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Pellegrin Hart Benefits logo

Pellegrin Hart Benefits

Healthy£50kRenews 26 May 27
made from

AI facts

As at Fri 9 Oct 2026

Pellegrin Hart Benefits holds a Growth order form signed 12 May 2026 at £50k a year, running 26 May 2026 to 25 May 2027, plus a £12k implementation. Active users rose from 2 to 30 (1400%) between May 2026 and Sep 2026, against 40 licensed seats. Renewal falls on 26 May 2027 at £50k, and a QBR with Allison Pereira is booked for 27 Oct 2026. A 23 Sep 2026 request for twelve new users drew a first response of 397 minutes.

Read from 16 calls · 22 email threads · 4 tickets · 1 news items · 1 deals · 13 people · 8 documents, newest 28 Sep 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryBenefits administrationSource: CRM company record
  • Websitepellegrinhart.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityHartfordSource: CRM company record
  • Size420 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US · CSM Hollie Grieve
  • Customer since26 May 2026Source: first executed order form ctr_162_01, signed 12 May 2026 · Growth tier · In the CRM since 22 Jan 2026
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Healthy, because usage has climbed steeply since go-live, both invoices are paid within terms and the sponsor is engaged. The gap is an unquantified value case for the CFO before renewal. Filling the remaining seats, starting with the twelve new client service users, is the clear opportunity.

SignalsFinance readPellegrin Hart Benefits / BG-Demo – Check InAdding new users with SSOQ2 2026 digestUsage read

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

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Key facts

Updated 9 Oct 26
  • Contracted ARR£50,000Source: executed order form ctr_162_01, 26 May 2026 to 25 May 2027 · CRM £50,000 · Invoiced run rate £50,000 · As of 9 Oct 2026
  • Next renewal26 May 2027Basis: order form ctr_162_01 ends 25 May 2027 · In 229 days · Renewal price £50,000 · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term26 May 2026 to 25 May 2027Source: order form ctr_162_01 (new), signed 12 May 2026 · Billed annually · 40 seats, 8 connectors
  • TierGrowthSource: the current order form
  • Last contact28 Sep 2026Call: Pellegrin Hart Benefits / BG-Demo – Check In · 11 days before 9 Oct 2026
  • Tenantus-east-1Source: product analytics, reporting since May 2026 · 6 connectors configured
  • Licensed seats4030 active users in Sep 2026 · Order form ctr_162_01: 40 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Hollie Grieve sends Allison Pereira and Monica Starling the by-client usage view and dashboard steps, so the 27 Oct 2026 QBR reviews a quantified value case for the Growth renewal. renewal
Who
Hollie Grieve Hollie Grieve
When
This week by 9 Oct 2026
Why
Hollie Grieve should send Allison Pereira and Monica Starling the promised by-client usage view this week. The booked QBR can then review value, because Allison wants a view on value before renewal and the CFO's payback question was never quantified.

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

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The story

As at Fri 9 Oct 2026
Healthy

Healthy: Pellegrin Hart Benefits is on Growth at £50k a year to 25 May 2027, with invoices paid within terms and usage up to 30 active users and 968 questions in Sep 2026. The value case Allison Pereira wants before renewal is not yet built.

Healthy: Pellegrin Hart Benefits holds the executed Growth order form at £50k a year from 26 May 2026 to 25 May 2027. Renewal falls on 26 May 2027, 229 days away, and both invoices are paid within terms.

Since May 2026 active users rose from 2 to 30 of 40 seats, and monthly questions rose from 19 to 968 in Sep 2026. Monica Starling asks 23% of questions over the last 90 days, a key-person risk.

Allison Pereira raised the renewal on 28 Sep 2026 and wants a view on value. Payback for Gary Pellegrin, the CFO, was never quantified, and a twelve-user request on 23 Sep 2026 drew a 397-minute first response against a 1 business hour target.

Hollie Grieve sends Allison and Monica the by-client usage view and dashboard steps by 9 Oct 2026, so the QBR booked for 27 Oct 2026 reviews a quantified value case.

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

AImade from

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£25k£50kMay 26Jun 26Jul 26Aug 26Sep 26new£50k£50kMay 26: Contracted ARR £50,000; Invoiced ARR £50,000Jun 26: Contracted ARR £50,000; Invoiced ARR £50,000Jul 26: Contracted ARR £50,000; Invoiced ARR £50,000Aug 26: Contracted ARR £50,000; Invoiced ARR £50,000Sep 26: Contracted ARR £50,000; Invoiced ARR £50,000

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £50k; Invoiced ARR £50k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_162.

