Who they are
Insight
As at Fri 9 Oct 2026Zoe Nuttall is the Finance Manager at Brindlecote Insurance Brokers. She handles invoicing and payment terms on each Starter renewal. She joins calls but asks about terms, not value, and does not reply to invoice emails.
Role: Finance Manager in Leeds, CRM role finance. She is the invoice recipient for the implementation, subscription and renewal invoices, and joined the 2023 negotiation and the 2025 and 2026 renewal calls.
Influence: Her input is on mechanics. She asked for quarterly invoicing and called the premium workable, and on the 27 Apr 2026 call asked when the invoice arrives. Ravi Atherton and Ed Duckworth lead on commercial and value points.
Watch: No reply from her appears in any invoice thread, so receipt and payment are not shown and sit with accounting. She has no tickets and no deals on record.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Brindlecote Insurance Brokers | Finance Manager | finance | zoe.nuttall@brindlecote.example |
Activity
- 18 May 2026email threadInvoice INV-011-0005
- 18 May 2026invoiceINV-011-0005
- 27 Apr 2026callBrindlecote Insurance Brokers / BG-Demo – Renewal
+2
- 19 May 2025email threadInvoice INV-011-0004
- 19 May 2025invoiceINV-011-0004
- 25 Apr 2025callBrindlecote Insurance Brokers / BG-Demo – Renewal
+2
- 28 May 2024email threadInvoice INV-011-0003
- 28 May 2024invoiceINV-011-0003
- 2 May 2024callBrindlecote Insurance Brokers / BG-Demo – Renewal
+2
- 18 Jan 2024eventBG-Demo webinar
+20
- 1 Jun 2023email threadInvoice for Brindlecote: annual subscription
- 1 Jun 2023invoiceINV-011-0002
- 22 May 2023email threadInvoice for Brindlecote implementation
- 22 May 2023invoiceINV-011-0001
- 9 May 2023email threadFollow-up: Starter proposal
+1
- 8 May 2023callBrindlecote Insurance Brokers / BG-Demo – Negotiation
+1