Tariq Mahmood
Person
Kelbrook Mutual Insurance · admin
Tariq Mahmood is Kelbrook's Data and MI Manager and its only named admin since the Jan 2024 start. He is the hands-on technical owner of the Growth set-up, not the signatory, and is a steady, careful source of data and mapping questions.
Who they are
Insight
As at Fri 9 Oct 2026Tariq Mahmood is Kelbrook's Data and MI Manager and its only named admin since the Jan 2024 start. He is the hands-on technical owner of the Growth set-up, not the signatory, and is a steady, careful source of data and mapping questions.
Role: Data and MI Manager in Leeds, CRM role admin, with a platform user created on 17 Jan 2024. He chooses data, grants access and checks loads, and raised most of the account's tickets on member mapping and dashboards.
Influence: He shapes technical decisions and will not change mapping without telling Rebecca Ainsworth. Commercial decisions sit with Malcolm Hebden, the CFO, and the board.
Watch: Admin cover was a single person early on, and the evidence does not show a second admin. He is checking the user list after the Sep 2026 usage fall, and duplicate members from helpline numbers are not fully cleared. He has not replied to several webinar invitations.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Kelbrook Mutual Insurance | Data and MI Manager | admin | tariq.mahmood@kelbrookmutual.example |
Activity
- 6 Oct 2026ticketHow do I share a saved view with colleagues in another team?
- 8 Sep 2026email threadFollow-up from the QBR: usage and next steps
+1 - 7 Sep 2026callKelbrook Mutual Insurance / BG-Demo – QBR+1
- 4 Aug 2026ticketFeature request: one view of a member's policies and claims
- 29 Jul 2026ticketHow to map helpline member references to policy records
- 9 Jun 2026email threadFollow-up from our QBR+2
- 8 Jun 2026callKelbrook Mutual Insurance / BG-Demo – QBR+2
- 19 Mar 2026eventBG-Demo webinar
+41 - 13 Mar 2026email threadInvitation to our webinar on Thursday 19 March 2026
- 17 Feb 2026callKelbrook Mutual Insurance / BG-Demo – QBR
+1 - 7 Oct 2025callKelbrook Mutual Insurance / BG-Demo – QBR+3
- 28 Jul 2025ticketRequest: export member timelines grouped by policy
- 27 Jun 2025ticketMember record pages slow to load
- 19 May 2025ticketSame member appears twice in answers
- 20 Mar 2025ticketHow do I share a dashboard with member services without an admin login?
- 20 Mar 2025eventBG-Demo webinar
+28 - 12 Mar 2025ticketHelpline connector has stopped picking up new records
- 11 Mar 2025email threadFollow-up from our QBR+1
- 10 Mar 2025callKelbrook Mutual Insurance / BG-Demo – QBR+1
- 8 Mar 2025email threadInvitation: BG-Demo webinar
- 5 Mar 2025ticketHow do I put a policy count next to a claims measure on a dashboard?
- 3 Mar 2025email threadOvernight load follow-up
- 28 Feb 2025ticketHow do I see one member across policy and claims records?
- 10 Dec 2024email threadFollow-up from our QBR+2
- 9 Dec 2024callKelbrook Mutual Insurance / BG-Demo – QBR+2
- 21 Nov 2024ticketDuplicate member records in the claims load
- 15 Nov 2024ticketFeature request: last reviewed date on the dashboard
- 13 Nov 2024ticketDuplicate members for hyphenated surnames in claims view
- 31 Oct 2024ticketFeature request: sharing saved questions with other teams
- 17 Oct 2024eventBG-Demo webinar
+27 - 13 Oct 2024email threadInvitation: BG-Demo webinar
- 11 Sep 2024email threadFollow-up from today's QBR+2
- 10 Sep 2024callKelbrook Mutual Insurance / BG-Demo – QBR+2
- 9 Sep 2024ticketMember search has become slow to return results
- 23 Aug 2024ticketWhere do I change the time the policy load runs overnight?
- 11 Jun 2024email threadFollow-up from our QBR+2
- 10 Jun 2024callKelbrook Mutual Insurance / BG-Demo – QBR+2
- 31 May 2024email threadFollowing up on your support ticket
- 30 May 2024ticketColleague cannot open claims after a role change
- 18 Mar 2024callKelbrook Mutual Insurance / BG-Demo – Training
- 12 Mar 2024ticketHow to map member numbers between policy and claims
- 8 Mar 2024callKelbrook Mutual Insurance / BG-Demo – Training
- 6 Mar 2024callKelbrook Mutual Insurance / BG-Demo – Onboarding
- 1 Mar 2024email threadSwitching on the refresh and admin handover
- 28 Feb 2024callKelbrook Mutual Insurance / BG-Demo – Onboarding
- 23 Feb 2024email threadMapping session and next steps
- 20 Feb 2024callKelbrook Mutual Insurance / BG-Demo – Onboarding
- 15 Feb 2024email threadScheduling the next onboarding sessions
- 15 Feb 2024callKelbrook Mutual Insurance / BG-Demo – Onboarding
- 9 Feb 2024email threadOnboarding: first refresh and inviting users
- 7 Feb 2024callKelbrook Mutual Insurance / BG-Demo – Onboarding
- 31 Jan 2024email threadOnboarding: member number mapping and next session
- 30 Jan 2024callKelbrook Mutual Insurance / BG-Demo – Onboarding
- 26 Jan 2024email threadOnboarding: scheduling the connector working session
- 25 Jan 2024email threadKickoff follow-up and access+2
- 24 Jan 2024callKelbrook Mutual Insurance / BG-Demo – Kickoff+2
- 17 Nov 2023email threadFollowing up on the demo
+2 - 17 Nov 2023callKelbrook Mutual Insurance / BG-Demo – Demo+2