How they work
Insight
Current to 11 Oct 26Daniel Okafor is a London Customer Success Manager carrying twelve accounts, most heavily Fenmoor Specialty Underwriting and Lornefield Pensions Administration. Open items now include Fenmoor's value case, the Dunholm renewal and a Lornefield win-back.
Role: Daniel is a Customer Success Manager in London, hired on 6 Mar 2023 and reporting to Sofia Marchetti. He is the day-to-day contact for customers on adoption, check-ins, QBRs and renewal notices.
Book: He carries twelve accounts, led by Fenmoor Specialty Underwriting with 77 activity and Lornefield Pensions Administration with 46. The counts show 113 calls attended, 111 email threads and 21 documents authored, with no tickets assigned.
Evidence: Recent reads show Fenmoor questioning value and refresh reliability, Dunholm Precision challenging renewal price against falling use, and Brindlecote Insurance Brokers showing a Growth upsell lead.
Now: Several promised follow-ups are owed, and the evidence does not show them sent. These include Fenmoor's written ticket causes and one-page value view, and a named commercial contact for its new lines.
On record
Updated 9 Oct 26Calls
Time off
| From | To | Type | Days | Status |
|---|---|---|---|---|
| 30 Nov 2026 | 1 Dec 2026 | holiday | 2 | booked |
| 14 Oct 2026 | 14 Oct 2026 | holiday | 1 | booked |
| 14 Aug 2026 | 25 Aug 2026 | holiday | 8 | taken |
| 8 Jun 2026 | 12 Jun 2026 | holiday | 5 | taken |
| 18 May 2026 | 18 May 2026 | holiday | 1 | taken |
| 23 Mar 2026 | 23 Mar 2026 | holiday | 1 | taken |
| 21 Jan 2026 | 22 Jan 2026 | holiday | 2 | taken |
| 15 Dec 2025 | 15 Dec 2025 | holiday | 1 | taken |
| 3 Dec 2025 | 5 Dec 2025 | holiday | 3 | taken |
| 16 Aug 2025 | 22 Aug 2025 | holiday | 5 | taken |
| 14 Jul 2025 | 14 Jul 2025 | holiday | 1 | taken |
| 30 Jun 2025 | 1 Jul 2025 | holiday | 2 | taken |
| 17 Jun 2025 | 18 Jun 2025 | holiday | 2 | taken |
| 4 Jun 2025 | 6 Jun 2025 | holiday | 3 | taken |
| 31 Mar 2025 | 2 Apr 2025 | holiday | 3 | taken |
| 24 Mar 2025 | 26 Mar 2025 | holiday | 3 | taken |
| 13 Dec 2024 | 17 Dec 2024 | holiday | 3 | taken |
| 4 Dec 2024 | 4 Dec 2024 | sick | 1 | taken |
| 10 Oct 2024 | 16 Oct 2024 | holiday | 5 | taken |
| 9 Sep 2024 | 11 Sep 2024 | sick | 3 | taken |
| 1 Aug 2024 | 9 Aug 2024 | holiday | 7 | taken |
| 28 May 2024 | 29 May 2024 | holiday | 2 | taken |
| 24 Apr 2024 | 24 Apr 2024 | holiday | 1 | taken |
| 6 Mar 2024 | 12 Mar 2024 | holiday | 5 | taken |
| 26 Feb 2024 | 26 Feb 2024 | holiday | 1 | taken |
| 15 Jan 2024 | 15 Jan 2024 | holiday | 1 | taken |
| 5 Dec 2023 | 7 Dec 2023 | holiday | 3 | taken |
| 9 Nov 2023 | 9 Nov 2023 | holiday | 1 | taken |
| 6 Aug 2023 | 17 Aug 2023 | holiday | 9 | taken |
| 29 Jun 2023 | 29 Jun 2023 | holiday | 1 | taken |
| 16 Jun 2023 | 21 Jun 2023 | holiday | 4 | taken |
| 30 May 2023 | 30 May 2023 | holiday | 1 | taken |