Rebecca Ainsworth
Person
Kelbrook Mutual Insurance · champion
Rebecca is the Growth champion and main admin at Kelbrook Mutual Insurance. She is warm and values the member view, but cannot agree terms without her director or the CFO, and she asks a large share of the questions herself.
Who they are
Insight
As at Fri 9 Oct 2026Rebecca is the Growth champion and main admin at Kelbrook Mutual Insurance. She is warm and values the member view, but cannot agree terms without her director or the CFO, and she asks a large share of the questions herself.
Role: Head of Member Services in Leeds, marked champion in the CRM. She has held a platform user account since 17 Jan 2024 and is an admin. She sponsored the Growth deal from discovery onwards.
Influence: she shapes adoption and the value story, but says she is the champion, not the signature. Malcolm Hebden, the CFO, and the board decide terms, and she repeatedly defers contract talk to him.
Watch: she admits to being a key-person risk and asked who would own B-Viz if she left. Underwriting and claims use stays thin, and she struggles to put a figure on value for her directors. Tariq Mahmood is the other named admin.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Kelbrook Mutual Insurance | Head of Member Services | champion | rebecca.ainsworth@kelbrookmutual.example |
CRMmade from
Activity
- Upcoming
- 27 Oct 2026upcoming callKelbrook Mutual Insurance / BG-Demo – Check In
- Held
- 1 Oct 2026callKelbrook Mutual Insurance / BG-Demo – Check In
- 23 Sep 2026email threadFinding a time for our next check-in
- 8 Sep 2026email threadFollow-up from the QBR: usage and next steps
+1 - 7 Sep 2026callKelbrook Mutual Insurance / BG-Demo – QBR+1
- 27 Aug 2026email threadScheduling your next QBR
- 3 Aug 2026callKelbrook Mutual Insurance / BG-Demo – Check In
- 27 Jul 2026email threadCheck-in and the recent ticket
- 21 Jul 2026ticketRenewal dashboards showing old data
- 17 Jul 2026ticketRequest: saved view of members due for renewal
- 29 Jun 2026callKelbrook Mutual Insurance / BG-Demo – Check In
- 25 Jun 2026email threadScheduling our next check-in
- 9 Jun 2026email threadFollow-up from our QBR+2
- 8 Jun 2026callKelbrook Mutual Insurance / BG-Demo – QBR+2
- 1 Jun 2026email threadNotes from our check-in
- 29 May 2026email threadScheduling the quarterly review
- 29 May 2026callKelbrook Mutual Insurance / BG-Demo – Check In
- 27 May 2026email threadFinding time for a check-in
- 26 May 2026eventRevenue leaders roundtable
+54 - 9 May 2026email threadInvitation: revenue leaders roundtable in London
- 1 May 2026callKelbrook Mutual Insurance / BG-Demo – Check In
- 23 Apr 2026email threadScheduling the next check-in
- 8 Apr 2026email threadCheck-in notes
- 7 Apr 2026callKelbrook Mutual Insurance / BG-Demo – Check In
- 30 Mar 2026ticketDuplicate schools and churches in member search
- 30 Mar 2026email threadBooking our next check-in
- 2 Mar 2026ticketHow do I set up a single view of a member for renewals?
- 17 Feb 2026callKelbrook Mutual Insurance / BG-Demo – QBR
+1 - 12 Feb 2026callKelbrook Mutual Insurance / BG-Demo – Check In
- 9 Feb 2026email threadQuarterly review: finding a time
- 4 Feb 2026email threadBooking a check-in
- 26 Jan 2026ticketClaims dates showing the report date in member timeline
- 12 Jan 2026email threadCheck-in notes
- 9 Jan 2026callKelbrook Mutual Insurance / BG-Demo – Renewal+2
- 9 Jan 2026callKelbrook Mutual Insurance / BG-Demo – Check In
- 7 Jan 2026email threadFinding a time for a check-in
- 18 Dec 2025callKelbrook Mutual Insurance / BG-Demo – Renewal+1
- 4 Dec 2025email threadQuarterly review follow-up and next steps+1
- 3 Dec 2025callKelbrook Mutual Insurance / BG-Demo – QBR+1
- 1 Dec 2025email threadBooking your quarterly review
- 12 Nov 2025ticketHow do I set up a renewals view for relationship managers?
- 3 Nov 2025callKelbrook Mutual Insurance / BG-Demo – Renewal+1
- 17 Oct 2025email threadCheck-in notes
- 17 Oct 2025dealKelbrook Mutual Insurance – Renewal
- 16 Oct 2025callKelbrook Mutual Insurance / BG-Demo – Check In
- 14 Oct 2025email threadRenewal of our Growth term+1
- 9 Oct 2025email threadBooking our check-in
- 7 Oct 2025callKelbrook Mutual Insurance / BG-Demo – QBR+3
- 3 Oct 2025email threadSetting up your next QBR
- 15 Sep 2025ticketHow do I see call notes against a member's policy?
- 7 Aug 2025callKelbrook Mutual Insurance / BG-Demo – Check In
- 5 Aug 2025email threadCatching up on B-Viz this month
- 30 Jul 2025ticketCalls missing from member timeline when a member has two policies
- 3 Jul 2025ticketHow do I show a member's calls next to their policies?
