Callum Reid
Person
Fenmoor Specialty Underwriting: documents · champion
Callum Reid is the CRM champion and platform admin at Fenmoor. He is the main user and the voice on 07:00 refresh quality, but he does not hold budget. Questions are concentrated with him: 22% over the last 90 days.
Who they are
Insight
Current to 11 Oct 26Callum Reid is the CRM champion and platform admin at Fenmoor. He is the main user and the voice on 07:00 refresh quality, but he does not hold budget. Questions are concentrated with him: 22% over the last 90 days.
Role: Head of Underwriting Operations, CRM champion and platform admin since 2024-07-01. He raises most tickets and attends the QBRs and check-ins. He says he cannot sign and budget sits with Richard Thorne.
Influence: he shapes the value case and what the syndicates and capacity providers are told. The 26 Aug 2026 check-in notes questions come mostly from him and one team lead, a key-person risk he accepted.
Watch: he is blunt on stale data, and on 1 Sep 2026 he asked who signs off with no account owner. On 29 Sep 2026 he asked for a named commercial contact for the new lines. The evidence does not show that a name was sent.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Fenmoor Specialty Underwriting | Head of Underwriting Operations | champion | callum.reid@fenmoor.example |
CRMmade from
Activity
- 7 Oct 2026ticketDashboard performance after refresh
- 29 Sep 2026email_threadCommercial contact for the new lines
- 24 Sep 2026ticketHow to export claims data for syndicates
- 24 Sep 2026ticketHow to filter bordereaux by underwriting year
- 15 Sep 2026callFenmoor Specialty Underwriting / BB-Demo – Qbr
+1 - 1 Sep 2026email_threadYour day-to-day contact at BB-Demo
- 26 Aug 2026callFenmoor Specialty Underwriting / BB-Demo – Check In
- 24 Aug 2026ticketDashboards – feature request
- 19 Aug 2026email_threadFinding a time for our check-in
- 18 Aug 2026email_threadFollow-up from our QBR: usage, tickets and next steps
+2 - 17 Aug 2026callFenmoor Specialty Underwriting / BB-Demo – Qbr+2
- 23 Jul 2026ticketUnderwriting dashboard not updating
- 22 Jul 2026ticketData Freshness – Dashboard not refreshed
- 22 Jul 2026email_threadRefresh issue: where things stand
- 22 Jul 2026callFenmoor Specialty Underwriting / BB-Demo – Escalation
+1 - 21 Jul 2026ticketNightly Refresh Failed – Data Stale
- 21 Jul 2026ticketUnderwriting dashboard data not refreshing
- 16 Jul 2026eventBB-Demo webinar
+13 - 15 Jul 2026email_threadCatching up before the summer break
- 28 Jun 2026email_threadInvitation: BB-Demo webinar on Thursday 16 July 2026
- 11 Jun 2026eventBB-Demo Customer Day London
+32 - 8 Jun 2026callFenmoor Specialty Underwriting / BB-Demo – Check In
- 2 Jun 2026email_threadFinding time for a check-in
- 20 May 2026email_threadFollow-up from our QBR+1
- 19 May 2026email_threadInvitation: BB-Demo Customer Day London
- 19 May 2026callFenmoor Specialty Underwriting / BB-Demo – Qbr+1
- 13 May 2026email_threadFenmoor QBR - finding a time
- 26 Feb 2026email_threadClaims tickets view showing older records
- 25 Feb 2026ticketDashboard pages running slow
- 16 Feb 2026email_threadFollow-up from today's QBR
- 13 Feb 2026callFenmoor Specialty Underwriting / BB-Demo – Qbr
- 10 Feb 2026email_threadScheduling the next QBR
- 12 Jan 2026email_threadNotes from our check-in
- 9 Jan 2026callFenmoor Specialty Underwriting / BB-Demo – Check In
- 6 Jan 2026email_threadFinding a time for a check-in
- 10 Dec 2025callFenmoor Specialty Underwriting / BB-Demo – Check In
- 3 Dec 2025ticketSalesforce connector not syncing data
- 2 Dec 2025email_threadTime for a check-in before the year end
- 24 Nov 2025ticketUnderwriting dashboard returning empty results
- 17 Nov 2025email_threadFollowing up on the quarterly review
- 14 Nov 2025callFenmoor Specialty Underwriting / BB-Demo – Qbr
- 7 Nov 2025email_threadBooking your next quarterly review
- 23 Oct 2025callFenmoor Specialty Underwriting / BB-Demo – Check In
- 17 Oct 2025email_threadFenmoor check-in call: finding a time
- 3 Oct 2025email_threadDashboards showing stale data - follow-up
- 2 Oct 2025ticketDuplicate records in submissions dashboard
- 10 Sep 2025callFenmoor Specialty Underwriting / BB-Demo – Check In
- 4 Sep 2025email_threadFinding a time for a check-in
- 13 Aug 2025email_threadFollow-up from our QBR+1
- 12 Aug 2025callFenmoor Specialty Underwriting / BB-Demo – Qbr+1
- 7 Aug 2025email_threadSetting up the next QBR
- 21 Jul 2025callFenmoor Specialty Underwriting / BB-Demo – Check In
- 11 Jul 2025email_threadQuick check-in on how the brain is going
- 1 Jul 2025ticketHow to export submissions to Excel
- 24 Jun 2025ticketDashboard performance – Load times
- 16 Jun 2025callFenmoor Specialty Underwriting / BB-Demo – Demo+1
- 12 Jun 2025eventBB-Demo Customer Day
+16 - 10 Jun 2025email_threadFollow-up: Enterprise proposal
- 9 Jun 2025email_threadDemo session - getting a date in the diary
- 9 Jun 2025callFenmoor Specialty Underwriting / BB-Demo – Proposal
- 4 Jun 2025email_threadRenewal proposal - walkthrough with you
- 4 Jun 2025callFenmoor Specialty Underwriting / BB-Demo – Renewal+1
- 2 Jun 2025dealFenmoor Specialty Underwriting – Expansion
- 2 Jun 2025callFenmoor Specialty Underwriting / BB-Demo – Discovery+1
- 27 May 2025email_threadSetting up a discovery conversation
- 24 May 2025email_threadInvitation: BB-Demo Customer Day in London
- 20 May 2025email_threadQBR follow-up and next steps
- 19 May 2025callFenmoor Specialty Underwriting / BB-Demo – Qbr
- 14 May 2025email_threadFinding a time for the QBR
- 30 Apr 2025ticketSubmissions connector not loading new records
- 22 Apr 2025callFenmoor Specialty Underwriting / BB-Demo – Renewal+2
- 16 Apr 2025email_threadFollowing up on your support request
- 15 Apr 2025ticketHow do I export and save dashboard filters?
