B-Viz
Abermule Insurance logo

Abermule Insurance

Prospect£0Proposal · £155k/yr
made from

AI facts

As at Fri 9 Oct 2026

Abermule Insurance, a Cardiff insurer, has no executed order form, no invoices and £0 ARR. The final Enterprise proposal of 7 Oct 2026 offers £125k a year billed annually in advance, within a £155k deal total. There is no usage on record. The open new-business deal sits at the CRM proposal stage with an expected close of 27 Jan 2027, and a negotiation call is booked for 15 Oct 2026. The CFO, Emyr Hopkins, has asked whether quarterly billing costs more.

Read from 5 calls · 5 email threads · 1 deals · 3 people · 3 documents, newest 7 Oct 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryInsuranceSource: CRM company record
  • Websiteabermule.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityCardiffSource: CRM company record
  • Size1,200 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: 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 there is no contract yet but a live Enterprise buying process with an engaged CFO and champion. The deal hinges on Tom Ashdown sending the written terms pack and on compliance signing off broker access. The opportunity is a company-wide Enterprise subscription.

SignalsDocument roll-upFinance readAbermule Insurance / BG-Demo – ProposalProposal for your reviewAbermule Insurance / BG-Demo – DemoQ3 2025 digest

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

AImade from

Key facts

Updated 9 Oct 26
  • Open dealProposal · £155,000Source: CRM deal Abermule Insurance – New · new deal · Expected close 27 Jan 2027 · Owner Tom Ashdown
  • Last contact8 Oct 2026Email: Proposal for your review · 1 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Tom Ashdown sends Emyr Hopkins one written pack covering the annual and one-off split, service levels, security review scope, exit terms and the quarterly billing answer. proposal
Who
Tom Ashdown Tom Ashdown
When
This week by 9 Oct 2026
Why
Tom Ashdown should send Emyr Hopkins one written terms pack before the 15 Oct 2026 negotiation call. Emyr needs it to take the £155k Enterprise deal to his board and committee, and the evidence does not show it has been sent.

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

AImade from

The story

As at Fri 9 Oct 2026
Prospect

Prospect: Abermule Insurance has no contract or invoices but a live Enterprise buying process, with a £125k a year proposal inside a £155k deal. The CFO wants a written terms pack before the negotiation call booked for 15 Oct 2026.

Prospect: Abermule Insurance has no executed order form and no invoices. The final Enterprise proposal of 7 Oct 2026 offers £125k a year within a £155k deal, which the CRM expects to close on 27 Jan 2027.

There is no platform usage yet, as expected before a contract. Carys Pugh, Head of Broker Management, has joined all four recorded calls as champion, and Emyr Hopkins, the CFO, is reviewing the proposal against budget.

Compliance has not signed off the broker access groups, and Emyr will not commit to a date until the security review is scoped in writing. Stale data is Carys's stated deal-breaker.

Tom Ashdown should send Emyr one written terms pack by 9 Oct 2026. It should cover the annual and one-off split, service levels, security review scope, exit terms and quarterly billing, ahead of the negotiation call booked for 15 Oct 2026 at 12:00.

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 Enterprise deal

Standing No invoices

Abermule Insurance has no ARR and no billing. One open new-business Enterprise deal sits at proposal stage, with an expected close on 27 Jan 2027. It is a forecast, not a win.

  • No order form, so no ARR
  • One open Enterprise deal at proposal stage
  • Expected close 27 Jan 2027
The analysis

Recurring revenue: there is no order form and no ARR on record. The CRM shows £0 over one record at the opportunity stage.

Next commitment: none is contracted. The open new-business deal is at proposal stage with an expected close on 27 Jan 2027.

Billing: there are no invoices, so nothing is owed, overdue or disputed. CRM ARR, the invoiced run rate and order-form ARR all read £0, so there is no difference to reconcile.

Deals: the open Enterprise deal has an amount of £155k and an annual value of £125k. It was created on 22 Apr 2026 and is owned by Tom Ashdown, who is active in HR. It is a forecast until closed won.

Abermule Insurance – NewARR by monthCRM reconciliation

Made from 1 deal · 2 fact tables

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

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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: Enterprise discovery opens

    Two reads in June 2026: Carys Pugh was positive about broker-side value but slow on dates, then discovery took place on 17 Jun 2026. Abermule is considering Enterprise and wants cost to serve by broker and written terms.

