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Kelbrook Mutual Insurance – New

Deal

Kelbrook Mutual Insurance · won

The record

Record

Field	Value
acv	55,800
amount	123,600
close date	3 Jan 2024
contract id	ctr_226_01
created date	13 Oct 2023
crm org id	org_226
deal id	deal_226_01
deal type	new
expected close date	3 Jan 2024
name	Kelbrook Mutual Insurance – New
org id	org_226
owner id	emp_102
primary contact id	per_22601
source	outbound
stage	Closed won
status	won
tier	growth
line items 1	discount pct 5.0; end date 16 Jan 2026; line no 1; name B-Viz – Growth; net 41800; qty 1; recurring True; sku SUB-GROWTH; start date 17 Jan 2024; unit price 44000
line items 2	discount pct 0.0; end date 16 Jan 2026; line no 2; name Additional 10 users; net 14000; qty 4; recurring True; sku ADD-USERS-10; start date 17 Jan 2024; unit price 3500
line items 3	discount pct 0.0; end date 16 Jan 2026; line no 3; name Implementation – Growth (8 weeks, up to 8 connectors); net 12000; qty 1; recurring False; sku IMP-GROWTH; start date 17 Jan 2024; unit price 12000
stage history 1	entered date 13 Oct 2023; seq 1; stage lead
stage history 2	entered date 30 Oct 2023; seq 2; stage discovery
stage history 3	entered date 14 Nov 2023; seq 3; stage demo
stage history 4	entered date 1 Dec 2023; seq 4; stage proposal
stage history 5	entered date 18 Dec 2023; seq 5; stage negotiation
stage history 6	entered date 3 Jan 2024; seq 6; stage closed won

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.