B-Viz
Maelbeek Assurances logo

Maelbeek Assurances

At risk£22kRenews 1 Feb 27

AI facts

As at Fri 9 Oct 2026

Maelbeek Assurances holds a Starter order form signed 16 Jan 2026 at £22k a year plus £6,000 implementation, running 1 Feb 2026 to 31 Jan 2027. Questions asked rose from 460 in May 2026 to 578 in Sep 2026 (26%), with active users flat at 14. Renewal falls on 1 Feb 2027, 115 days away, at £22k, and a check-in with Elise Claes is booked for 2 Nov 2026. Arnaud Janssens, the champion, had his platform user deactivated on 4 Sep 2026.

Read from 9 calls · 8 email threads · 11 tickets · 1 deals · 10 people · 7 documents, newest 18 Sep 26

Profile

Updated 9 Oct 26
  • IndustryInsurance brokingSource: CRM company record
  • Websitemaelbeek.exampleSource: CRM company record
  • CountryBelgiumSource: CRM company record · CRM code BE · Region EU
  • HQ cityBrusselsSource: CRM company record
  • Size230 employeesSource: CRM company record
  • CRM ownerLewis KerrSource: CRM company record · Account Executive · CSM Marcus Bell
  • Customer since1 Feb 2026Source: first executed order form ctr_028_01, signed 16 Jan 2026 · Starter tier · In the CRM since 28 Aug 2025
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateAt riskSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026

AI opinion

As at Fri 9 Oct 2026

At risk: the champion's platform user was deactivated 115 days before an auto-renewal, Thomas Janssens carries 38% of questions alone, and the CRM sync fault has no cause on record. Usage is rising and invoices are paid, so a value case with Elise Claes should hold it.

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

Key facts

Updated 9 Oct 26
  • Contracted ARR£22,000Source: executed order form ctr_028_01, 1 Feb 2026 to 31 Jan 2027 · CRM £22,000 · Invoiced run rate £22,000 · As of 9 Oct 2026
  • Next renewal1 Feb 2027Basis: order form ctr_028_01 ends 31 Jan 2027 · In 115 days · Renewal price £22,000 · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term1 Feb 2026 to 31 Jan 2027Source: order form ctr_028_01 (new), signed 16 Jan 2026 · Billed annually · 15 seats, 4 connectors
  • TierStarterSource: the current order form
  • Last contact18 Sep 2026Email: Revenue leaders roundtable · 21 days before 9 Oct 2026
  • Tenanteu-west-1Source: product analytics, reporting since Feb 2026 · 3 connectors configured
  • Licensed seats1514 active users in Sep 2026 · Order form ctr_028_01: 15 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Marcus Bell uses the 2 Nov 2026 check-in to agree a named executive sponsor with Elise Claes and presents a value case ahead of the 1 Feb 2027 Starter renewal. At-risk save
Who
Marcus Bell Marcus Bell
When
This quarter by 2 Nov 2026
Why
Marcus Bell should use the 2 Nov 2026 check-in with Elise Claes to name a new executive sponsor. Arnaud Janssens, the champion, was deactivated on 4 Sep 2026, and the Starter renewal is due on 1 Feb 2027. Bring a value case and a fix for the CRM sync.

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

The story

As at Fri 9 Oct 2026
At risk

At risk: Maelbeek Assurances' champion, Arnaud Janssens, was deactivated on 4 Sep 2026, 115 days before the £22k Starter renewal. Usage is rising, but Thomas Janssens carries 35% of questions. Marcus Bell should name a new sponsor on 2 Nov 2026.

At risk: Maelbeek Assurances holds an executed Starter order form at £22k a year, running from 1 Feb 2026 to 31 Jan 2027. The MSA auto-renews it on 1 Feb 2027, 115 days away, unless 90 days' written notice is given.

Questions rose from 460 in May 2026 to 578 in Sep 2026 (26%), with active users flat at 14 of 15 seats. Thomas Janssens, the only active admin, asks 35% of questions, and the champion, Arnaud Janssens, was deactivated on 4 Sep 2026.

Six tickets came in over the last 90 days, and the CRM connector sync was still red with no cause shown on 9 Sep 2026. The evidence does not show whether Arnaud has left Maelbeek Assurances.

Marcus Bell should use the booked 2 Nov 2026 check-in with Elise Claes, the Chief Executive, to agree a named executive sponsor and present a value case.

