Naomi Fordham

Person

Pelham Rowe Insurance Brokers · champion

Naomi Fordham is Head of Operations at Pelham Rowe Insurance Brokers and the CRM champion. She led discovery, the demo and the proposal calls, but Geoffrey Rowe kept the decision. Her record stops at the January 2024 negotiation.

made from

Who they are

Insight

As at Fri 9 Oct 2026

Naomi Fordham is Head of Operations at Pelham Rowe Insurance Brokers and the CRM champion. She led discovery, the demo and the proposal calls, but Geoffrey Rowe kept the decision. Her record stops at the January 2024 negotiation.

Role: Head of Operations and CRM champion. She described the scattered client data in discovery and the claims staff's time lost in the negotiation call. She is the only customer voice in discovery.

Influence: Geoffrey Rowe, the Managing Director, called her the champion but kept the decision to himself. She probes accuracy, data quality and commitment, so she shapes the case more than she signs.

Watch: the evidence does not show a signed order form or any activity after 10 Jan 2024 beyond an unanswered webinar invitation sent 24 May 2026. Her current engagement is not shown.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

AImade from

CRM records

Organisation	Title	Role	Email
Pelham Rowe Insurance Brokers	Head of Operations	champion	naomi.fordham@pelhamrowe.example

CRMmade from

Activity

18 Jun 2026eventBG-Demo webinar Alice Brewer, Naomi Fordham, Gemma Yates, Wade Greer, Imran Hussain, Lindsey Ward, Eline Bakker, Cian O'Leary, Huw Bevan, Stephanie Lowes, Kayla Ramirez, Stefanie Lange, Oliver Kirkby, Megan Ibbotson, Toby Cowell, Padraic Shanahan, Johan Berglund, Mitchell Gallagher, Jess Doyle, Saskia Mendes, Shauna Pettibone, Priscilla Bowen, Shabana Iqbal, Joanne Unwin, Janet Pruitt, Liam Corner, Tracey Bainbridge, Andy Buckley, Julia Hartmann+26
24 May 2026email threadBG-Demo webinar, 18 Jun 2026 Alice Brewer, Naomi Fordham
10 Jan 2024callPelham Rowe Insurance Brokers / BG-Demo – Negotiation Tom Ashdown, Owen Tallis, Geoffrey Rowe, Naomi Fordham+1
18 Dec 2023email threadProposal for you to review Tom Ashdown, Naomi Fordham, Geoffrey Rowe
18 Dec 2023callPelham Rowe Insurance Brokers / BG-Demo – Proposal Tom Ashdown, Naomi Fordham, Geoffrey Rowe
28 Nov 2023callPelham Rowe Insurance Brokers / BG-Demo – Demo Tom Ashdown, Tobias Renwick, Naomi Fordham, Danny Sargent+1
6 Nov 2023email threadFollowing up on our chat Tom Ashdown, Naomi Fordham
6 Nov 2023callPelham Rowe Insurance Brokers / BG-Demo – Discovery Tom Ashdown, Naomi Fordham
2 Nov 2023email threadDiscovery call, Pelham Rowe Insurance Brokers Tom Ashdown, Naomi Fordham
12 Oct 2023dealPelham Rowe Insurance Brokers – New Tom Ashdown, Naomi Fordham

CRMmade from

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Glass is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Glass is the tool that reads its data.

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

Help