B-Viz
Fenmoor Specialty Underwriting logo

Fenmoor Specialty Underwriting

Growing£125kRenews 1 Jul 27Proposal
made from

AI facts

As at Fri 9 Oct 2026

Fenmoor Specialty Underwriting holds an Enterprise order form signed 26 Jun 2026 at £125k a year, running 1 Jul 2026 to 30 Jun 2027. Active users rose from 45 in May 2026 to 64 in Sep 2026 against 150 licensed users. Renewal falls on 1 Jul 2027 at £125k, and an expansion deal sits at proposal stage with no amount and a 14 Nov 2026 expected close. A one-off credit note of £1,042 net covered the July 2026 data-freshness misses.

Read from 50 calls · 103 email threads · 23 tickets · 6 news items · 4 deals · 18 people · 29 documents, newest 7 Oct 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryInsuranceSource: CRM company record
  • Websitefenmoor.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityLondonSource: CRM company record
  • Size420 employeesSource: CRM company record
  • CRM ownerPriya RamandiffersSource: CRM company record · Account Executive · Left 28 Aug 2026: the CRM still names them · CSM Daniel Okafor · The sources disagree
  • Customer since1 Jul 2024Source: first executed order form ctr_001_01, signed 17 Jun 2024 · Growth tier · In the CRM since 22 Feb 2024
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateGrowingSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Growing, because active users and questions rose sharply into Sep 2026 and connectors reached nine. Invoices are paid within terms. Imogen Hartley sponsors an expansion to claims and compliance, the main opportunity, but the account has no active commercial owner since Priya Raman left.

SignalsFinance readFenmoor Specialty Underwriting / BG-Demo – Check InCommercial contact for the new linesQ2 2026 digest

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

AImade from

Key facts

Updated 9 Oct 26
  • Contracted ARR£125,000differsSource: executed order form ctr_001_03, 1 Jul 2026 to 30 Jun 2027 · CRM £118,750 · Invoiced run rate £125,000 · As of 9 Oct 2026 · The sources disagree
  • Next renewal1 Jul 2027Basis: order form ctr_001_03 ends 30 Jun 2027 · In 265 days · Renewal price £125,000 · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term1 Jul 2026 to 30 Jun 2027Source: order form ctr_001_03 (upgrade), signed 26 Jun 2026 · Billed annually · 150 seats, 20 connectors
  • TierEnterpriseSource: the current order form
  • Open dealProposalSource: CRM deal Fenmoor Specialty Underwriting – Expansion · expansion deal · Expected close 14 Nov 2026 · Owner Priya Raman
  • Last contact1 Oct 2026Email: Commercial contact for the new lines · 8 days before 9 Oct 2026
  • Tenanteu-west-1Source: product analytics, reporting since Jul 2024 · 9 connectors configured
  • Licensed seats15064 active users in Sep 2026 · Order form ctr_001_03: 150 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Tom Ashdown sends Richard Thorne a value case and the corrected, priced, co-termed expansion proposal before the 14 Oct 2026 negotiation call. upsell
Who
Tom Ashdown Tom Ashdown
When
This week by 9 Oct 2026
Why
Tom Ashdown, confirmed as commercial owner, sends Richard Thorne a value case and a corrected, priced expansion proposal before the 14 Oct 2026 negotiation call, so Richard's question about paying for 150 licences meets evidence rather than surprise.

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

AImade from

The story

As at Fri 9 Oct 2026
Growing

Growing: Fenmoor holds an Enterprise order form at £125k a year to 30 Jun 2027. Active users rose from 45 to 64 and questions from 1268 to 2180 between May and Sep 2026. The CRM owner has left, and Tom Ashdown sends Richard Thorne a value case before the 14 Oct 2026 call.

Growing: Fenmoor Specialty Underwriting holds the Enterprise order form signed 26 Jun 2026 at £125k a year, running 1 Jul 2026 to 30 Jun 2027. Renewal falls on 1 Jul 2027 at £125k, and all four invoices were paid within terms.

Active users rose from 45 in May 2026 to 64 in Sep 2026, and questions from 1268 to 2180, against 150 licensed users. Callum Reid asks 22% of recent questions and Rhys Collier 14%. CRM owner Priya Raman left on 28 Aug 2026, so the account has no active commercial owner.

Three P1 first responses missed the 30-minute target in July 2026, and credit note CN-001-01 followed. A dashboard performance ticket is open, and Richard Thorne questions paying for 150 licences with 64 active.

Tom Ashdown sends Richard a value case and a corrected, priced expansion proposal by 9 Oct 2026, before the booked 14 Oct 2026 negotiation call.