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

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£12k£25kMar 26May 26Jul 26Sep 26new£22k£22kFeb 26: Contracted ARR £22,000; Invoiced ARR £22,000Mar 26: Contracted ARR £22,000; Invoiced ARR £22,000Apr 26: Contracted ARR £22,000; Invoiced ARR £22,000May 26: Contracted ARR £22,000; Invoiced ARR £22,000Jun 26: Contracted ARR £22,000; Invoiced ARR £22,000Jul 26: Contracted ARR £22,000; Invoiced ARR £22,000Aug 26: Contracted ARR £22,000; Invoiced ARR £22,000Sep 26: Contracted ARR £22,000; Invoiced ARR £22,000

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 £22k; Invoiced ARR £22k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_028.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Feb 26£22,000£22,000
Mar 26£22,000£22,000
Apr 26£22,000£22,000
May 26£22,000£22,000
Jun 26£22,000£22,000
Jul 26£22,000£22,000
Aug 26£22,000£22,000
Sep 26£22,000£22,000
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £22k, all paid in terms

Standing Paid upARR Steady

Contracted ARR is £22k on the Starter order form, first booked Feb 2026. CRM, invoices and order form agree. Both invoices were paid within terms. Renewal is 1 Feb 2027 at the same price.

  • Contracted ARR £22k since Feb 2026
  • CRM, invoices and order form agree
  • Renewal 1 Feb 2027 at an unchanged price
The analysis

Recurring revenue: The executed Starter order form gives contracted ARR of £22k, which began in Feb 2026 and has not moved since. It runs from 1 Feb 2026 to 31 Jan 2027 with 15 seats and 4 connectors.

Next commitment: Renewal falls on 1 Feb 2027, 115 days after the as-of date. The renewal price is £22k against £22k today, a change of +£0.

Billing: INV-028-0001 (£6,000 net) and INV-028-0002 (£22k net) were both paid within terms. Nothing is overdue, disputed or credited. CRM ARR, invoiced run rate and order-form ARR are all £22k, so there is no difference to explain.

Deals: The one new Starter deal is closed won and owned by Lewis Kerr, who is active in HR. No deal is open.

Made from 1 deal · 2 fact tables · 2 invoices

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

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: four tickets, all complaints

    Four tickets in the quarter, each a complaint: slow queries, incomplete search results, blank CSV exports and a stale Xero connector. First responses ranged from 128 to 796 minutes. The last ticket was still open when the quarter ended.

    The analysis

    Performance: On 13 Apr 2026 Thomas reported severe slowness affecting all 15 users. Olivia found large analytical queries in Thomas's account hitting the indexed data heavily; the cause was customer-side, not the BG-Demo platform. The ticket was solved by 16 Apr 2026.

    Search: On 21 Apr 2026 Lucas Goossens reported incomplete search results for records confirmed to be in the system, after cache clearing and several search terms. First response took 153 minutes; Olivia Grant asked for a specific record and linked it to the earlier performance issue. The ticket was resolved on 5 May 2026.

    Export: On 29 May 2026 Thomas Janssens found that CSV exports showed blank columns for fields visible in the interface, blocking the finance system integration. First response took 128 minutes; Bethan Lister asked which fields were affected. Resolved on 9 Jun 2026.

    Connector: On 16 Jun 2026 Arnaud Janssens reported that the Xero connector showed as connected but had loaded no new data for over 24 hours. First response took 796 minutes, and the ticket was resolved on 2 Jul 2026.

    Open at the end: the Xero ticket was unresolved at 30 Jun 2026. The reads do not show the root cause of the search or export faults, nor how the customer felt beyond the complaints.

    Made from 4 tickets

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

  2. Q1 2026

    Q1 2026: Starter order form to onboarding

    Maelbeek Assurances moved from an unsigned order form in January to Starter onboarding by March. Test refresh ran clean and users were trained. No executed order form is shown, and the first-year pricing basis is unconfirmed.

    The analysis

    Order form: On 14 Jan 2026 Lewis Kerr sent an order form at £28k for year one. Elise Claes, Chief Executive, liked it but needed legal sign-off, and no executed copy appears in the reads.

    Billing: On 19 Jan 2026 Rachel Dunmore sent invoice INV-028-0001 for the implementation, £6,000 net, due 18 Feb 2026, and asked for a PO number. On 2 Feb 2026 she sent INV-028-0002 for the Starter subscription, £22k net, due 4 Mar 2026, co-termed to 31 Jan 2027. Neither thread shows a customer reply or payment.

