Zoe Nuttall
Person
Brindlecote Insurance Brokers: documents · finance
Finance Manager at Brindlecote Insurance Brokers. Receives every subscription invoice and asked about invoicing terms in renewal calls. No replies to invoices are shown, and she is not the commercial decision-maker.
Who they are
Insight
Current to 11 Oct 26Finance Manager at Brindlecote Insurance Brokers. Receives every subscription invoice and asked about invoicing terms in renewal calls. No replies to invoices are shown, and she is not the commercial decision-maker.
Role: Finance Manager in Leeds, CRM role finance. Nell Ashcombe and Rachel Dunmore address invoices to her, including INV-011-0005 for the Starter renewal.
Influence: She works on terms and billing, not on tier or price. On 2023-05-08 she asked for quarterly invoicing, and on 2026-04-27 she asked how invoicing would work. Ravi Atherton and Ed Duckworth lead the value and signing conversations.
Watch: None of the invoice threads show a reply or payment from her, so payment status needs checking in accounting. Invoice questions are likely to come to her first at the next renewal.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Brindlecote Insurance Brokers | Finance Manager | finance | zoe.nuttall@brindlecote.example |
Activity
- 18 May 2026email_threadInvoice INV-011-0005
- 18 May 2026invoiceINV-011-0005
- 27 Apr 2026callBrindlecote Insurance Brokers / BB-Demo – Renewal
+2 - 19 May 2025email_threadInvoice INV-011-0004
- 19 May 2025invoiceINV-011-0004
- 25 Apr 2025callBrindlecote Insurance Brokers / BB-Demo – Renewal+2
- 28 May 2024email_threadInvoice INV-011-0003
- 28 May 2024invoiceINV-011-0003
- 2 May 2024callBrindlecote Insurance Brokers / BB-Demo – Renewal+2
- 18 Jan 2024eventBB-Demo webinar
+4 - 1 Jun 2023email_threadInvoice for Brindlecote: annual subscription
- 1 Jun 2023invoiceINV-011-0002
- 22 May 2023email_threadInvoice for Brindlecote implementation
- 22 May 2023invoiceINV-011-0001
- 9 May 2023email_threadFollow-up: Starter proposal
+1 - 8 May 2023callBrindlecote Insurance Brokers / BB-Demo – Negotiation+1