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

AImade from

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£75k£150kAug 24Jan 25Jun 25Nov 25Apr 26Sep 26newexpansion£125k£125kJul 24: Contracted ARR £44,000; Invoiced ARR £44,000Aug 24: Contracted ARR £44,000; Invoiced ARR £44,000Sep 24: Contracted ARR £44,000; Invoiced ARR £44,000Oct 24: Contracted ARR £44,000; Invoiced ARR £44,000Nov 24: Contracted ARR £44,000; Invoiced ARR £44,000Dec 24: Contracted ARR £44,000; Invoiced ARR £44,000Jan 25: Contracted ARR £44,000; Invoiced ARR £44,000Feb 25: Contracted ARR £44,000; Invoiced ARR £44,000Mar 25: Contracted ARR £44,000; Invoiced ARR £44,000Apr 25: Contracted ARR £44,000; Invoiced ARR £44,000May 25: Contracted ARR £44,000; Invoiced ARR £44,000Jun 25: Contracted ARR £44,000; Invoiced ARR £44,000Jul 25: Contracted ARR £44,000; Invoiced ARR £44,000Aug 25: Contracted ARR £44,000; Invoiced ARR £44,000Sep 25: Contracted ARR £44,000; Invoiced ARR £44,000Oct 25: Contracted ARR £44,000; Invoiced ARR £44,000Nov 25: Contracted ARR £44,000; Invoiced ARR £44,000Dec 25: Contracted ARR £44,000; Invoiced ARR £44,000Jan 26: Contracted ARR £44,000; Invoiced ARR £44,000Feb 26: Contracted ARR £44,000; Invoiced ARR £44,000Mar 26: Contracted ARR £44,000; Invoiced ARR £44,000Apr 26: Contracted ARR £44,000; Invoiced ARR £44,000May 26: Contracted ARR £44,000; Invoiced ARR £44,000Jun 26: Contracted ARR £44,000; Invoiced ARR £44,000Jul 26: Contracted ARR £125,000; Invoiced ARR £125,000Aug 26: Contracted ARR £125,000; Invoiced ARR £125,000Sep 26: Contracted ARR £125,000; Invoiced ARR £125,000

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £125k; Invoiced ARR £125k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_001.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Jul 24£44,000£44,000
Aug 24£44,000£44,000
Sep 24£44,000£44,000
Oct 24£44,000£44,000
Nov 24£44,000£44,000
Dec 24£44,000£44,000
Jan 25£44,000£44,000
Feb 25£44,000£44,000
Mar 25£44,000£44,000
Apr 25£44,000£44,000
May 25£44,000£44,000
Jun 25£44,000£44,000
Jul 25£44,000£44,000
Aug 25£44,000£44,000
Sep 25£44,000£44,000
Oct 25£44,000£44,000
Nov 25£44,000£44,000
Dec 25£44,000£44,000
Jan 26£44,000£44,000
Feb 26£44,000£44,000
Mar 26£44,000£44,000
Apr 26£44,000£44,000
May 26£44,000£44,000
Jun 26£44,000£44,000
Jul 26£125,000£125,000
Aug 26£125,000£125,000
Sep 26£125,000£125,000
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR up to £125k, all paid

Standing Paid upARR Rising

Contracted ARR is £125k on the Enterprise upgrade order form, up from £44k after the Jul 2026 expansion. All four invoices were paid within terms. Renewal is 1 Jul 2027 at the same price. One expansion deal is open.

  • ARR rose to £125k in Jul 2026
  • CRM ARR is £6,250 below the order form
  • Data-freshness credit of £1,042 net on INV-001-0004
  • Deal owner not active in HR
The analysis

Recurring revenue: Contracted ARR moved twice: £44k when the Growth order form started in Jul 2024, then +£81k in Jul 2026 to £125k. The Enterprise upgrade order form is executed, with 150 seats, 20 connectors and no discount.

Next commitment: Renewal falls on 1 Jul 2027, 265 days after the as-of date. The renewal price is £125k against £125k today, a change of +£0.

Billing: All four invoices were paid within terms and nothing is overdue. INV-001-0004 carries credit note CN-001-01 for £1,042 net, an Enterprise data-freshness service credit of 10 percent of one month's fee. CRM ARR is £119k, £6,250 below the invoiced run rate of £125k. The executed order form is the truth.

Deals: The open expansion deal is at proposal stage with no amount, so it is a forecast. All deals are owned by Priya Raman, who is not an active employee in HR, so the account has no active deal owner.

ARR by monthCRM reconciliationINV-001-0004Fenmoor Specialty Underwriting – Expansion

Made from 4 deals · 2 fact tables · 4 invoices

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

AImade from

History by quarter

As at Fri 9 Oct 2026

Each earlier quarter in one AI digest of its calls, email threads, tickets and news, newest first; from 1 Jul 2026 the assessment reads every one of them itself.

  1. Q2 2026

    Q2 2026: Growth term end, Enterprise talks open

    Usage stayed concentrated while the Growth term ran to 30 Jun 2026. Price and value questions grew, and talks moved to a £125k Enterprise deal with no executed paper shown by quarter end.

    The analysis

    Check-ins: On 15 Apr 2026 Imogen Hartley, Chief Data Officer, was positive but would not ask for more seats while two thirds sat idle. On 5 May 2026 she said active users had dipped slightly and wanted a board-grade value figure.