    Kickoff: The 6 Feb 2026 call opened the Starter implementation. Marcus Bell quoted £22k a year and promised quarterly business reviews, more than Starter normally carries. The first-year discount discussed in December was not mentioned.

    Onboarding: Snowflake access was done by 13 Feb 2026, while Salesforce and Zendesk access awaited team lead approval. On 2 Mar 2026 the test refresh ran clean and Thomas Janssens was to sign off. All fifteen Starter users were assigned.

    Adoption: On 5 Mar 2026 Laura Penhaligon trained Lucas Goossens, who was impressed and asked only about freshness.

    Open at the end: Executed paper, payment and PO status, test sign-off, go-live, the quarterly review owner and the pricing basis for the first term.

    Made from 4 calls · 5 email threads

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

  3. Q4 2025

    Q4 2025: Starter pricing talks, unsigned

    Three calls took Maelbeek Assurances from a positive Starter demo to a hesitant price negotiation. Price was quoted two ways, ten percent off year one was offered on 22 Dec 2025, and nothing was signed by the quarter end.

    The analysis

    Demo: On 27 Oct 2025 Lewis Kerr and Hannah Lowe showed Arnaud Janssens how client files, renewal dates and complaints could be searched together. Arnaud raised security as a regulated Belgian firm, and Lewis quoted Starter at £28k all-in, then £20k a year.

    Security: Hannah said SSO and SCIM are Enterprise only and Starter has standard authentication. If the security review pushes for SSO, the sale may move to Enterprise.

    Proposal: On 20 Nov 2025 Lewis presented Starter for four connectors at £28k all-in, split into £6,000 implementation and £22k annual subscription. The annual figure differs from the £20k quoted on 27 Oct 2025, and the reads do not explain why; Arnaud called the price the right ballpark but had to consult Elise.

    Negotiation: On 22 Dec 2025 Elise Claes and Arnaud told Lewis and Owen Tallis that the upfront commitment was the issue and asked for a business case. Arnaud put the time lost to reconciliation at four or five hours a day across the team, and Owen offered ten percent off the year-one subscription only.

    Open at the end: Nothing was agreed, and the customer asked to think it over. Lewis owes a proposal with numbers, it is unclear whether the discount touches implementation, and the decision target was 16 Jan 2026. Owen named team adoption as the main risk, and Arnaud asked about adding systems later.

    Made from 3 calls

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

  4. Q3 2025

    Q3 2025: one discovery call

    One read in the period: the 25 Sep 2025 discovery call. Arnaud Janssens and Elise Claes want one view across Salesforce, Zendesk and renewal spreadsheets, starting small and quickly. Lewis Kerr agreed to set up a demo on their data.

    The analysis

    This period holds one read, the 25 Sep 2025 discovery call with the Operations Director and the Chief Executive.

    Discovery: Client files, complaints and renewal data sit in separate systems. Elise said her team spends too much time reconciling things manually.

    Scope: Arnaud expects 10 or 15 users to start, which sits within Starter. Salesforce and Zendesk are standard connectors and the spreadsheets add a third and possibly fourth source, so the connector count needs checking against the Starter limit of four.

    People: Markus is named as the admin contact, with no surname or role given.

    Open at the end: No proposal or price had been discussed and no order form exists. Lewis is to send information and book a demo on the customer's own data within a couple of weeks. The location and quality of the renewal data are unconfirmed.

    Made from 1 call

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

  5. Q1 2024

    Q1 2024: one webinar invitation, no reply

    One read in the period: a 22 Jan 2024 email from Nell Ashcombe inviting Arnaud Janssens to the 15 Feb 2024 webinar. The thread holds no customer response, so interest and attendance are not shown.

    The analysis

    Outreach: on 22 Jan 2024 Nell Ashcombe invited Arnaud Janssens, Operations Director at Maelbeek Assurances, to a BG-Demo webinar on 15 Feb 2024 about connecting data across insurance systems.

    Customer view: the thread holds no reply, so interest, attendance and sentiment are not shown. The read rates the thread as neutral and the customer voice as unknown.

    Open at the end: the evidence does not show a follow-up. The read suggests Nell check whether Arnaud attended and follow up if he did.

    Opportunity: the webinar topic offers a route to a conversation about connecting Maelbeek's insurance systems. The read also notes that, with no response, interest in the brain is unconfirmed.

