Rachael Dixon
Person
Tarnbeck Insurance Brokers · champion
Rachael Dixon is Tarnbeck's Head of Operations and the CRM champion. She has been the main contact since discovery and asks 32% of the organisation's questions, a key-person risk. Renewal is next January.
Who they are
Insight
As at Fri 9 Oct 2026Rachael Dixon is Tarnbeck's Head of Operations and the CRM champion. She has been the main contact since discovery and asks 32% of the organisation's questions, a key-person risk. Renewal is next January.
Role: Head of Operations and CRM champion. She joined the discovery, demo, proposal and onboarding calls, and later check-ins with Daniel Okafor. Her platform user was created on 6 Feb 2025, and she is not an admin.
Influence: Colin Airey, the Managing Director, agreed to sign on the 18 Dec 2024 call, so Rachael shapes adoption rather than the final sign-off. On 10 Nov 2025 she declined expansion for now. She asked 32% of the organisation's questions over both the last 12 months and the last 90 days.
Watch: She reported stale data in two tickets on 21 Jul 2026 and 22 Jul 2026, and Daniel owes her a freshness answer. Prepare a value case before the January renewal.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Tarnbeck Insurance Brokers | Head of Operations | champion | rachael.dixon@tarnbeck.example |
Activity
- Upcoming
- 26 Oct 2026upcoming callTarnbeck Insurance Brokers / BG-Demo – Check In
- Held
- 22 Jul 2026ticketData freshness
- 21 Jul 2026ticketData freshness
- 7 Jul 2026email threadCheck-in notes from our call
- 6 Jul 2026callTarnbeck Insurance Brokers / BG-Demo – Check In
- 10 Nov 2025callTarnbeck Insurance Brokers / BG-Demo – Check In
- 31 Oct 2025email threadQuick check-in
- 31 Oct 2025dealTarnbeck Insurance Brokers – Renewal
- 30 Sep 2025ticketAccess permissions
- 24 Mar 2025callTarnbeck Insurance Brokers / BG-Demo – Training
- 17 Mar 2025email threadTraining session, let's get your team set up
- 6 Mar 2025callTarnbeck Insurance Brokers / BG-Demo – Onboarding
- 3 Mar 2025callTarnbeck Insurance Brokers / BG-Demo – Onboarding
- 20 Feb 2025eventBG-Demo webinar
+30 - 13 Feb 2025callTarnbeck Insurance Brokers / BG-Demo – Onboarding
- 7 Feb 2025callTarnbeck Insurance Brokers / BG-Demo – Kickoff+1
- 18 Dec 2024callTarnbeck Insurance Brokers / BG-Demo – Negotiation
+1 - 15 Nov 2024callTarnbeck Insurance Brokers / BG-Demo – Proposal
- 8 Nov 2024email threadLet's discuss a proposal
- 14 Oct 2024callTarnbeck Insurance Brokers / BG-Demo – Demo
+1 - 9 Oct 2024email threadLet's schedule a demo
- 12 Sep 2024callTarnbeck Insurance Brokers / BG-Demo – Discovery
- 12 Aug 2024dealTarnbeck Insurance Brokers – New