- 15 Apr 2025ticketData not refreshing overnight
- 1 Apr 2025dealFenmoor Specialty Underwriting – Renewal
- 24 Mar 2025email_threadNotes and next steps from our check-in
- 21 Mar 2025callFenmoor Specialty Underwriting / BB-Demo – Check In
- 19 Mar 2025email_threadFinding a time for our check-in
- 13 Feb 2025email_threadQBR follow-up and next steps
- 12 Feb 2025callFenmoor Specialty Underwriting / BB-Demo – Qbr
- 5 Feb 2025email_threadFenmoor quarterly review – finding a time
- 27 Jan 2025email_threadNotes from our check-in
- 24 Jan 2025callFenmoor Specialty Underwriting / BB-Demo – Check In
- 22 Jan 2025email_threadCheck-in call next week
- 20 Jan 2025ticketDuplicate submissions in data
- 20 Dec 2024email_threadCheck-in notes
- 19 Dec 2024callFenmoor Specialty Underwriting / BB-Demo – Check In
- 12 Dec 2024email_threadTime for a check-in before Christmas?
- 22 Nov 2024email_threadFollow-up: QBR+1
- 21 Nov 2024callFenmoor Specialty Underwriting / BB-Demo – Qbr+1
- 13 Nov 2024email_threadScheduling the QBR
- 11 Oct 2024callFenmoor Specialty Underwriting / BB-Demo – Check In
- 7 Oct 2024email_threadCatching up: time for a check-in?
- 23 Sep 2024email_threadCheck-in notes
- 20 Sep 2024callFenmoor Specialty Underwriting / BB-Demo – Check In
- 19 Sep 2024eventBB-Demo webinar
+2 - 16 Sep 2024email_threadFinding a time for our check-in
- 2 Sep 2024email_threadInvitation: BB-Demo webinar
- 29 Aug 2024callFenmoor Specialty Underwriting / BB-Demo – Training
- 14 Aug 2024callFenmoor Specialty Underwriting / BB-Demo – Onboarding
- 6 Aug 2024email_threadOnboarding: first refresh check and underwriter walkthrough
- 6 Aug 2024callFenmoor Specialty Underwriting / BB-Demo – Onboarding
- 30 Jul 2024email_threadOnboarding sessions: getting the rest of your team on
- 30 Jul 2024callFenmoor Specialty Underwriting / BB-Demo – Onboarding
- 23 Jul 2024callFenmoor Specialty Underwriting / BB-Demo – Onboarding
- 22 Jul 2024email_threadOnboarding sessions for your team
- 18 Jul 2024ticketHow do I search submissions by capacity provider?
- 16 Jul 2024email_threadOnboarding: getting the working sessions in the diary
- 16 Jul 2024callFenmoor Specialty Underwriting / BB-Demo – Onboarding
- 10 Jul 2024email_threadKickoff follow-up and what happens next
- 9 Jul 2024email_threadOnboarding session: finding a slot this week
- 9 Jul 2024callFenmoor Specialty Underwriting / BB-Demo – Kickoff
- 3 Jul 2024email_threadKickoff call scheduling
- 8 May 2024email_threadFenmoor proposal - where we stand after our call
- 7 May 2024callFenmoor Specialty Underwriting / BB-Demo – Proposal
- 30 Apr 2024email_threadProposal walkthrough - finding a slot
- 15 Apr 2024email_threadFenmoor demo follow-up and your questions on data and security
- 11 Apr 2024callFenmoor Specialty Underwriting / BB-Demo – Demo
- 3 Apr 2024email_threadDemo on your own data - finding a slot
- 20 Mar 2024email_threadFenmoor and BB-Demo: where we got to after discovery
- 20 Mar 2024callFenmoor Specialty Underwriting / BB-Demo – Discovery
- 13 Mar 2024email_threadDiscovery call - finding a time
- 22 Feb 2024dealFenmoor Specialty Underwriting – New
CRMmade from