B-Viz
Glenshesk Insurance Services logo

Glenshesk Insurance Services

Prospect£0
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AI facts

As at Fri 9 Oct 2026

Glenshesk Insurance Services is a Belfast insurance broker recorded in the CRM as a prospect, with no tier, no order form and no invoices. Contracted, invoiced and CRM ARR are all £0 across one CRM record. There is no platform tenant, so no usage is recorded, and there are no tickets. No open deal or booked call is on record. The only interaction is a webinar invitation from Sofia Marchetti to Brian Gilmore on 11 May 2025, which drew no reply.

Read from 1 email threads · 2 people, newest 11 May 25

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Profile

Updated 9 Oct 26
  • IndustryInsurance brokingSource: CRM company record
  • Websiteglenshesk.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityBelfastSource: CRM company record
  • Size140 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive
  • TypeProspectSource: contracts and invoices (signals) · CRM stage prospect
  • StateProspectSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Prospect, because Glenshesk Insurance Services has never bought and has not engaged: one unanswered webinar invitation in May 2025 and nothing since. Aine McKeown, the CRM champion, has no conversations on record. The opportunity is a first discovery call through Aine, led by Tom Ashdown.

SignalsQ2 2025 digestAine McKeownBrian Gilmore

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

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Key facts

Updated 9 Oct 26
  • Last contact11 May 2025Email: You're invited to our webinar · 516 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Tom Ashdown contacts Aine McKeown to book a first discovery call on which systems her operations team reconciles by hand. discovery
Who
Tom Ashdown Tom Ashdown
When
This week by 9 Oct 2026
Why
Tom Ashdown should ask Aine McKeown, the CRM champion, for a first discovery call. Glenshesk Insurance Services has no deal or booked call, and its only contact was an unanswered webinar invitation on 11 May 2025.

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

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The story

As at Fri 9 Oct 2026
Prospect

Prospect: Glenshesk Insurance Services has no contract, no invoices and no tenant. Its only contact was an unanswered webinar invitation on 11 May 2025. Tom Ashdown should ask Aine McKeown for a first discovery call.

Prospect. Glenshesk Insurance Services is a Belfast insurance broker held as a prospect on one CRM record with no tier. Contracted, invoiced and CRM ARR are all £0, and there is no order form, so there are no contract or renewal dates.

There is no platform tenant, so no usage is recorded. Sofia Marchetti sent the only thread, a webinar invitation to Brian Gilmore, Managing Director, on 11 May 2025, and it drew no reply.

The records show no news, no tickets, no deal and no booked call. Aine McKeown, Operations Manager and CRM champion, has never been engaged. The main risk is that there is no evidence of interest at all.

Tom Ashdown, the active CRM owner, should ask Aine for a first discovery call this week, by 9 Oct 2026, after a briefing from Sofia. He should hold back from approaching Brian until discovery shows a need.

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

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ARR journey

No ARR history: no order forms or invoices for this organisation.

Accountingmade 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. Q2 2025

    Q2 2025: one unanswered webinar invitation

    Q2 2025 holds one email thread: a webinar invitation from Sofia Marchetti to Brian Gilmore on 11 May 2025. There is no reply, so the quarter shows neither interest nor refusal.

    The analysis

    Scope: the quarter holds one read, an email thread dated 11 May 2025 titled as a webinar invitation.

    Invitation: Sofia Marchetti invited Brian Gilmore to an online webinar on a Thursday at 15:00 UK time, with a recording to follow.

    Response: the thread holds no reply, so it shows neither interest nor refusal. The read rates it as neutral and logistical.

    Open at the end: no next steps, opportunities or commitments are recorded. The read notes only that silence from the managing director gives no signal on engagement with BG-Demo.

    You're invited to our webinar

    Made from 1 email thread

    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

No documents in the document store for this subject.

Documentsmade from

Open deals

No open deals.

CRMmade from

Open tickets

No open tickets.

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Activity

  • 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
  • 11 May 2025email threadYou're invited to our webinar Sofia Marchetti, Brian GilmoreGlenshesk Insurance Services logoSofia MarchettiBrian Gilmore
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

Glenshesk Insurance Services' 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 1 AI summary of 1 raw thing (calls, tickets, emails, news), 1 usage read, 1 finance read, 2 people (2 with an AI write-up) and 1 staff (0 with an AI write-up), shown on 2 pages. 3 AI records in this trail are not written yet.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · 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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