    Made from 1 email thread

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

Platform usage

Updated 9 Oct 26
Active users · Sep 26
14level vs 3 months earlierof 15 included on the tier
Questions asked · Sep 26
578up 2 vs 3 months earlier
Connectors configured · Sep 26
3level vs 3 months earlierof 4 included on the tier
Active admins · Sep 26
1level vs 3 months earlier
Data volume · Sep 26
2.0 GBup 0.1 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (15)Right axisQuestions asked
00830015600Feb 26Mar 26Apr 26May 26Jun 26Jul 26Aug 26Sep 26champion leftIncluded users (15)1557814Feb 26: Active users 8; Licensed seats 15; Questions asked 119Mar 26: Active users 11; Licensed seats 15; Questions asked 378Apr 26: Active users 12; Licensed seats 15; Questions asked 422May 26: Active users 14; Licensed seats 15; Questions asked 460Jun 26: Active users 14; Licensed seats 15; Questions asked 576Jul 26: Active users 14; Licensed seats 15; Questions asked 562Aug 26: Active users 14; Licensed seats 15; Questions asked 323Sep 26: Active users 14; Licensed seats 15; Questions asked 578

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. Dashed upright lines mark dated events. Latest (Sep 26): Active users 14; Licensed seats 15; Questions asked 578. Basis: product usage, facts.usage_monthly:org_028, signals:org_028.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Feb 26815119
Mar 261115378
Apr 261215422
May 261415460
Jun 261415576
Jul 261415562
Aug 261415323
Sep 261415578
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (4)Right axisData volume
00.0 GB21.2 GB42.5 GBFeb 26Mar 26Apr 26May 26Jun 26Jul 26Aug 26Sep 26Included connectors (4)2.0 GB31Feb 26: Connectors configured 2; Active admins 1; Data volume 1.18 GBMar 26: Connectors configured 3; Active admins 1; Data volume 1.81 GBApr 26: Connectors configured 3; Active admins 1; Data volume 1.84 GBMay 26: Connectors configured 3; Active admins 1; Data volume 1.88 GBJun 26: Connectors configured 3; Active admins 1; Data volume 1.92 GBJul 26: Connectors configured 3; Active admins 1; Data volume 1.95 GBAug 26: Connectors configured 3; Active admins 1; Data volume 1.99 GBSep 26: Connectors configured 3; Active admins 1; Data volume 2.02 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 3; Active admins 1; Data volume 2.0 GB. Basis: product usage, facts.usage_monthly:org_028, signals:org_028.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Feb 26211.18 GB
Mar 26311.81 GB
Apr 26311.84 GB
May 26311.88 GB
Jun 26311.92 GB
Jul 26311.95 GB
Aug 26311.99 GB
Sep 26312.02 GB

Usage read

As at Fri 9 Oct 2026

Usage rising since late August 2026

Direction Rising

Usage is rising: questions in the last 4 weeks were 535 against 383 in the 4 before (+40%). September 2026 set a 12-month peak of 578 questions. Thomas Janssens asks 35% of them, a key-person risk.

  • Questions up 40% over the last 4 weeks against the 4 before
  • Thomas Janssens asks 35% of questions and is the only admin
  • Champion Arnaud Janssens deactivated on 4 Sep 2026
  • 14 of 15 seats active
The analysis

Recent weeks: after a dip in August 2026 (weekly questions 76 to 85), weeks since 11 Sep 2026 have run at 131 to 135 questions. Average daily active users rose from 3.4 to 4.6 (+35%).

Trend: questions rose from 119 in February 2026 to 578 in September 2026 (+386%). Records indexed reached 963,110, also a peak, and the August dip was one quiet month, not a trend.

Who uses it: Thomas Janssens is the only active admin and asked 582 (35%) of questions in the last 90 days. Lucas Goossens and Elise Claes each have 12%. Arnaud Janssens, the champion, was deactivated on 4 Sep 2026.

Against the order form: the Starter order form covers 15 seats and 4 connectors. September 2026 showed 14 active users (93% of seats) and 3 connectors configured.

Made from 2 fact tables

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

Documents

Updated 9 Oct 26

7 documents in 3 folders; 1 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

No open deals.

