPNo one met in Finance yet
Refreshed every week from your brain and their signalsOpen map →
02BRINGING THE BEST OF THE COMPANY

“I wish I could get our best offers and proof that match my account’s needs.”

Granted. The brain matches your newest offers and proof to the account, and turns them into a lead magnet made for their CIO.

Today: You hear about the win at the all-hands, three months later.

LEAD MAGNETFor the CIOInsuranceClaims data
northwind.com/cio-playbook
NorthwindInsightsResearchSubscribe
FREE GUIDE · 42 PAGES
The 2027
CIO Playbook.
Seven moves on AI, data and cost, drawn from 120 CIO conversations.
Full name
Jordan Ellis
Work email
jordan@company.com
Send me the playbook
NORTHWIND
The 2027
CIO Playbook
Seven moves for AI, data and cost
WHAT’S INSIDE
1Fund AI like a portfolio
2Make data a product
3Retire one platform a year
4Price outcomes, not hours
5Put security in the pipeline
6Hire for judgment
7Report value monthly
“The first guide I’ve read that a CFO would agree with.”
CIO, Fortune 500 retailer
MADE FORAcme’s CIO, Dev Osei
PROOF INSIDE · ADDED 4 DAYS AGO$48M leakage recovered at a top-10 insurer
THE OFFERA six-week ClaimsFlow pilot
Built from your newest offers and proofOpen page →
03CAMPAIGNS WHILE YOU DELIVER

“I wish a campaign ran in my account while I did my day job.”

Granted. Pointed email and LinkedIn campaigns run on customer signals and your best offers, and tell you who leaned in.

Today: Delivery calls fill the week. Expansion waits.

CAMPAIGN3 emails1 LinkedIn message10 days
Northwind · Campaign4 TOUCHES · 10 DAYS · INSURANCE COOs
LEAD GEN SEQUENCE
The claims leakage guide.
Three emails and one LinkedIn message, written for COOs who own claims cycle time.
Audience1,240 COOs
GoalGuide downloads
Proof used$48M, top-10 insurer
DAY 1EMAIL
Your 2 points of combined ratio
Rachel, most insurers lose about 2 points to claims leakage. We wrote a short guide on where it hides.
DAY 4EMAIL
How a top-10 insurer found $48M
One data layer under three claims systems. Recovered in a year. Page 9 of the guide has the method.
DAY 7LINKEDIN
Message on LinkedIn
Saw your post on leakage being “the number.” Thought you’d want the guide we just published on it.
DAY 10EMAIL
Worth 20 minutes?
Happy to walk your team through a 30-day leakage audit. No platform pitch, just your number.
TRIGGERED BY14 data roles posted this week
SO FAR6 reached · 3 opened · 1 meeting
NEXT TOUCH · THULinkedIn message to the new CISO
Running while you’re on delivery callsOpen sequence →
04MEETING MORE THAN THE CHAMPION

“I wish I knew more people there than my one champion.”

Granted. See who you know and who you don’t, with the right asset to open each door.

Today: One relationship carries the whole account, until it changes jobs.

Acme Insurance · who you know
1 OF 5 ENGAGED
RK
Rachel Kim, COO
Your champion · met 14 times
CHAMPION
DO
Dev Osei, CIO
Met once, at kickoff
SEND: CLAIMS DATA ROADMAP
LM
Laura Mills, CFO
Never met
SEND: FRAUD ROI ONE-PAGER
NP
Nina Park, Head of Data
Skeptic, per Rachel
SEND: DATA-QUALITY BRIEF
SO
Sam Ortiz, VP Claims
Never met
INVITE: CFO DINNER, NOV 13
05DEFENDING THE ACCOUNT

“I wish I knew who we’re up against before the RFP lands.”

Granted. Timely intel on the incumbent and challengers, with the proof that beats them, in every answer.

Today: Competitor research starts the week the RFP is due.

