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Muskwa Insurance Group logo

Muskwa Insurance Group

Lost£0

AI facts

As at Fri 9 Oct 2026

Muskwa Insurance Group is a Calgary insurance prospect with no tier, no order form, no invoices and £0 ARR. Its only document is a final Growth security questionnaire dated 3 Jun 2026, completed by Theo Gallagher. There is no B-Viz tenant, so no usage is on record. The new Growth deal, with an amount of £62k and an annual value of £50k, closed lost on 17 Jul 2026 with the reason no decision. The last recorded interaction was the 27 May 2026 demo.

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

Profile

Updated 9 Oct 26
  • IndustryInsuranceSource: CRM company record
  • Websitemuskwa.exampleSource: CRM company record
  • CountryCanadaSource: CRM company record · CRM code CA · Region ROW
  • HQ cityCalgarySource: CRM company record
  • Size350 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
  • StateLostSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026

AI opinion

As at Fri 9 Oct 2026

Lost, because the Growth deal closed with no decision and the CRM stage is lost. Finance director sign-off was never shown as engaged, and no contact is recorded since the 27 May 2026 demo. A finance-led Growth conversation through Dylan Tremblay could reopen it.

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

Key facts

Updated 9 Oct 26
  • Last contact27 May 2026Call: Muskwa Insurance Group / BG-Demo – Demo · 135 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Jordan Pike asks Dylan Tremblay to set up a Growth proposal review with Muskwa's finance director present. Re engage
Who
Jordan Pike Jordan Pike
When
This week by 9 Oct 2026
Why
Jordan Pike should ask Dylan Tremblay for a Growth proposal review that includes Muskwa's finance director. The deal closed lost on 17 Jul 2026 with no decision, and the COO's finance gate was never shown as met.

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

The story

As at Fri 9 Oct 2026
Lost

Lost: Muskwa Insurance Group's only Growth deal, at £62k, closed lost on 17 Jul 2026 with no decision. There is no order form or invoice and no contact since the 27 May 2026 demo. Jordan Pike should seek a finance-led proposal review through Dylan Tremblay.

Lost: Muskwa Insurance Group has no order form, no invoices and £0 ARR. The new Growth deal, with an amount of £62k and an annual value of £50k, closed lost on 17 Jul 2026 with the reason no decision.

Muskwa has no B-Viz tenant, so there is no usage to read. Dylan Tremblay, Head of Revenue Operations and the CRM champion, asked for a proposal after the 27 May 2026 demo on Muskwa's own data.

Alexa Fraser, the COO, made finance director involvement a gate, and the records do not show that the quote was sent. No call, email or ticket is recorded since 27 May 2026.

Jordan Pike, the active CRM owner, should ask Dylan to set up a Growth proposal review with the finance director present, by 9 Oct 2026. Hannah Lowe prepares a one-page value case, and Owen Tallis reviews the terms first.

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

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 lost deal, no billing

Standing No invoices

Muskwa Insurance Group has no ARR and no invoices. Its one new Growth deal closed lost on 17 Jul 2026 with the reason no decision. CRM stage is lost.

  • No ARR and no billing
  • Growth deal closed lost, no decision
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. The evidence shows no renewal and no open deal.

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

Deals: The new Growth deal was lost on 17 Jul 2026 with the reason no decision. Its amount was £62k and its annual value £50k. The owner, Jordan Pike, is active in HR.

Made from 1 deal · 2 fact tables

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: Growth quote and demo requested

    Three reads: a Growth quote promised on 2 Apr 2026 with finance director sign-off needed, an unanswered webinar invitation on 10 May 2026, and a positive Growth demo on 27 May 2026 after which a proposal was requested.

    The analysis

    Quote: After a call on 2 Apr 2026, Jordan Pike promised a Growth quote. Alexa Fraser, the COO, said the finance director must be involved before Muskwa moves forward.

    Customer position: Alexa and Dylan Tremblay were not yet committing, and finance sign-off was a gate. The thread does not show that the quote was sent or that a finance call was booked.

    Marketing: On 10 May 2026 Alice Brewer invited Alexa to a webinar on 21 May 2026 for operations leaders. There was no reply, so interest and attendance are not shown.

