Zoe Kendrick
Person
Saltdean Hart Insurance Brokers: documents · champion
Head of Operations and CRM champion who bought Growth for account executives and claims. Nigel Ferris decides; on 20 Oct 2025 he said the subscription would end at the close of the term on 21 Nov 2025. Her platform account was deactivated that day.
Who they are
Insight
Current to 12 Oct 26Head of Operations and CRM champion who bought Growth for account executives and claims. Nigel Ferris decides; on 20 Oct 2025 he said the subscription would end at the close of the term on 21 Nov 2025. Her platform account was deactivated that day.
Role: Head of Operations at Saltdean Hart Insurance Brokers and the CRM champion who bought Growth so account executives and claims could share what they know. Her platform account ran from 22 Nov 2024 to 21 Nov 2025.
Influence: she drives adoption and prepares the value case, but Nigel Ferris signs and keeps asking what BB-Demo delivers. On 20 Oct 2025 he said the firm would let the subscription end, on usage and cost.
Watch: she asked 580 of 5331 questions (11%) in the 12 months to October 2025, and 106 of 1032 (10%) in the last 12 months. The evidence does not show a renewal after 21 Nov 2025.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Saltdean Hart Insurance Brokers | Head of Operations | champion | zoe.kendrick@saltdeanhart.example |
Activity
- 21 Oct 2025email_threadFollowing up on our QBR
- 20 Oct 2025callSaltdean Hart Insurance Brokers / BB-Demo – Qbr
- 6 Oct 2025callSaltdean Hart Insurance Brokers / BB-Demo – Renewal
+2 - 8 Sep 2025callSaltdean Hart Insurance Brokers / BB-Demo – Renewal+1
- 22 Aug 2025dealSaltdean Hart Insurance Brokers – Renewal
- 24 Jul 2025callSaltdean Hart Insurance Brokers / BB-Demo – Check In
- 22 Jul 2025email_threadScheduling a check-in
- 12 Jun 2025eventBB-Demo Customer Day
+37 - 7 Jun 2025email_threadCustomer Day on Thursday 12 June 2025: your invitation
- 22 Apr 2025callSaltdean Hart Insurance Brokers / BB-Demo – Qbr
- 11 Apr 2025email_threadBooking the quarterly review
- 24 Mar 2025callSaltdean Hart Insurance Brokers / BB-Demo – Check In
- 17 Mar 2025email_threadQuick check-in catch-up
- 14 Jan 2025callSaltdean Hart Insurance Brokers / BB-Demo – Onboarding
- 10 Dec 2024callSaltdean Hart Insurance Brokers / BB-Demo – Onboarding
- 27 Nov 2024email_threadKickoff follow-up and next steps
+1 - 26 Nov 2024ticketSearch not working in Safari
- 26 Nov 2024callSaltdean Hart Insurance Brokers / BB-Demo – Kickoff+1
- 21 Nov 2024email_threadKickoff scheduling
- 28 Oct 2024email_threadRecap of our call and the order form
+2 - 25 Oct 2024callSaltdean Hart Insurance Brokers / BB-Demo – Negotiation+2
- 14 Oct 2024callSaltdean Hart Insurance Brokers / BB-Demo – Proposal
- 30 Sep 2024email_threadFollow-up from the demo and next steps
+2 - 26 Sep 2024callSaltdean Hart Insurance Brokers / BB-Demo – Demo+2
- 23 Sep 2024email_threadSetting up a demo
- 13 Sep 2024callSaltdean Hart Insurance Brokers / BB-Demo – Discovery
- 28 Aug 2024dealSaltdean Hart Insurance Brokers – New