B-Viz
Wattlebrook Insurance Services logo

Wattlebrook Insurance Services

Healthy£22kRenews 1 Apr 27
made from

AI facts

As at Fri 9 Oct 2026

Wattlebrook Insurance Services holds a Starter order form signed 13 Mar 2026 at £22k a year, running 1 Apr 2026 to 31 Mar 2027 and renewing automatically. Active users rose from 9 in May 2026 to 11 in Sep 2026 (22%), against 15 licensed users. The renewal falls on 1 Apr 2027 at £22k, with no open deal or dispute. The executed copies show a blank customer signature line, and both proposals quote a £22k renewal that the MSA does not fix.

Read from 8 calls · 5 email threads · 5 tickets · 1 deals · 10 people · 7 documents, newest 2 Oct 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryInsuranceSource: CRM company record
  • Websitewattlebrook.exampleSource: CRM company record
  • CountryAustraliaSource: CRM company record · CRM code AU · Region ROW
  • HQ citySydneySource: CRM company record
  • Size260 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive · CSM Marcus Bell
  • Customer since1 Apr 2026Source: first executed order form ctr_032_01, signed 13 Mar 2026 · Starter tier · In the CRM since 15 Dec 2025
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Healthy, because usage has grown since go-live and every invoice was paid within terms. Questions rose from 306 in May 2026 to 432 in Sep 2026 (41%), though Amara Clarke asks 51% and Brodie Kennedy is the only admin. Opportunity: a claims team page could bring in a second team.

SignalsFinance readDocument roll-upWattlebrook Insurance Services / BG-Demo – Check InQ2 2026 digest

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

AImade from

Key facts

Updated 9 Oct 26
  • Contracted ARR£22,000Source: executed order form ctr_032_01, 1 Apr 2026 to 31 Mar 2027 · CRM £22,000 · Invoiced run rate £22,000 · As of 9 Oct 2026
  • Next renewal1 Apr 2027Basis: order form ctr_032_01 ends 31 Mar 2027 · In 174 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 Apr 2026 to 31 Mar 2027Source: order form ctr_032_01 (new), signed 13 Mar 2026 · Billed annually · 15 seats, 4 connectors
  • TierStarterSource: the current order form
  • Last contact27 Aug 2026Call: Wattlebrook Insurance Services / BG-Demo – Check In · 43 days before 9 Oct 2026
  • Tenantus-east-1Source: product analytics, reporting since Apr 2026 · 3 connectors configured
  • Licensed seats1511 active users in Sep 2026 · Order form ctr_032_01: 15 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Marcus Bell books and runs the half-hour training refresher with Jess Mitchell, bringing in Amara Clarke and agreeing a second Starter admin alongside Brodie Kennedy. Re engage
Who
Marcus Bell Marcus Bell
When
This week by 9 Oct 2026
Why
Marcus Bell should run the training refresher promised on the 27 Aug 2026 call with Jess Mitchell, bring in Amara Clarke and name a second admin, because Amara asks 51% of questions and Brodie Kennedy is the only admin.

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

AImade from

The story

As at Fri 9 Oct 2026
Healthy

Healthy: Wattlebrook is on Starter at £22k a year to 31 Mar 2027, users and questions have grown, and both invoices were paid within terms. The risk is reliance on Amara Clarke, who asks 51% of questions. Marcus Bell is to run a training refresher.

Healthy: Wattlebrook Insurance Services holds a Starter order form signed 13 Mar 2026 at £22k a year to 31 Mar 2027. It renews on 1 Apr 2027 at an unchanged £22k, and both invoices were paid within terms.

Active users rose from 9 in May 2026 to 11 in Sep 2026 (22%), and questions from 306 to 432 (41%) after a dip in Aug 2026. Amara Clarke asked 51% of questions over the last 90 days, and Brodie Kennedy is the only admin.

On the 27 Aug 2026 call, Jess Mitchell put the dip down to a June restructure. Tickets are how-to and feature requests only; the main risk is reliance on Amara, who has no conversation on record.