    QBR: On 19 May 2026 Callum Reid said use was too concentrated, with questions from him and two senior underwriters. Richard Thorne, the COO, committed to nothing and asked on 20 May 2026 for the all-in renewal cost in writing.

    Support: One ticket on 18 May 2026 covered a CRM connector that stopped after credentials were rotated. First response took 918 minutes. Callum also pressed on 2 Jun 2026 for a dated answer on the marine submissions and claims view.

    Renewal: On 8 Jun 2026 Callum credited the 07:00 refresh for cutting oversight work, but asked what a higher price buys and said he cannot sign. Priya Raman asked Richard for a proposal call on 18 Jun 2026.

    Negotiation: On 22 Jun 2026 Richard questioned a licence for 150 when about fifteen are active. On 24 Jun 2026 Louise Carver accepted £125k subject to contract if two additional teams are onboarded.

    Open at the end: The Growth term ended on 30 Jun 2026. No redline, board date or executed order form is shown. Priya confirmed £125k on 1 Jul 2026.

    Marketing invitations to Callum, Imogen and Kofi Mensah drew no recorded reply.

    Fenmoor Specialty Underwriting / BG-Demo – Check InFenmoor Specialty Underwriting / BG-Demo – QBRCRM connector sync stoppedFenmoor Specialty Underwriting / BG-Demo – Check InFenmoor Specialty Underwriting / BG-Demo – NegotiationEnterprise order form: commercial positionFenmoor Enterprise order form for signature

    Made from 5 calls · 13 email threads · 1 ticket

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

  2. Q1 2026

    Q1 2026: low usage, new CDO, upgrade talks

    Usage fell and Callum Reid asked for a value case. A new Chief Data Officer, Imogen Hartley, took up the Enterprise upgrade. Procurement then insisted on re-papering the master agreement before the 30 Jun 2026 term end.

    The analysis

    Usage: On 6 Jan 2026 Callum Reid asked why dashboard use had fallen and said underwriters distrust the 07:00 bordereaux view. On the 9 Jan 2026 call Daniel Okafor put daily use at around nine of forty licences.

    Value case: On 12 Jan 2026 Callum wanted a date for the refresh diagnosis and said commercial matters were not his. At the 13 Feb 2026 QBR use was roughly fifteen of forty, and he flagged a policy admin change and stale search results.

    Support: A ticket on 25 Feb 2026 reported dashboards timing out during the nightly refresh for the third time that week, blocking a team of six. BG-Demo found no errors and the refresh completed.

    People: Fenmoor appointed Imogen Hartley as Chief Data Officer on 2 Mar 2026. She asked about adoption on 4 Mar 2026 and, on the 16 Mar 2026 call, wanted proof of value before the 1 Jul 2026 renewal.

    Upgrade: On the 18 Mar 2026 call Imogen offered to sponsor the move from Growth to Enterprise. Richard Thorne made no commitment, and on 10 Mar 2026 he asked for the all-in cost. Priya Raman offered five percent off list if agreed by the end of March.

    Open at the end: On 23 Mar 2026 Louise Carver said no order form or tier change would be considered until the master agreement was re-papered. The upgrade decision target was 31 Mar 2026, the draft order form was open, and the priority ticket account was still owed.

    Fenmoor Specialty Underwriting / BG-Demo – Check InFenmoor Specialty Underwriting / BG-Demo – QBRFenmoor Specialty Underwriting / BG-Demo – Check InFenmoor Specialty Underwriting / BG-Demo – Exec SponsorFenmoor Specialty Underwriting appoints Imogen Hartley as Chief Data OfficerDashboard pages running slowFenmoor upgrade: terms and timingMaster agreement and the next stage

    Made from 4 calls · 13 email threads · 1 news item · 1 ticket

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

  3. Q4 2025

    Q4 2025: security review and renewal value case

    Usage and sentiment rose, with Callum Reid wanting a value case and the COO asking cost and term for the board. The Enterprise security review ran all quarter, with no sign-off date, and slipped to the new year. Three tickets, two on connectors.

    The analysis

    Support: On 2 Oct 2025 a duplicate index from a connector retry loop inflated submission counts, and Bethan Lister fixed it. First response took 99 minutes.

    Freshness: On 17 Oct 2025 and 2 Dec 2025 Callum Reid asked for a firm date for the bordereaux view to be right at 07:00. The 23 Oct 2025 check-in said the claims dates fix was holding.

    Security review: Nadia Osei, IT Security Lead, ran sessions from 24 Oct 2025 to 28 Nov 2025 with Hannah Lowe. Growth has no SSO or SCIM, and eleven written items were owed by 21 Nov 2025. Most were received by 28 Nov 2025.

    Renewal: At the 14 Nov 2025 review, COO Richard Thorne asked cost and term. Daniel Okafor confirmed Growth at £44k a year, running to 30 Jun 2026, and owed renewal terms in writing after checking with Priya Raman. A v1 customer moves to the v2 list at renewal, +13.6% for Growth.

