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.
Who they are
Insight
Current to 11 Oct 26Jade 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.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Merrow Gate Insurance Brokers | Head of Operations | champion | jade.riley@merrowgate.example |
Activity
- 19 Mar 2026eventBB-Demo webinar
+11 - 17 Apr 2025eventBB-Demo webinar
+5 - 31 Mar 2025email_threadBB-Demo webinar invitation
- 20 Mar 2025eventBB-Demo webinar
+9 - 19 Mar 2025callMerrow Gate Insurance Brokers / BB-Demo – Demo
+1 - 13 Feb 2025email_threadDiscovery follow-up
- 11 Feb 2025callMerrow Gate Insurance Brokers / BB-Demo – Discovery
- 6 Jan 2025dealMerrow Gate Insurance Brokers – New