Acme · Claims platform RFPDUE FRI
INCUMBENT
Big-4 firm
Strong on scale. Weak: teams rotate off after year one.
CHALLENGER
Offshore vendor
Leading on price. Weak: no claims depth.
YOUR EDGE
62 claims programs · the team stays
Lead with the $48M result and named-team continuity.
Answers drafted from your brain34 / 40

One week, four accounts, all from the same brain.

See what other IT account leaders make →
NorthwindQBR PREP · Q3 2026 · HALDEN MANUFACTURING
MARCUS LINDQVIST · VP OPERATIONS
Six plants live. Three to go.
He owns the S/4HANA rollout and reports plant uptime to the board every quarter.
6/9
plants on S/4HANA
−22%
unplanned downtime
$1.2M
ahead of the savings plan
TALKING POINTS
→Plant 4 cut over in one weekend, with no lost shifts.
→Downtime savings are running $1.2M ahead of plan.
→Two plant managers asked to move their cutover forward.
THE ASK
Approve phase two for the Mexico plants.
$3.4M over nine months, on the same template.
MON
QBR prep
Halden
→
Northwind · Account researchUPDATED TODAY · 11 SOURCES
ACCOUNT RESEARCH · PROPERTY & CASUALTY
Acme Insurance
$14B premium · 9,000 people · Hartford
Signals about the company
AUG 2026 · Q2 EARNINGS CALL
CEO commits to cutting claims cycle time by a third before the 2027 rate filing.
MAR 2026 · 10-K, P.14
Three claims systems to be retired by 2028.
THIS MONTH · CAREERS PAGE
14 open data engineering roles, all in claims.
Signals about Rachel Kim, COO
SEP 2026 · INSURTECH PODCAST
“Adjusters drown in swivel-chair work across three screens.”
2 WEEKS AGO · LINKEDIN
Shared a post on claims leakage with the note “this is the number.”
2024 · PRIOR ROLE
Led a claims consolidation at a regional mutual.
WHO TO TARGET
RK
Rachel Kim, COO
Sponsor · owns the cycle-time goal
Then Dev Osei (CIO) to evaluate, Laura Mills (CFO) to approve.
OFFERING
Claims data consolidation
One data layer under all three systems.
PROOF
$48M leakage recovered
Top-10 insurer, year one.
PARTNER
Guidewire + Snowflake
Both already in Acme’s stack.
Do
✓Open with cycle time. It’s her number, in her words.
✓Bring one adjuster story, not a platform tour.
Don’t
✕Lead with AI. She wants the data fixed first.
✕Compare us to the big four in front of her. Save it for procurement.
TUE
Account research
Acme Insurance
→
northwind.brandstori.ai/p/first-coastal
Northwind SecurityPrepared for First Coastal BankRENEWAL
MANAGED SOC · YEAR TWO
From monitored to defended.
Your 24/7 security operations, one year in, and the plan for the next.
Renew and expand
Security operations · 12 months● LIVE
9 min
Time to detect
↓ from 47
100%
Threats contained
312 incidents
82%
Triaged by AI
↑ from 31%
01Year one in numbers
1.2B
events analysed
312
incidents contained
0
breaches
4.9/5
auditor rating
02The year-two plan
Q1
Identity threat detection
Q2
Branch and ATM coverage
Q3
AI-led response playbooks
Q4
Board-level risk reporting
Renew before March 1 and lock year-one pricing.
Renew and expand
THU
Renewal proposal
First Coastal Bank
→
ABM · ARDEN MUTUAL · 6 WEEKS
Northwind
One account. Every touch, one story.
Sponsored · Northwind
Arden, your claims data is already worth $38M.
To David Okafor, CFO
The 2.1 points in your combined ratio
INVITATION
Dinner for insurance CFOs, Chicago, Nov 13
WK 1 · ADWK 2 · EMAILWK 4 · DINNER
FRI
ABM plan
Arden Mutual
→
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