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Ostwalder Versicherungsmakler logo

Ostwalder Versicherungsmakler

Lost£0
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AI facts

As at Fri 9 Oct 2026

Ostwalder Versicherungsmakler, an insurance broker in Cologne, has no order form, no invoices and no ARR. Matteo Ricci quoted Growth at £44k a year plus £12k implementation on 2 Jan 2026. The new Growth deal of £56k closed lost on 16 Feb 2026, and the CRM stage is lost. There is no platform tenant, so no usage is recorded. The only document held is a security questionnaire stored as final on 5 Jan 2026.

Read from 2 calls · 4 email threads · 1 deals · 3 people · 1 documents, newest 6 Jan 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryInsurance brokingSource: CRM company record
  • Websiteostwalder.exampleSource: CRM company record
  • CountryGermanySource: CRM company record · CRM code DE · Region EU
  • HQ cityCologneSource: CRM company record
  • Size260 employeesSource: CRM company record
  • CRM ownerMatteo RicciSource: 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 Growth deal closed lost on 16 Feb 2026 when Ostwalder chose a competitor, and there has been no contact since 7 Jan 2026. Nothing is owed or contracted. A later win-back conversation with Miriam Theisen is the one opening, if circumstances change.

SignalsFinance readQ4 2025 digestQ1 2026 digestDocument roll-upSven Hoffmann

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

AImade from

Key facts

Updated 9 Oct 26
  • Last contact7 Jan 2026Email: Demo scheduled · 275 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Matteo Ricci asks Miriam Theisen for a short loss-review conversation to learn why Ostwalder chose a competitor and when a Growth win-back could be raised. Re engage
Who
Matteo Ricci Matteo Ricci
When
This week by 9 Oct 2026
Why
Matteo Ricci should contact Miriam Theisen, the champion who led the Growth evaluation, to find out why Ostwalder chose a competitor and to keep a win-back route open. The deal closed lost on 16 Feb 2026 and there has been no contact since 7 Jan 2026.

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

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The story

As at Fri 9 Oct 2026
Lost

Lost: Ostwalder Versicherungsmakler's only Growth deal, £56k, closed lost on 16 Feb 2026 to a competitor. There is no order form, invoice or usage, and nobody has spoken to them since 7 Jan 2026. Matteo Ricci should seek a loss review with Miriam Theisen.

Lost: Ostwalder Versicherungsmakler's only deal, a new Growth deal of £56k, closed lost on 16 Feb 2026 when it chose a competitor. There is no order form or invoice, and the CRM stage is lost.

There is no platform tenant, so no usage and no tickets are recorded. Matteo Ricci ran discovery with Klaus Wirtz and Miriam Theisen and demoed Growth with Hannah Lowe on 2 Jan 2026. The last contact was 7 Jan 2026.

The evidence does not show which competitor won or why. Deal ownership is unclear: the finance read names Tom Ashdown while the CRM owner is Matteo.

Matteo should reconcile the owner records and ask Miriam for a short loss-review conversation on why Ostwalder chose a competitor and when a Growth win-back could be raised, 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 deal lost to a competitor

Standing No invoices

Ostwalder Versicherungsmakler has no ARR and no invoices. Its one new Growth deal, £56k, closed lost on 16 Feb 2026 because the prospect chose a competitor. Nothing is committed or owed.

  • No order form and no ARR
  • Only deal closed lost, competitor chosen
  • No billing to chase
The analysis

Recurring revenue: no order form has started, so there is no ARR on record. The CRM stage is lost and CRM ARR is £0.

Next commitment: none. The evidence shows no renewal, open deal or booked order form.

Billing: there are no invoices, so nothing is overdue or disputed. Invoiced run rate and order-form ARR are both £0.

Deals: the new Growth deal, amount £56k with annual value £44k, closed lost on 16 Feb 2026. The lost reason is chose_competitor. The owner, Tom Ashdown, is active in HR.

Ostwalder Versicherungsmakler – NewARR by monthCRM reconciliation

Made from 1 deal · 2 fact tables

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

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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: Growth demo, proposal pending

    Two reads. On 2 Jan 2026 Matteo Ricci demoed and quoted Growth at £44k a year plus £12k implementation to Miriam Theisen, who wants a mid-February close. On 6 Jan 2026 a further demo was set up with the Head of IT.

    The analysis

    Demo and quote: On 2 Jan 2026 Matteo Ricci and Hannah Lowe demoed to Miriam Theisen, Head of Broker Operations. Matteo quoted Growth at £44k a year plus £12k fixed implementation, with 40 users and eight connectors.

    Customer view: Miriam asked about users, connectors, pricing, support and whether eight weeks depends on data access. She wants clarity before quarter-end and a mid-February close.

    Timeline: Matteo promised a proposal by mid-next week, then a security review and order form by end of January, with implementation in early February.

    Scheduling: On 6 Jan 2026 Matteo offered demo slots and Miriam chose Wednesday at 11:00. She will bring the Head of IT and prepared test questions, and Hannah will cover security controls.

    Open at the end: Both prices are quoted, not an executed order form. The evidence does not show who signs, whether procurement is involved, or that the proposal was sent.

    Ostwalder Versicherungsmakler / BG-Demo – DemoDemo scheduled

    Made from 1 call · 1 email thread

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

  2. Q4 2025

    Q4 2025: discovery held, demo to be scheduled

    Prospect period. Matteo Ricci held discovery on 12 Nov 2025 with Klaus Wirtz and Miriam Theisen, who asked for a Growth proposal and aim to decide by mid-February. The demo slipped into January. No price quoted.

    The analysis

    Discovery set-up: On 7 Nov 2025 Matteo Ricci asked for a discovery call covering the operation and regulator needs. Miriam Theisen, Head of Broker Operations, offered two slots and Matteo confirmed Monday morning.

    Discovery: On 12 Nov 2025 Matteo ran the call with Klaus Wirtz, managing director, and Miriam. Four ops staff lose two or three hours a day pulling data across CRM, claims and spreadsheets.

    Customer view: Klaus wants underwriters finding new business and a clear view of who is likely to renew. Miriam wants business users to self-serve and free their one overloaded technical person.

    Commercial: Matteo indicated Growth, about twelve thousand for implementation over eight weeks, plus a subscription, with precise numbers to follow. Klaus said "Send the proposal." The customer aims to decide by mid-February.

    Demo: On 24 Dec 2025 Matteo asked for a one-hour demo with finance and operations. Miriam said the following week was too tight and proposed the week after, without giving a view on scope or budget.

    Marketing: On 29 Dec 2025 Alice Brewer invited Miriam to a webinar on Thursday 15 Jan 2026. There was no reply.

    Open at the end: The proposal and walk-through are outstanding, and no price has been quoted. Matteo is to send three demo dates in the second week of January, and Hannah needs read-only Salesforce access. Data quality, rated only "okay", could add a couple of weeks.

    Ostwalder Versicherungsmakler / BG-Demo – DiscoveryDiscovery call, next week?Demo schedulingBG-Demo webinar, data and operations

    Made from 1 call · 3 email threads

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

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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

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

Ostwalder Versicherungsmakler'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 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 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

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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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