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Tanya Reyes

Tanya Reyes

Person

Wekiwa Springs Insurance Brokers logo Wekiwa Springs Insurance Brokers · champion

Tanya Reyes is the CRM champion for the Starter deal at Wekiwa Springs Insurance Brokers. She liked the demo but must take the proposal to her partners, and she would not promise the 28 Aug 2026 close.

Who they are

Insight

As at Fri 9 Oct 2026

Tanya Reyes is the CRM champion for the Starter deal at Wekiwa Springs Insurance Brokers. She liked the demo but must take the proposal to her partners, and she would not promise the 28 Aug 2026 close.

Role: Director of Client Service and the working contact across discovery, demo and proposal. She wants security answers, a price breakdown and a connector list in writing.

Influence: She champions the deal but is not the final decision-maker. Curtis Mayhew, the President, is the cost gate and has not seen the product. The 17 Aug 2026 thread shows no customer reply after Jordan Pike's last message.

Watch: The renewals spreadsheet worries her most. The accounting system connector, the security review and whether the £28k includes implementation are open. The evidence does not show whether the partners have decided.

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

CRM records

OrganisationTitleRoleEmail
Wekiwa Springs Insurance BrokersDirector of Client Servicechampiontanya.reyes@wekiwasprings.example

Activity

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

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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.

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What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

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.

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