    Demo: On 27 May 2026 Hannah Lowe demoed search and the dashboards builder on Muskwa's own Salesforce and call data. Dylan, Head of Revenue Operations, said "Alright, this looks solid. What next?" and asked for a proposal.

    Headroom: Growth includes eight connectors and 40 users, and Muskwa is using three connectors. Extra users and support add-ons were raised as options.

    Open at the end: The proposal is an open item, owned by Jordan, and no price was discussed on the call. The finance director had not been engaged, and the evidence does not show whether other decision-makers have seen the demo.

    Made from 1 call · 2 email threads

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

  2. Q1 2026

    Q1 2026: one discovery call, Growth pitched

    One read in the period: the 31 Mar 2026 discovery call with a 15-person commercial insurance brokerage. Jordan Pike pitched Growth at £62k for implementation and the first year, and a technical demo was agreed.

    The analysis

    Period: this digest rests on one read, the 31 Mar 2026 discovery call. It was the only recorded contact with Muskwa Insurance Group in the quarter.

    Customer position: Alexa Fraser and Dylan Tremblay described manual cross-referencing of policy records, correspondence and claims. Both saw the pain as real and agreed to a technical demo on their data.

    Commercial: Jordan Pike proposed Growth at £62k for implementation and the first year, with eight weeks of implementation. Neither customer participant reacted to the figure on the call, and a decision was targeted for mid-July.

    Open at the end: the systems to connect were not yet known, and Jordan wanted to understand the tech stack first. Jordan was to schedule the demo with a Solutions Engineer, send an agenda and follow with a proposal ahead of the decision target.

    Sentiment: positive, but the fit is unproven until the connectors are scoped.

    Made from 1 call

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

Platform usage

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

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

No open deals.

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • 3 Jun 2026documentMuskwa Insurance Group - Security Questionnaire Theo GallagherMuskwa Insurance Group logoTheo Gallagher
  • 27 May 2026callMuskwa Insurance Group / BG-Demo – Demo Jordan Pike, Hannah Lowe, Dylan TremblayMuskwa Insurance Group logoJordan PikeHannah LoweDylan Tremblay
  • 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
  • 10 May 2026email threadBG-Demo webinar invitation Alice Brewer, Alexa FraserMuskwa Insurance Group logoAlice BrewerAlexa Fraser
  • 2 Apr 2026email threadFollow-up from our call Jordan Pike, Dylan Tremblay, Alexa FraserMuskwa Insurance Group logoJordan PikeDylan TremblayAlexa Fraser
  • 31 Mar 2026callMuskwa Insurance Group / BG-Demo – Discovery Jordan Pike, Dylan Tremblay, Alexa FraserMuskwa Insurance Group logoJordan PikeDylan TremblayAlexa Fraser
  • 2 Feb 2026dealMuskwa Insurance Group – New Jordan Pike, Dylan TremblayMuskwa Insurance Group logoJordan PikeDylan Tremblay
  • 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
  • 27 May 2025eventRevenue leaders roundtable Sofia Marchetti, Jenna Price, Helen Marsden, Ravi Atherton, Sofie Claes, Johan Ekström, Neil Entwistle, Noel Cronin, Ashley Chen, Melvin Goh, Gina Ferraro, Howard Feinberg, Nikhil Rao, Josh Pearce, Huw Bevan, Clive Wardle, Harry Kitching, Beth Venn, Mohammed Hanif, Andre Baptiste, Brent Overholt, Geneviève Lalonde, Rebecca Ainsworth, Richard Lazenby, Trevor Bulmer, Bryony Vosper, Ronan Mulcahy, Lewis Tait, Lars Bach, Hui Min Tan, Alyssa Jenkins, Emma Quinn, Priti Haworth, Alexa Fraser, Henrik Lorenz, Carl Whittle, Aoife Mulcahy, Declan Moran, Siobhán Nolan, Ronan Healy, Kayleigh Roberts, Liam Corner, Megan StathamSofia MarchettiJenna PriceHelen Marsden+40

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

Muskwa Insurance Group's 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 5 AI summaries of 6 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 3 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 · Calls · CRM · Documents · Events · Email

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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