Glenshesk Insurance Services

Prospect£0

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

AImade from

Profile

Updated 9 Oct 26

IndustryInsurance broking
Websiteglenshesk.example
CountryUnited Kingdom
HQ cityBelfast
Size140 employees
CRM ownerTom Ashdown
TypeProspect
StateProspect

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.

Signals Q2 2025 digest Aine McKeown Brian Gilmore

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

AImade from

Key facts

Updated 9 Oct 26

Last contact11 May 2025

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
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

AImade from

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

AImade from

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.

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

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

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 Buckley+26
11 May 2025email threadYou're invited to our webinar Sofia Marchetti, Brian Gilmore

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26

hide membership AI records not written yet

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)

Activity page block
- BG-Demo webinar entity
  - event_platform/events.csv evt_0955_webinar raw row
  - event_platform/registrations.csv evt_0955_webinar:per_1102 raw row
  - event_platform/registrations.csv evt_0955_webinar:per_11503 raw row
  - event_platform/registrations.csv evt_0955_webinar:per_1202 raw row
  - event_platform/registrations.csv evt_0955_webinar:per_1203 raw row
  - event_platform/registrations.csv evt_0955_webinar:per_12601 raw row
  - +23 more
- You're invited to our webinar entity
  - Glenshesk Insurance Services entity
    - crm/companies.csv org_144 raw row
  - mailbox/messages.csv thr_144_0001:1 raw row
  - mailbox/threads.csv thr_144_0001 raw row
AI opinion page block
- Glenshesk Insurance Services: prospect AI record
  - Glenshesk Insurance Services entity
    - crm/companies.csv org_144 raw row
  - Q2 2025: one unanswered webinar invitation AI record
    - Webinar invitation, no reply AI record
      - Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
      - You're invited to our webinar entity
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        mailbox/messages.csv thr_144_0001:1 raw row
        mailbox/threads.csv thr_144_0001 raw row
    - Glenshesk Insurance Services entity
      - crm/companies.csv org_144 raw row
  - Aine McKeown, Operations Manager AI record
    - Glenshesk Insurance Services entity
      - crm/companies.csv org_144 raw row
    - Aine McKeown entity
      - Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
      - crm/contacts.csv per_14401:org_144 raw row
  - Brian Gilmore, Managing Director AI record
    - Webinar invitation, no reply AI record
      - Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
      - You're invited to our webinar entity
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        mailbox/messages.csv thr_144_0001:1 raw row
        mailbox/threads.csv thr_144_0001 raw row
    - Glenshesk Insurance Services entity
      - crm/companies.csv org_144 raw row
    - Brian Gilmore entity
      - Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
      - crm/contacts.csv per_14402:org_144 raw row
  - Signals: Glenshesk Insurance Services signals (no model)
    - Glenshesk Insurance Services entity
      - crm/companies.csv org_144 raw row
    - Glenshesk Insurance Services entity
      - crm/companies.csv org_144 raw row
ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_144 facts table
  - Glenshesk Insurance Services entity
    - crm/companies.csv org_144 raw row
AI facts page block
- Glenshesk Insurance Services: prospect AI record
  - Glenshesk Insurance Services entity
    - crm/companies.csv org_144 raw row
  - Q2 2025: one unanswered webinar invitation AI record
    - Webinar invitation, no reply AI record
      - Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
      - You're invited to our webinar entity
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        mailbox/messages.csv thr_144_0001:1 raw row
        mailbox/threads.csv thr_144_0001 raw row
    - Glenshesk Insurance Services entity
      - crm/companies.csv org_144 raw row
  - Aine McKeown, Operations Manager AI record
    - Glenshesk Insurance Services entity
      - crm/companies.csv org_144 raw row
    - Aine McKeown entity
      - Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
      - crm/contacts.csv per_14401:org_144 raw row
  - Brian Gilmore, Managing Director AI record
    - Webinar invitation, no reply AI record
      - Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
      - You're invited to our webinar entity