Marcus Bell runs the training refresher with Jess, brings in Amara and agrees a second admin by 9 Oct 2026, while Tom Ashdown confirms the renewal price in writing.

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£12k£25kApr 26May 26Jun 26Jul 26Aug 26Sep 26new£22k£22kApr 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_032.

Show the figures as a table
MonthContracted ARRInvoiced ARR
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 since Apr 2026, all paid

Standing Paid upARR Steady

Contracted ARR is £22k on the executed Starter order form, in place since Apr 2026 and unchanged. Invoiced ARR matches. Both invoices were paid within terms. Renewal is on 1 Apr 2027 at the same price.

  • ARR £22k on the executed Starter order form
  • Both invoices paid within terms
  • Renewal on 1 Apr 2027 at an unchanged price
  • CRM, invoices and order form agree
The analysis

Recurring revenue: The executed Starter order form runs 1 Apr 2026 to 31 Mar 2027 at £22k a year, billed annually. Contracted ARR first appeared in Apr 2026 as new business and has not moved since.

Next commitment: Renewal falls on 1 Apr 2027, 174 days after the as-of date. The renewal price is £22k against £22k today, a change of +£0 (0.0%).

Billing: INV-032-0001 (£6,000 net) and INV-032-0002 (£22k net) are both paid within terms, with nothing overdue or disputed. CRM ARR, the invoiced run rate and order-form ARR all show £22k, so the reconciliation shows no difference.

Deals: The one deal is a new Starter deal, closed won, with an amount of £28k and an annual value of £22k. The evidence does not show what the difference covers. Its owner, Tom Ashdown, is active in HR.

ARR by monthCRM reconciliationINV-032-0001INV-032-0002Wattlebrook Insurance Services – New

Made from 1 deal · 2 fact tables · 2 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: Starter onboarding and first use

    Wattlebrook's Starter implementation ran from kickoff on 10 Apr 2026 to live CRM and ticketing connectors and a training session on 11 May 2026. Sentiment stayed positive; two low-urgency how-to tickets followed in June.

    The analysis

    Billing: On 1 Apr 2026 Rachel Dunmore sent invoice INV-032-0002 for £22k, due 1 May 2026. Lachlan Hutchinson did not reply, so payment is not shown in the thread.

    Kickoff: On 10 Apr 2026 Hamza Akhtar set out the four-week Starter plan, with Brodie Kennedy as admin and Jess Mitchell as champion. Marcus Bell introduced himself as CSM.

    Readiness: On 13 Apr 2026 Hamza asked for confirmation of readiness. Brodie replied on 16 Apr 2026 that accounts were set up and the team was standing by.

    Onboarding: On 17 Apr 2026 both connectors, CRM and ticketing, showed as live. Brodie asked what happens if a connector stops, and Jess accepted Starter's all-or-nothing permissions.

    Training: On 11 May 2026 Hamza trained Jess Doyle, a team leader, on search and pages. She asked for a claims team page, which Hamza offered to build himself.

    Support: On 10 Jun 2026 Brodie asked how to save searches (first response 155 minutes). On 30 Jun 2026 he asked about quarter-on-quarter comparison (first response 227 minutes); only workarounds exist, as there is no native feature.

    Open at the end: Payment of the first invoice is not confirmed in the reads. The claims page, a possible quarter comparison enhancement and the six-month check-in remain open. Adoption leans on BG-Demo and a few people.

    Wattlebrook Insurance Services / BG-Demo – KickoffWattlebrook Insurance Services / BG-Demo – OnboardingWattlebrook Insurance Services / BG-Demo – TrainingFirst subscription invoiceImplementation kickoffCan I compare data across quarters?

    Made from 3 calls · 2 email threads · 2 tickets

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

  2. Q1 2026

    Q1 2026: Starter deal agreed, unsigned

    Wattlebrook went from discovery on 2 Jan 2026 to a Starter price agreed at £28k all-in. The order form was sent on 11 Mar 2026 and awaited finance sign-off. The implementation invoice went out on 16 Mar 2026. No executed paper is shown.

