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Merrow Gate Insurance Brokers logo

Merrow Gate Insurance Brokers

Lost£0
made from

AI facts

As at Fri 9 Oct 2026

Merrow Gate Insurance Brokers is a prospect in Guildford with no order form, no invoices and £0 ARR. Its only deal, a new-business Starter deal with an amount of £26k and an annual value of £20k, was created on 6 Jan 2025 and closed lost on 25 Apr 2025 with the reason security review. No platform usage is on record. Nothing is open: no deal, no renewal and no dispute. The last interaction on record is 31 Mar 2025.

Read from 2 calls · 2 email threads · 1 deals · 3 people, newest 31 Mar 25

AImade from

Profile

Updated 9 Oct 26
  • IndustryInsurance brokingSource: CRM company record
  • Websitemerrowgate.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityGuildfordSource: CRM company record
  • Size190 employeesSource: CRM company record
  • CRM ownerLewis KerrSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
  • StateLostSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the only deal closed lost on 25 Apr 2025 over the security review and the record shows no contact since 31 Mar 2025. The compliance need Nicola Shaw raised was not tested on the call. A fresh approach would need to answer the security review first.

SignalsFinance readQ1 2025 digestNicola ShawJade Riley

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

AImade from

Key facts

Updated 9 Oct 26
  • Last contact31 Mar 2025Email: BG-Demo webinar invitation · 557 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Lewis Kerr emails Jade Riley to reopen the conversation, offering written answers to the security review that lost the Starter deal and a session on audit trail and SSO with Nicola Shaw invited. Re engage
Who
Lewis Kerr Lewis Kerr
When
This week by 9 Oct 2026
Why
Lewis Kerr should reopen Merrow Gate with Jade Riley, the former champion, leading with written answers to the security review that lost the Starter deal on 25 Apr 2025 and a corrected statement of which tier carries SSO.

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

AImade from

The story

As at Fri 9 Oct 2026
Lost

Lost: Merrow Gate Insurance Brokers' only deal, a Starter deal, closed lost on 25 Apr 2025 over the security review. It has no order form, no invoices, £0 ARR and no contact since 31 Mar 2025. Lewis Kerr should reopen with Jade Riley, leading with security answers.

Lost: Merrow Gate Insurance Brokers has no order form, no invoices and £0 ARR. Its only deal, a Starter deal at £26k with an annual value of £20k, closed lost on 25 Apr 2025 over the security review.

No platform usage is on record. Jade Riley, the Head of Operations and champion, joined both calls with Lewis Kerr, while Nicola Shaw, the Managing Director, raised compliance needs; the last contact was 31 Mar 2025.

Nothing is open: no deal, renewal, ticket or dispute. The main risk is that nothing on record answers the security concern, and the demo placed SSO in Growth, contrary to the tier list.

Lewis should email Jade by 9 Oct 2026 to reopen, with written security answers from Hannah Lowe and a correction that SSO sits in Enterprise. Any new quote starts from the v2 Starter list of £22k.

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 lost deal

Standing No invoices

Merrow Gate Insurance Brokers has no ARR and no billing. Its only deal, a new-business Starter deal, was closed lost on 25 Apr 2025 with the reason security review.

  • No ARR and no billing
  • Only deal closed lost on 25 Apr 2025
  • Lost reason: security review
The analysis

Recurring revenue: no order form has ever started, so there is no ARR. The CRM shows £0 ARR on one record at the lost stage.

Next commitment: none. There is no open deal and no renewal.

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

Deals: the Starter deal had an amount of £26k and an annual value of £20k. It was created on 6 Jan 2025 and closed lost on 25 Apr 2025, with the lost reason security review. The owner, Lewis Kerr, is active in HR.

Merrow Gate Insurance Brokers – NewARR by month

Made from 1 deal · 2 fact tables

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. Q1 2025

    Q1 2025: Starter discovery and demo, no paper

    Merrow Gate went from discovery on 11 Feb 2025 to a Starter demo on 19 Mar 2025, with positive sentiment and a spoken first-year quote of £26k. No proposal, order form or signature appears in the period.

    The analysis

    Discovery: On 11 Feb 2025 Lewis Kerr ran discovery with Jade Riley and Nicola Shaw. Jade described fragmented CRM, email and spreadsheet data; Nicola raised compliance and the need for an audit trail.

    Scheduling: On 13 Feb 2025 Nicola pushed the demo to April because March was busy. The thread shows no date agreed, yet the demo was held on 19 Mar 2025.

    Demo: On 19 Mar 2025 Hannah Lowe showed pages, chat and search on demo data. Jade and Luke Allott liked search and the audit trail, and Jade asked about adding connectors later.

