Rachael Dixon
Person
Tarnbeck Insurance Brokers · champion
Rachael Dixon is Tarnbeck's Head of Operations and CRM champion. She asks 32% of the organisation's questions, so she is both the main user and a key-person risk. She raised two stale-data tickets in July 2026.
Who they are
Insight
Current to 14 Oct 26Rachael Dixon is Tarnbeck's Head of Operations and CRM champion. She asks 32% of the organisation's questions, so she is both the main user and a key-person risk. She raised two stale-data tickets in July 2026.
Role: Head of Operations at Tarnbeck Insurance Brokers and the CRM champion since the 2024 discovery. She joined the 2024 sales calls and the 2025 onboarding, and is a platform user, not an admin.
Influence: She is the main day-to-day voice for the account. On 10 Nov 2025 she said the team was happy where it was and did not take up expansion.
Watch: She asked 477 of 1499 questions in the last 90 days, so use leans on her. The 21 Jul 2026 and 22 Jul 2026 tickets show data freshness matters to her, and the freshness question from 7 Jul 2026 was still open.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Tarnbeck Insurance Brokers | Head of Operations | champion | rachael.dixon@tarnbeck.example |
Activity
- 26 Oct 2026callTarnbeck Insurance Brokers / BB-Demo – Check In
- 22 Jul 2026ticketData freshness
- 21 Jul 2026ticketData freshness
- 7 Jul 2026email_threadCheck-in notes from our call
- 6 Jul 2026callTarnbeck Insurance Brokers / BB-Demo – Check In
- 10 Nov 2025callTarnbeck Insurance Brokers / BB-Demo – Check In
- 31 Oct 2025email_threadQuick check-in
- 31 Oct 2025dealTarnbeck Insurance Brokers – Renewal
- 30 Sep 2025ticketAccess permissions
- 24 Mar 2025callTarnbeck Insurance Brokers / BB-Demo – Training
- 17 Mar 2025email_threadTraining session, let's get your team set up
- 6 Mar 2025callTarnbeck Insurance Brokers / BB-Demo – Onboarding
- 3 Mar 2025callTarnbeck Insurance Brokers / BB-Demo – Onboarding
- 20 Feb 2025eventBB-Demo webinar
+23 - 13 Feb 2025callTarnbeck Insurance Brokers / BB-Demo – Onboarding
- 7 Feb 2025callTarnbeck Insurance Brokers / BB-Demo – Kickoff+1
- 18 Dec 2024callTarnbeck Insurance Brokers / BB-Demo – Negotiation
+1 - 15 Nov 2024callTarnbeck Insurance Brokers / BB-Demo – Proposal
- 8 Nov 2024email_threadLet's discuss a proposal
- 14 Oct 2024callTarnbeck Insurance Brokers / BB-Demo – Demo
+1 - 9 Oct 2024email_threadLet's schedule a demo
- 12 Sep 2024callTarnbeck Insurance Brokers / BB-Demo – Discovery
- 12 Aug 2024dealTarnbeck Insurance Brokers – New