    The analysis

    Scheduling: On 10 Jun 2026 Tom Ashdown asked Carys Pugh to set up a discovery session on Abermule's own data. Carys said the call was useful and the broker side is where the value sits, but needed to check who else should attend before giving dates.

    Discovery: The 17 Jun 2026 call was run by Tom with Carys and CFO Emyr Hopkins, who wants cost to serve by broker and asked for policy and claims joined first. Both said they are looking at Enterprise, company-wide.

    Commercial: Tom named a deal of £155k on BG-Demo's side but did not confirm what it covers. The aim is a decision and go-live at the end of January, a plan and not a commitment.

    Open at the end: Emyr will decide whether to go further after reading the written one-off and ongoing split and the security review dates. The evidence does not show whether either was sent, and security review timing is unconfirmed.

    Abermule Insurance / BG-Demo – DiscoverySetting up a discovery session

    Made from 1 call · 1 email thread

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

  2. Q3 2025

    Q3 2025: one roundtable invitation, no reply

    One read in the period: a marketing email inviting Abermule's Chief Information Security Officer to a London roundtable. The thread holds no customer response, so interest is not shown.

    The analysis

    This period holds one read, an email thread dated 15 Sep 2025.

    Invitation: Alice Brewer invited Rhodri Vaughan, Chief Information Security Officer, to an in-person London roundtable on Tuesday 23 September 2025. She asked to add him to the guest list and noted the event sits a little outside his remit.

    Customer view: There is no reply in the thread, so the evidence does not show whether Rhodri was interested or attended. The read treats it as a marketing invitation only.

    Opportunity: the read notes that a security leader at the table could help a future Enterprise security review.

    Open at the end: nothing beyond a single reply from Rhodri. The period holds no calls, tickets, news or other threads, so it shows nothing on sentiment, usage, price or renewal.

    Revenue leaders roundtable

    Made from 1 email thread

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

  3. Q1 2024

    Q1 2024: one webinar invitation, no reply

    The period holds one read: an email thread of 10 Jan 2024 in which Nell Ashcombe invited Carys Pugh to a BG-Demo webinar on 18 Jan 2024. The thread shows no customer response.

    The analysis

    Webinar invitation: On 10 Jan 2024 Nell Ashcombe invited Carys Pugh to an online BG-Demo webinar on Thursday 18 January 2024. The session was about seeing claims and policy data without reconciling three systems by hand.

    Customer view: The thread holds no reply from Carys, so her interest is not shown. The read marks the sentiment as neutral and the voice as unknown.

    Opportunity: The read notes broker management as a possible fit for B-Viz if Carys engages.

    Open at the end: Nothing is open beyond Carys replying if she wanted to attend. The evidence does not show whether she attended or replied later.

