Callum Reid
Person
Fenmoor Specialty Underwriting · champion
Callum Reid is Fenmoor's CRM champion and platform admin, and the day-to-day voice on the 07:00 refresh. He does not hold budget, and he asked 22% of the organisation's questions in the last 90 days, a key-person risk.
Who they are
Insight
As at Fri 9 Oct 2026Callum Reid is Fenmoor's CRM champion and platform admin, and the day-to-day voice on the 07:00 refresh. He does not hold budget, and he asked 22% of the organisation's questions in the last 90 days, a key-person risk.
Role: Callum is Head of Underwriting Operations and the CRM champion, with a platform admin account created 2024-07-01. He is the main day-to-day contact for the brain at Fenmoor.
Influence: He shapes usage and service expectations but does not hold budget. On 15 Sep 2026 he said budget sits with Richard Thorne.
Watch: Questions are concentrated on him, and he accepted he is a single point of failure. On 29 Sep 2026 he asked for a named commercial contact for the new lines, saying earlier emails went unanswered.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Fenmoor Specialty Underwriting | Head of Underwriting Operations | champion | callum.reid@fenmoor.example |
CRMmade from
Activity
- 7 Oct 2026ticketDashboard performance after refresh
- 29 Sep 2026email threadCommercial contact for the new lines
- 24 Sep 2026ticketHow to export claims data for syndicates
- 24 Sep 2026ticketHow to filter bordereaux by underwriting year
- 15 Sep 2026callFenmoor Specialty Underwriting / BG-Demo – QBR
+1 - 1 Sep 2026email threadYour day-to-day contact at BG-Demo
- 27 Aug 2026email threadNotes from our check-in
- 26 Aug 2026callFenmoor Specialty Underwriting / BG-Demo – Check In
- 24 Aug 2026ticketDashboards – feature request
- 24 Aug 2026email threadCheck-in call: finding a slot
- 23 Jul 2026ticketUnderwriting dashboard not updating
- 22 Jul 2026ticketData Freshness – Dashboard not refreshed
- 22 Jul 2026callFenmoor Specialty Underwriting / BG-Demo – Escalation
+1 - 21 Jul 2026ticketNightly Refresh Failed – Data Stale
- 21 Jul 2026ticketUnderwriting dashboard data not refreshing
- 16 Jul 2026eventBG-Demo webinar
+38 - 15 Jul 2026email threadSetting up an escalation session
- 28 Jun 2026email threadInvitation: BG-Demo webinar on 16 Jul 2026
- 11 Jun 2026eventBG-Demo Customer Day London
+91 - 8 Jun 2026callFenmoor Specialty Underwriting / BG-Demo – Check In
- 2 Jun 2026email threadBooking the next check-in
- 20 May 2026email threadFollow-up from the QBR
+1 - 19 May 2026email threadInvitation: BG-Demo Customer Day London
- 19 May 2026callFenmoor Specialty Underwriting / BG-Demo – QBR+1
- 13 May 2026email threadQuarterly review: finding a time
- 25 Feb 2026ticketDashboard pages running slow
- 16 Feb 2026email threadFollow-up from our QBR
- 13 Feb 2026callFenmoor Specialty Underwriting / BG-Demo – QBR
- 10 Feb 2026email threadFenmoor QBR: finding a time
- 12 Jan 2026email threadCheck-in notes and next steps
- 9 Jan 2026callFenmoor Specialty Underwriting / BG-Demo – Check In
- 6 Jan 2026email threadFinding a time for a check-in
- 10 Dec 2025callFenmoor Specialty Underwriting / BG-Demo – Check In
- 3 Dec 2025ticketSalesforce connector not syncing data
- 2 Dec 2025email threadQuick check-in, finding a time
- 24 Nov 2025ticketUnderwriting dashboard returning empty results
- 17 Nov 2025email threadFollowing up on Monday's QBR
- 14 Nov 2025callFenmoor Specialty Underwriting / BG-Demo – QBR
- 7 Nov 2025email threadScheduling your quarterly review
- 23 Oct 2025callFenmoor Specialty Underwriting / BG-Demo – Check In
- 17 Oct 2025email threadCheck-in call: finding a time
- 2 Oct 2025ticketDuplicate records in submissions dashboard
- 10 Sep 2025callFenmoor Specialty Underwriting / BG-Demo – Check In
- 4 Sep 2025email threadFenmoor check-in: a quick conversation about usage
- 13 Aug 2025email threadFenmoor QBR: summary and next steps+1
- 12 Aug 2025callFenmoor Specialty Underwriting / BG-Demo – QBR+1
- 7 Aug 2025email threadFinding a time for the Fenmoor QBR
- 21 Jul 2025callFenmoor Specialty Underwriting / BG-Demo – Check In
- 11 Jul 2025email threadCheck-in call: finding a time
- 1 Jul 2025ticketHow to export submissions to Excel
- 24 Jun 2025ticketDashboard performance – Load times
- 16 Jun 2025callFenmoor Specialty Underwriting / BG-Demo – Demo+1
- 12 Jun 2025eventBG-Demo Customer Day
+48 - 10 Jun 2025email threadFollow-up on the proposal: Enterprise expansion
- 9 Jun 2025email threadDemo on your own data: scheduling
- 9 Jun 2025callFenmoor Specialty Underwriting / BG-Demo – Proposal
- 4 Jun 2025email threadFinding time to walk through the proposal
- 4 Jun 2025callFenmoor Specialty Underwriting / BG-Demo – Renewal+1
- 2 Jun 2025dealFenmoor Specialty Underwriting – Expansion
- 2 Jun 2025callFenmoor Specialty Underwriting / BG-Demo – Discovery+1
- 27 May 2025email threadFinding a time for a discovery conversation
- 24 May 2025email threadInvitation: BG-Demo Customer Day in London
- 20 May 2025email threadFollowing up on the QBR
- 19 May 2025callFenmoor Specialty Underwriting / BG-Demo – QBR
- 14 May 2025email threadFinding a slot for the QBR
- 30 Apr 2025ticketSubmissions connector not loading new records
- 22 Apr 2025callFenmoor Specialty Underwriting / BG-Demo – Renewal+2
- 15 Apr 2025ticketHow do I export and save dashboard filters?
