Skip to content

Halberd Point Insurance / BG-Demo – Proposal

Callscheduled

Halberd Point Insurance · 14 Oct 2026 16:15

Who was there

BG-Demo

Them

Call prep

As at Fri 9 Oct 2026

Andre Holloway liked the Enterprise demo, but he wants a security review and real claims data before committing. The 15 Jul 2026 proposal has no reply from the CFO, so this call must set the security route and a path to finance sign-off.

Context: Halberd Point is a prospect with no contract, invoices or tenant. One open Enterprise new-business deal sits at the CRM demo stage at £155k, with a forecast close of 26 Feb 2027. Andre is the champion but does not appear to hold the budget.

Approach: Treat security as the gate. Ask Andre to name a review route through Nicole Carter, Director of Information Security, and agree a dated step to bring Maria Coleman, the CFO, onto the proposal. Bring the final security questionnaire of 14 Sep 2026. Offer a Sandbox plan so he can test the claims and underwriting join on real data.

Watch for: Andre is the only customer attendee. Nicole and Maria are absent, so commitments may slip. The records do not show whether Hannah Lowe's spec was sent or whether Jordan's pre-call email to Maria went out, so check both before the call.

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

Booked

Updated 9 Oct 26

Date2026-10-14

Time16:15

Typeproposal

Statusscheduled

Transcript

No transcript: the call is scheduled and not recorded.

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

Help & Support

Help & Support

B-Viz 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-Viz 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-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

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-Viz is the tool that reads its data.

Who to contact

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