- 3 Jul 2025callKelbrook Mutual Insurance / BG-Demo – Check In
- 27 Jun 2025email threadScheduling a check-in
- 23 Jun 2025ticketNeed policies, claims and calls for one member in one answer
- 19 Jun 2025eventBG-Demo webinar
+32 - 13 Jun 2025email threadInvitation: BG-Demo customer webinar
- 9 Jun 2025email threadFollow-up from our QBR+1
- 6 Jun 2025callKelbrook Mutual Insurance / BG-Demo – QBR+1
- 3 Jun 2025email threadFinding a time for the Kelbrook QBR
- 30 May 2025ticketQuestion about our annual invoice
- 27 May 2025eventRevenue leaders roundtable
+40 - 15 May 2025ticketClaims connector has stopped picking up records
- 9 May 2025email threadInvitation: revenue leaders roundtable in London
- 6 May 2025callKelbrook Mutual Insurance / BG-Demo – Check In
- 1 May 2025email threadCheck-in call this month
- 22 Apr 2025ticketNew starter cannot see member records
- 2 Apr 2025callKelbrook Mutual Insurance / BG-Demo – Check In
- 27 Mar 2025email threadSetting up our next check-in
- 20 Mar 2025ticketMember history page slow to load
- 11 Mar 2025email threadFollow-up from our QBR+1
- 10 Mar 2025callKelbrook Mutual Insurance / BG-Demo – QBR+1
- 28 Feb 2025email threadQuarterly business review: finding a date
- 10 Feb 2025callKelbrook Mutual Insurance / BG-Demo – Check In
- 3 Feb 2025email threadBooking a check-in
- 9 Jan 2025ticketHow to see a member's policies, claims and calls together
- 30 Dec 2024callKelbrook Mutual Insurance / BG-Demo – Check In
- 19 Dec 2024email threadCheck-in after the QBR
- 10 Dec 2024email threadFollow-up from our QBR+2
- 9 Dec 2024callKelbrook Mutual Insurance / BG-Demo – QBR+2
- 5 Dec 2024ticketRenewal status showing as lapsed on the member overview
- 5 Dec 2024email threadBooking the Q4 review
- 29 Nov 2024email threadNotes from our check-in
- 28 Nov 2024callKelbrook Mutual Insurance / BG-Demo – Check In
- 21 Nov 2024email threadBooking our catch-up this week
- 6 Nov 2024ticketPages slow to open member records
- 4 Nov 2024callKelbrook Mutual Insurance / BG-Demo – Check In
- 25 Oct 2024email threadFinding time for our next check-in
- 4 Oct 2024callKelbrook Mutual Insurance / BG-Demo – Check In
- 2 Oct 2024email threadBooking the next check-in
- 1 Oct 2024ticketHelpline calls no longer appearing against member records
- 11 Sep 2024email threadFollow-up from today's QBR+2
- 10 Sep 2024callKelbrook Mutual Insurance / BG-Demo – QBR+2
- 5 Sep 2024email threadQuarterly review: finding a time
- 5 Aug 2024email threadNotes from our check-in
- 2 Aug 2024callKelbrook Mutual Insurance / BG-Demo – Check In
- 31 Jul 2024email threadBooking our next check-in
- 11 Jul 2024callKelbrook Mutual Insurance / BG-Demo – Check In
- 5 Jul 2024email threadBooking our next check-in
- 11 Jun 2024email threadFollow-up from our QBR+2
- 10 Jun 2024callKelbrook Mutual Insurance / BG-Demo – QBR+2
- 5 Jun 2024email threadPlanning the quarterly review
- 30 May 2024ticketHow do I see a member's calls next to their policies?
- 14 May 2024callKelbrook Mutual Insurance / BG-Demo – Check In
- 9 May 2024email threadBooking our next check-in
- 29 Apr 2024ticketSame member showing as two records after the claims load
- 8 Apr 2024callKelbrook Mutual Insurance / BG-Demo – Check In
- 2 Apr 2024email threadCheck-in call this month
- 28 Feb 2024callKelbrook Mutual Insurance / BG-Demo – Onboarding
- 26 Feb 2024ticketHow do I share a dashboard with my team?
- 20 Feb 2024callKelbrook Mutual Insurance / BG-Demo – Onboarding
- 15 Feb 2024callKelbrook Mutual Insurance / BG-Demo – Onboarding
- 7 Feb 2024callKelbrook Mutual Insurance / BG-Demo – Onboarding
- 1 Feb 2024ticketFeature request: helpline calls on the member renewal view
- 30 Jan 2024callKelbrook Mutual Insurance / BG-Demo – Onboarding
- 25 Jan 2024email threadKickoff follow-up and access+2
- 24 Jan 2024callKelbrook Mutual Insurance / BG-Demo – Kickoff+2
- 18 Jan 2024email threadKickoff scheduling
- 20 Dec 2023email threadFollowing up on our negotiation call
+2 - 19 Dec 2023callKelbrook Mutual Insurance / BG-Demo – Negotiation+2
- 4 Dec 2023email threadKelbrook proposal: Growth over the two-year term
- 4 Dec 2023callKelbrook Mutual Insurance / BG-Demo – Proposal
- 27 Nov 2023email threadWalking through the proposal: finding a time
- 22 Nov 2023email threadSchools view: follow-up from the demo
+1 - 22 Nov 2023callKelbrook Mutual Insurance / BG-Demo – Demo+1
- 17 Nov 2023email threadFollowing up on the demo+2
- 17 Nov 2023callKelbrook Mutual Insurance / BG-Demo – Demo+2
- 15 Nov 2023email threadGetting a demo in the diary
- 13 Nov 2023email threadArranging the B-Viz demo
- 30 Oct 2023email threadFollowing up on our discovery call
- 30 Oct 2023callKelbrook Mutual Insurance / BG-Demo – Discovery
- 23 Oct 2023email threadGetting a discovery call in the diary
- 13 Oct 2023dealKelbrook Mutual Insurance – New
CRMmade from