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • Upcoming
  • 2 Nov 2026upcoming callMaelbeek Assurances / BG-Demo – Check In Marcus Bell, Elise ClaesMaelbeek Assurances logoMarcus BellElise Claes
  • 19 Nov 2026upcoming eventBG-Demo webinar Alice Brewer, Harriet Gale, Sanne Bakker, Brooke Dawson, Warren Petrie, Orla Keane, Melissa Garnett, Sam Yates, Nathan Wragg, Kristen Abernathy, Bradley Faircloth, Gordon McInnes, Helen Varley, Aisling Kiely, Shane Twomey, Kristin Lindahl, Eleanor Pickering, Maureen Ellis, Martina Engel, Allan Stoker, Gemma Varley, Glen Nuttall, Kirsty Hepworth, Lorraine Coombes, Imran Qureshi, Noor el Amrani, Janet Readman, Brianna Hollis, Belinda Moss, Linnea Holm, Jenna Lindstrom, Aoife Brophy, Lucas Goossens, Vicky Brearley, Megan Entwistle, Toby Eccles, Kevin Bishop, Elspeth Haldane, Lauren Pilkington, Ronan Healy, Joanne Unwin, Sue Ditchfield, Maarten Bosman, Phil CatterallAlice BrewerHarriet GaleSanne Bakker+41
  • Held
  • 22 Sep 2026eventRevenue leaders roundtable Alice Brewer, Louise Pring, Eamon Burke, Sarah Northcott, Pradeep Menon, Margaret Cleland, Toby Mellor, Catherine Mayo, Gordon McInnes, Thomas Schumacher, Gary Pellegrin, Nicole Dahl, Colin Airey, Nathan Booth, Lukas Hartwig, Rebecca Nuttall, Kirsty Hepworth, Gillian Thewlis, Rhys Gulliver, Imran Qureshi, Liz Waddington, Noor el Amrani, Amy Royle, Gail Moorcroft, Nathan Hulme, Lorna Cairns, Vincent Ackerley, Orla Mannion, Glenn Wojcik, Pauline Northey, Marisol Ybarra, Monique Jefferson, Dennis Mrozek, Jens Krause, Kristen Haugen, Gijs Koster, Marie Wouters, Mette Kjær, Brandon Russell, Vicky Brearley, Ade Ogunleye, Toby Carswell, Ed Eccles, Brandon Sullivan, Marie Goossens, Polly Illingworth, Gregory Hasselbeck, Matt Colenso, Carl Whittle, Samuel Adeyemi, Clara Hoskins, Siobhán Nolan, Bas Kuijpers, Joanne Unwin, Jade Kenwright, Liam Corner, Monique Fairley, Dana KurtzAlice BrewerLouise PringEamon Burke+55
  • 18 Sep 2026email threadRevenue leaders roundtable Alice Brewer, Marie WoutersMaelbeek Assurances logoAlice BrewerMarie Wouters
  • 10 Sep 2026ticketHow to set up alerts for new complaints Thomas Janssens, Bethan ListerMaelbeek Assurances logoThomas JanssensBethan Lister
  • 3 Sep 2026email threadCRM sync not working Bethan Lister, Thomas JanssensMaelbeek Assurances logoBethan ListerThomas Janssens
  • 2 Sep 2026ticketDuplicate records in data Thomas Janssens, Bethan ListerMaelbeek Assurances logoThomas JanssensBethan Lister
  • 7 Aug 2026ticketDuplicate complaint records Lucas Goossens, Bethan ListerMaelbeek Assurances logoLucas GoossensBethan Lister
  • 31 Jul 2026ticketHow to filter search results by date Thomas Janssens, Olivia GrantMaelbeek Assurances logoThomas JanssensOlivia Grant
  • 22 Jul 2026ticketRefresh failed Arnaud Janssens, Bethan ListerMaelbeek Assurances logoArnaud JanssensBethan Lister
  • 21 Jul 2026ticketDashboards not updating Arnaud Janssens, Olivia GrantMaelbeek Assurances logoArnaud JanssensOlivia Grant
