Who they are
Insight
As at Fri 9 Oct 2026Ed Duckworth is the day-to-day champion at Brindlecote, on every call since discovery. He asks 17% of the organisation's questions, so value leans on him. He has floated no expansion himself, though Growth for operations is now an early lead.
Role: Head of Insight in Leeds, CRM champion and non-admin platform user since 3 Jun 2023. He attended the discovery, demo, renewal and check-in calls and raised most support tickets.
Influence: Ravi Atherton, the Chief Operating Officer, handles price and signing. Ed shapes adoption and the renewal story. In the 27 Apr 2026 call he asked about Growth, and on 1 Oct 2026 he said he would raise it with Ravi but promised nothing.
Watch: He asked 337 of 1952 questions in the last 90 days, 17%, and value rests on a couple of heavy users in the renewals team. Connector stalls have recurred, the latest Zendesk issue in April 2026, with slow replies from Ed.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Brindlecote Insurance Brokers | Head of Insight | champion | ed.duckworth@brindlecote.example |
Activity
- 1 Oct 2026callBrindlecote Insurance Brokers / BG-Demo – Check In
- 27 Apr 2026callBrindlecote Insurance Brokers / BG-Demo – Renewal
+2
- 20 Apr 2026email threadData sync issue: Zendesk
- 17 Apr 2026ticketHow do I filter query results?
- 2 Mar 2026dealBrindlecote Insurance Brokers – Renewal
- 17 Jul 2025eventBG-Demo webinar
+28
- 10 Jul 2025email threadBG-Demo webinar: dashboards
- 25 Apr 2025callBrindlecote Insurance Brokers / BG-Demo – Renewal
+2
- 26 Mar 2025ticketConnector sync issue
- 20 Mar 2025eventBG-Demo webinar
+28
- 28 Feb 2025dealBrindlecote Insurance Brokers – Renewal
- 20 Feb 2025ticketDuplicate client records
- 7 Oct 2024ticketHow to export dashboard data
- 9 Jul 2024ticketConnector data not loading
- 9 Jul 2024ticketConnector not syncing
- 8 Jul 2024callBrindlecote Insurance Brokers / BG-Demo – Check In
- 13 Jun 2024eventBG-Demo Customer Day
+28
- 24 May 2024ticketDuplicate records in results
- 2 May 2024callBrindlecote Insurance Brokers / BG-Demo – Renewal
+2
- 12 Apr 2024ticketHow do I set up alerts?
- 5 Mar 2024ticketHow do I share dashboards with my team?
- 1 Mar 2024dealBrindlecote Insurance Brokers – Renewal
- 9 Feb 2024ticketConnector not loading latest records
- 14 Dec 2023ticketHow can we build a custom dashboard?
- 27 Oct 2023callBrindlecote Insurance Brokers / BG-Demo – Check In
- 10 Aug 2023ticketData not refreshing overnight
- 26 Jun 2023callBrindlecote Insurance Brokers / BG-Demo – Onboarding
- 19 Jun 2023callBrindlecote Insurance Brokers / BG-Demo – Onboarding
- 16 Jun 2023ticketOnboarding question
- 14 Jun 2023callBrindlecote Insurance Brokers / BG-Demo – Onboarding
- 6 Jun 2023callBrindlecote Insurance Brokers / BG-Demo – Kickoff
+1
- 1 Jun 2023email threadKickoff call for Brindlecote
- 9 May 2023email threadFollow-up: Starter proposal
+1
- 8 May 2023callBrindlecote Insurance Brokers / BG-Demo – Negotiation
+1
- 24 Apr 2023email threadProposal for Brindlecote
- 21 Apr 2023callBrindlecote Insurance Brokers / BG-Demo – Proposal
- 11 Apr 2023email threadDemo scheduled for Brindlecote
+2
- 11 Apr 2023callBrindlecote Insurance Brokers / BG-Demo – Demo
+2
- 27 Mar 2023email threadBrindlecote: next steps
- 24 Mar 2023callBrindlecote Insurance Brokers / BG-Demo – Discovery
- 8 Mar 2023dealBrindlecote Insurance Brokers – New