    Invitation to our January webinar

    Made from 1 email thread

    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

3 documents in 2 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
Abermule Insurance – Newproposal£155,00027 Jan 2027
CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • Upcoming
  • 15 Oct 2026upcoming callAbermule Insurance / BG-Demo – Negotiation Tom Ashdown, Owen Tallis, Emyr Hopkins, Carys PughAbermule Insurance logoTom AshdownOwen TallisEmyr Hopkins+1
  • Held
  • 7 Oct 2026email threadProposal for your review Tom Ashdown, Carys Pugh, Emyr HopkinsAbermule Insurance logoTom AshdownCarys PughEmyr Hopkins
  • 7 Oct 2026documentAbermule Insurance - Proposal Tom AshdownAbermule Insurance logoTom Ashdown
  • 7 Oct 2026callAbermule Insurance / BG-Demo – Proposal Tom Ashdown, Carys Pugh, Emyr HopkinsAbermule Insurance logoTom AshdownCarys PughEmyr Hopkins
  • 2 Oct 2026documentAbermule Insurance - Proposal v1 Tom AshdownAbermule Insurance logoTom Ashdown
  • 9 Sep 2026callAbermule Insurance / BG-Demo – Demo Tom Ashdown, Theo Gallagher, Carys PughAbermule Insurance logoTom AshdownTheo GallagherCarys Pugh
  • 20 Aug 2026documentAbermule Insurance - Security Questionnaire Theo GallagherAbermule Insurance logoTheo Gallagher
  • 14 Aug 2026email threadDemo next steps for Enterprise Tom Ashdown, Hannah Lowe, Carys PughAbermule Insurance logoTom AshdownHannah LoweCarys Pugh
  • 12 Aug 2026callAbermule Insurance / BG-Demo – Demo Tom Ashdown, Hannah Lowe, Carys PughAbermule Insurance logoTom AshdownHannah LoweCarys Pugh
  • 17 Jun 2026callAbermule Insurance / BG-Demo – Discovery Tom Ashdown, Carys Pugh, Emyr HopkinsAbermule Insurance logoTom AshdownCarys PughEmyr Hopkins
  • 10 Jun 2026email threadSetting up a discovery session Tom Ashdown, Carys PughAbermule Insurance logoTom AshdownCarys Pugh
  • 22 Apr 2026dealAbermule Insurance – New Tom Ashdown, Carys PughAbermule Insurance logoTom AshdownCarys Pugh
  • 23 Sep 2025eventRevenue leaders roundtable Alice Brewer, Claire Haddon, Ellie Rowcliffe, Raj Sandhu, Ravi Atherton, Sam Yates, Luis Herrera, Fran Whiting, Ian Prendergast, Russell Bland, Sukhvinder Dhillon, Allison Pereira, Shane Twomey, Huw Bevan, Kristin Lindahl, Kenneth Fell, Rakesh Solanki, Emma Haworth, Ian Fairclough, Colin Airey, Susan Tweddle, Stefanie Lange, Felicity Gurney, Stephen Quick, Kirsty Ingham, Megan Ibbotson, Katharina Richter, Ben Ratcliffe, Nigel Fairbrother, Marloes Hendriks, Tracy Kaminski, Toby Westwood, Ellie Marchant, Janet Readman, Annika Lund, Rhodri Vaughan, Hans Kok, Terence Bradley, Emma Illingworth, Julian Ferrers, Bryony Searle, Lauren Pilkington, Nadia Bashir, Niamh Fogarty, Declan Moran, Siobhán Nolan, Ilse Smits, Kirsteen Boyd, Andy BuckleyAlice BrewerClaire HaddonEllie Rowcliffe+46
  • 15 Sep 2025email threadRevenue leaders roundtable Alice Brewer, Rhodri VaughanAbermule Insurance logoAlice BrewerRhodri Vaughan
  • 21 Nov 2024eventBG-Demo webinar Sofia Marchetti, Richard Thorne, Paul Rigby, Sarah Hollis, Sam Yates, Doug Fairweather, Ruben Dekker, Andrew Pickering, Donal Coughlan, Dylan Price, Hayley Staniland, Stijn Gielen, Kirsty Ingham, Divya Raval, Leanne Moss, Nina Barden, Jelle Bouma, Zoe Hocking, Birgit Wolff, Lynsey Bainbridge, Annika Lund, Emyr Hopkins, Lawrence Chen, Padraig Daly, Neil Ashworth, Saskia Mendes, Lauren Pilkington, Femi Olatunji, Fiona Drummond, Anthony Garrow, Tracey BainbridgeSofia MarchettiRichard ThornePaul Rigby+28
  • 18 Jan 2024eventBG-Demo webinar Nell Ashcombe, Claire Haddon, Toby Underwood, Zoe Nuttall, Brendan O'Mahony, Wei Ling Tan, Toby Mellor, Inge de Boer, Alison Mawdsley, Alejandro Fuentes, Vincent Ackerley, Raymond Okonkwo, Carys Pugh, Robin Gittins, Samina Akram, Suresh Pillai, Neha Kapoor, Luke Allott, Philip Annear, Wes Jago, Lauren Pilkington, Nils Behrens, Jade KenwrightNell AshcombeClaire HaddonToby Underwood+20
  • 10 Jan 2024email threadInvitation to our January webinar Nell Ashcombe, Carys PughAbermule Insurance logoNell AshcombeCarys Pugh
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

Abermule Insurance's pages are written from 4 organisation-level AI texts (assessment / next steps), 3 period digests and 1 narrative-level AI text, which in turn draw on 13 AI summaries of 14 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 4 staff (0 with an AI write-up), shown on 4 pages. 2 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
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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