  • 16 Jul 2026eventBG-Demo webinar Alice Brewer, Callum Reid, Fran Whiting, Asif Jagger, Claire Ackroyd, Jamal Edwards, Russell Bland, Adrian Mellor, Abigail Hinchliffe, Brenda Oldroyd, Maureen Ellis, Kayla Ramirez, Lieke Hermans, Beth Venn, Roy Saxton, Travis Whitaker, Chris Jagger, Ian Brearley, Rhys Gulliver, Imran Qureshi, Meredith Sullivan, Sanne Verhoeven, Stephen Arden, Amy Royle, Gail Moorcroft, Lukas Brandl, Niamh Fahy, Eoin Burke, Nicholas Pengelly, Marisol Ybarra, Siobhán Dunne, Gráinne Lynch, Maarten Zwart, Anouk Bosman, Claudia Becker, Lucas Goossens, Kendra Oakes, Jonas Hofmann, Vicky Brearley, Steve Yates, Donna Dobson, Kirsty Hollis, Sara Forsberg, Aaron Goh, Tariq Saleem, Neil Ashworth, Trent Nakamura, Bryony Searle, Nadia Bashir, Leanne Armstrong, Tomasz Wiśniewski, Joost van der Linden, Joanne Unwin, Anthony Garrow, Tracey Bainbridge, Yara El IdrissiAlice BrewerCallum ReidFran Whiting+53
  • 9 Jul 2026ticketHow to create filtered dashboards Thomas Janssens, Bethan ListerMaelbeek Assurances logoThomas JanssensBethan Lister
  • 16 Jun 2026ticketXero sync not updating Arnaud Janssens, Bethan ListerMaelbeek Assurances logoArnaud JanssensBethan Lister
  • 11 Jun 2026eventBG-Demo Customer Day London Alice Brewer, Callum Reid, Liam Doherty, Aisha Rahman, Imogen Hartley, Kelly Sharpe, Greg Haskins, Tanya Briggs, Ravi Atherton, Kirsty Rigby, Toby Mellor, Hugh Firth, Kofi Asamoah, Priti Varma, Andrew Sugden, Claire Ackroyd, Siân Pritchard, Graham Tovey, Lee Hathaway, Gordon McInnes, Natasha Greaves, Adrian Mellor, Daan Visser, Helen Varley, Andrea Neumann, Shane Twomey, Huw Bevan, Dylan Price, Rhian Morgan, Tyler Brookes, Sandra Neale, Lindsay Pallister, Barry Coxon, Harry Kitching, Brittany Hayes, Karin Vossen, Martina Engel, Dirk Vogt, Eoin Hegarty, Maeve Doherty, Jacinta Hoad, Riley Tran, Els Van Damme, Katrien Wouters, Karen Midgley, Kevin Kershaw, Oliver Kirkby, Chris Jagger, Toby Cowell, Mark Brearley, Ian Brearley, Judith Saxton, Neil Craven, Richard Lazenby, Michelle Pomeroy, Rhys Gulliver, Lorraine Coombes, Graham Rowntree, Imran Qureshi, Leanne Partington, Phil Greenhalgh, Gregory Tanaka, Anjali Mehta, Noor el Amrani, Kerry Bramall, Gail Moorcroft, Euan Drummond, Niamh Fahy, Sinéad Kilkelly, Marloes Hendriks, Ilse de Graaf, Toby Westwood, Callum Rix, Melanie Scaife, Lynne Featherstone, Trevor Bulmer, Frank DeLuca, Beth Sawyer, Ralf Hoffmann, Kylie Dwyer, Karin Sjöberg, Linnea Holm, Annika Lund, Arnaud Janssens, Lena Becker, Jonas Lehmann, Markus Hofmann, Mike Delaney, Tyler Nguyen, Dev Malhotra, Jess Doyle, Lachlan Hutchinson, Malcolm Ridgway, Tariq Saleem, Gareth Pugh, Kwame Asante, Matthias Ebner, Dennis Wolter, Danielle Okonkwo, Lauren Pilkington, Stuart Haworth, Nadia Bashir, Carl Whittle, Kirsty Robson, Samuel Adeyemi, Clara Hoskins, Gavin Rudd, Ruud Verhoeven, Raymond Tsai, Ingrid Solberg, Pauline Metcalfe, Tracey Bainbridge, Vikram Sethi, Andy Buckley, Yara El Idrissi, Phil Catterall, Monique Fairley, Elliot Rosen, Javier OrtizAlice BrewerCallum ReidLiam Doherty+116
  • 29 May 2026ticketExport function not working correctly Thomas Janssens, Bethan ListerMaelbeek Assurances logoThomas JanssensBethan Lister
  • 21 Apr 2026ticketMissing data in search results Lucas Goossens, Olivia GrantMaelbeek Assurances logoLucas GoossensOlivia Grant
  • 13 Apr 2026ticketPerformance issue: slow queries Thomas Janssens, Olivia GrantMaelbeek Assurances logoThomas JanssensOlivia Grant
