AI facts
As at Fri 9 Oct 2026Sandusky 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.
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 2026Prospect, 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.
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
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
- 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.
The story
As at Fri 9 Oct 2026Prospect: 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.
ARR journey
Finance read
As at Fri 9 Oct 2026Prospect, one open demo-stage deal
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
Platform usage
Documents
Updated 9 Oct 26- presales
Folders and documents as a list
- Security (1)
- Enterprise security questionnaire answers issued · security questionnaire · 12 Sep 2026
Open deals
| Deal | Stage | Amount | Close |
|---|---|---|---|
| Sandusky Bay Mutual Insurance – New | demo | £155,000 | 15 Jan 2027 |
Open tickets
Activity
- Upcoming
- 13 Oct 2026upcoming callSandusky Bay Mutual Insurance / BG-Demo – Proposal
- 15 Oct 2026upcoming eventBG-Demo webinar
+36
- Held
- 7 Oct 2026email threadWebinar invitation
- 12 Sep 2026documentSandusky Bay Mutual Insurance - Security Questionnaire
- 10 Sep 2026callSandusky Bay Mutual Insurance / BG-Demo – Demo
- 27 Jul 2026callSandusky Bay Mutual Insurance / BG-Demo – Discovery
- 11 Jun 2026dealSandusky Bay Mutual Insurance – New
- 25 Feb 2025eventRevenue leaders roundtable
+33
Contacts
Evidence trail
Updated 9 Oct 26Sandusky 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)
- Activity page block
- Sandusky Bay Mutual Insurance / BG-Demo – Discovery entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- call_recorder/calls.csv call_189_001 raw row
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance / BG-Demo – Demo entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- call_recorder/calls.csv call_189_002 raw row
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance / BG-Demo – Proposal entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- call_recorder/calls.csv call_189_003 raw row
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance – New entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- crm/deal_line_items.csv deal_189_01:1 raw row
- crm/deal_line_items.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:1 raw row
- crm/deal_stage_history.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:3 raw row
- +1 more
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance - Security Questionnaire entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- document_store/files.csv doc_189_001 raw row
- Sandusky Bay Mutual Insurance entity
- Revenue leaders roundtable entity
- event_platform/events.csv evt_0876_roundtable raw row
- event_platform/registrations.csv evt_0876_roundtable:per_10703 raw row
- event_platform/registrations.csv evt_0876_roundtable:per_10901 raw row
- event_platform/registrations.csv evt_0876_roundtable:per_12602 raw row
- event_platform/registrations.csv evt_0876_roundtable:per_1502 raw row
- event_platform/registrations.csv evt_0876_roundtable:per_15702 raw row
- +30 more
- +2 more
- Sandusky Bay Mutual Insurance / BG-Demo – Discovery entity
- AI opinion page block
- Sandusky Bay Mutual: Enterprise prospect AI record
- Sandusky Bay Mutual: questionnaire only AI record
- Sandusky Bay Mutual Insurance - Security Questionnaire entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- document_store/files.csv doc_189_001 raw row
- Sandusky Bay Mutual Insurance entity
- Enterprise security questionnaire, 12 Sep 2026 AI record
- Sandusky Bay Mutual Insurance - Security Questionnaire entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- document_store/files.csv doc_189_001 raw row
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Sandusky Bay Mutual Insurance - Security Questionnaire entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Sandusky Bay Mutual Insurance - Security Questionnaire entity
- Prospect, one open demo-stage deal AI record
- Sandusky Bay Mutual Insurance – New entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- crm/deal_line_items.csv deal_189_01:1 raw row
- crm/deal_line_items.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:1 raw row
- crm/deal_stage_history.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:3 raw row
- +1 more
- Sandusky Bay Mutual Insurance entity
- facts.arr_monthly:org_189 facts table
- Sandusky Bay Mutual Insurance – New entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- crm/deal_line_items.csv deal_189_01:1 raw row
- crm/deal_line_items.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:1 raw row
- crm/deal_stage_history.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:3 raw row
- +1 more
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance – New entity
- facts.reconciliation_t0:org_189 facts table
- Sandusky Bay Mutual Insurance – New entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- crm/deal_line_items.csv deal_189_01:1 raw row
- crm/deal_line_items.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:1 raw row
- crm/deal_stage_history.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:3 raw row
- +1 more
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Sandusky Bay Mutual Insurance – New entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Sandusky Bay Mutual Insurance – New entity
- Enterprise discovery, price hesitation AI record
