B-Viz
Kirkhope Insurance Services logo

Kirkhope Insurance Services

Prospect£0Proposal · £28k/yr
made from

AI facts

As at Fri 9 Oct 2026

Kirkhope Insurance Services, an insurer in Hull, has no executed order form, no ARR and no invoices. The final Starter proposal of 6 Oct 2026 quotes £22k a year and £28k for the first year. There is no platform tenant, so no usage is on record. One new Starter deal is at the CRM's proposal stage at £28k, expected to close on 13 Nov 2026, with a negotiation call booked for 20 Oct 2026. On the 8 Oct 2026 call, £20k was quoted as the subscription.

Read from 4 calls · 1 deals · 3 people · 2 documents, newest 8 Oct 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryInsuranceSource: CRM company record
  • Websitekirkhope.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityHullSource: CRM company record
  • Size220 employeesSource: CRM company record
  • CRM ownerSophie LingSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
  • 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 Karl Tennison and Anne Kirkhope both said on 8 Oct 2026 that Starter is right for them, and sign-off appears to sit with Anne. The quoted £20k conflicts with the £22k proposal, and the renewal-rate promise needs checking. Opportunity: five named sources may justify extra connectors.

SignalsKirkhope Insurance Services / BG-Demo – ProposalDocument roll-upKirkhope Insurance Services / BG-Demo – DiscoveryFinance read

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

AImade from

Key facts

Updated 9 Oct 26
  • Open dealProposal · £28,000Source: CRM deal Kirkhope Insurance Services – New · new deal · Expected close 13 Nov 2026 · Owner Sophie Ling
  • Last contact8 Oct 2026Call: Kirkhope Insurance Services / BG-Demo – Proposal · 1 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Sophie Ling sends Anne Kirkhope a corrected Starter order form at the £22k proposal price, with service levels stated and renewal wording that matches the price book, before the negotiation call. proposal
Who
Sophie Ling Sophie Ling
When
This week by 9 Oct 2026
Why
Sophie Ling should send Anne Kirkhope one corrected Starter order form at the £22k proposal price, with renewal wording and service levels fixed. The 8 Oct 2026 call quoted £20k and promised renewal at the same rate, and the negotiation call is on 20 Oct 2026.

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

AImade from

The story

As at Fri 9 Oct 2026
Prospect

Prospect: Kirkhope Insurance Services has said Starter is right for them, and a £28k deal is expected to close on 13 Nov 2026. Nothing is signed. The £20k quoted on the 8 Oct 2026 call conflicts with the £22k proposal, so a corrected order form is needed.

Prospect: Kirkhope Insurance Services has no executed order form, no ARR and no invoices. The final Starter proposal of 6 Oct 2026 quotes £22k a year and £28k for the first year, and the CRM's open deal is expected to close on 13 Nov 2026.

There is no platform tenant, so there are no usage or ticket records yet. Karl Tennison, Head of Broker Relations, attended all three calls. Anne Kirkhope, Managing Director, joined two and appears to hold sign-off.

On the 8 Oct 2026 call, Sophie Ling quoted £20k, the v1 Starter list, and promised renewal at the same rate. Discovery named five sources against Starter's four connectors. Reece Dunn, IT Manager, has no conversations on record.

Sophie should send Anne one corrected Starter order form at £22k by 9 Oct 2026, with service levels stated and Owen Tallis's sign-off. The negotiation call is booked for 20 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 open deal

Standing No invoices

No order form has started, so there is no ARR and no billing. One open new Starter deal at proposal stage is worth £28k in the CRM, with an annual value of £22k, expected to close on 13 Nov 2026.

  • No order form, no ARR, no billing
  • Open new Starter deal at proposal stage, a forecast only
  • Expected close 13 Nov 2026
The analysis

Recurring revenue: There is no ARR on record. CRM ARR, the invoiced run rate and order-form ARR are all £0.

Next commitment: None contracted. The open new Starter deal is a forecast, not a win, and its expected close is 13 Nov 2026.

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

Deals: The deal was created on 10 Aug 2026 and is at proposal stage with an amount of £28k and an annual value of £22k. Sophie Ling owns it and is active in HR.

