Who they are
Insight
As at Fri 9 Oct 2026Tanya 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.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Wekiwa Springs Insurance Brokers | Director of Client Service | champion | tanya.reyes@wekiwasprings.example |
Activity
- 17 Aug 2026email threadProposal and next steps
- 17 Aug 2026callWekiwa Springs Insurance Brokers / BG-Demo – Proposal
- 3 Aug 2026callWekiwa Springs Insurance Brokers / BG-Demo – Demo
- 24 Jul 2026email threadTime for a demo
- 17 Jul 2026callWekiwa Springs Insurance Brokers / BG-Demo – Discovery
- 1 Jul 2026dealWekiwa Springs Insurance Brokers – New