  • 19 Mar 2026eventBG-Demo webinar Alice Brewer, Richard Thorne, Ruben Smit, Imogen Hartley, Kelly Sharpe, Sam Yates, Danny Sargent, Ajay Bhatt, Vincent Almeida, Martin Firth, Alan Rennie, Natasha Greaves, Wayne Dobson, Christina Möller, Brenda Oldroyd, Tina Goddard, Maureen Ellis, Stijn Gielen, Clodagh Fitzgerald, Diarmuid Kenny, Eoin Hegarty, Ruth Ackroyd, Ronald Hetherington, Kevin Kershaw, Hugh Fenton, Chris Jagger, Darragh Quinlan, Tariq Mahmood, Anjali Mehta, Sabine Lechner, Colm Geraghty, Trevor Bulmer, Kyle Brumby, Arnaud Janssens, Anders Holm, Chris Riley, Chris Dyson, Jade Riley, Holly Tranter, Carl Whittle, Tomasz Wiśniewski, Clara Hoskins, Mirjam Hendriks, Tim SchröderAlice BrewerRichard ThorneRuben Smit+41
  • 5 Mar 2026callMaelbeek Assurances / BG-Demo – Training Laura Penhaligon, Lucas GoossensMaelbeek Assurances logoLaura PenhaligonLucas Goossens
  • 2 Mar 2026callMaelbeek Assurances / BG-Demo – Onboarding Laura Penhaligon, Thomas Janssens, Arnaud JanssensMaelbeek Assurances logoLaura PenhaligonThomas JanssensArnaud Janssens
  • 25 Feb 2026email threadOnboarding checkpoint Laura Penhaligon, Thomas JanssensMaelbeek Assurances logoLaura PenhaligonThomas Janssens
  • 13 Feb 2026callMaelbeek Assurances / BG-Demo – Onboarding Laura Penhaligon, Thomas Janssens, Arnaud JanssensMaelbeek Assurances logoLaura PenhaligonThomas JanssensArnaud Janssens
  • 11 Feb 2026email threadOnboarding kickoff Laura Penhaligon, Thomas JanssensMaelbeek Assurances logoLaura PenhaligonThomas Janssens
  • 6 Feb 2026callMaelbeek Assurances / BG-Demo – Kickoff Laura Penhaligon, Marcus Bell, Arnaud Janssens, Thomas JanssensMaelbeek Assurances logoLaura PenhaligonMarcus BellArnaud Janssens+1
  • 4 Feb 2026documentMaelbeek Assurances - Onboarding Plan Laura PenhaligonMaelbeek Assurances logoLaura Penhaligon
  • 2 Feb 2026email threadInvoice INV-028-0002 Rachel Dunmore, Marie WoutersMaelbeek Assurances logoRachel DunmoreMarie Wouters
  • 2 Feb 2026invoiceINV-028-0002 Marie WoutersMaelbeek Assurances logoMarie Wouters
  • 19 Jan 2026email threadInvoice INV-028-0001 Rachel Dunmore, Marie WoutersMaelbeek Assurances logoRachel DunmoreMarie Wouters
  • 19 Jan 2026invoiceINV-028-0001 Marie WoutersMaelbeek Assurances logoMarie Wouters
  • 16 Jan 2026documentMaelbeek Assurances - Order Form (signed) Lewis KerrMaelbeek Assurances logoLewis Kerr
  • 16 Jan 2026documentMaelbeek Assurances - Data Processing Agreement (signed) Lewis KerrMaelbeek Assurances logoLewis Kerr
  • 16 Jan 2026documentMaelbeek Assurances - Master Services Agreement (signed) Lewis KerrMaelbeek Assurances logoLewis Kerr
  • 15 Jan 2026eventBG-Demo webinar Alice Brewer, Dean Hargreaves, Sam Cheney, Wei Ling Tan, Miriam Theisen, Howard Feinberg, Jess Dobson, Lindsey Ward, Méabh Crowley, Cerys Llewellyn, Luke Oakes, Asif Nuttall, Jean Benson, Maeve Doherty, Kerryn Mibus, Jas Dhillon, Phil Royston, Karl Tennison, Ian Brearley, Gavin Stokes, Michelle Pomeroy, Kerry Bramall, Fraser Moncrieff, Iain Cruickshank, Shane Keane, Anouk Bosman, Karin Sjöberg, Erik Wallin, Hazel Bourne, Lucas Goossens, Brent Olson, Hugh Atherton, Dylan Tremblay, Jun Tan, Kevin Lister, Tariq Saleem, Dan Hosken, Matt Colenso, Graeme Charlton, Mark Dodds, Declan Moran, Kirsteen Boyd, Abi Coombes, Tracey Bainbridge, Wouter Brouwer, Javier OrtizAlice BrewerDean HargreavesSam Cheney+43
  • 14 Jan 2026email threadOrder form ready for signature Lewis Kerr, Elise ClaesMaelbeek Assurances logoLewis KerrElise Claes