- Sandusky Bay Mutual Insurance / BG-Demo – Discovery entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- call_recorder/calls.csv call_189_001 raw row
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Sandusky Bay Mutual Insurance / BG-Demo – Discovery entity
- Enterprise demo and proposal next step AI record
- Sandusky Bay Mutual Insurance / BG-Demo – Demo entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- call_recorder/calls.csv call_189_002 raw row
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Sandusky Bay Mutual Insurance / BG-Demo – Demo entity
- Sandusky Bay: webinar invitation AI record
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Webinar invitation entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- mailbox/messages.csv thr_189_0001:1 raw row
- mailbox/threads.csv thr_189_0001 raw row
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- +4 more
- Sandusky Bay Mutual: questionnaire only AI record
- Sandusky Bay Mutual: Enterprise prospect AI record
- ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_189 facts table
- Sandusky Bay Mutual Insurance – New entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- crm/deal_line_items.csv deal_189_01:1 raw row
- crm/deal_line_items.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:1 raw row
- crm/deal_stage_history.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:3 raw row
- +1 more
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance – New entity
- facts.arr_monthly:org_189 facts table
- AI facts page block
- Sandusky Bay Mutual: Enterprise prospect AI record
- Sandusky Bay Mutual: questionnaire only AI record
- Sandusky Bay Mutual Insurance - Security Questionnaire entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- document_store/files.csv doc_189_001 raw row
- Sandusky Bay Mutual Insurance entity
- Enterprise security questionnaire, 12 Sep 2026 AI record
- Sandusky Bay Mutual Insurance - Security Questionnaire entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- document_store/files.csv doc_189_001 raw row
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Sandusky Bay Mutual Insurance - Security Questionnaire entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Sandusky Bay Mutual Insurance - Security Questionnaire entity
- Prospect, one open demo-stage deal AI record
- Sandusky Bay Mutual Insurance – New entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- crm/deal_line_items.csv deal_189_01:1 raw row
- crm/deal_line_items.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:1 raw row
- crm/deal_stage_history.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:3 raw row
- +1 more
- Sandusky Bay Mutual Insurance entity
- facts.arr_monthly:org_189 facts table
- Sandusky Bay Mutual Insurance – New entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- crm/deal_line_items.csv deal_189_01:1 raw row
- crm/deal_line_items.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:1 raw row
- crm/deal_stage_history.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:3 raw row
- +1 more
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance – New entity
- facts.reconciliation_t0:org_189 facts table
- Sandusky Bay Mutual Insurance – New entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- crm/deal_line_items.csv deal_189_01:1 raw row
- crm/deal_line_items.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:1 raw row
- crm/deal_stage_history.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:3 raw row
- +1 more
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Sandusky Bay Mutual Insurance – New entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Sandusky Bay Mutual Insurance – New entity
- Enterprise discovery, price hesitation AI record
- Sandusky Bay Mutual Insurance / BG-Demo – Discovery entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- call_recorder/calls.csv call_189_001 raw row
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Sandusky Bay Mutual Insurance / BG-Demo – Discovery entity
- Enterprise demo and proposal next step AI record
- Sandusky Bay Mutual Insurance / BG-Demo – Demo entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- call_recorder/calls.csv call_189_002 raw row
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Sandusky Bay Mutual Insurance / BG-Demo – Demo entity
- Sandusky Bay: webinar invitation AI record
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Webinar invitation entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- mailbox/messages.csv thr_189_0001:1 raw row
- mailbox/threads.csv thr_189_0001 raw row
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- +4 more
- Sandusky Bay Mutual: questionnaire only AI record
- Sandusky Bay Mutual: Enterprise prospect AI record
- Contacts page block
- Heidi Krueger entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- crm/contacts.csv per_18901:org_189 raw row
- Sandusky Bay Mutual Insurance entity
- Randall Schmitt entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- crm/contacts.csv per_18902:org_189 raw row
- Sandusky Bay Mutual Insurance entity
- Troy Wendt entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- crm/contacts.csv per_18903:org_189 raw row
- Sandusky Bay Mutual Insurance entity
- Heidi Krueger entity
- Open deals page block
- Sandusky Bay Mutual Insurance – New entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- crm/deal_line_items.csv deal_189_01:1 raw row
