Who they are
Insight
As at Fri 9 Oct 2026Jean Benson is the Accounts Manager at Tarnbeck Insurance Brokers and the finance contact for invoices. She has not replied in any billing thread on record, and on the 30 Dec 2025 renewal call she wanted an adoption plan before paying 19,500 again.
Role: Finance contact at Tarnbeck. BG-Demo finance sends the implementation, subscription and renewal invoices to her. The CRM records one call and six email threads, no tickets and no deals.
Influence: On the 30 Dec 2025 renewal call she said an unused tool is a cost to justify, and wanted an adoption plan before renewing. The evidence does not show who signs the order form.
Watch: None of the billing threads on record shows a reply from her, so the reasons for late payment are not shown. Check accounting and BG-Demo's own billing before reading the delay as a value complaint.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Tarnbeck Insurance Brokers | Accounts Manager | finance | jean.benson@tarnbeck.example |
Activity
- 2 Mar 2026email threadInvoice INV-171-0003, payment reminder
- 22 Jan 2026email threadInvoice, INV-171-0003
- 22 Jan 2026invoiceINV-171-0003
- 15 Jan 2026eventBG-Demo webinar
+35
- 30 Dec 2025callTarnbeck Insurance Brokers / BG-Demo – Renewal
+1
- 10 Mar 2025email threadPayment overdue, INV-171-0002
- 24 Feb 2025email threadPayment due, INV-171-0001
- 30 Jan 2025email threadYour subscription invoice
- 30 Jan 2025invoiceINV-171-0002
- 17 Jan 2025email threadImplementation invoice
- 17 Jan 2025invoiceINV-171-0001