  • 22 Dec 2025callMaelbeek Assurances / BG-Demo – Negotiation Lewis Kerr, Owen Tallis, Elise Claes, Arnaud JanssensMaelbeek Assurances logoLewis KerrOwen TallisElise Claes+1
  • 18 Dec 2025documentMaelbeek Assurances - Master Services Agreement v2 Lewis KerrMaelbeek Assurances logoLewis Kerr
  • 25 Nov 2025eventRevenue leaders roundtable Alice Brewer, Lachlan Nguyen, Asif Mahmood, Yasmin Openshaw, Emma Jagger, Gerard Kok, Oluwaseun Bamidele, Andrew Pickering, Craig Holt, Jasmine Coleman, Shane Twomey, Emma Haworth, Stefanie Lange, Clodagh Fitzgerald, Shirley Bowman, Reece Dunn, Glen Nuttall, Sajid Iqbal, Stephen Arden, Oliver Rushworth, Ilse de Graaf, Linda Barraclough, Samantha Gee, Trevor Bulmer, Cian Farrell, Gráinne Lynch, Sofie Bech, Mads Mortensen, Jackie Seed, Marie Wouters, Anders Holm, Els De Smet, Antoine Moreau, Aylin Kaya, Philip Annear, Lauren Pilkington, Clara Hoskins, Siobhán Nolan, Joost van der Linden, Sanne de Wit, Tim SchröderAlice BrewerLachlan NguyenAsif Mahmood+38
  • 20 Nov 2025documentMaelbeek Assurances - Proposal Lewis KerrMaelbeek Assurances logoLewis Kerr
  • 20 Nov 2025callMaelbeek Assurances / BG-Demo – Proposal Lewis Kerr, Arnaud JanssensMaelbeek Assurances logoLewis KerrArnaud Janssens
  • 17 Nov 2025documentMaelbeek Assurances - Proposal v1 Lewis KerrMaelbeek Assurances logoLewis Kerr
  • 27 Oct 2025callMaelbeek Assurances / BG-Demo – Demo Lewis Kerr, Hannah Lowe, Arnaud Janssens, Thomas Janssens, Lucas GoossensMaelbeek Assurances logoLewis KerrHannah LoweArnaud Janssens+2
  • 25 Sep 2025callMaelbeek Assurances / BG-Demo – Discovery Lewis Kerr, Arnaud Janssens, Elise ClaesMaelbeek Assurances logoLewis KerrArnaud JanssensElise Claes
  • 28 Aug 2025dealMaelbeek Assurances – New Lewis Kerr, Arnaud JanssensMaelbeek Assurances logoLewis KerrArnaud Janssens
  • 20 Jun 2024eventBG-Demo webinar Nell Ashcombe, Claire Haddon, Peter Mayes, Emma Jagger, Rosa Ellwood, Kristen Abernathy, Jamal Edwards, Craig Holt, Thomas Schumacher, Glenys Routledge, Vanessa Guerrero, Sander Hofman, Jeffrey Illingworth, Nigel Fairbrother, Iain Cruickshank, Graeme Outram, Lily Harker, Marie Wouters, Rob Gledhill, Claire Girard, Layla Al, Polly Illingworth, Ian DobsonNell AshcombeClaire HaddonPeter Mayes+20
  • 15 Feb 2024eventBG-Demo webinar Nell Ashcombe, Niamh Costello, Sam Cheney, Abby Lisle, Elliot Allott, Oluwaseun Bamidele, Shona Baird, Anita Mistry, Sabine Lechner, Orla Mannion, Arnaud Janssens, Luke Kershaw, Tariq Saleem, Abi Coombes, Sharon Whitley, Jade KenwrightNell AshcombeNiamh CostelloSam Cheney+13
  • 22 Jan 2024email threadBG-Demo webinar, 15 Feb 2024 Nell Ashcombe, Arnaud JanssensMaelbeek Assurances logoNell AshcombeArnaud Janssens

Contacts

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

Maelbeek Assurances' pages are written from 3 organisation-level AI texts (assessment / next steps), 5 period digests and 1 narrative-level AI text, which in turn draw on 35 AI summaries of 38 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 10 people (10 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 11 pages. 1 AI record in this trail is not written yet.

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

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.

How to use the site

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.

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.

Help

Ask B

B-Viz · read-only