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        mailbox/messages.csv thr_144_0001:1 raw row
        mailbox/threads.csv thr_144_0001 raw row
    - Glenshesk Insurance Services entity
      - crm/companies.csv org_144 raw row
    - Brian Gilmore entity
      - Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
      - crm/contacts.csv per_14402:org_144 raw row
  - Signals: Glenshesk Insurance Services signals (no model)
    - Glenshesk Insurance Services entity
      - crm/companies.csv org_144 raw row
    - Glenshesk Insurance Services entity
      - crm/companies.csv org_144 raw row
Contacts page block
- Aine McKeown entity
  - Glenshesk Insurance Services entity
    - crm/companies.csv org_144 raw row
  - crm/contacts.csv per_14401:org_144 raw row
- Brian Gilmore entity
  - Glenshesk Insurance Services entity
    - crm/companies.csv org_144 raw row
  - crm/contacts.csv per_14402:org_144 raw row
Open deals (computed from the records; nothing to show yet) page block
- Glenshesk Insurance Services entity
  - crm/companies.csv org_144 raw row
Documents (computed from the records; nothing to show yet) page block
- document_store/files.csv * raw row
Finance read (computed from the records; nothing to show yet) page block
- not yet analysed AI record
  - Glenshesk Insurance Services entity
    - crm/companies.csv org_144 raw row
hero page block
- Glenshesk Insurance Services: prospect AI record
  - Glenshesk Insurance Services entity
    - crm/companies.csv org_144 raw row
  - Q2 2025: one unanswered webinar invitation AI record
    - Webinar invitation, no reply AI record
      - Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
      - You're invited to our webinar entity
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        mailbox/messages.csv thr_144_0001:1 raw row
        mailbox/threads.csv thr_144_0001 raw row
    - Glenshesk Insurance Services entity
      - crm/companies.csv org_144 raw row
  - Aine McKeown, Operations Manager AI record
    - Glenshesk Insurance Services entity
      - crm/companies.csv org_144 raw row
    - Aine McKeown entity
      - Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
      - crm/contacts.csv per_14401:org_144 raw row
  - Brian Gilmore, Managing Director AI record
    - Webinar invitation, no reply AI record
      - Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
      - You're invited to our webinar entity
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        mailbox/messages.csv thr_144_0001:1 raw row
        mailbox/threads.csv thr_144_0001 raw row
    - Glenshesk Insurance Services entity
      - crm/companies.csv org_144 raw row
    - Brian Gilmore entity
      - Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
      - crm/contacts.csv per_14402:org_144 raw row
  - Signals: Glenshesk Insurance Services signals (no model)
    - Glenshesk Insurance Services entity
      - crm/companies.csv org_144 raw row
    - Glenshesk Insurance Services entity
      - crm/companies.csv org_144 raw row
- facts.reconciliation_t0:org_144 facts table
  - Glenshesk Insurance Services entity
    - crm/companies.csv org_144 raw row
- Glenshesk Insurance Services entity
  - crm/companies.csv org_144 raw row
- Signals: Glenshesk Insurance Services signals (no model)
  - Glenshesk Insurance Services entity
    - crm/companies.csv org_144 raw row
  - Glenshesk Insurance Services entity
    - crm/companies.csv org_144 raw row
History by quarter page block
- Q2 2025: one unanswered webinar invitation AI record
  - Webinar invitation, no reply AI record
    - Glenshesk Insurance Services entity
      - crm/companies.csv org_144 raw row
    - You're invited to our webinar entity
      - Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
      - mailbox/messages.csv thr_144_0001:1 raw row
      - mailbox/threads.csv thr_144_0001 raw row
  - Glenshesk Insurance Services entity
    - crm/companies.csv org_144 raw row
Key facts page block
- facts.reconciliation_t0:org_144 facts table
  - Glenshesk Insurance Services entity
    - crm/companies.csv org_144 raw row
- Glenshesk Insurance Services entity
  - crm/companies.csv org_144 raw row
- Signals: Glenshesk Insurance Services signals (no model)
  - Glenshesk Insurance Services entity
    - crm/companies.csv org_144 raw row
  - Glenshesk Insurance Services entity
    - crm/companies.csv org_144 raw row
- You're invited to our webinar entity
  - Glenshesk Insurance Services entity
    - crm/companies.csv org_144 raw row
  - mailbox/messages.csv thr_144_0001:1 raw row
  - mailbox/threads.csv thr_144_0001 raw row
Evidence trail page block
- Glenshesk Insurance Services entity
  - crm/companies.csv org_144 raw row
The story page block
- Customer: Glenshesk Insurance Services AI record
  - Glenshesk Insurance Services: prospect AI record
