B-Viz
Toby Underwood

Toby Underwood

Person

Brindlecote Insurance Brokers logo Brindlecote Insurance Brokers · admin

Toby is Brindlecote's platform admin and day-to-day contact, and asks about half of the organisation's questions. He raises most tickets, mainly on connector sync and data freshness. Key-person dependence is the main risk.

made from

Who they are

Insight

As at Fri 9 Oct 2026

Toby is Brindlecote's platform admin and day-to-day contact, and asks about half of the organisation's questions. He raises most tickets, mainly on connector sync and data freshness. Key-person dependence is the main risk.

Role: Operations Analyst in Leeds, CRM role admin, platform user since 1 Jun 2023. He agreed data mapping, provisioned access and has requested new users for his team.

Influence: he is the working champion and technical gatekeeper. The evidence does not show him signing or negotiating commercial terms. The 6 Jun 2023 kickoff noted no executive sponsor or finance contact attended.

Watch: he asked 51% of the organisation's questions over the last 12 months and 50% over the last 90 days. His recent tickets include a stalled nightly refresh and a Salesforce connector that stopped syncing, still pending on 2 Oct 2026. Reliability could erode his confidence.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

AImade from

CRM records

OrganisationTitleRoleEmail
Brindlecote Insurance BrokersOperations Analystadmintoby.underwood@brindlecote.example
CRMmade from

