Hartlebury Insurance Brokers

Invitation: on 23 Jun 2025 Alice Brewer invited Robin Gittins, Managing Director at Hartlebury Insurance Brokers, to a BG-Demo webinar on 17 Jul 2025. The topic was how teams stop reconciling systems by hand.

Response: Robin did not reply, so the thread shows neither interest nor objection. The read rates it as neutral and purely logistical.

Open at the end: Alice would send a joining link only if Robin confirmed, and the thread shows no confirmation. The read notes that attendance could open a first conversation about B-Viz with the Managing Director.

This is the only read in the quarter. It holds no calls, tickets, price discussion, complaint or contract signal, and the evidence does not show what the relationship was beyond this invitation.

This is a single read, an email thread dated 5 Nov 2024, and it held an invitation only.

Invitation: Sofia Marchetti asked Robin Gittins, Managing Director, to join a small in-person group of managing directors and heads of revenue at insurance and broking firms on 26 Nov 2024. The stated aim was to discuss where manual reconciliation still eats into the week.

Customer view: There is no customer response in the thread. The evidence does not show whether Robin replied, attended or was interested.

Open at the end: Sofia was to send details and confirm a place if Robin replied. The read treats a senior in-person setting as a possible route to a value conversation about B-Viz, but it also notes that the senior relationship is not shown to be active.

Outreach: On 1 Jan 2024 Nell Ashcombe invited Robin Gittins, Managing Director, to a webinar on 18 Jan 2024. The thread shows no reply, so his interest is not shown.

Discovery: On 13 Feb 2024 Priya Raman ran discovery with Hazel Bourne and Robin. Policy, claims and email data sit in separate places, and finding a client's renewal position takes most of an hour.

Commercial: The open proposal is Starter for one team at £26k, a CRM deal figure and not executed paper. Robin signs off, accepted one team for now and pressed for cost early.

Demo: On 7 Mar 2024 Priya and Tobias Renwick demoed on Hartlebury's sample files. Hazel liked the email search and said she thinks they are close, but a renewed policy still showed as open and she wants that fixed before anyone trusts it.

Security: Hazel asked about where the data goes, who can see it and whether it can be taken back out. Tobias said the data stays in Hartlebury's Snowflake account, provided roles are set up properly.

Open at the end: Robin did not attend the demo and will judge from the written security design. Tobias owes the role design in writing, copied to Robin, and Priya owes the Starter proposal refresh scoped to one team. No order form is shown.