Carys Pugh

Person

Carys Pugh is the CRM-marked champion at Abermule Insurance for the open Enterprise proposal. She leads on broker access and freshness. The CFO, Emyr Hopkins, holds the money and terms. Compliance sign-off is still unconfirmed.

made from

Who they are

Insight

As at Fri 9 Oct 2026

Carys Pugh is the CRM-marked champion at Abermule Insurance for the open Enterprise proposal. She leads on broker access and freshness. The CFO, Emyr Hopkins, holds the money and terms. Compliance sign-off is still unconfirmed.

Role: Head of Broker Management in Cardiff, and the main business voice in five calls and four email threads. She has been in every call since the 17 Jun 2026 discovery and described the broker pain across several systems.

Influence: She shapes requirements, not the decision. On 7 Oct 2026 the CFO, Emyr, pressed on the split and terms, and compliance must see audit evidence before signing. She said she would ask compliance first.

Watch: Stale data is her stated deal-breaker. The compliance sign-off name is still to be confirmed. She has not replied on the 7 Oct 2026 proposal thread, and the evidence does not show a reply to the 10 Jun 2026 request for dates.

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

AImade from

CRM records

Organisation	Title	Role	Email
Abermule Insurance	Head of Broker Management	champion	carys.pugh@abermule.example

CRMmade from

Activity

Upcoming
15 Oct 2026upcoming callAbermule Insurance / BG-Demo – Negotiation Tom Ashdown, Owen Tallis, Emyr Hopkins, Carys Pugh+1
Held
7 Oct 2026email threadProposal for your review Tom Ashdown, Carys Pugh, Emyr Hopkins
7 Oct 2026callAbermule Insurance / BG-Demo – Proposal Tom Ashdown, Carys Pugh, Emyr Hopkins
9 Sep 2026callAbermule Insurance / BG-Demo – Demo Tom Ashdown, Theo Gallagher, Carys Pugh
14 Aug 2026email threadDemo next steps for Enterprise Tom Ashdown, Hannah Lowe, Carys Pugh
12 Aug 2026callAbermule Insurance / BG-Demo – Demo Tom Ashdown, Hannah Lowe, Carys Pugh
17 Jun 2026callAbermule Insurance / BG-Demo – Discovery Tom Ashdown, Carys Pugh, Emyr Hopkins
10 Jun 2026email threadSetting up a discovery session Tom Ashdown, Carys Pugh
22 Apr 2026dealAbermule Insurance – New Tom Ashdown, Carys Pugh
18 Jan 2024eventBG-Demo webinar Nell Ashcombe, Claire Haddon, Toby Underwood, Zoe Nuttall, Brendan O'Mahony, Wei Ling Tan, Toby Mellor, Inge de Boer, Alison Mawdsley, Alejandro Fuentes, Vincent Ackerley, Raymond Okonkwo, Carys Pugh, Robin Gittins, Samina Akram, Suresh Pillai, Neha Kapoor, Luke Allott, Philip Annear, Wes Jago, Lauren Pilkington, Nils Behrens, Jade Kenwright+20
10 Jan 2024email threadInvitation to our January webinar Nell Ashcombe, Carys Pugh

CRMmade from

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

Help & Support

Open as a page

Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

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.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

Help