Show the figures as a table
MonthContracted ARRInvoiced ARR
May 26£50,000£50,000
Jun 26£50,000£50,000
Jul 26£50,000£50,000
Aug 26£50,000£50,000
Sep 26£50,000£50,000
Accountingmade from

Finance read

As at Fri 9 Oct 2026

ARR £50k, all paid

Standing Paid upARR Steady

Contracted ARR is £50k on the executed Growth order form, in place since May 2026. Both invoices are paid within terms and the CRM agrees. Renewal is on 26 May 2027 at £50k, no change.

  • ARR £50k, unchanged since May 2026
  • Renewal 26 May 2027 at £50k
  • CRM, invoices and order form agree
The analysis

Recurring revenue: Contracted ARR is £50k on the executed Growth order form, which runs 26 May 2026 to 25 May 2027. It first appeared in May 2026 and has not moved since.

Next commitment: Renewal falls on 26 May 2027, 229 days after the as-of date. The renewal price is £50k, a change of +£0 (0.0%) by the price-book rule.

Billing: INV-162-0001 (£12k net) and INV-162-0002 (£50k net) are both paid within terms. CRM ARR, the invoiced run rate and the order form agree at £50k.

Deals: The one deal is a closed won new Growth deal, amount £62k with annual value £50k. Its owner, Jordan Pike, is active in HR.

ARR by monthCRM reconciliationINV-162-0002Pellegrin Hart Benefits – New

Made from 1 deal · 2 fact tables · 2 invoices

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. Q2 2026

    Q2 2026: Growth deal closed, slow onboarding

    Growth order form at £62k moved from proposal to invoicing, with a kickoff on 28 May 2026. Onboarding was positive in tone but adoption was thin: CRM live, helpdesk access waiting on IT, only two of forty licences used.

    The analysis

    Deal: On 2 Apr 2026 Jordan stated the Growth proposal at £62k including implementation, with signing targeted for 12 May 2026. Gary Pellegrin asked on 15 Apr 2026 for the order form with number and payback in front of him.

    Negotiation: On the 23 Apr 2026 call Gary pressed on payback and price. Allison Pereira had no clean number, and Owen Tallis promised no price movement.

    Signing and billing: On 8 May 2026 Gary confirmed the £62k total matches. Invoice INV-162-0001 for £12k followed on 13 May 2026 and INV-162-0002 for the £50k annual subscription on 26 May 2026; neither thread shows a customer reply or PO number.

    Kickoff: The 28 May 2026 kickoff agreed the connector order. Single sign-on is not in the Growth order form, and the first term runs to 25 May 2027.

    Adoption: Between 5 Jun 2026 and 30 Jun 2026 the CRM went live and the helpdesk was connected by Monica Starling on 11 Jun 2026. On 18 Jun 2026 Monica said she had barely logged in, and on 24 Jun 2026 only two people had logged in.

    Open at the end: Helpdesk read-only access was waiting on IT, no go-live date was promised, and the invitee list for the next session was not yet sent. Payback remained unquantified.

    Pellegrin Hart Benefits / BG-Demo – NegotiationOrder form for signature: Pellegrin Hart BenefitsPellegrin Hart Benefits / BG-Demo – KickoffPellegrin Hart Benefits / BG-Demo – OnboardingNext onboarding sessionInvoice INV-162-0002

    Made from 6 calls · 10 email threads

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

  2. Q1 2026

    Q1 2026: Growth proposal, security review open

    Discovery, demo and proposal for a £62k Growth deal with Allison Pereira, positive throughout. Sign-off needs leadership, legal and a security review. Open enrollment timing and the 12 May 2026 close target remained unresolved.

    The analysis

    Discovery: On 9 Feb 2026 Jordan Pike set up a discovery call and Allison Pereira asked for a by-client view. On 13 Feb 2026 she described tickets, calls, CRM notes and spreadsheets held apart, and Jordan quoted Growth, about eight weeks, at £62k.

    Proposal: On 17 Feb 2026 Jordan pencilled the £62k Growth proposal with implementation, expected close 12 May 2026. Allison asked for the one-off and recurring parts separated and said she does not buy without a leadership colleague.

    Marketing: On 15 Feb 2026 Alice Brewer invited Ethan Brody, Director of Information Security, to a London roundtable on 24 Feb 2026. The thread shows no reply.

    Demo: On 11 Mar 2026 Theo Gallagher demoed to Allison, Monica Starling and Jasmine Coleman. Jasmine said she was sold on review prep, and Allison asked for proof on messy data and a number for leadership.

    Security: On 13 Mar 2026 Monica asked for written answers on hosting, access control and exit for Ethan to review. Jordan said the close date will move rather than rush the review.

    Walkthrough: On 31 Mar 2026 Jordan walked Allison through the proposal. She said she is positive and wants it, and she will flag pounds sterling invoicing to finance.

    Open at the end: Leadership and legal sign-off, the security review and go-live before open enrollment. Jordan would not commit to a go-live date before signing, and the evidence does not show who signs.

