B-Viz
Sandusky Bay Mutual Insurance logo

Sandusky Bay Mutual Insurance

Prospect£0Demo · £155k/yr

AI facts

As at Fri 9 Oct 2026

Sandusky Bay Mutual Insurance is a prospect with no order form, no invoices and no ARR. There is no tenant, so no usage is recorded, and no tickets have been raised. One new-business Enterprise deal is open at demo stage, amount £155k, with an expected close of 15 Jan 2027. A proposal call with Heidi Krueger and Randall Schmitt is booked for 13 Oct 2026. The only document is an Enterprise security questionnaire stored as final on 12 Sep 2026.

Read from 3 calls · 1 email threads · 1 deals · 3 people · 1 documents, newest 7 Oct 26

Profile

Updated 9 Oct 26
  • IndustryInsuranceSource: CRM company record
  • Websitesanduskybay.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityMilwaukeeSource: CRM company record
  • Size680 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage opportunity · The sources disagree
  • StateProspectSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026

AI opinion

As at Fri 9 Oct 2026

Prospect, because the Enterprise deal is still at demo stage with no order form signed. Heidi Krueger moved from price hesitation to saying she was pretty convinced, but wider sign-off and a security review are not evidenced. Engaging Troy Wendt on security could help.

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

Key facts

Updated 9 Oct 26
  • Open dealDemo · £155,000Source: CRM deal Sandusky Bay Mutual Insurance – New · new deal · Expected close 15 Jan 2027 · Owner Jordan Pike
  • Last contact7 Oct 2026Email: Webinar invitation · 2 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Jordan Pike prepares a value case built on halving support time, plus a named approver and security review plan, to put to Randall Schmitt and Heidi Krueger on the 13 Oct 2026 proposal call. proposal
Who
Jordan Pike Jordan Pike
When
This week by 9 Oct 2026
Why
Jordan Pike to build a value case and a sign-off plan for the 13 Oct 2026 proposal call with Heidi Krueger and Randall Schmitt. Heidi hesitated on the £155k price, and no other approvers or security review date are on record.

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

The story

As at Fri 9 Oct 2026
Prospect

Prospect: an open Enterprise deal at the CRM's demo stage, amount £155k, forecast to close 15 Jan 2027. Heidi Krueger was pretty convinced after the 10 Sep 2026 demo, and Jordan Pike is preparing for the 13 Oct 2026 proposal call. No order form, invoice or usage exists yet.

Prospect. Sandusky Bay Mutual Insurance has no order form, invoice or ARR; one new-business Enterprise deal sits at the CRM's demo stage, amount £155k, forecast to close 15 Jan 2027.

There is no tenant, so no usage is recorded. Heidi Krueger, the champion, hesitated on the £155k first-year price on 27 Jul 2026 but said she was pretty convinced after the 10 Sep 2026 demo.

No tickets exist; the only document is an Enterprise security questionnaire, final on 12 Sep 2026. The main risk is sign-off: Randall Schmitt joined discovery only and Troy Wendt, the security chief, has not answered a webinar invitation.

Jordan Pike is to prepare a value case on halving support time, plus a named approver and security review plan, by 9 Oct 2026 for the proposal call booked for 13 Oct 2026 with Heidi and Randall.

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

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 demo-stage deal

Standing No invoices

No ARR and no billing. One open new-business Enterprise deal at demo stage, amount £155k, annual value £125k, expected to close 15 Jan 2027. It is a forecast, not a win.

  • No order form, so no ARR
  • Open Enterprise deal at demo stage is a forecast
  • Expected close 15 Jan 2027
The analysis

Recurring revenue: No order form has started, so there is no ARR. The CRM shows £0 over one record at the opportunity stage, matching the invoiced run rate and order-form ARR of £0.

Next commitment: None contracted. The open deal has an expected close of 15 Jan 2027, which is a forecast only.

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

Deals: The open new Enterprise deal is at demo stage, amount £155k, annual value £125k. Its owner, Jordan Pike, is active in HR.

Made from 1 deal · 2 fact tables

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

Platform usage

No platform usage: this organisation has no tenant in product analytics.

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

DealStageAmountClose
Sandusky Bay Mutual Insurance – Newdemo£155,00015 Jan 2027

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • Upcoming
  • 13 Oct 2026upcoming callSandusky Bay Mutual Insurance / BG-Demo – Proposal Jordan Pike, Heidi Krueger, Randall SchmittSandusky Bay Mutual Insurance logoJordan PikeHeidi KruegerRandall Schmitt
  • 15 Oct 2026upcoming eventBG-Demo webinar Alice Brewer, Rajesh Mistry, Geoffrey Rowe, Alexander Vallance, Marieke Postma, Emma Croft, Inge de Boer, Dan Dyson, Andrew Pickering, Sandra Neale, Jeroen Coenen, Dirk Vogt, Jens Maes, Aaron Graham, Troy Wendt, Rebecca Nuttall, Ian Brearley, Gareth Lumb, Neil Craven, Colm Geraghty, Sinéad Kilkelly, Sheila Duffield, Trevor Bulmer, Troy Henderson, Georgina Aspinall, Jenna Lindstrom, Aoife Brophy, Gráinne Nolan, Clifford Unwin, Jackie Seed, Kendra Oakes, Brandon Russell, Claire Girard, Marie Goossens, Yasmin Carswell, Neil Ashworth, Matt Colenso, Niamh Fogarty, Jade KenwrightAlice BrewerRajesh MistryGeoffrey Rowe+36
  • Held
  • 7 Oct 2026email threadWebinar invitation Alice Brewer, Troy WendtSandusky Bay Mutual Insurance logoAlice BrewerTroy Wendt
  • 12 Sep 2026documentSandusky Bay Mutual Insurance - Security Questionnaire Theo GallagherSandusky Bay Mutual Insurance logoTheo Gallagher
  • 10 Sep 2026callSandusky Bay Mutual Insurance / BG-Demo – Demo Jordan Pike, Hannah Lowe, Heidi KruegerSandusky Bay Mutual Insurance logoJordan PikeHannah LoweHeidi Krueger
  • 27 Jul 2026callSandusky Bay Mutual Insurance / BG-Demo – Discovery Jordan Pike, Heidi Krueger, Randall SchmittSandusky Bay Mutual Insurance logoJordan PikeHeidi KruegerRandall Schmitt
  • 11 Jun 2026dealSandusky Bay Mutual Insurance – New Jordan Pike, Heidi KruegerSandusky Bay Mutual Insurance logoJordan PikeHeidi Krueger
  • 25 Feb 2025eventRevenue leaders roundtable Sofia Marchetti, Toby Rickard, Oliver Pennock, Alexander Vallance, Asif Jagger, Steven Holroyd, Matthew Grice, Pieter de Groot, Craig Holt, Tina Goddard, Susan Tweddle, Jas Dhillon, Troy Wendt, Glen Nuttall, Timo Brand, Claire Vasseur, Douglas Entwistle, Diane Hirst, Lukas Brandl, Morag Galbraith, Vincent Ackerley, Tessa Goring, Mads Mortensen, Pat Clixby, Lien Peeters, Anders Holm, Lachlan Hutchinson, Tomasz Wiśniewski, Clara Hoskins, Kirsteen Boyd, Trevor Mayhew, Sinead Maguire, Paul Ottaway, Jade Kenwright, Liam Corner, Vikram SethiSofia MarchettiToby RickardOliver Pennock+33

Contacts

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

Sandusky Bay Mutual Insurance's 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 5 AI summaries of 6 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 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 · Email

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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