    Support again: On 24 Nov 2025 dashboard queries returned empty and cleared overnight, with no root cause. On 3 Dec 2025 the Salesforce connector failed on an expired API key. First response took 252 minutes.

    Value case: On 10 Dec 2025 Callum asked for a one-page value case for his finance lead. Around fourteen of forty seats were active.

    Open at the end: On 23 Dec 2025 Nadia said sign-off would land in the new year. The contract owner was not named, and the renewal outcome is not shown.

    Fenmoor Specialty Underwriting / BG-Demo – Check InFenmoor Specialty Underwriting / BG-Demo – Security ReviewFenmoor Specialty Underwriting / BG-Demo – QBRFenmoor Specialty Underwriting / BG-Demo – Check InFollowing up on Monday's QBRSecurity review and the upgrade timetableSalesforce connector not syncing data

    Made from 8 calls · 11 email threads · 3 tickets

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

  4. Q3 2025

    Q3 2025: value questions and spend freeze

    Fenmoor stayed positive on B-Viz but the COO questioned £44k for 40 Growth seats with about ten daily users. Active users dipped in September, and on 17 Sep 2025 the upgrade was put on hold until year end.

    The analysis

    Billing: INV-001-0003 for the Growth subscription at £44k net was sent on 1 Jul 2025. The thread shows no customer response, so payment is not evidenced there.

    Check-in: On 21 Jul 2025 Callum Reid was positive and valued the open-queries dashboard. Around twelve people were active against forty licensed, and he wanted a time on the claims field ticket.

    QBR: On 12 Aug 2025 Richard Thorne asked whether Fenmoor pays for unused seats and wanted a board-ready value case. Callum said the value is oversight time saved, and Richard would take renewal to the board after the new year.

    Usage: On 4 Sep 2025 Daniel Okafor flagged a dip in active users. Callum wanted to know who dropped off and why.

    Check-in: On 10 Sep 2025 Callum cited a ten-minute win for a capacity provider, but said claims dates do not match and some staff use the spreadsheet. He asked that nothing commercial be sent to him.

    Upgrade: On 17 Sep 2025 Richard put the upgrade on hold until year end under a discretionary spend freeze. He asked for no contact before then and one page with a single all-in cost.

    Support: Two how-to tickets, on 1 Jul 2025 and 18 Sep 2025, were answered without escalation.

    Open at the end: the per-person usage breakdown, the claims date mismatch examples, the value case and the renewal decision. The evidence does not show who signs the renewal.

    Fenmoor Specialty Underwriting / BG-Demo – QBRUpgrade timing and discretionary spendFenmoor check-in: a quick conversation about usageFenmoor Specialty Underwriting / BG-Demo – Check InFenmoor Specialty Underwriting / BG-Demo – Check InInvoice INV-001-0003 for the Growth subscription

    Made from 3 calls · 7 email threads · 2 tickets

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

  5. Q2 2025

    Q2 2025: renewal sent, Enterprise unresolved

    Fenmoor kept Growth at £44k pending board and signature, while adoption was questioned and Enterprise at £125k total value stalled on usage and security evidence. A refresh failure and slow dashboard added friction.

    The analysis

    Renewal: On 1 Apr 2025 Daniel Okafor sent the Growth renewal notice at £44k for 40 users, and Richard Thorne asked for one all-in figure for the board. On 22 Apr 2025 Richard chose to renew as is, subject to his board.

    Adoption: At the 19 May 2025 QBR Callum Reid said about ten of forty licences were active and underwriters were drifting back to spreadsheets. On 4 Jun 2025 Richard challenged the unused seats and asked for a written seat usage note.

    Support: A refresh failure on 15 Apr 2025 missed the data freshness SLA, and a connector API key expired on 30 Apr 2025. Callum pressed for a straight answer on the 07:00 refresh on 20 May 2025, and a slow dashboard ticket on 24 Jun 2025 had a first response of 349 minutes.

    Enterprise: Discovery on 2 Jun 2025, a proposal on 9 Jun 2025 and a demo on 16 Jun 2025 followed, quoted at £125k total deal value including implementation, not an annual price. Richard saw no case for 150 users, Nadia Osei wanted written security evidence, and the decision date was 30 Sep 2025.

    People: A 7 Apr 2025 news item reported leadership changes without naming roles.

    Open at the end: On 27 Jun 2025 Priya Raman sent the renewal order form and Richard said he would sign that day, but the signed copy is not shown. Enterprise, the security answers and the refresh assurance were unresolved.