Kirkhope Insurance Services – NewARR by monthCRM reconciliation

Made from 1 deal · 2 fact tables

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

2 documents in 1 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

DealStageAmountClose
Kirkhope Insurance Services – Newproposal£28,00013 Nov 2026
CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • Upcoming
  • 20 Oct 2026upcoming callKirkhope Insurance Services / BG-Demo – Negotiation Sophie Ling, Owen Tallis, Anne Kirkhope, Karl TennisonKirkhope Insurance Services logoSophie LingOwen TallisAnne Kirkhope+1
  • Held
  • 8 Oct 2026callKirkhope Insurance Services / BG-Demo – Proposal Sophie Ling, Karl Tennison, Anne KirkhopeKirkhope Insurance Services logoSophie LingKarl TennisonAnne Kirkhope
  • 6 Oct 2026documentKirkhope Insurance Services - Proposal Sophie LingKirkhope Insurance Services logoSophie Ling
  • 1 Oct 2026documentKirkhope Insurance Services - Proposal v1 Sophie LingKirkhope Insurance Services logoSophie Ling
  • 18 Sep 2026callKirkhope Insurance Services / BG-Demo – Demo Sophie Ling, Theo Gallagher, Karl TennisonKirkhope Insurance Services logoSophie LingTheo GallagherKarl Tennison
  • 2 Sep 2026callKirkhope Insurance Services / BG-Demo – Discovery Sophie Ling, Karl Tennison, Anne KirkhopeKirkhope Insurance Services logoSophie LingKarl TennisonAnne Kirkhope
  • 10 Aug 2026dealKirkhope Insurance Services – New Sophie Ling, Karl TennisonKirkhope Insurance Services logoSophie LingKarl Tennison
  • 15 Jan 2026eventBG-Demo webinar Alice Brewer, Dean Hargreaves, Sam Cheney, Wei Ling Tan, Miriam Theisen, Howard Feinberg, Jess Dobson, Lindsey Ward, Méabh Crowley, Cerys Llewellyn, Luke Oakes, Asif Nuttall, Jean Benson, Maeve Doherty, Kerryn Mibus, Jas Dhillon, Phil Royston, Karl Tennison, Ian Brearley, Gavin Stokes, Michelle Pomeroy, Kerry Bramall, Fraser Moncrieff, Iain Cruickshank, Shane Keane, Anouk Bosman, Karin Sjöberg, Erik Wallin, Hazel Bourne, Lucas Goossens, Brent Olson, Hugh Atherton, Dylan Tremblay, Jun Tan, Kevin Lister, Tariq Saleem, Dan Hosken, Matt Colenso, Graeme Charlton, Mark Dodds, Declan Moran, Kirsteen Boyd, Abi Coombes, Tracey Bainbridge, Wouter Brouwer, Javier OrtizAlice BrewerDean HargreavesSam Cheney+43
  • 25 Nov 2025eventRevenue leaders roundtable Alice Brewer, Lachlan Nguyen, Asif Mahmood, Yasmin Openshaw, Emma Jagger, Gerard Kok, Oluwaseun Bamidele, Andrew Pickering, Craig Holt, Jasmine Coleman, Shane Twomey, Emma Haworth, Stefanie Lange, Clodagh Fitzgerald, Shirley Bowman, Reece Dunn, Glen Nuttall, Sajid Iqbal, Stephen Arden, Oliver Rushworth, Ilse de Graaf, Linda Barraclough, Samantha Gee, Trevor Bulmer, Cian Farrell, Gráinne Lynch, Sofie Bech, Mads Mortensen, Jackie Seed, Marie Wouters, Anders Holm, Els De Smet, Antoine Moreau, Aylin Kaya, Philip Annear, Lauren Pilkington, Clara Hoskins, Siobhán Nolan, Joost van der Linden, Sanne de Wit, Tim SchröderAlice BrewerLachlan NguyenAsif Mahmood+38
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

Kirkhope Insurance Services' pages are written from 4 organisation-level AI texts (assessment / next steps), 1 period digest and 1 narrative-level AI text, which in turn draw on 6 AI summaries of 7 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 3 staff (0 with an AI write-up), shown on 4 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 · Calls · CRM · Documents · Events
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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Open as a page

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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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