    The analysis

    Discovery: On 2 Jan 2026 Tom Ashdown spoke to Mitchell Gallagher and Jess Mitchell. Submissions need three systems and about ten minutes each, and they have no Snowflake account yet.

    Demo: On 21 Jan 2026 Hannah Lowe demoed search, chat and pages on test data. Jess Mitchell asked how many queries would be needed to get value and got no firm figure.

    Pricing: On 9 Feb 2026 Tom gave a verbal Starter quote of £28k a year all-in, and both customers called it fair. On 26 Feb 2026 Mitchell confirmed Starter at £28k for year one and agreed to proceed.

    Gap: The cost after year one was not stated on the 26 Feb 2026 call. Support was described as a four-hour email response on 9 Feb 2026, whereas Starter's commitment is four business hours.

    Paper: Tom sent the order form on 11 Mar 2026. Mitchell said it looked good pending finance sign-off, and Tom's chase on 18 Mar 2026 has no reply in the thread.

    Billing: On 16 Mar 2026 Rachel Dunmore sent implementation invoice INV-032-0001 for £6,000, due 15 Apr 2026. Payment is not shown.

    Open at the end: The order form is unsigned in the evidence, the value question is unanswered, and the recurring price after year one is not written down.

    Wattlebrook Insurance Services / BG-Demo – DiscoveryWattlebrook Insurance Services / BG-Demo – DemoWattlebrook Insurance Services / BG-Demo – ProposalWattlebrook Insurance Services / BG-Demo – NegotiationOrder form for signatureImplementation invoice

    Made from 4 calls · 2 email threads

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

AImade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
11up 1 vs 3 months earlierof 15 included on the tier
Questions asked · Sep 26
432up 42 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
3.0 GBup 0.2 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (15)Right axisQuestions asked
00825015500Apr 26May 26Jun 26Jul 26Aug 26Sep 26Included users (15)1543211Apr 26: Active users 7; Licensed seats 15; Questions asked 108May 26: Active users 9; Licensed seats 15; Questions asked 306Jun 26: Active users 10; Licensed seats 15; Questions asked 390Jul 26: Active users 11; Licensed seats 15; Questions asked 437Aug 26: Active users 11; Licensed seats 15; Questions asked 239Sep 26: Active users 11; Licensed seats 15; Questions asked 432

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 11; Licensed seats 15; Questions asked 432. Basis: product usage, facts.usage_monthly:org_032, signals:org_032.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Apr 26715108
May 26915306
Jun 261015390
Jul 261115437
Aug 261115239
Sep 261115432
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (4)Right axisData volume
00.0 GB21.5 GB43.0 GBApr 26May 26Jun 26Jul 26Aug 26Sep 26Included connectors (4)3.0 GB31Apr 26: Connectors configured 2; Active admins 1; Data volume 1.79 GBMay 26: Connectors configured 2; Active admins 1; Data volume 1.83 GBJun 26: Connectors configured 3; Active admins 1; Data volume 2.79 GBJul 26: Connectors configured 3; Active admins 1; Data volume 2.85 GBAug 26: Connectors configured 3; Active admins 1; Data volume 2.90 GBSep 26: Connectors configured 3; Active admins 1; Data volume 2.95 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 3.0 GB. Basis: product usage, facts.usage_monthly:org_032, signals:org_032.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Apr 26211.79 GB
May 26211.83 GB
Jun 26312.79 GB
Jul 26312.85 GB
Aug 26312.90 GB
Sep 26312.95 GB
Usagemade from

Usage read

As at Fri 9 Oct 2026

Usage recovering, one person carries it

Direction Rising

Usage is rising after a quiet August 2026: questions went from 293 to 384 (+31%) over the last 4 weeks against the 4 before. Amara Clarke asked 51% of questions over the last 90 days, a key-person risk.

  • Questions 293 to 384 (+31%) over the last 4 weeks against the 4 before
  • Amara Clarke asks 51% of questions over the last 90 days
  • One active admin, Brodie Kennedy
  • 11 active users, 73% of the 15 seats
The analysis

Recent weeks: Questions rose from 293 to 384 (+31%) and average daily active users from 3.1 to 4.0 (+29%), last 4 weeks against the 4 before. This follows a dip in early August 2026, and the week ending 9 Oct 2026 had 85 questions.