    Fenmoor renewal order form for signatureFenmoor Specialty Underwriting / BG-Demo – QBRFenmoor Specialty Underwriting / BG-Demo – RenewalData not refreshing overnightFenmoor Specialty Underwriting / BG-Demo – ProposalFenmoor Specialty Underwriting / BG-Demo – DemoDashboard performance – Load timesFenmoor Specialty Underwriting announces leadership changes

    Made from 6 calls · 12 email threads · 1 news item · 4 tickets

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

  6. Q1 2025

    Q1 2025: champion positive, adoption gap

    Callum Reid stayed positive on value across three calls and six emails, but use stayed concentrated in few people against forty seats. Renewal at £44k was confirmed on 21 Mar 2025, with the commercial owner still unnamed.

    The analysis

    Data issue: on 20 Jan 2025 a ticket reported duplicate submission records with different premium figures, breaking the oversight dashboards. Bethan asked for binder names; the reads do not show a resolution.

    Usage: on 22 Jan 2025 Callum said fewer people seemed to be logging in. On 24 Jan 2025 he called the post-Christmas dip seasonal and said he is the heaviest user.

    Adoption: on 27 Jan 2025 he said the marine cargo desk still uses spreadsheets and the capacity-provider oversight dashboard is not optional. He asked by when a first version can be shown, and no date had been given.

    QBR: on 12 Feb 2025 Callum said it was better than he expected and asked for a one-page value summary. Budget is not his and no budget holder attended. On 13 Feb 2025 he asked for a firm yes or no on the nightly refresh, and Priya Raman was handed the renewal conversation.

    Renewal: on 21 Mar 2025 Daniel Okafor confirmed £44k a year on Growth with forty users, with the claims team added inside existing seats. Callum said the commercial side is not his.

    People and adoption: on 19 and 24 Mar 2025 Callum noted far fewer active users than licensed. He asked for a starter question list and a date for a team session.

    Open at the end: the commercial owner for the renewal notice was unnamed. The dashboard date, the session date and the duplicate-records ticket were unresolved. The term ends 30 Jun 2025.

    Fenmoor Specialty Underwriting / BG-Demo – Check InFenmoor Specialty Underwriting / BG-Demo – QBRFenmoor Specialty Underwriting / BG-Demo – Check InNotes from our check-inFinding a time for our check-inDuplicate submissions in data

    Made from 3 calls · 6 email threads · 1 ticket

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

  7. Q4 2024

    Q4 2024: usage rising, COO wants cost case

    Positive quarter on Growth. Adoption rose and the 07:00 refresh held. Richard Thorne, COO, joined his first review and wants cost against savings before any talk of renewal. Written response times and a usage page are owed.

    The analysis

    Check-in: On 11 Oct 2024 Callum Reid said underwriters use the brain unprompted and the 07:00 refresh was on time. He asked for a monthly oversight pack, a claims reserves connector and written response times.

    Risk flagged: One analyst asks a large share of the questions, a key-person risk. Callum said: "I don't accept we're looking into it without a time."

    Engagement: On 30 Oct 2024 Sofia Marchetti invited Richard Thorne to the 21 Nov 2024 webinar. The thread holds no reply.

    QBR: On 13 Nov 2024 Callum asked for material to show the syndicates. At the 21 Nov 2024 review Richard asked the all-in cost and heard forty-four thousand a year on Growth. About eight people are active against 40 licensed users.

    Renewal signal: On 22 Nov 2024 Richard asked for a one-page usage summary. He wants cost, all in, against savings before any talk of a longer term.

    Pre-Christmas: On 19 Dec 2024 Callum confirmed every night was green and said renewal is for finance. He mentioned a possible change to how broker contacts are logged, which could affect a connector.

    Open at the end: Daniel Okafor owes the usage summary, usage-by-team view and allowance check. A cost against savings case is not yet produced. Written response times and the saved-question request are open. The 20 Dec 2024 notes have no reply from Callum.

    Fenmoor Specialty Underwriting / BG-Demo – Check InFenmoor Specialty Underwriting / BG-Demo – QBRFollow-up: QBRFenmoor Specialty Underwriting / BG-Demo – Check InInvitation: BG-Demo webinar, Thursday 21 November 2024

    Made from 3 calls · 6 email threads

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

  8. Q3 2024

    Q3 2024: onboarding done, usage narrow

    Fenmoor onboarded onto Growth: four connectors live by 14 Aug 2024 after access delays and one BG-Demo filter error. By late September Callum Reid was positive on value but usage was narrow, with a dip flagged and a Growth response time owed in writing.

    The analysis

    Kickoff: On 9 Jul 2024 Callum Reid, then sole admin, asked for dates and a 07:00 refresh. He raised the submissions system, which may not be a connector in the order form, and Daniel Okafor was to confirm by Friday.

    Access: On 16 Jul 2024 two of four sources were moving, with claims, CRM and live tracker access outstanding. A mailbox connector was still held by Fenmoor compliance on 6 Aug 2024.

    Our error: On 30 Jul 2024 the helpdesk connector pulled only solved tickets. Callie Brennan owned the error, changed the filter and re-indexed.

    Go-live: On 14 Aug 2024 all four connectors were live and the first full refresh landed before 07:00. Callum accepted a later show-the-underwriters date on condition of a written reconciliation.

