Jade Riley
Person
Merrow Gate Insurance Brokers · champion
Jade Riley is Head of Operations at Merrow Gate Insurance Brokers and the CRM champion. She joined two calls, was interested and liked search and the audit trail. The record shows no activity after 31 Mar 2025.
Who they are
Insight
As at Fri 9 Oct 2026Jade Riley is Head of Operations at Merrow Gate Insurance Brokers and the CRM champion. She joined two calls, was interested and liked search and the audit trail. The record shows no activity after 31 Mar 2025.
Role: Head of Operations and the CRM champion. She described fragmented CRM, email and spreadsheet data on the 11 Feb 2025 discovery call, and tied the audit trail to renewals audits in the 19 Mar 2025 demo.
Influence: Nicola Shaw, the Managing Director, attended discovery and was engaged but did not commit. Jade coordinates the demo and asked about adding connectors later. The evidence does not show who signs.
Watch: The £26k first-year quote was spoken, with a proposal promised. The evidence does not show it was sent or signed. Jade did not reply to the 31 Mar 2025 webinar invitation, and the record shows no later contact.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Merrow Gate Insurance Brokers | Head of Operations | champion | jade.riley@merrowgate.example |
Activity
- 19 Mar 2026eventBG-Demo webinar
+34 - 17 Apr 2025eventBG-Demo webinar
+20 - 31 Mar 2025email threadBG-Demo webinar invitation
- 20 Mar 2025eventBG-Demo webinar
+17 - 19 Mar 2025callMerrow Gate Insurance Brokers / BG-Demo – Demo
+1 - 13 Feb 2025email threadDemo scheduling
- 11 Feb 2025callMerrow Gate Insurance Brokers / BG-Demo – Discovery
- 6 Jan 2025dealMerrow Gate Insurance Brokers – New