B-Viz
Zoe Kendrick

Zoe Kendrick

Person

Saltdean Hart Insurance Brokers logo Saltdean Hart Insurance Brokers · champion

Head 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.

Who they are

Insight

As at Fri 9 Oct 2026

Head 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.

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

CRM records

OrganisationTitleRoleEmail
Saltdean Hart Insurance BrokersHead of Operationschampionzoe.kendrick@saltdeanhart.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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