B-Viz
Halberd Point Insurance logo

Halberd Point Insurance

Prospect£0Demo · £155k/yr
made from

AI facts

As at Fri 9 Oct 2026

Halberd Point Insurance has no order form, invoices or ARR; the only document held is a final security questionnaire dated 14 Sep 2026 stating Enterprise service levels. There is no platform tenant, so no usage is recorded. One open Enterprise new-business deal sits at the CRM demo stage at £155k, with an expected close of 26 Feb 2027. A proposal call with Andre Holloway is booked for 14 Oct 2026. The Enterprise proposal sent on 15 Jul 2026 has no customer reply on record.

Read from 3 calls · 2 email threads · 1 deals · 3 people · 1 documents, newest 14 Sep 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryInsuranceSource: CRM company record
  • Websitehalberdpoint.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityHartfordSource: CRM company record
  • Size480 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
  • StateProspectSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Prospect, because the champion, Andre Holloway, rated the 7 Sep 2026 demo highly and a proposal call is booked. The security review and real claims data are gates before commitment, and the CFO has not replied to the proposal. A value case on Enterprise service levels suits her concerns.

SignalsFinance readHalberd Point Insurance / BG-Demo – DemoEnterprise, next stepsDocument roll-upNicole Carter

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

AImade from

Key facts

Updated 9 Oct 26
  • Open dealDemo · £155,000Source: CRM deal Halberd Point Insurance – New · new deal · Expected close 26 Feb 2027 · Owner Jordan Pike
  • Last contact7 Sep 2026Call: Halberd Point Insurance / BG-Demo – Demo · 32 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Jordan Pike prepares a plan for the 14 Oct 2026 call that asks Andre Holloway to name a security review route with Nicole Carter and a date to bring Maria Coleman in on the Enterprise proposal. proposal
Who
Jordan Pike Jordan Pike
When
This week by 9 Oct 2026
Why
Before the 14 Oct 2026 proposal call, Jordan Pike should prepare a plan with Andre Holloway that sets up the security review with Nicole Carter and a route to CFO sign-off. Security is the gate, and the 15 Jul 2026 proposal has no reply.

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

AImade from

The story

As at Fri 9 Oct 2026
Prospect

Prospect: Halberd Point Insurance has one open Enterprise deal at the CRM demo stage at £155k. The champion liked the 7 Sep 2026 demo but wants a security review, and the CFO has not replied to the 15 Jul 2026 proposal.

Prospect: Halberd Point Insurance has no order form, invoice or ARR. One open Enterprise new-business deal sits at the CRM demo stage at £155k, with a CRM expected close of 26 Feb 2027.

There is no platform tenant, so there is no usage to read. Andre Holloway, Director of Data and Analytics and CRM champion, called the 7 Sep 2026 demo better than expected. He wants a security review and real claims data before committing.

Maria Coleman, the CFO, has not replied to the 15 Jul 2026 proposal. Nicole Carter in information security has no conversations on record, so the security review and finance sign-off are the main risks.

By 9 Oct 2026, Jordan Pike, with Hannah Lowe, prepares a plan for the 14 Oct 2026 proposal call. The plan sets a security review route with Nicole and a date to bring Maria in.

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

AImade from

ARR journey

No ARR history: no order forms or invoices for this organisation.

Accountingmade from

Finance read

As at Fri 9 Oct 2026

Prospect, one open deal at demo

Standing No invoices

Halberd Point Insurance has no ARR and no invoices. One open Enterprise new-business deal sits at demo stage at £155k, with an expected close of 26 Feb 2027. It is a forecast, not a win.

  • No ARR and no billing
  • Open Enterprise deal at demo, £155k, expected close 26 Feb 2027
The analysis

Recurring revenue: No order form has started, so there is no ARR. CRM ARR, the invoiced run rate and order-form ARR are all £0.

Next commitment: None contracted. The open deal expects to close on 26 Feb 2027, which is a forecast.

Billing: There are no invoices, so nothing is owed, overdue or disputed.

Deals: The open Enterprise new-business deal was created on 11 May 2026 at £155k, with an annual value of £125k. The CRM stage is opportunity. The owner, Jordan Pike, is active in HR.

Halberd Point Insurance – NewARR by monthCRM reconciliation

Made from 1 deal · 2 fact tables

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

AImade from

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

Updated 9 Oct 26

1 documents in 1 folders. All documents

  • 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
Halberd Point Insurance – Newdemo£155,00026 Feb 2027
CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • Upcoming
  • 14 Oct 2026upcoming callHalberd Point Insurance / BG-Demo – Proposal Jordan Pike, Andre HollowayHalberd Point Insurance logoJordan PikeAndre Holloway
  • Held
  • 24 Sep 2026eventYour renewals, read by the brain Alice Brewer, Louise Carver, Douglas Baird, Greg Haskins, Raj Sandhu, Nate Feldman, Lotte Vermeulen, Rania Khoury, Tamsin Nancarrow, Rosa Ellwood, Tammy Ledbetter, Steven Holroyd, Russell Bland, Daan Visser, Fleur Jansen, Marloes de Vries, Andrea Neumann, Owain Jenkins, Asif Nuttall, Julian Gatcombe, Niall Sutherland, Wesley Crabtree, Jörg Zimmermann, Sierra Valdez, Angus Macrae, Gareth Lumb, Ashok Patel, Graham Rowntree, Shona Barraclough, Josh Fairburn, Stephen Arden, Gail Moorcroft, Florian Wimmer, Euan Drummond, Sinéad Kilkelly, Pieter van Dam, Cian Farrell, Gráinne Lynch, Shonda Barnes, Koen Wouters, Jonas Lehmann, Wei Jie Ong, Mike Delaney, Andre Holloway, Nicola Shaw, Neil Ashworth, Lorraine Kowalczyk, Philip Annear, Graeme Charlton, Ruud Verhoeven, Mirjam Hendriks, Tyrell Haynes, Ingrid SolbergAlice BrewerLouise CarverDouglas Baird+50
  • 14 Sep 2026documentHalberd Point Insurance - Security Questionnaire Theo GallagherHalberd Point Insurance logoTheo Gallagher
  • 7 Sep 2026callHalberd Point Insurance / BG-Demo – Demo Jordan Pike, Hannah Lowe, Andre HollowayHalberd Point Insurance logoJordan PikeHannah LoweAndre Holloway
  • 13 Jul 2026email threadEnterprise, next steps Jordan Pike, Andre Holloway, Maria ColemanHalberd Point Insurance logoJordan PikeAndre HollowayMaria Coleman
  • 9 Jul 2026callHalberd Point Insurance / BG-Demo – Discovery Jordan Pike, Andre Holloway, Maria ColemanHalberd Point Insurance logoJordan PikeAndre HollowayMaria Coleman
  • 3 Jul 2026email threadDiscovery call, Halberd Point Jordan Pike, Andre HollowayHalberd Point Insurance logoJordan PikeAndre Holloway
  • 11 May 2026dealHalberd Point Insurance – New Jordan Pike, Andre HollowayHalberd Point Insurance logoJordan PikeAndre Holloway
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

Halberd Point Insurance's pages are written from 4 organisation-level AI texts (assessment / next steps), 1 period digest and 1 narrative-level AI text, which in turn draw on 6 AI summaries of 7 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 2 staff (0 with an AI write-up), shown on 4 pages. 3 AI records in this trail are not written yet.

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