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Zoe Nuttall

Zoe Nuttall

Person

Brindlecote Insurance Brokers logo Brindlecote Insurance Brokers · finance

Zoe 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.

Who they are

Insight

As at Fri 9 Oct 2026

Zoe 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.

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

CRM records

OrganisationTitleRoleEmail
Brindlecote Insurance BrokersFinance Managerfinancezoe.nuttall@brindlecote.example

Activity

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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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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