- crm/deal_line_items.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:1 raw row
- crm/deal_stage_history.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:3 raw row
- +1 more
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance – New entity
- Documents page block
- Sandusky Bay Mutual Insurance - Security Questionnaire entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- document_store/files.csv doc_189_001 raw row
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance - Security Questionnaire entity
- Finance read page block
- Prospect, one open demo-stage deal AI record
- Sandusky Bay Mutual Insurance – New entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- crm/deal_line_items.csv deal_189_01:1 raw row
- crm/deal_line_items.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:1 raw row
- crm/deal_stage_history.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:3 raw row
- +1 more
- Sandusky Bay Mutual Insurance entity
- facts.arr_monthly:org_189 facts table
- Sandusky Bay Mutual Insurance – New entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- crm/deal_line_items.csv deal_189_01:1 raw row
- crm/deal_line_items.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:1 raw row
- crm/deal_stage_history.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:3 raw row
- +1 more
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance – New entity
- facts.reconciliation_t0:org_189 facts table
- Sandusky Bay Mutual Insurance – New entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- crm/deal_line_items.csv deal_189_01:1 raw row
- crm/deal_line_items.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:1 raw row
- crm/deal_stage_history.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:3 raw row
- +1 more
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Sandusky Bay Mutual Insurance – New entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Sandusky Bay Mutual Insurance – New entity
- Prospect, one open demo-stage deal AI record
- hero page block
- Sandusky Bay Mutual: Enterprise prospect AI record
- Sandusky Bay Mutual: questionnaire only AI record
- Sandusky Bay Mutual Insurance - Security Questionnaire entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- document_store/files.csv doc_189_001 raw row
- Sandusky Bay Mutual Insurance entity
- Enterprise security questionnaire, 12 Sep 2026 AI record
- Sandusky Bay Mutual Insurance - Security Questionnaire entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- document_store/files.csv doc_189_001 raw row
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Sandusky Bay Mutual Insurance - Security Questionnaire entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Sandusky Bay Mutual Insurance - Security Questionnaire entity
- Prospect, one open demo-stage deal AI record
- Sandusky Bay Mutual Insurance – New entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- crm/deal_line_items.csv deal_189_01:1 raw row
- crm/deal_line_items.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:1 raw row
- crm/deal_stage_history.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:3 raw row
- +1 more
- Sandusky Bay Mutual Insurance entity
- facts.arr_monthly:org_189 facts table
- Sandusky Bay Mutual Insurance – New entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- crm/deal_line_items.csv deal_189_01:1 raw row
- crm/deal_line_items.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:1 raw row
- crm/deal_stage_history.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:3 raw row
- +1 more
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance – New entity
- facts.reconciliation_t0:org_189 facts table
- Sandusky Bay Mutual Insurance – New entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- crm/deal_line_items.csv deal_189_01:1 raw row
- crm/deal_line_items.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:1 raw row
- crm/deal_stage_history.csv deal_189_01:2 raw row
- crm/deal_stage_history.csv deal_189_01:3 raw row
- +1 more
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Sandusky Bay Mutual Insurance – New entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Sandusky Bay Mutual Insurance – New entity
- Enterprise discovery, price hesitation AI record
- Sandusky Bay Mutual Insurance / BG-Demo – Discovery entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- call_recorder/calls.csv call_189_001 raw row
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Sandusky Bay Mutual Insurance / BG-Demo – Discovery entity
- Enterprise demo and proposal next step AI record
- Sandusky Bay Mutual Insurance / BG-Demo – Demo entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- call_recorder/calls.csv call_189_002 raw row
- Sandusky Bay Mutual Insurance entity
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Sandusky Bay Mutual Insurance / BG-Demo – Demo entity
- Sandusky Bay: webinar invitation AI record
- Sandusky Bay Mutual Insurance entity
- crm/companies.csv org_189 raw row
- Webinar invitation entity
- Sandusky Bay Mutual Insurance entity
- +4 more
- Sandusky Bay Mutual: questionnaire only AI record
- Sandusky Bay Mutual: Enterprise prospect AI record
- History by quarter (computed from the records; nothing to show yet) page block
- Key facts page block
- Evidence trail page block
- The story page block
- Next step page block
- 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