    Commercial: Lewis positioned Starter, with four connectors and fifteen users. He quoted £26k for the first year, subscription plus implementation, and promised a proposal by end of week.

    People: Jade acts as champion and Nicola, as Managing Director, was engaged but did not commit.

    Open at the end: On 31 Mar 2025 Sofia Marchetti invited Jade to a webinar on 17 Apr 2025, with no reply recorded. The evidence does not show a proposal sent, a signature, or finance involvement. Hannah placed SSO in Growth, which conflicts with the tier list placing it in Enterprise, so this needs checking before any order form.

    Merrow Gate Insurance Brokers / BG-Demo – DiscoveryMerrow Gate Insurance Brokers / BG-Demo – DemoDemo schedulingBG-Demo webinar invitation

    Made from 2 calls · 2 email threads

    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

No documents in the document store for this subject.

Documentsmade from

Open deals

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • 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
  • 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
  • 17 Apr 2025eventBG-Demo webinar Sofia Marchetti, Liam Doherty, Anders Nyqvist, Rhona Aitken, Adrian Mellor, Matthew Grice, Shannon Lockwood, Barry Coxon, Cheryl Tomczak, Stefanie Lange, Willem Arts, Fergus Tierney, Fraser Moncrieff, Ailsa Pringle, Lynn Staniforth, Wouter Kok, Liam Sedgwick, Jenny Trethewey, Geoff Lamb, Louise Sutcliffe, Hans Kok, Robin Gittins, Faye Lund, Niels van Leeuwen, Julien Faure, Lauren Pacheco, Faye Metcalfe, Toby Eccles, Jade Riley, Ed Ingham, Desmond Oyelaran, Matt Colenso, Nigel Ferris, Jade Kenwright, Clare HuddlestonSofia MarchettiLiam DohertyAnders Nyqvist+32
  • 31 Mar 2025email threadBG-Demo webinar invitation Sofia Marchetti, Jade RileyMerrow Gate Insurance Brokers logoSofia MarchettiJade Riley
  • 20 Mar 2025eventBG-Demo webinar Sofia Marchetti, Ed Duckworth, Elliot Allott, Helen Varley, Jennifer Moua, Megan Ibbotson, Poppy Hewins, Signe Mortensen, Tariq Mahmood, Lauren Bickerstaff, Josh Fairburn, Carl Ibbotson, Vincent Ackerley, Ellie Marchant, Nicholas Pengelly, Janet Readman, Lily Harker, Annika Lund, Uwe Hartmann, Philippa Dalzell, Bernd Zimmermann, Asif Illingworth, Brandon Sullivan, Claire Chevalier, Steve Greenhalgh, Jade Riley, Saskia Mendes, Wes Jago, Femi Olatunji, Ruud Verhoeven, Abi CoombesSofia MarchettiEd DuckworthElliot Allott+28
  • 19 Mar 2025callMerrow Gate Insurance Brokers / BG-Demo – Demo Lewis Kerr, Hannah Lowe, Jade Riley, Luke AllottMerrow Gate Insurance Brokers logoLewis KerrHannah LoweJade Riley+1
  • 13 Feb 2025email threadDemo scheduling Lewis Kerr, Jade Riley, Nicola ShawMerrow Gate Insurance Brokers logoLewis KerrJade RileyNicola Shaw
  • 11 Feb 2025callMerrow Gate Insurance Brokers / BG-Demo – Discovery Lewis Kerr, Jade Riley, Nicola ShawMerrow Gate Insurance Brokers logoLewis KerrJade RileyNicola Shaw
  • 6 Jan 2025dealMerrow Gate Insurance Brokers – New Lewis Kerr, Jade RileyMerrow Gate Insurance Brokers logoLewis KerrJade Riley
  • 18 Jan 2024eventBG-Demo webinar Nell Ashcombe, Claire Haddon, Toby Underwood, Zoe Nuttall, Brendan O'Mahony, Wei Ling Tan, Toby Mellor, Inge de Boer, Alison Mawdsley, Alejandro Fuentes, Vincent Ackerley, Raymond Okonkwo, Carys Pugh, Robin Gittins, Samina Akram, Suresh Pillai, Neha Kapoor, Luke Allott, Philip Annear, Wes Jago, Lauren Pilkington, Nils Behrens, Jade KenwrightNell AshcombeClaire HaddonToby Underwood+20
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

Merrow Gate Insurance Brokers' pages are written from 3 organisation-level AI texts (assessment / next steps), 1 period digest and 1 narrative-level AI text, which in turn draw on 4 AI summaries of 5 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. 2 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 · 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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