    Training: On 29 Aug 2024 Callie trained Callum and Kofi Mensah, and Callum built two oversight tiles. He asked for the Growth response time in writing, and it was still owed on 20 Sep 2024.

    Adoption: On 2 Sep 2024 Nell Ashcombe cited a usage dip and got no reply. On 20 Sep 2024 Callum said the team asks the brain rather than ringing him, and on 23 Sep 2024 Daniel recorded usage as steady but concentrated in a few people.

    Open at the end: Growth response time, binder view, submissions scope answer, second admin, one unraised late refresh.

    Fenmoor Specialty Underwriting / BG-Demo – KickoffFenmoor Specialty Underwriting / BG-Demo – OnboardingFenmoor Specialty Underwriting / BG-Demo – OnboardingInvitation: BG-Demo webinar on 19 Sep 2024Fenmoor Specialty Underwriting / BG-Demo – Check InCheck-in notes

    Made from 8 calls · 12 email threads · 2 tickets

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

  9. Q2 2024

    Q2 2024: Growth deal negotiated, unsigned

    Fenmoor moved from demo to a £56k Growth order form. Callum Reid pressed for the 07:00 refresh in writing, while Richard Thorne and procurement held back on board approval, redlines and all-in cost. Unsigned by 13 Jun 2024.

    The analysis

    Demo: On 3 Apr 2024 Callum Reid set two tests, a live bordereaux answer and data freshness at 07:00. At the 11 Apr 2024 demo the brain flagged two submissions marked awaiting quote that the emails showed as quoted.

    Security: On 15 Apr 2024 Callum was satisfied on data location and access. He called the source-change answer thin and wants a written process on who tells whom, and by when.

    Proposal: On 30 Apr 2024 Callum asked that Richard Thorne, who holds the budget, stay out until he had signed off. The 7 May 2024 call walked the Growth proposal, with a decision target of 17 Jun 2024. Callum raised freshness, which the Growth service credit does not cover.

    Commercial: Richard repeatedly asked for the recurring annual cost on its own (8 May 2024) and a note of the decision sought and all-in cost (20 May 2024). He will commit to nothing without the board.

    Negotiation: On 28 May 2024 Louise Carver asked for a service-level exit right, separate invoices and movement on the £56k. On 30 May 2024 she said nothing is agreed until contract, working from a Fenmoor redline.

    Order form: On 13 Jun 2024 Priya Raman sent the form at £56k including implementation. Richard wanted a one-line confirmation of the all-in cost and gave no board date.

    Open at the end: INV-001-0001 was explained on 18 Jun 2024. The thread shows no customer reply and no signed order form.

    Fenmoor Specialty Underwriting / BG-Demo – DemoFenmoor Specialty Underwriting / BG-Demo – ProposalFenmoor Specialty Underwriting / BG-Demo – NegotiationFenmoor demo follow-up and your questions on data and securityProposal walkthrough - finding a slotFenmoor order form - commercial and contract pointsFenmoor order form for signatureFenmoor invoice INV-001-0001

    Made from 3 calls · 8 email threads

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

  10. Q1 2024

    Q1 2024: discovery and cost gate

    Three reads in March 2024: scheduling, a discovery call on 20 Mar 2024 and a same-day email where the COO asked for the all-in Growth cost before a demo. Sentiment neutral. Decision target 17 Jun 2024, pending the board.

    The analysis

    Scheduling: On 13 Mar 2024 Callum Reid, Head of Underwriting Operations, named bordereaux reconciliation and capacity-provider chasing as his problem. He wanted to see it on Fenmoor's own data, and Priya Raman confirmed Tuesday at 10:00.

    Discovery: On 20 Mar 2024 Priya ran discovery with Callum, and Richard Thorne joined part way through. Questions are stitched together by hand across four systems, and no demo was shown.

    Commercial: Priya framed the Growth tier at fifty-six thousand in total, implementation included and not an annual figure. The decision target is 17 Jun 2024, after a board conversation.

    Cost gate: Later on 20 Mar 2024 Richard, the COO, asked what the Growth deal costs all in before his team spends time on a demo. Priya replied that the deal value includes implementation and the first year's subscription.

    Risks: Callum called the 07:00 refresh a hard requirement. The bordereaux side arrives as files, so connector scope and go-live commitments need care.

    Open at the end: Priya owes a one-page split of one-off and annual elements and a no-cost demo on Fenmoor's own data. Callum is to send the connector list and security questionnaire, and Richard wants security in writing.

    Fenmoor Specialty Underwriting / BG-Demo – DiscoveryDiscovery call - finding a timeFenmoor and BG-Demo: where we got to after discovery

    Made from 1 call · 2 email threads

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

  11. Q3 2023

    Q3 2023: news only, wider rollout signalled

    Three news items, no calls, emails or tickets. Fenmoor announced an operations view starting in underwriting operations (11 Aug 2023), a leadership change naming no one (16 Aug 2023), and steady results (18 Sep 2023).