Trend: Questions grew from 108 in April 2026 to 432 in September 2026 (+300%), but the peak was 437 in July 2026, so September 2026 is level with it (-1%). Active users went from 7 to 11 (+57%).

Who uses it: Brodie Kennedy was the only active admin in September 2026. Amara Clarke asked 623 of 1,233 questions (51%) over the last 90 days, against 37% over the last 12 months.

Against the order form: The Starter order form contracts 15 seats and 4 connectors. September 2026 shows 11 active users (73% of seats) and 3 connectors configured.

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

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.

CRMmade from

Open tickets

Helpdeskmade from

Activity

  • 2 Oct 2026ticketHow to search across systems? Jess Doyle, Olivia GrantWattlebrook Insurance Services logoJess DoyleOlivia Grant
  • 27 Aug 2026callWattlebrook Insurance Services / BG-Demo – Check In Marcus Bell, Jess MitchellWattlebrook Insurance Services logoMarcus BellJess Mitchell
  • 25 Aug 2026email threadCheck-in call Marcus Bell, Jess MitchellWattlebrook Insurance Services logoMarcus BellJess Mitchell
  • 22 Jul 2026ticketHow do I build a custom dashboard? Jess Mitchell, Olivia GrantWattlebrook Insurance Services logoJess MitchellOlivia Grant
  • 2 Jul 2026ticketRequest: dashboard date filtering Brodie Kennedy, Bethan ListerWattlebrook Insurance Services logoBrodie KennedyBethan Lister
  • 30 Jun 2026ticketCan I compare data across quarters? Brodie Kennedy, Bethan ListerWattlebrook Insurance Services logoBrodie KennedyBethan Lister
  • 18 Jun 2026eventBG-Demo webinar Alice Brewer, Naomi Fordham, Gemma Yates, Wade Greer, Imran Hussain, Lindsey Ward, Eline Bakker, Cian O'Leary, Huw Bevan, Stephanie Lowes, Kayla Ramirez, Stefanie Lange, Oliver Kirkby, Megan Ibbotson, Toby Cowell, Padraic Shanahan, Malcolm Hebden, Wouter Smits, Alexandra Peck, Margaret Crisp, Kiran Bassi, Nicholas Pengelly, Erin Gallant, Birgit Wolff, Claire Ogden, Johan Berglund, Juliet Ambler, Lawrence Chen, Femke de Wit, Mitchell Gallagher, Jess Doyle, Saskia Mendes, Shauna Pettibone, Priscilla Bowen, Shabana Iqbal, Joanne Unwin, Janet Pruitt, Liam Corner, Tracey Bainbridge, Andy Buckley, Julia HartmannAlice BrewerNaomi FordhamGemma Yates+38
  • 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
  • 10 Jun 2026ticketHow do I create a saved search? Brodie Kennedy, Olivia GrantWattlebrook Insurance Services logoBrodie KennedyOlivia Grant
  • 26 May 2026eventRevenue leaders roundtable Alice Brewer, Kofi Mensah, Ellie Rowcliffe, Derek Imrie, Priti Marsden, Brendan O'Mahony, Natasha Pryor, Imran Hussain, Daan Visser, Ruben Dekker, Andrew Pickering, Allison Pereira, Cian O'Leary, Shane Twomey, Dylan Price, Jonathan Marsden, Anita Mistry, Luke Oakes, Lindsay Pallister, Hector Villarreal, Diarmuid Kenny, Jens Maes, Jas Dhillon, Darragh Quinlan, Laurent Brisset, Rebecca Nuttall, Dan Kitching, Rebecca Ainsworth, Gillian Thewlis, Stuart Kitson, Thijs Brouwer, Julia Obermaier, Bas Vermeulen, Alexandra Peck, Margaret Crisp, Lynne Featherstone, Frank DeLuca, Birgit Wolff, Kylie Dwyer, Erik Wallin, Wesley Calhoun, Priscilla Adams, Suresh Pillai, Darryl MacKinnon, Jess Mitchell, Fiona Ingham, Vicky Eccles, Ed Kershaw, Desmond Oyelaran, Shauna Pettibone, Douglas Forsyth, Femi Olatunji, Joost van der Linden, Mirjam Hendriks, Ailsa Dunlop, Petra Lüders, Julia HartmannAlice BrewerKofi MensahEllie Rowcliffe+54