- 15 Apr 2025ticketData not refreshing overnight
- 1 Apr 2025dealFenmoor Specialty Underwriting – Renewal
- 24 Mar 2025email threadNotes and next steps from our check-in
- 21 Mar 2025callFenmoor Specialty Underwriting / BG-Demo – Check In
- 19 Mar 2025email threadFinding a time for our check-in
- 13 Feb 2025email threadQBR follow-up and next steps
- 12 Feb 2025callFenmoor Specialty Underwriting / BG-Demo – QBR
- 5 Feb 2025email threadFenmoor quarterly review – finding a time
- 27 Jan 2025email threadNotes from our check-in
- 24 Jan 2025callFenmoor Specialty Underwriting / BG-Demo – Check In
- 22 Jan 2025email threadCheck-in call next week
- 20 Jan 2025ticketDuplicate submissions in data
- 20 Dec 2024email threadCheck-in notes
- 19 Dec 2024callFenmoor Specialty Underwriting / BG-Demo – Check In
- 12 Dec 2024email threadTime for a check-in before Christmas?
- 22 Nov 2024email threadFollow-up: QBR+1
- 21 Nov 2024callFenmoor Specialty Underwriting / BG-Demo – QBR+1
- 13 Nov 2024email threadScheduling the QBR
- 11 Oct 2024callFenmoor Specialty Underwriting / BG-Demo – Check In
- 7 Oct 2024email threadCatching up: time for a check-in?
- 23 Sep 2024email threadCheck-in notes
- 20 Sep 2024callFenmoor Specialty Underwriting / BG-Demo – Check In
- 19 Sep 2024eventBG-Demo webinar
+15 - 16 Sep 2024email threadFinding a time for our check-in
- 2 Sep 2024email threadInvitation: BG-Demo webinar on 19 Sep 2024
- 29 Aug 2024callFenmoor Specialty Underwriting / BG-Demo – Training
- 14 Aug 2024callFenmoor Specialty Underwriting / BG-Demo – Onboarding
- 6 Aug 2024email threadOnboarding: first refresh check and underwriter walkthrough
- 6 Aug 2024callFenmoor Specialty Underwriting / BG-Demo – Onboarding
- 30 Jul 2024email threadOnboarding sessions: getting the rest of your team on
- 30 Jul 2024callFenmoor Specialty Underwriting / BG-Demo – Onboarding
- 23 Jul 2024callFenmoor Specialty Underwriting / BG-Demo – Onboarding
- 22 Jul 2024email threadOnboarding sessions for your team
- 18 Jul 2024ticketHow do I search submissions by capacity provider?
- 16 Jul 2024email threadOnboarding: getting the working sessions in the diary
- 16 Jul 2024callFenmoor Specialty Underwriting / BG-Demo – Onboarding
- 10 Jul 2024email threadKickoff follow-up and what happens next
- 9 Jul 2024email threadOnboarding session: finding a slot this week
- 9 Jul 2024callFenmoor Specialty Underwriting / BG-Demo – Kickoff
- 3 Jul 2024email threadKickoff call scheduling
- 8 May 2024email threadFenmoor proposal - where we stand after our call
- 7 May 2024callFenmoor Specialty Underwriting / BG-Demo – Proposal
- 30 Apr 2024email threadProposal walkthrough - finding a slot
- 15 Apr 2024email threadFenmoor demo follow-up and your questions on data and security
- 11 Apr 2024callFenmoor Specialty Underwriting / BG-Demo – Demo
- 3 Apr 2024email threadDemo on your own data - finding a slot
- 20 Mar 2024email threadFenmoor and BG-Demo: where we got to after discovery
- 20 Mar 2024callFenmoor Specialty Underwriting / BG-Demo – Discovery
- 13 Mar 2024email threadDiscovery call - finding a time
- 22 Feb 2024dealFenmoor Specialty Underwriting – New
CRMmade from