    The analysis

    Product: on 11 Aug 2023 Fenmoor announced an operations view over submissions, bordereaux queries, claims tickets and client activity, run in its own secure data environment. It starts with the underwriting operations team, and the firm said wider use would follow.

    People: on 16 Aug 2023 Fenmoor announced a senior leadership change aligning underwriting, operations and data responsibilities. No names or roles were given, so a change of sponsor or champion cannot be ruled out.

    Results: on 18 Sep 2023 Fenmoor published results, described by a spokesperson as a steady period of underwriting. No figures were given and the read says nothing in it changes the account.

    Open at the end: the account team still needs to learn which teams come next and which questions are asked most often. It also needs to confirm who now holds responsibility for data and operations.

    Fenmoor Specialty Underwriting unveils single operations view for capacity oversightFenmoor Specialty Underwriting announces change to senior leadership teamFenmoor Specialty Underwriting announces results

    Made from 3 news items

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

AImade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
64up 18 vs 3 months earlierof 150 included on the tier
Questions asked · Sep 26
2,180up 728 vs 3 months earlier
Connectors configured · Sep 26
9up 1 vs 3 months earlierof 20 included on the tier
Active admins · Sep 26
2level vs 3 months earlier
Data volume · Sep 26
25.8 GBup 3.8 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (150)Right axisQuestions asked
00751,2501502,500Sep 24Dec 24Mar 25Jun 25Sep 25Dec 25Mar 26Jun 26Sep 26Included users (150)1502,18064Jul 24: Active users 18; Licensed seats 40; Questions asked 596Aug 24: Active users 19; Licensed seats 40; Questions asked 354Sep 24: Active users 21; Licensed seats 40; Questions asked 636Oct 24: Active users 22; Licensed seats 40; Questions asked 715Nov 24: Active users 24; Licensed seats 40; Questions asked 744Dec 24: Active users 25; Licensed seats 40; Questions asked 589Jan 25: Active users 27; Licensed seats 40; Questions asked 849Feb 25: Active users 28; Licensed seats 40; Questions asked 853Mar 25: Active users 30; Licensed seats 40; Questions asked 924Apr 25: Active users 31; Licensed seats 40; Questions asked 947May 25: Active users 33; Licensed seats 40; Questions asked 967Jun 25: Active users 34; Licensed seats 40; Questions asked 1,083Jul 25: Active users 35; Licensed seats 40; Questions asked 1,217Aug 25: Active users 36; Licensed seats 40; Questions asked 688Sep 25: Active users 37; Licensed seats 40; Questions asked 1,284Oct 25: Active users 38; Licensed seats 40; Questions asked 1,253Nov 25: Active users 39; Licensed seats 40; Questions asked 1,186Dec 25: Active users 40; Licensed seats 40; Questions asked 986Jan 26: Active users 41; Licensed seats 40; Questions asked 1,196Feb 26: Active users 42; Licensed seats 40; Questions asked 1,275Mar 26: Active users 43; Licensed seats 40; Questions asked 1,423Apr 26: Active users 44; Licensed seats 40; Questions asked 1,250May 26: Active users 45; Licensed seats 40; Questions asked 1,268Jun 26: Active users 46; Licensed seats 40; Questions asked 1,452Jul 26: Active users 54; Licensed seats 150; Questions asked 1,820Aug 26: Active users 61; Licensed seats 150; Questions asked 1,114Sep 26: Active users 64; Licensed seats 150; Questions asked 2,180

Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Latest (Sep 26): Active users 64; Licensed seats 150; Questions asked 2,180. Basis: product usage, facts.usage_monthly:org_001, signals:org_001.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Jul 241840596
Aug 241940354
Sep 242140636
Oct 242240715
Nov 242440744
Dec 242540589
Jan 252740849
Feb 252840853
Mar 253040924
Apr 253140947
May 253340967
Jun 2534401,083
Jul 2535401,217
Aug 253640688
Sep 2537401,284
Oct 2538401,253
Nov 2539401,186
Dec 254040986
Jan 2641401,196
Feb 2642401,275
Mar 2643401,423
Apr 2644401,250
May 2645401,268
Jun 2646401,452
Jul 26541501,820
Aug 26611501,114
Sep 26641502,180
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (20)Right axisData volume
00.0 GB1015.0 GB2030.0 GBSep 24Jan 25May 25Sep 25Jan 26May 26Sep 26Included connectors (20)25.8 GB92Jul 24: Connectors configured 4; Active admins 1; Data volume 5.41 GBAug 24: Connectors configured 4; Active admins 1; Data volume 5.91 GBSep 24: Connectors configured 5; Active admins 1; Data volume 8.02 GBOct 24: Connectors configured 5; Active admins 1; Data volume 8.68 GBNov 24: Connectors configured 5; Active admins 1; Data volume 9.35 GBDec 24: Connectors configured 5; Active admins 1; Data volume 10.05 GBJan 25: Connectors configured 6; Active admins 1; Data volume 12.69 GBFeb 25: Connectors configured 6; Active admins 1; Data volume 12.90 GBMar 25: Connectors configured 6; Active admins 1; Data volume 13.13 GBApr 25: Connectors configured 6; Active admins 1; Data volume 13.35 GBMay 25: Connectors configured 7; Active admins 1; Data volume 15.84 GBJun 25: Connectors configured 7; Active admins 1; Data volume 16.10 GBJul 25: Connectors configured 7; Active admins 1; Data volume 16.37 GBAug 25: Connectors configured 7; Active admins 1; Data volume 16.63 GBSep 25: Connectors configured 7; Active admins 1; Data volume 16.89 GBOct 25: Connectors configured 7; Active admins 1; Data volume 17.16 GBNov 25: Connectors configured 7; Active admins 1; Data volume 17.42 GBDec 25: Connectors configured 8; Active admins 1; Data volume 20.22 GBJan 26: Connectors configured 8; Active admins 1; Data volume 20.52 GBFeb 26: Connectors configured 8; Active admins 1; Data volume 20.80 GBMar 26: Connectors configured 8; Active admins 2; Data volume 21.10 GBApr 26: Connectors configured 8; Active admins 2; Data volume 21.40 GBMay 26: Connectors configured 8; Active admins 2; Data volume 21.71 GBJun 26: Connectors configured 8; Active admins 2; Data volume 22.00 GBJul 26: Connectors configured 8; Active admins 2; Data volume 22.31 GBAug 26: Connectors configured 9; Active admins 2; Data volume 25.44 GBSep 26: Connectors configured 9; Active admins 2; Data volume 25.77 GB

Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 9; Active admins 2; Data volume 25.8 GB. Basis: product usage, facts.usage_monthly:org_001, signals:org_001.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Jul 24415.41 GB
Aug 24415.91 GB
Sep 24518.02 GB
Oct 24518.68 GB
Nov 24519.35 GB
Dec 245110.05 GB
Jan 256112.69 GB
Feb 256112.90 GB
Mar 256113.13 GB
Apr 256113.35 GB
May 257115.84 GB
Jun 257116.10 GB
Jul 257116.37 GB
Aug 257116.63 GB
Sep 257116.89 GB
Oct 257117.16 GB
Nov 257117.42 GB
Dec 258120.22 GB
Jan 268120.52 GB
Feb 268120.80 GB
Mar 268221.10 GB
Apr 268221.40 GB
May 268221.71 GB
Jun 268222.00 GB
Jul 268222.31 GB
Aug 269225.44 GB
Sep 269225.77 GB
Usagemade from

Usage read

As at Fri 9 Oct 2026

Usage rising since September 2026

Direction Rising

Usage is rising: the last four weeks show questions of 1,956 against 1,411 in the four before (+39%). September 2026 was the 12-month peak at 2,180 questions. Only 64 of 150 Enterprise seats are active.

  • Questions +39% over the last four weeks
  • 64 of 150 Enterprise seats active (43%)
  • Callum Reid asks 22% of recent questions
  • Nine of 20 contracted connectors configured
The analysis

Recent weeks: Questions in the last four weeks were 1,956 against 1,411 in the four before (+39%), and average daily active users 22.2 against 16.3 (+36%). Usage dipped in the weeks ending 7 Aug 2026 to 28 Aug 2026 and recovered from 4 Sep 2026.

Trend: September 2026 set 12-month peaks for active users (64), questions (2,180) and records indexed (12,273,164). Questions are up 70% on September 2025 (1,284 to 2,180).

Who uses it: Two admins are active, Callum Reid and Imogen Hartley. In the last 90 days Callum asked 22% of questions and Rhys Collier 14%; over 12 months Rhys led with 22%.

Against the order form: 64 active users is 43% of the 150 Enterprise seats. Nine connectors are configured against 20 contracted.

Usage by weekUsage by month

Made from 2 fact tables

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

AImade from

Documents

Updated 9 Oct 26

29 documents in 7 folders; 5 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list
Documentsmade from

Open deals

DealStageAmountClose
Fenmoor Specialty Underwriting – Expansionproposal14 Nov 2026
CRMmade from

Open tickets

Helpdeskmade from

Activity

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26
Key
  • Source rows
  • Raw things
  • People
  • Organisation
  • Organisation AI
  • Pages
  • AI-written record (ring)
  • AI record not written yet
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds
  • Columns, left to right: Source rows, Raw things, AI summaries, People, Organisation, Organisation AI, Narratives, Pages

Fenmoor Specialty Underwriting's pages are written from 4 organisation-level AI texts (assessment / next steps), 11 period digests and 1 narrative-level AI text, which in turn draw on 211 AI summaries of 219 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 17 people (17 with an AI write-up) and 8 staff (0 with an AI write-up), shown on 23 pages.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Web · Usage
made from

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

Open as a page

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.

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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.

What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

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.

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