Luke Allott
Person
Merrow Gate Insurance Brokers: documents · user
Luke Allott is a Client Services Manager at Merrow Gate Insurance Brokers, recorded as a user. He appears on one call, the 19 Mar 2025 Starter demo, where he asked about keyword search and security. The record is thin.
Who they are
Insight
Current to 11 Oct 26Luke Allott is a Client Services Manager at Merrow Gate Insurance Brokers, recorded as a user. He appears on one call, the 19 Mar 2025 Starter demo, where he asked about keyword search and security. The record is thin.
Role: Client Services Manager in Guildford, CRM role user. The record shows one call, no email threads, no tickets and no deals.
Influence: At the 19 Mar 2025 demo he asked about keyword search inside recordings and raised security because his board will ask. That suggests he reports upward and carries board scrutiny, but the evidence does not show him signing or deciding.
Watch: The call does not show whether the proposal was sent or accepted, and no later activity is on record for him. Jade Riley led the commercial conversation and the Finance Director, Beth, was to be brought in.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Merrow Gate Insurance Brokers | Client Services Manager | user | luke.allott@merrowgate.example |
Activity
- 19 Mar 2025callMerrow Gate Insurance Brokers / BB-Demo – Demo
+1 - 18 Jan 2024eventBB-Demo webinar
+12