Jade Riley

Person

Merrow Gate Insurance Brokers: documents · champion

Jade Riley is Head of Operations at Merrow Gate Insurance Brokers and the CRM champion. She engaged in discovery and the demo, but the evidence does not show a proposal, signature or any contact after the March 2025 demo.

made from

Who they are

Insight

Current to 11 Oct 26

Jade Riley is Head of Operations at Merrow Gate Insurance Brokers and the CRM champion. She engaged in discovery and the demo, but the evidence does not show a proposal, signature or any contact after the March 2025 demo.

Role: Head of Operations in Guildford, marked champion in the CRM. She counted eight or nine users and three systems on the 11 Feb 2025 discovery call, and valued commitment tracking at the 19 Mar 2025 demo.

Influence: she works alongside Managing Director Nicola Shaw, who framed the need as revenue and asked for cost and timeline. Signature depended on the Finance Director, Beth, and the IT security review.

Watch: Jade did not reply to the 31 Mar 2025 webinar invitation. The evidence does not show whether the proposal was sent or accepted, or any later activity, so the relationship status is unconfirmed.

AI · claude-sonnet-5-5 · 11 Oct 2026

AImade from

CRM records

Organisation	Title	Role	Email
Merrow Gate Insurance Brokers	Head of Operations	champion	jade.riley@merrowgate.example

CRMmade from

Activity

19 Mar 2026eventBB-Demo webinar Alice Brewer, Richard Thorne, Ruben Smit, Imogen Hartley, Kelly Sharpe, Sam Yates, Danny Sargent, Ajay Bhatt, Vincent Almeida, Ruth Ackroyd, Kevin Kershaw, Hugh Fenton, Chris Jagger, Arnaud Janssens, Chris Riley, Chris Dyson, Jade Riley, Holly Tranter, Carl Whittle, Tomasz Wiśniewski, Clara Hoskins, Mirjam Hendriks, Tim Schröder+20
17 Apr 2025eventBB-Demo webinar Sofia Marchetti, Liam Doherty, Anders Nyqvist, Rhona Aitken, Wouter Kok, Lauren Pacheco, Faye Metcalfe, Toby Eccles, Jade Riley, Ed Ingham, Desmond Oyelaran, Matt Colenso, Nigel Ferris, Jade Kenwright, Clare Huddleston+12
31 Mar 2025email_threadBB-Demo webinar invitation Sofia Marchetti, Jade Riley
20 Mar 2025eventBB-Demo webinar Sofia Marchetti, Ed Duckworth, Elliot Allott, Helen Varley, Megan Ibbotson, Josh Fairburn, Annika Lund, Asif Illingworth, Brandon Sullivan, Claire Chevalier, Steve Greenhalgh, Jade Riley, Saskia Mendes, Wes Jago, Femi Olatunji, Ruud Verhoeven, Abi Coombes+14
19 Mar 2025callMerrow Gate Insurance Brokers / BB-Demo – Demo Lewis Kerr, Hannah Lowe, Jade Riley, Luke Allott+1
13 Feb 2025email_threadDiscovery follow-up Lewis Kerr, Jade Riley, Nicola Shaw
11 Feb 2025callMerrow Gate Insurance Brokers / BB-Demo – Discovery Lewis Kerr, Jade Riley, Nicola Shaw
6 Jan 2025dealMerrow Gate Insurance Brokers – New Lewis Kerr, Jade Riley

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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B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
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The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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