B-Viz
Kinbasket Insurance Brokers logo

Kinbasket Insurance Brokers

Lost£0
made from

AI facts

As at Fri 9 Oct 2026

Kinbasket Insurance Brokers, a Vancouver insurance broker, has no order form and no invoices. The 23 Dec 2025 proposal offered the Growth tier at £44k a year and £56k for the first year including implementation, and no signed copy is on record. No platform usage is on record. The only deal closed lost on 22 Jan 2026 with the reason no decision. The proposal price matches the v1 Growth list, although the v2 list of £50k applied to new business from 1 Dec 2025.

Read from 4 calls · 1 email threads · 1 deals · 3 people · 3 documents, newest 7 Jan 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryInsurance brokingSource: CRM company record
  • Websitekinbasket.exampleSource: CRM company record
  • CountryCanadaSource: CRM company record · CRM code CA · Region ROW
  • HQ cityVancouverSource: CRM company record
  • Size240 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
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the only Growth deal closed lost on 22 Jan 2026 with no decision and no interaction is on record since 7 Jan 2026. The CFO called price not a blocker, so a fresh approach to Darryl Kozak and Meghan Fraser is the one opportunity.

SignalsFinance readQ1 2026 digestDocument roll-upAshley Chen

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

AImade from

Key facts

Updated 9 Oct 26
  • Last contact7 Jan 2026Call: Kinbasket Insurance Brokers / BG-Demo – Negotiation · 275 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Jordan Pike contacts Meghan Fraser to reopen the Growth evaluation and requests a sign-off meeting with Darryl Kozak, backed by a new proposal at the £50k v2 list with standard credit terms. Re engage
Who
Jordan Pike Jordan Pike
When
This week by 9 Oct 2026
Why
Jordan Pike should reopen Kinbasket through Meghan Fraser and Darryl Kozak with a fresh Growth proposal at the v2 list and standard credit terms. The only deal closed lost on 22 Jan 2026 for no decision, not on price, and there has been no contact since 7 Jan 2026.

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

AImade from

The story

As at Fri 9 Oct 2026
Lost

Lost: Kinbasket Insurance Brokers never signed. The only Growth deal closed lost on 22 Jan 2026 for no decision, with no contact since 7 Jan 2026. Jordan Pike should reopen it with a v2 Growth proposal.

Lost: Kinbasket Insurance Brokers never signed. Its only Growth deal, £56k for the first year, closed lost on 22 Jan 2026 for no decision, and no order form or invoices exist.

There is no platform usage and no tickets on record. Meghan Fraser, VP Operations, was the champion and Darryl Kozak, CFO, the economic buyer. Ashley Chen, IT Manager, was never engaged.

No contact is on record since the 7 Jan 2026 call, when Darryl said price was not a blocker but sign-off sat outside his control. Priya Raman, who opened the account, left BG-Demo on 28 Aug 2026.

Jordan Pike, the CRM owner, should reopen Kinbasket through Meghan and Darryl this week with a new Growth proposal at the £50k v2 list and standard credit terms, by 9 Oct 2026.

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 Growth deal, no billing

Standing No invoices

Kinbasket Insurance Brokers has no ARR and no invoices. Its one Growth new-business deal closed lost on 22 Jan 2026 with the reason no decision. There is no billing and nothing open.

  • No order form and no ARR
  • Only deal closed lost, no decision
  • No invoices issued
The analysis

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

Next commitment: None. No renewal or open deal is on record.

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

Deals: The one new Growth deal was closed lost on 22 Jan 2026 with the reason no decision. Its amount was £56k and its annual value £44k. Sophie Ling owns it and is active in HR.

Kinbasket Insurance Brokers – NewARR by monthCRM reconciliation

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 2026

    Q1 2026: price held, order form due

    One call in the period: on 7 Jan 2026 Darryl Kozak, CFO, asked if £56k had any give. Owen Tallis held the price. Darryl called price not a blocker and committed to a signed order form by 22 Jan 2026.

    The analysis

    This period holds one read: the 7 Jan 2026 negotiation call between Kinbasket Insurance Brokers and BG-Demo.

    Negotiation: Darryl Kozak asked whether £56k was the floor. Owen Tallis said it is the all-in price for subscription and implementation, and held it with no discount.

    Customer view: Darryl said price is not a blocker and he needs to get it through finance and legal. He expects legal sign-off by the end of the week and will then sign himself.

    Commitments: Jordan Pike was to send the order form and MSA the same day. Darryl committed to a signed order form by 22 Jan 2026, and eight weeks from signing gives a go-live in early March.

    Open at the end: the read does not show that the executed order form came back. Legal and finance approval sit outside Darryl's control, and the evidence does not show who else at Kinbasket was involved in the decision.

    Kinbasket Insurance Brokers / BG-Demo – Negotiation

    Made from 1 call

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

  2. Q4 2025

    Q4 2025: Growth sale from discovery to proposal

    Four reads: Kinbasket moved from scheduling a discovery call (14 Nov 2025) to a Growth demo and a £56k all-in proposal (29 Dec 2025). Sentiment was positive, but finance sign-off and exit terms were still open.

    The analysis

    Scheduling: On 14 Nov 2025 Priya Raman asked Meghan Fraser, VP Operations, for a discovery call. Meghan agreed and suggested early the following week.

    Discovery: On 24 Nov 2025 Meghan described client information scattered across the CRM, email and call recordings, with finance in an unconnected spreadsheet. Priya quoted Growth at £44k plus £12k implementation over eight weeks.

    CFO: Darryl Kozak, the CFO, checked the cost was annual and asked about exit. The answer given was twelve months from go-live, then thirty days notice.

    Demo: On 11 Dec 2025 Hannah Lowe ran a demo on the customer's data, and Tom Ashdown pitched Growth at £56k all-in for year one. Meghan found the sandbox valuable, said the timeline is realistic, and asked about cancelling; Tom wanted signature by 22 Jan 2026.

    Proposal: On 29 Dec 2025 Jordan Pike walked Meghan and Darryl through the proposal. Darryl said the tech is good and asked for a day or two to run it past finance. Jordan said year two renews at the same price, with automatic renewal and thirty days notice, and mentioned a sandbox with Growth; these go beyond the price book.

    Open at the end: Finance sign-off, the signatory and the exit terms were unresolved. A follow-up with Meghan and Darryl was set for the following Tuesday, and no order form had been signed.

    Kinbasket Insurance, discovery callKinbasket Insurance Brokers / BG-Demo – DiscoveryKinbasket Insurance Brokers / BG-Demo – DemoKinbasket Insurance Brokers / BG-Demo – Proposal

    Made from 3 calls · 1 email thread

    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

3 documents in 2 folders; 1 drafts hang on their executed paper. 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.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

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

Kinbasket Insurance Brokers' 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 8 AI summaries of 9 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 5 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
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.

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.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.
Help

Ask B

B-Viz · read-only