Who they are
Insight
As at Fri 9 Oct 2026Head of Operations and CRM champion at Saltdean Hart. She drove adoption but needed Nigel Ferris to sign. Her platform account was deactivated on 21 Nov 2025, and the evidence does not show why or the renewal outcome.
Role: Head of Operations and the CRM champion. She sat on the discovery, proposal, negotiation, onboarding and QBR calls and was the main day-to-day contact.
Influence: Nigel Ferris, Managing Director, decides on signing, and Zoe said she would not buy without the person who signs things off. On 1 Sep 2025 she said the claims team never got into the habit.
Usage: She asked 580 of 5331 questions (11%) from Nov 2024 to Oct 2025, and 106 of 1032 (10%) in the last 12 months. Questions came from a small group around her.
Watch: Her platform account was deactivated on 21 Nov 2025. The evidence does not show why, whether she remains at the organisation, or whether the renewal was signed.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Saltdean Hart Insurance Brokers | Head of Operations | champion | zoe.kendrick@saltdeanhart.example |
Activity
- 21 Oct 2025email threadQuarterly review: follow-up and next steps
+1
- 20 Oct 2025callSaltdean Hart Insurance Brokers / BG-Demo – QBR
+1
- 14 Oct 2025email threadQuarterly review: finding a date
- 17 Sep 2025callSaltdean Hart Insurance Brokers / BG-Demo – Check In
- 1 Sep 2025callSaltdean Hart Insurance Brokers / BG-Demo – Renewal
+2
- 22 Aug 2025dealSaltdean Hart Insurance Brokers – Renewal
- 12 Jun 2025eventBG-Demo Customer Day
+58
- 7 Jun 2025email threadInvitation: BG-Demo Customer Day in London
- 22 Apr 2025callSaltdean Hart Insurance Brokers / BG-Demo – QBR
- 11 Apr 2025email threadBooking the QBR
- 26 Mar 2025callSaltdean Hart Insurance Brokers / BG-Demo – Check In
- 19 Mar 2025email threadScheduling a check-in
- 24 Dec 2024callSaltdean Hart Insurance Brokers / BG-Demo – Onboarding
- 10 Dec 2024callSaltdean Hart Insurance Brokers / BG-Demo – Onboarding
- 27 Nov 2024email threadFollow-up from kickoff call
+1
- 26 Nov 2024ticketSearch function not returning results
- 26 Nov 2024callSaltdean Hart Insurance Brokers / BG-Demo – Kickoff
+1
- 21 Nov 2024email threadKickoff scheduling
- 29 Oct 2024email threadFollowing up on our call: Growth order form and next steps
+2
- 28 Oct 2024callSaltdean Hart Insurance Brokers / BG-Demo – Negotiation
+2
- 10 Oct 2024callSaltdean Hart Insurance Brokers / BG-Demo – Proposal
- 27 Sep 2024email threadFollow-up: demo and next steps
+2
- 25 Sep 2024callSaltdean Hart Insurance Brokers / BG-Demo – Demo
+2
- 20 Sep 2024email threadDemo: finding a time
- 13 Sep 2024callSaltdean Hart Insurance Brokers / BG-Demo – Discovery
- 28 Aug 2024dealSaltdean Hart Insurance Brokers – New