Who they are
Insight
Current to 14 Oct 26Naomi 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.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Pelham Rowe Insurance Brokers | Head of Operations | champion | naomi.fordham@pelhamrowe.example |
Activity
- 18 Jun 2026eventBB-Demo webinar
+26
- 24 May 2026email_threadBB-Demo webinar, 18 Jun 2026
- 10 Jan 2024callPelham Rowe Insurance Brokers / BB-Demo – Negotiation
+1
- 18 Dec 2023email_threadProposal for you to review
- 18 Dec 2023callPelham Rowe Insurance Brokers / BB-Demo – Proposal
- 28 Nov 2023callPelham Rowe Insurance Brokers / BB-Demo – Demo
+1
- 6 Nov 2023email_threadFollowing up on our chat
- 6 Nov 2023callPelham Rowe Insurance Brokers / BB-Demo – Discovery
- 2 Nov 2023email_threadDiscovery call, Pelham Rowe Insurance Brokers
- 12 Oct 2023dealPelham Rowe Insurance Brokers – New