Nicola Shaw

Nicola Shaw

Person

Merrow Gate Insurance Brokers: documents logo Merrow Gate Insurance Brokers: documents · economic_buyer

Managing Director at Merrow Gate Insurance Brokers and the CRM economic buyer. She framed the need as a revenue play in the Feb 2025 discovery and asked for cost and timeline. The record shows nothing after the quote was promised.

Who they are

Insight

Current to 11 Oct 26

Managing Director at Merrow Gate Insurance Brokers and the CRM economic buyer. She framed the need as a revenue play in the Feb 2025 discovery and asked for cost and timeline. The record shows nothing after the quote was promised.

Role: Managing Director and the CRM economic buyer at Merrow Gate Insurance Brokers. She joined the discovery call on 11 Feb 2025 with Jade Riley and wrote the follow-up thread on 13 Feb 2025.

Influence: She is the most senior person on the thread and set the commercial frame. She sees the brain as a way to chase renewals and upsell, so a value case should lead with revenue.

Watch: The record shows one call, one thread and no deals or tickets. The evidence does not show whether the proposal was sent or accepted, so current status is unconfirmed.

AI · claude-sonnet-5-5 · 11 Oct 2026

CRM records

OrganisationTitleRoleEmail
Merrow Gate Insurance BrokersManaging Directoreconomic_buyernicola.shaw@merrowgate.example

Activity

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DataRecords
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People at customers290
BB-Demo staff40
Calls784
Email threads1,169
Support tickets449
Documents477
Deals117
Invoices101
Events49
News items56

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