    - Glenshesk Insurance Services entity
      - crm/companies.csv org_144 raw row
    - Q2 2025: one unanswered webinar invitation AI record
      - Webinar invitation, no reply AI record
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        You're invited to our webinar entity
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        mailbox/messages.csv thr_144_0001:1 raw row
        mailbox/threads.csv thr_144_0001 raw row
      - Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
    - Aine McKeown, Operations Manager AI record
      - Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
      - Aine McKeown entity
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        crm/contacts.csv per_14401:org_144 raw row
    - Brian Gilmore, Managing Director AI record
      - Webinar invitation, no reply AI record
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        You're invited to our webinar entity
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        mailbox/messages.csv thr_144_0001:1 raw row
        mailbox/threads.csv thr_144_0001 raw row
      - Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
      - Brian Gilmore entity
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        crm/contacts.csv per_14402:org_144 raw row
    - Signals: Glenshesk Insurance Services signals (no model)
      - Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
      - Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
  - First discovery call with Aine McKeown AI record
    - Glenshesk Insurance Services: prospect AI record
      - Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
      - Q2 2025: one unanswered webinar invitation AI record
        Webinar invitation, no reply AI record
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        You're invited to our webinar entity
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        mailbox/messages.csv thr_144_0001:1 raw row
        mailbox/threads.csv thr_144_0001 raw row
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
      - Aine McKeown, Operations Manager AI record
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        Aine McKeown entity
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        crm/contacts.csv per_14401:org_144 raw row
      - Brian Gilmore, Managing Director AI record
        Webinar invitation, no reply AI record
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        You're invited to our webinar entity
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        mailbox/messages.csv thr_144_0001:1 raw row
        mailbox/threads.csv thr_144_0001 raw row
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        Brian Gilmore entity
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        crm/contacts.csv per_14402:org_144 raw row
      - Signals: Glenshesk Insurance Services signals (no model)
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
    - Glenshesk Insurance Services entity
      - crm/companies.csv org_144 raw row
    - Signals: Glenshesk Insurance Services signals (no model)
      - Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
      - Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
  - Glenshesk Insurance Services entity
    - crm/companies.csv org_144 raw row
  - Signals: Glenshesk Insurance Services signals (no model)
    - Glenshesk Insurance Services entity
      - crm/companies.csv org_144 raw row
    - Glenshesk Insurance Services entity
      - crm/companies.csv org_144 raw row
Next step page block
- First discovery call with Aine McKeown AI record
  - Glenshesk Insurance Services: prospect AI record
    - Glenshesk Insurance Services entity
      - crm/companies.csv org_144 raw row
    - Q2 2025: one unanswered webinar invitation AI record
      - Webinar invitation, no reply AI record
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        You're invited to our webinar entity
        Glenshesk Insurance Services entity
        crm/companies.csv org_144 raw row
        mailbox/messages.csv thr_144_0001:1 raw row
Open tickets (computed from the records; nothing to show yet) page block
Profile page block
Sources page block
Platform usage (computed from the records; nothing to show yet) page block
Usage read (computed from the records; nothing to show yet) page block

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

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

Glenshesk Insurance Services

Glenshesk Insurance Services

AI facts

Profile

AI opinion

Key facts

Next step

The story

ARR journey

History by quarter

Platform usage

Documents

Open deals

Open tickets

Activity

Contacts

Evidence trail

Help & Support

Help & Support

How to use the site

How to ask

What the data covers

Who to contact

Ask B