B-Brain
Allison Pereira

Allison Pereira

Person

Pellegrin Hart Benefits logo Pellegrin Hart Benefits · champion

Allison Pereira is the day-to-day sponsor and champion for the Growth subscription at Pellegrin Hart Benefits. She shaped the purchase, set the open enrollment deadline and has raised the renewal herself. Gary Pellegrin signs.

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Insight

Current to 14 Oct 26

Allison Pereira is the day-to-day sponsor and champion for the Growth subscription at Pellegrin Hart Benefits. She shaped the purchase, set the open enrollment deadline and has raised the renewal herself. Gary Pellegrin signs.

Role: VP Client Service and CRM champion. She ran the buying process, took the proposal to leadership and is sponsor day to day, with Monica Starling as admin. She is also a platform user and admin, created 26 May 2026.

Influence: She does not buy alone. Gary Pellegrin signed the order form, and she warned that he would ask about payback. She sets the priorities: a by-client view and training before open enrollment.

Watch: On 28 Sep 2026 she raised the renewal herself and wants a view on value by then. Only a small slice of the 40 Growth seats is in use. Her 23 Sep 2026 ticket for twelve SSO users had a first response of 397 minutes.

AI · claude-sonnet-5-5 · 14 Oct 2026

AImade from

CRM records

OrganisationTitleRoleEmail
Pellegrin Hart BenefitsVP Client Servicechampionallison.pereira@pellegrinhart.example
CRMmade from

Activity

CRMmade from

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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