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Sjöviken Försäkring

Prospect£0Demo · £62k/yr

AI facts

As at Fri 9 Oct 2026

Sjöviken Försäkring, a Malmö insurer, has no contract, tier or invoices with BG-Demo. The only document held is a security questionnaire marked final on 30 Sep 2026. An open new Growth deal at demo stage is quoted at £62k for the first year, with annual value £50k and expected close 15 Jan 2027. There is no tenant, so no usage is recorded. A proposal call with Linnéa Holmberg and Anders Nyqvist is booked for 12 Oct 2026.

Read from 3 calls · 3 email threads · 1 deals · 3 people · 1 documents, newest 30 Sep 26

Profile

Updated 9 Oct 26
  • IndustryInsuranceSource: CRM company record
  • Websitesjoviken.exampleSource: CRM company record
  • CountrySwedenSource: CRM company record · CRM code SE · Region EU
  • HQ cityMalmöSource: CRM company record
  • Size310 employeesSource: CRM company record
  • CRM ownerMatteo RicciSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
  • StateProspectSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026

AI opinion

As at Fri 9 Oct 2026

Prospect, because Linnéa Holmberg wrote that they would like to move forward and a proposal call is booked, but nothing is signed. Anders Nyqvist, the economic buyer, missed the demo and needs audit trails. The opportunity is to test whether Enterprise fits that need better than Growth.

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

Key facts

Updated 9 Oct 26
  • Open dealDemo · £62,000Source: CRM deal Sjöviken Försäkring – New · new deal · Expected close 15 Jan 2027 · Owner Matteo Ricci
  • Last contact1 Oct 2026Email: Demo follow-up · 8 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Matteo Ricci sends the draft order form to Linnéa Holmberg and Anders Nyqvist, with the second-year price in writing and a settled tier and SSO position, before the proposal call. proposal
Who
Matteo Ricci Matteo Ricci
When
This week by 9 Oct 2026
Why
Matteo Ricci should send the promised draft order form today. It should carry the second-year price in writing and a settled tier and SSO position, so Anders Nyqvist arrives at the proposal call already briefed.

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

The story

As at Fri 9 Oct 2026
Prospect

Prospect: an open Growth deal at the CRM stage demo, £62k for the first year, expected close 15 Jan 2027. The champion wants to move forward, but nothing is signed and the economic buyer's audit-trail need may point to Enterprise.

Prospect. Sjöviken Försäkring has no contract or invoices with BG-Demo; an open new Growth deal at the CRM stage demo is quoted at £62k for the first year, expected to close 15 Jan 2027.

With no tenant, there is no usage or ticket history. Linnéa Holmberg, Head of Broker Relations, wrote on 29 Sep 2026 that they would like to move forward, but Anders Nyqvist, Chief Operating Officer and economic buyer, missed the demo.

Nothing is signed, the promised draft order form is not on file and the second-year price is owed in writing. Anders needs audit trails on every decision and SSO on Growth is unsettled, which may point to Enterprise.

Matteo Ricci sends the draft order form to Linnéa and Anders by 9 Oct 2026, with both years priced and tier and SSO settled, before the proposal call booked for 12 Oct 2026 at 08:15.

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 open deal

Standing No invoices

No ARR and no billing. One open new-business Growth deal at demo stage, amount £62k, annual value £50k, expected to close 15 Jan 2027. It is a forecast, not a win.

  • No order form, no ARR
  • Open Growth deal at demo stage is a forecast
  • Expected close 15 Jan 2027
The analysis

Recurring revenue: no order form has started, so there is no ARR. The CRM shows £0 ARR over one CRM record at the opportunity stage, matching the invoiced run rate and the order-form ARR.

Next commitment: none contracted. The open deal has an expected close of 15 Jan 2027, which is a plan.

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

Deals: the open new Growth deal is at demo stage, amount £62k with annual value £50k, created 13 Jul 2026. Its owner, Matteo Ricci, 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 2025

    Q2 2025: one webinar invitation, no reply

    One read in the period: an email thread of 5 May 2025 in which Sofia Marchetti invited Johan Ekström to a webinar on 15 May 2025. The thread holds no customer response.

