Toby Underwood
Person
Brindlecote Insurance Brokers: documents · admin
Toby Underwood is the sole named admin at Brindlecote Insurance Brokers and its heaviest user, asking 51% of the organisation's questions over 12 months. He raises most tickets, so he is a key-person risk and the main voice on connector and refresh problems.
Who they are
Insight
Current to 11 Oct 26Toby Underwood is the sole named admin at Brindlecote Insurance Brokers and its heaviest user, asking 51% of the organisation's questions over 12 months. He raises most tickets, so he is a key-person risk and the main voice on connector and refresh problems.
Role: Operations Analyst in Leeds, CRM role admin, platform admin since 1 Jun 2023. He provisioned access at kickoff, supports the team and files most tickets, including provisioning, exports and dashboards.
Influence: the evidence shows no deal or commercial role. He is a working champion and the day-to-day point of contact, but the CRM record shows no deals. The 12 Jul 2023 training call named him a single point of dependence.
Watch: his share of questions is 50% over the last 90 days. Refresh and connector tickets recur, and the Salesforce connector ticket of 2 Oct 2026 was pending. Repeated firewall-related breaks suggest agreeing a change notice with customer IT.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Brindlecote Insurance Brokers | Operations Analyst | admin | toby.underwood@brindlecote.example |
Activity
- 2 Oct 2026ticketSalesforce connector stopped syncing
- 21 Jul 2026ticketNightly refresh failed, dashboards stale
- 14 Jul 2026ticketCan I save queries for later use?
- 2 Jul 2026ticketHow do I export results?
- 29 May 2026ticketDashboard showing blank page
- 21 May 2026eventBB-Demo webinar
+23 - 19 May 2026ticketNew team member needs access
- 18 Mar 2026ticketAdd new user to brain
- 26 Jan 2026ticketData refresh critical
- 6 Jan 2026ticketData not refreshing
- 16 Oct 2025eventBB-Demo webinar
+19 - 19 Jun 2025eventBB-Demo webinar
+15 - 12 Jun 2025eventBB-Demo Customer Day
+37 - 7 Jun 2025email_threadBB-Demo webinar: customer outcomes
- 7 Mar 2025ticketHow to create a dashboard
- 24 Jan 2025ticketFeature request: scheduled data exports
- 25 Jul 2024ticketUrgent: connector down
- 17 May 2024ticketFilter issue in search
- 18 Jan 2024ticketBrain queries running slow
- 18 Jan 2024eventBB-Demo webinar
+12 - 17 Jul 2023ticketHow do I export data from the brain?
- 12 Jul 2023callBrindlecote Insurance Brokers / BB-Demo – Training
- 27 Jun 2023ticketCRM connector stopped syncing
- 26 Jun 2023callBrindlecote Insurance Brokers / BB-Demo – Onboarding
- 20 Jun 2023email_threadOnboarding session confirmed
- 19 Jun 2023callBrindlecote Insurance Brokers / BB-Demo – Onboarding
- 15 Jun 2023email_threadOnboarding scheduling
- 14 Jun 2023ticketHow do I search for renewal records?
- 14 Jun 2023callBrindlecote Insurance Brokers / BB-Demo – Onboarding
- 7 Jun 2023email_threadOnboarding session with Tobias
- 6 Jun 2023callBrindlecote Insurance Brokers / BB-Demo – Kickoff
+1 - 11 Apr 2023email_threadDemo scheduled for Brindlecote+2
- 11 Apr 2023callBrindlecote Insurance Brokers / BB-Demo – Demo+2