    Pellegrin Hart Benefits / BG-Demo – DiscoveryFollow-up from our discovery callPellegrin Hart Benefits / BG-Demo – DemoFollow-up after the demoPellegrin Hart Benefits / BG-Demo – ProposalInvitation: Revenue leaders roundtable in London

    Made from 3 calls · 6 email threads

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

  3. Q3 2025

    Q3 2025: one news item, unified client view

    One read in the quarter: a 5 Aug 2025 news item on Pellegrin Hart Benefits giving service teams a unified client view. It does not name BG-Demo. It may point to expansion if this is the brain.

    The analysis

    News: the only read of the period is a Benefits Administration Wire item reported on 5 Aug 2025. Pellegrin Hart Benefits gave its client-service teams one view of each employer client's tickets, calls and renewals.

    Capability: service representatives can see an employer client's history and put questions to the combined records. It is available from 5 Aug 2025, and more groups will be added over time.

    Account reading: the item does not name BG-Demo. The read judges it a medium-significance upsell signal, since further groups could mean extra users or a higher tier.

    Open at the end: no calls, emails or tickets in the period. The evidence does not show whether the item concerns B-Viz. The read suggests asking which groups come next at the next call.

    Pellegrin Hart Benefits introduces unified client view for service teams

    Made from 1 news item

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

AImade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
30up 16 vs 3 months earlierof 40 included on the tier
Questions asked · Sep 26
968up 758 vs 3 months earlier
Connectors configured · Sep 26
6up 2 vs 3 months earlierof 8 included on the tier
Active admins · Sep 26
2level vs 3 months earlier
Data volume · Sep 26
9.6 GBup 3.5 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (40)Right axisQuestions asked
0020500401,000May 26Jun 26Jul 26Aug 26Sep 26Included users (40)4096830May 26: Active users 2; Licensed seats 40; Questions asked 19Jun 26: Active users 14; Licensed seats 40; Questions asked 210Jul 26: Active users 22; Licensed seats 40; Questions asked 509Aug 26: Active users 26; Licensed seats 40; Questions asked 431Sep 26: Active users 30; Licensed seats 40; Questions asked 968

Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Latest (Sep 26): Active users 30; Licensed seats 40; Questions asked 968. Basis: product usage, facts.usage_monthly:org_162, signals:org_162.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
May 2624019
Jun 261440210
Jul 262240509
Aug 262640431
Sep 263040968
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (8)Right axisData volume
00.0 GB45.0 GB810.0 GBMay 26Jun 26Jul 26Aug 26Sep 26Included connectors (8)9.6 GB62May 26: Connectors configured 0; Active admins 1; Data volume 0.00 GBJun 26: Connectors configured 4; Active admins 2; Data volume 6.02 GBJul 26: Connectors configured 5; Active admins 2; Data volume 7.67 GBAug 26: Connectors configured 6; Active admins 2; Data volume 9.39 GBSep 26: Connectors configured 6; Active admins 2; Data volume 9.57 GB

Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 6; Active admins 2; Data volume 9.6 GB. Basis: product usage, facts.usage_monthly:org_162, signals:org_162.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
May 26010.00 GB
Jun 26426.02 GB
Jul 26527.67 GB
Aug 26629.39 GB
Sep 26629.57 GB
Usagemade from

Usage read

As at Fri 9 Oct 2026

Usage rising since September 2026

Direction Rising

Usage is rising: questions 614 to 924 (+50%) over the last 4 weeks against the 4 before, with the busiest week ending 9 Oct 2026. Monica Starling asks 23% of questions, a key-person risk.

  • Questions 614 to 924 (+50%) over the last 4 weeks against the 4 before
  • Monica Starling asks 23% of questions in the last 90 days
  • 30 active users, 75% of the 40 seats
  • 6 connectors configured against 8 contracted
The analysis

Recent weeks: Weekly questions rose from 116 in the week ending 28 Aug 2026 to 245 in the week ending 9 Oct 2026, the busiest of the 13 weeks. Average daily active users went from 4.5 to 7.2 (+60%) across the last 4 weeks against the 4 before.

Trend: The tenant began in May 2026 with 19 questions. September 2026 reached the 12-month peak of 968 questions, with 6 connectors configured.

Who uses it: Allison Pereira and Monica Starling were the active admins in September 2026. Monica Starling asked 517 questions (23%) in the last 90 days, ahead of Andre Okonkwo with 354 (16%).

Against the order form: 30 active users are 75% of the 40 seats on the Growth order form. Six connectors are configured against 8 contracted.

Usage by weekUsage by month

Made from 2 fact tables

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

AImade from

Documents

Updated 9 Oct 26

8 documents in 4 folders; 2 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • 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

Pellegrin Hart Benefits' pages are written from 3 organisation-level AI texts (assessment / next steps), 3 period digests and 1 narrative-level AI text, which in turn draw on 51 AI summaries of 54 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 13 people (13 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 11 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 · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Web · Usage
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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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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