Activity

  • 2 Oct 2026ticketSalesforce connector stopped syncing Toby Underwood, Olivia GrantBrindlecote Insurance Brokers logoToby UnderwoodOlivia Grant
  • 21 Jul 2026ticketNightly refresh failed, dashboards stale Toby Underwood, Bethan ListerBrindlecote Insurance Brokers logoToby UnderwoodBethan Lister
  • 14 Jul 2026ticketCan I save queries for later use? Toby Underwood, Olivia GrantBrindlecote Insurance Brokers logoToby UnderwoodOlivia Grant
  • 2 Jul 2026ticketHow do I export results? Toby Underwood, Olivia GrantBrindlecote Insurance Brokers logoToby UnderwoodOlivia Grant
  • 29 May 2026ticketDashboard showing blank page Toby Underwood, Olivia GrantBrindlecote Insurance Brokers logoToby UnderwoodOlivia Grant
  • 21 May 2026eventBG-Demo webinar Alice Brewer, Gemma Holt, Moira Sinclair, Ravi Atherton, Toby Underwood, Tasha Merriweather, Linnéa Holmberg, Saira Khalid, Brianna Ocampo, Emma Croft, Fleur Jansen, Helen Varley, Sunita Bains, Christina Möller, Ffion Rees, Luke Oakes, William Coultas, Kevin Kershaw, Mervyn Hales, Laurent Brisset, Philip Nuttall, Lauren Bickerstaff, Sarah Dodds, Kevin Doucette, Bart Huisman, Matthias Gruber, Lorna Cairns, Bas Vermeulen, Danielle Novotny, Glenn Wojcik, Melanie Scaife, Sheila Duffield, Brendan Moran, Ilse Kuipers, Jens Krause, Darnell Whitaker, Vikram Menon, Jess Mitchell, Alexa Fraser, Joe Mallinson, Gavin Rudd, Bas Kuijpers, Joost van der Linden, Raymond Tsai, Kevin Dussault, Heather Bauman, Sue DitchfieldAlice BrewerGemma HoltMoira Sinclair+44
  • 19 May 2026ticketNew team member needs access Toby Underwood, Olivia GrantBrindlecote Insurance Brokers logoToby UnderwoodOlivia Grant
  • 18 Mar 2026ticketAdd new user to brain Toby Underwood, Olivia GrantBrindlecote Insurance Brokers logoToby UnderwoodOlivia Grant
  • 26 Jan 2026ticketData refresh critical Toby Underwood, Olivia GrantBrindlecote Insurance Brokers logoToby UnderwoodOlivia Grant
  • 6 Jan 2026ticketData not refreshing Toby Underwood, Olivia GrantBrindlecote Insurance Brokers logoToby UnderwoodOlivia Grant
  • 16 Oct 2025eventBG-Demo webinar Alice Brewer, Claire Haddon, Toby Underwood, Anouk Zijlstra, Robin Hatherell, Mairead Hurley, Siân Pritchard, Morven Tait, Heather Gillespie, Lindsey Ward, Daan Visser, Janice Haddon, Anita Mistry, Maeve Doherty, Layla Mansour, Leanne Moss, Hugh Fenton, Philip Nuttall, Ashok Patel, Mark Heywood, Michelle Pomeroy, Liz Waddington, Bas Vermeulen, Lynne Featherstone, Narelle Fitzpatrick, Ida Mortensen, Anders Thomsen, Raj Bhogal, Luke Kershaw, Sara Forsberg, Sam Entwistle, Jess Ferrand, Morag Cowie, Graeme Charlton, Hamish Crawford, Iain Lumsden, Joanne Unwin, Sue DitchfieldAlice BrewerClaire HaddonToby Underwood+35
  • 19 Jun 2025eventBG-Demo webinar Alice Brewer, Toby Underwood, Noel Cronin, Melvin Goh, Patricia Gleave, Asif Jagger, Josh Pearce, Elaine Turvey, Jasmine Coleman, Donal Coughlan, Clive Wardle, Rakesh Solanki, Emma Haworth, Ian Fairclough, Lindsay Pallister, Nathan Booth, Glenys Routledge, Gavin Tyldesley, Julie Wardhaugh, Jolien van Dijk, Wim Goossens, Rebecca Ainsworth, Richard Lazenby, Nigel Fairbrother, Fraser Moncrieff, Monique Jefferson, Giles Brockway, Faye Metcalfe, Ade Ogunleye, Deepa Chauhan, Bernadette Lowry, Bryony Searle, Declan Moran, Ronan Healy, Petra LüdersAlice BrewerToby UnderwoodNoel Cronin+32
  • 12 Jun 2025eventBG-Demo Customer Day Sofia Marchetti, Callum Reid, Kofi Mensah, Joanne Platt, Rob Ellery, Ravi Atherton, Toby Underwood, Neil Entwistle, Gemma Yates, Emma Croft, Jess Dobson, Natasha Greaves, Elaine Turvey, Sukhvinder Dhillon, Paula Mortimer, Yasmin Chaudhry, Sunita Bains, Paula Rennie, Huw Bevan, Owain Jenkins, Brenda Oldroyd, Anita Mistry, Clive Wardle, Phil Royston, Daisy Howes, Becky Lawton, Malcolm Hebden, Gareth Lumb, Gillian Thewlis, Karen Oxley, Kamal Hussein, Jenny Trethewey, Lynne Featherstone, Trevor Bulmer, Kayleigh Pounder, Irene Coulson, Linnea Holm, Erik Wallin, Sofie Bech, Anders Thomsen, Fiona Marsden, Bryony Searle, Wes Jago, Matt Colenso, Lauren Pilkington, Stuart Haworth, Carl Whittle, Joe Mallinson, Aisha Bukhari, Ryan Heslop, Fiona Drummond, Fraser McAllister, Iain Lumsden, Zoe Kendrick, Trevor Mayhew, Paul Ottaway, Anthony Garrow, Sue Ditchfield, Liam Corner, Rebecca Oakes, Vikram SethiSofia MarchettiCallum ReidKofi Mensah+58