  • 21 May 2026eventBG-Demo webinar Alice Brewer, Gemma Holt, Moira Sinclair, Ravi Atherton, Toby Underwood, Tasha Merriweather, Linnéa Holmberg, Saira Khalid, Brianna Ocampo, Emma Croft, Fleur Jansen, Helen Varley, Sunita Bains, Christina Möller, Ffion Rees, Luke Oakes, William Coultas, Kevin Kershaw, Mervyn Hales, Laurent Brisset, Philip Nuttall, Lauren Bickerstaff, Sarah Dodds, Kevin Doucette, Bart Huisman, Matthias Gruber, Lorna Cairns, Bas Vermeulen, Danielle Novotny, Glenn Wojcik, Melanie Scaife, Sheila Duffield, Brendan Moran, Ilse Kuipers, Jens Krause, Darnell Whitaker, Vikram Menon, Jess Mitchell, Alexa Fraser, Joe Mallinson, Gavin Rudd, Bas Kuijpers, Joost van der Linden, Raymond Tsai, Kevin Dussault, Heather Bauman, Sue DitchfieldAlice BrewerGemma HoltMoira Sinclair+44
  • 11 May 2026callWattlebrook Insurance Services / BG-Demo – Training Hamza Akhtar, Jess DoyleWattlebrook Insurance Services logoHamza AkhtarJess Doyle
  • 17 Apr 2026callWattlebrook Insurance Services / BG-Demo – Onboarding Hamza Akhtar, Brodie Kennedy, Jess MitchellWattlebrook Insurance Services logoHamza AkhtarBrodie KennedyJess Mitchell
  • 13 Apr 2026email threadImplementation kickoff Hamza Akhtar, Marcus Bell, Jess Mitchell, Brodie KennedyWattlebrook Insurance Services logoHamza AkhtarMarcus BellJess Mitchell+1
  • 10 Apr 2026callWattlebrook Insurance Services / BG-Demo – Kickoff Hamza Akhtar, Marcus Bell, Jess Mitchell, Brodie KennedyWattlebrook Insurance Services logoHamza AkhtarMarcus BellJess Mitchell+1
  • 8 Apr 2026documentWattlebrook Insurance Services - Onboarding Plan Hamza AkhtarWattlebrook Insurance Services logoHamza Akhtar
  • 1 Apr 2026email threadFirst subscription invoice Rachel Dunmore, Lachlan HutchinsonWattlebrook Insurance Services logoRachel DunmoreLachlan Hutchinson
  • 1 Apr 2026invoiceINV-032-0002 Lachlan HutchinsonWattlebrook Insurance Services logoLachlan Hutchinson
  • 16 Mar 2026email threadImplementation invoice Rachel Dunmore, Lachlan HutchinsonWattlebrook Insurance Services logoRachel DunmoreLachlan Hutchinson
  • 16 Mar 2026invoiceINV-032-0001 Lachlan HutchinsonWattlebrook Insurance Services logoLachlan Hutchinson
  • 13 Mar 2026documentWattlebrook Insurance Services - Order Form (signed) Tom AshdownWattlebrook Insurance Services logoTom Ashdown
  • 13 Mar 2026documentWattlebrook Insurance Services - Data Processing Agreement (signed) Tom AshdownWattlebrook Insurance Services logoTom Ashdown
  • 13 Mar 2026documentWattlebrook Insurance Services - Master Services Agreement (signed) Tom AshdownWattlebrook Insurance Services logoTom Ashdown
  • 11 Mar 2026email threadOrder form for signature Tom Ashdown, Mitchell GallagherWattlebrook Insurance Services logoTom AshdownMitchell Gallagher
