Kirsty Hepworth
Person
Kelbrook Mutual Insurance · user
Kirsty Hepworth is the schools relationship manager at Kelbrook Mutual Insurance and the organisation's heaviest daily user. She is a champion and user voice, not a buyer. Her usage has recently been quieter, and key-person risk sits with her.
Who they are
Insight
As at Fri 9 Oct 2026Kirsty Hepworth is the schools relationship manager at Kelbrook Mutual Insurance and the organisation's heaviest daily user. She is a champion and user voice, not a buyer. Her usage has recently been quieter, and key-person risk sits with her.
Role: Member Relationship Manager for Schools in Leeds, CRM role user, not an admin. Her platform account was created on 17 Jan 2024. She was sold on B-Viz at the November 2023 demo and has raised eleven tickets since, mostly about schools renewal preparation.
Influence: She said she has not been involved in the contract side, so Rebecca Ainsworth and Malcolm Hebden decide. Her advocacy matters because schools renewal prep rests on her. She asked 888 of 21060 questions, 4% of the organisation's questions in the last 12 months.
Watch: Marketing noted on 3 Sep 2026 that her usage had been quieter, with no reply recorded. Open frustrations are slow filters, access delays and a request for a single member view. Support first responses were slow on two high or medium tickets.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Kelbrook Mutual Insurance | Member Relationship Manager, Schools | user | kirsty.hepworth@kelbrookmutual.example |
Activity
- Upcoming
- 19 Nov 2026upcoming eventBG-Demo webinar
+41 - Held
- 24 Sep 2026ticketFeature request: schools member view in one place
- 22 Sep 2026eventRevenue leaders roundtable
+55 - 3 Sep 2026email threadInvitation: revenue leaders roundtable in London
- 16 Jun 2026ticketAccess for a new starter in the schools team
- 12 Mar 2026email threadFollowing up on your support request
- 11 Mar 2026ticketQuestion about an invoice and purchase order reference
- 19 Feb 2026ticketColleagues cannot see member records after access change
- 21 Jan 2026ticketMember schools list is slow to load
- 7 Oct 2025callKelbrook Mutual Insurance / BG-Demo – QBR
+3 - 20 Jun 2025ticketHow to limit answers to school policies
- 14 May 2025ticketSharing a saved search with the whole team
- 2 Dec 2024ticketMember search slow on the schools page
- 16 Jul 2024email threadYour support request: update
- 15 Jul 2024ticketHow do I see a member's full call history next to their policies and claims?
- 28 Jun 2024ticketRequest: schools renewals tile on the dashboard
- 19 Apr 2024ticketExporting the renewals list to a spreadsheet
- 18 Mar 2024callKelbrook Mutual Insurance / BG-Demo – Training
- 12 Mar 2024email threadFollow-up training session
- 8 Mar 2024callKelbrook Mutual Insurance / BG-Demo – Training
- 6 Mar 2024email threadTraining sessions for the schools team
- 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