  • 7 Jun 2025email threadBG-Demo webinar: customer outcomes Alice Brewer, Toby UnderwoodBrindlecote Insurance Brokers logoAlice BrewerToby Underwood
  • 7 Mar 2025ticketHow to create a dashboard Toby Underwood, Bethan ListerBrindlecote Insurance Brokers logoToby UnderwoodBethan Lister
  • 24 Jan 2025ticketFeature request: scheduled data exports Toby Underwood, Bethan ListerBrindlecote Insurance Brokers logoToby UnderwoodBethan Lister
  • 25 Jul 2024ticketUrgent: connector down Toby Underwood, Bethan ListerBrindlecote Insurance Brokers logoToby UnderwoodBethan Lister
  • 17 May 2024ticketFilter issue in search Toby Underwood, Bethan ListerBrindlecote Insurance Brokers logoToby UnderwoodBethan Lister
  • 18 Jan 2024ticketBrain queries running slow Toby Underwood, Callie BrennanBrindlecote Insurance Brokers logoToby UnderwoodCallie Brennan
  • 18 Jan 2024eventBG-Demo webinar Nell Ashcombe, Claire Haddon, Toby Underwood, Zoe Nuttall, Brendan O'Mahony, Wei Ling Tan, Toby Mellor, Inge de Boer, Alison Mawdsley, Alejandro Fuentes, Vincent Ackerley, Raymond Okonkwo, Carys Pugh, Robin Gittins, Samina Akram, Suresh Pillai, Neha Kapoor, Luke Allott, Philip Annear, Wes Jago, Lauren Pilkington, Nils Behrens, Jade KenwrightNell AshcombeClaire HaddonToby Underwood+20
  • 17 Jul 2023ticketHow do I export data from the brain? Toby Underwood, Callie BrennanBrindlecote Insurance Brokers logoToby UnderwoodCallie Brennan
  • 12 Jul 2023callBrindlecote Insurance Brokers / BG-Demo – Training Tobias Renwick, Kirsty Rigby, Toby UnderwoodBrindlecote Insurance Brokers logoTobias RenwickKirsty RigbyToby Underwood
  • 27 Jun 2023ticketCRM connector stopped syncing Toby Underwood, Callie BrennanBrindlecote Insurance Brokers logoToby UnderwoodCallie Brennan
  • 26 Jun 2023callBrindlecote Insurance Brokers / BG-Demo – Onboarding Tobias Renwick, Toby Underwood, Ed DuckworthBrindlecote Insurance Brokers logoTobias RenwickToby UnderwoodEd Duckworth
  • 20 Jun 2023email threadOnboarding session confirmed Tobias Renwick, Toby UnderwoodBrindlecote Insurance Brokers logoTobias RenwickToby Underwood
  • 19 Jun 2023callBrindlecote Insurance Brokers / BG-Demo – Onboarding Tobias Renwick, Toby Underwood, Ed DuckworthBrindlecote Insurance Brokers logoTobias RenwickToby UnderwoodEd Duckworth
  • 15 Jun 2023email threadOnboarding scheduling Tobias Renwick, Toby UnderwoodBrindlecote Insurance Brokers logoTobias RenwickToby Underwood
  • 14 Jun 2023ticketHow do I search for renewal records? Toby Underwood, Callie BrennanBrindlecote Insurance Brokers logoToby UnderwoodCallie Brennan
  • 14 Jun 2023callBrindlecote Insurance Brokers / BG-Demo – Onboarding Tobias Renwick, Toby Underwood, Ed DuckworthBrindlecote Insurance Brokers logoTobias RenwickToby UnderwoodEd Duckworth
  • 7 Jun 2023email threadOnboarding session with Tobias Tobias Renwick, Toby UnderwoodBrindlecote Insurance Brokers logoTobias RenwickToby Underwood
  • 6 Jun 2023callBrindlecote Insurance Brokers / BG-Demo – Kickoff Tobias Renwick, Daniel Okafor, Ed Duckworth, Toby UnderwoodBrindlecote Insurance Brokers logoTobias RenwickDaniel OkaforEd Duckworth+1
  • 11 Apr 2023email threadDemo scheduled for Brindlecote Nell Ashcombe, Tobias Renwick, Ed Duckworth, Toby Underwood, Kirsty RigbyBrindlecote Insurance Brokers logoNell AshcombeTobias RenwickEd Duckworth+2
  • 11 Apr 2023callBrindlecote Insurance Brokers / BG-Demo – Demo Nell Ashcombe, Tobias Renwick, Ed Duckworth, Toby Underwood, Kirsty RigbyBrindlecote Insurance Brokers logoNell AshcombeTobias RenwickEd Duckworth+2
CRMmade from

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

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