  • 26 Feb 2026callWattlebrook Insurance Services / BG-Demo – Negotiation Tom Ashdown, Owen Tallis, Mitchell Gallagher, Jess Mitchell, Lachlan HutchinsonWattlebrook Insurance Services logoTom AshdownOwen TallisMitchell Gallagher+2
  • 23 Feb 2026documentWattlebrook Insurance Services - Master Services Agreement v2 Tom AshdownWattlebrook Insurance Services logoTom Ashdown
  • 9 Feb 2026callWattlebrook Insurance Services / BG-Demo – Proposal Tom Ashdown, Jess Mitchell, Mitchell GallagherWattlebrook Insurance Services logoTom AshdownJess MitchellMitchell Gallagher
  • 5 Feb 2026documentWattlebrook Insurance Services - Proposal Tom AshdownWattlebrook Insurance Services logoTom Ashdown
  • 2 Feb 2026documentWattlebrook Insurance Services - Proposal v1 Tom AshdownWattlebrook Insurance Services logoTom Ashdown
  • 21 Jan 2026callWattlebrook Insurance Services / BG-Demo – Demo Tom Ashdown, Hannah Lowe, Jess Mitchell, Brodie Kennedy, Jess DoyleWattlebrook Insurance Services logoTom AshdownHannah LoweJess Mitchell+2
  • 2 Jan 2026callWattlebrook Insurance Services / BG-Demo – Discovery Tom Ashdown, Jess Mitchell, Mitchell GallagherWattlebrook Insurance Services logoTom AshdownJess MitchellMitchell Gallagher
  • 15 Dec 2025dealWattlebrook Insurance Services – New Tom Ashdown, Jess MitchellWattlebrook Insurance Services logoTom AshdownJess Mitchell
  • 20 Nov 2025eventBG-Demo webinar Alice Brewer, Harriet Gale, Lorna Wishart, Koen Janssens, Edward Grey, Mark Ellwood, Shona Baird, Morven Tait, Matthew Grice, Cerys Llewellyn, Emma Haworth, Susan Tweddle, Clodagh Fitzgerald, Nathan Booth, Aaron Graham, Julian Gatcombe, Jacqueline Sutcliffe, Amanda Holt, Willem Arts, Wayne Entwistle, Dale Pickles, Niamh Fahy, Marloes Hendriks, Toby Westwood, Callum Rix, Ellie Marchant, Jenny Trethewey, Kayleigh Pounder, Gráinne Lynch, Hugo Fawcett, Ida Mortensen, Raj Bhogal, Faye Lund, Anders Holm, Brodie Kennedy, Luke Kershaw, Fiona Ibbotson, Fiona Fairclough, Bernadette Lowry, Desmond Oyelaran, Philip Annear, Priscilla Bowen, Liam Corner, Florian BeckerAlice BrewerHarriet GaleLorna Wishart+41
  • 25 Feb 2025eventRevenue leaders roundtable Sofia Marchetti, Toby Rickard, Oliver Pennock, Alexander Vallance, Asif Jagger, Steven Holroyd, Matthew Grice, Pieter de Groot, Craig Holt, Tina Goddard, Susan Tweddle, Jas Dhillon, Troy Wendt, Glen Nuttall, Timo Brand, Claire Vasseur, Douglas Entwistle, Diane Hirst, Lukas Brandl, Morag Galbraith, Vincent Ackerley, Tessa Goring, Mads Mortensen, Pat Clixby, Lien Peeters, Anders Holm, Lachlan Hutchinson, Tomasz Wiśniewski, Clara Hoskins, Kirsteen Boyd, Trevor Mayhew, Sinead Maguire, Paul Ottaway, Jade Kenwright, Liam Corner, Vikram SethiSofia MarchettiToby RickardOliver Pennock+33
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

Wattlebrook Insurance Services' pages are written from 3 organisation-level AI texts (assessment / next steps), 2 period digests and 1 narrative-level AI text, which in turn draw on 25 AI summaries of 28 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 10 pages.

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