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Cuckfield Insurance Brokers

Lost£0
made from

AI facts

As at Fri 9 Oct 2026

Cuckfield Insurance Brokers, an insurance broker in Haywards Heath, has no contract, no tier and no invoices with BG-Demo. Two Starter proposals, a draft of 14 Dec 2023 and a final of 19 Dec 2023, quote £26k for year one and £20k a year after, and neither is executed. There is no platform tenant, so no usage is recorded. The only deal closed lost on 23 Jan 2024 with the reason no decision, and nothing is open. The last recorded interaction was the 19 Dec 2023 proposal call.

Read from 3 calls · 1 news items · 1 deals · 3 people · 2 documents, newest 19 Dec 23

AImade from

Profile

Updated 9 Oct 26
  • IndustryInsurance brokingSource: CRM company record
  • Websitecuckfield.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityHaywards HeathSource: CRM company record
  • Size130 employeesSource: CRM company record
  • CRM ownerMatteo RicciSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
  • StateLostSource: AI assessment · As at Fri 9 Oct 2026 · written 21 Oct 2026
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the only Starter deal closed lost on 23 Jan 2024 with no decision and no interaction is recorded since the 19 Dec 2023 proposal call. Both buyers leaned towards signing then, so a fresh Starter approach is the one opportunity.

SignalsFinance readQ4 2023 digestDocument roll-up

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

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Key facts

Updated 9 Oct 26
  • Last contact19 Dec 2023Call: Cuckfield Insurance Brokers / BG-Demo – Proposal · 1025 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Tom Ashdown asks Giles Hammond for a re-engagement call to learn why the decision stalled and to reopen a Starter offer at the v2 list. Re engage
Who
Tom Ashdown Tom Ashdown
When
This week by 9 Oct 2026
Why
Tom Ashdown should reopen Cuckfield with Giles Hammond and Annette Pocock on a fresh Starter offer at the v2 list. Giles asked what was needed to sign in Dec 2023, the deal closed lost for no decision, and nothing has been recorded since.

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

AImade from

The story

As at Fri 9 Oct 2026
Lost

Lost: Cuckfield Insurance Brokers never signed. Its only Starter deal closed lost on 23 Jan 2024 for no decision, with nothing recorded since the 19 Dec 2023 proposal call. Tom Ashdown should reopen it with Giles Hammond at the v2 Starter list of £22k.

Lost: Cuckfield Insurance Brokers has no contract, tier or invoices with BG-Demo. Its only Starter deal, offered at £26k for year one and £20k a year after, closed lost on 23 Jan 2024 with the reason no decision.

Cuckfield never went live, so there is no platform usage and no ticket history. Tom Ashdown held all three recorded calls, with Annette Pocock, Head of Operations, on each and Giles Hammond, Managing Director, on two.

Nothing is recorded since the 19 Dec 2023 proposal call, where Giles asked what was needed to sign. The records do not show why the decision stalled or who the contacts are now.

Tom should ask Giles for a re-engagement call by 9 Oct 2026, with Annette as champion, to reopen Starter at the v2 list of £22k. He agrees the lead first with Matteo Ricci, the CRM owner.

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 lost deal, no billing

Standing No invoices

Cuckfield Insurance Brokers has no ARR and no invoices. Its one deal, a new Starter deal, closed lost on 23 Jan 2024 with the reason no decision. Nothing is open.

  • No ARR and no billing
  • Only deal closed lost with no decision
  • No open pipeline
The analysis

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

Next commitment: none. There are no open deals and no renewal.

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

Deals: the new Starter deal showed an amount of £26k and an annual value of £20k. It closed lost on 23 Jan 2024 with the reason no_decision. Its owner, Tom Ashdown, is active in HR.

Cuckfield Insurance Brokers – NewARR by monthCRM reconciliation

Made from 1 deal · 2 fact tables

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. Q4 2023

    Q4 2023: Starter deal moves to sign-off

    Three calls took Cuckfield Insurance Brokers from discovery on 16 Oct 2023 to a Starter proposal review on 19 Dec 2023, where both buyers leaned towards signing. A news item on 23 Oct 2023 reported a new SME product.

    The analysis

    Discovery: On the 16 Oct 2023 call, Annette Pocock and Giles Hammond described client, claims and quote data scattered across HubSpot, email and spreadsheets. After the Starter price, Giles said they would like to move forward and asked for a proposal.

    News: On 23 Oct 2023, Insurance Brokers News reported that Cuckfield launched a product for SMEs and charities. The read sees possible wider data needs but no current effect on the account.

    Demo: On 16 Nov 2023, Tom Ashdown and Tobias Renwick showed the brain on a sample of Cuckfield's records, and Starter was quoted at £6,000 implementation plus £20k a year, £26k in year one. Josie Packham said they would need time to think, and Giles was not on the call.

    Proposal: On 19 Dec 2023, Giles and Annette reviewed the Starter proposal and asked about timeline, upkeep and security. Annette said the security answer reassured her, and Giles asked what they needed to sign.

    Open at the end: No signature or price appears in the reads, and the order form and MSA were still to be sent. Tom promised live before the new year if signing came within a couple of weeks, which is tight on a four-week implementation. The security checklist was still to be run, and spreadsheet data may be hard to connect.

    Cuckfield Insurance Brokers / BG-Demo – DiscoveryCuckfield Insurance Brokers / BG-Demo – DemoCuckfield Insurance Brokers / BG-Demo – ProposalCuckfield Insurance Brokers Introduces New Product for SMEs

    Made from 3 calls · 1 news item

    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

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

Cuckfield Insurance Brokers' 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 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. 1 AI record in this trail is not written yet.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Calls · CRM · Documents · Web
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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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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