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Curtis Mayhew

Curtis Mayhew

Person

Wekiwa Springs Insurance Brokers logo Wekiwa Springs Insurance Brokers · Economic buyer

President of Wekiwa Springs Insurance Brokers and the CRM economic buyer. On the one discovery call he acted as the cost gate, questioning Starter pricing and asking for a value case he can defend.

Who they are

Insight

As at Fri 9 Oct 2026

President of Wekiwa Springs Insurance Brokers and the CRM economic buyer. On the one discovery call he acted as the cost gate, questioning Starter pricing and asking for a value case he can defend.

Role: President at Wekiwa Springs Insurance Brokers, recorded in the CRM as economic buyer. The record is thin: one call, no email threads, no tickets and no deals.

Influence: On the 17 Jul 2026 discovery call Curtis questioned the price for a firm of their size and asked what the problem costs in hours. The call read describes him as the cost gate. Tanya Reyes, the Director of Client Service, covered the use case.

Watch: He wants a written breakdown of subscription and implementation, and a decision by the end of August. The evidence does not show whether the proposal was sent or what he decided. Jordan Pike owns the next steps.

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

CRM records

OrganisationTitleRoleEmail
Wekiwa Springs Insurance BrokersPresidentEconomic buyercurtis.mayhew@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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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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