    The analysis

    Outreach: On 5 May 2025 Sofia Marchetti invited Johan Ekström, the Chief Information Security Officer, to a webinar on 15 May 2025 about asking the right questions of your systems. It was aimed at data leaders and IT teams.

    Customer view: The thread holds no customer response, so interest is not shown. Attendance would need to be checked outside the thread.

    People: The read names Johan as a security-side contact engaged with BG-Demo events. The read suggests this could support a later Enterprise conversation, but it shows no sign of one.

    Open at the end: Nothing was requested of the customer and no commitments, problems or price discussions appear. This is a single read, so the period says nothing about usage, support, renewal or sentiment beyond a neutral tone.

    Made from 1 email thread

    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

DealStageAmountClose
Sjöviken Försäkring – Newdemo£62,00015 Jan 2027

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • Upcoming
  • 12 Oct 2026upcoming callSjöviken Försäkring / BG-Demo – Proposal Matteo Ricci, Linnéa Holmberg, Anders NyqvistSjöviken Försäkring logoMatteo RicciLinnéa HolmbergAnders Nyqvist
  • Held
  • 30 Sep 2026documentSjöviken Försäkring - Security Questionnaire Theo GallagherSjöviken Försäkring logoTheo Gallagher
  • 28 Sep 2026email threadDemo follow-up Matteo Ricci, Theo Gallagher, Linnéa HolmbergSjöviken Försäkring logoMatteo RicciTheo GallagherLinnéa Holmberg
  • 28 Sep 2026callSjöviken Försäkring / BG-Demo – Demo Matteo Ricci, Theo Gallagher, Linnéa HolmbergSjöviken Försäkring logoMatteo RicciTheo GallagherLinnéa Holmberg
  • 21 Sep 2026email threadScheduling the demo Matteo Ricci, Linnéa HolmbergSjöviken Försäkring logoMatteo RicciLinnéa Holmberg
  • 19 Aug 2026callSjöviken Försäkring / BG-Demo – Discovery Matteo Ricci, Linnéa Holmberg, Anders NyqvistSjöviken Försäkring logoMatteo RicciLinnéa HolmbergAnders Nyqvist
  • 13 Jul 2026dealSjöviken Försäkring – New Matteo Ricci, Linnéa HolmbergSjöviken Försäkring logoMatteo RicciLinnéa Holmberg
  • 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
  • 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
  • 15 May 2025eventBG-Demo webinar Sofia Marchetti, Ravi Atherton, Johan Ekström, Elliot Allott, Neil Entwistle, Henrietta Coombe, Ravi Riley, Mark Ellwood, Brian Gilmore, Mandy Gasson, Oluwaseun Bamidele, Dean Furlong, Craig Holt, Dylan Price, Ricky Blanchard, Camilla Dewsbury, Kamal Hussein, Duncan Greenwood, Johan Berglund, Jason Bramley, Amelia Shipley, Henry Calloway, Neha Kapoor, Marie Goossens, Leanne Armstrong, Fraser McAllister, Jade Kenwright, Liam Corner, Andy BuckleySofia MarchettiRavi AthertonJohan Ekström+26
  • 5 May 2025email threadWebinar invitation Sofia Marchetti, Johan EkströmSjöviken Försäkring logoSofia MarchettiJohan Ekström
  • 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
  • 20 Feb 2025eventBG-Demo webinar Sofia Marchetti, Orla Keane, Kenny Lockhart, Jason Pengelly, Linnéa Holmberg, Marieke Postma, Gemma Yates, Sukhvinder Dhillon, Matthew Grice, Helen Varley, Sunita Bains, Craig Holt, Asif Nuttall, Rachael Dixon, Colin Airey, Eleanor Pickering, Shirley Bowman, Nina Barden, Ciarán Hughes, Fraser Moncrieff, Lynn Staniforth, Sunita Rana, Lynne Featherstone, Janet Readman, Aoife Tuohy, Anders Thomsen, Kieron Bache, Lewis Tait, Luke Kershaw, Megan Entwistle, Graeme Charlton, Priscilla Bowen, Hamish CrawfordSofia MarchettiOrla KeaneKenny Lockhart+30

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

Sjöviken Försäkring'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 7 AI summaries of 8 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. 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 · 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.

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.

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