B-Viz
Nickajack Mutual Insurance logo

Nickajack Mutual Insurance

Prospect£0Demo · £155k/yr
made from

AI facts

As at Fri 9 Oct 2026

Nickajack Mutual Insurance, an Atlanta insurer, holds no order form, invoices or ARR with BG-Demo. One new-business Enterprise deal sits at the CRM demo stage at £155k, annual value £125k, with a forecast close of 22 Jan 2027. There is no tenant, so no usage or tickets are on record. A proposal call with Shonda Barnes and Wesley Calhoun is booked for 14 Oct 2026. The 11 Sep 2026 security questionnaire still has the certifications answer open.

Read from 3 calls · 3 email threads · 1 deals · 3 people · 1 documents, newest 11 Sep 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryInsuranceSource: CRM company record
  • Websitenickajack.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityAtlantaSource: CRM company record
  • Size800 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
CRMmade from

AI opinion

As at Fri 9 Oct 2026

Prospect, because there is no contract and the Enterprise deal is still at the demo stage. Shonda Barnes backs the fit, but Wesley Calhoun will not approve without the fee split and security controls. The proposal call is the next proof point.

SignalsFinance readNickajack Mutual Insurance / BG-Demo – DiscoveryFollowing up on discovery and the Enterprise scopeNickajack Mutual Insurance / BG-Demo – DemoDocument roll-upQ4 2024 digest

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

AImade from

Key facts

Updated 9 Oct 26
  • Open dealDemo · £155,000Source: CRM deal Nickajack Mutual Insurance – New · new deal · Expected close 22 Jan 2027 · Owner Jordan Pike
  • Last contact7 Sep 2026Call: Nickajack Mutual Insurance / BG-Demo – Demo · 32 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Jordan Pike sends Wesley Calhoun and Shonda Barnes the Enterprise pricing with set-up fee and subscription on separate lines, written second-year renewal terms and the security controls note before the 14 Oct 2026 proposal call. proposal
Who
Jordan Pike Jordan Pike
When
This week by 9 Oct 2026
Why
Jordan Pike sends Wesley Calhoun pricing with set-up fee and subscription on separate lines, written second-year terms and the security controls note before the 14 Oct 2026 proposal call, because the CFO has made all three a condition of approval.

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

AImade from

The story

As at Fri 9 Oct 2026
Prospect

Prospect: one new-business Enterprise deal at the CRM demo stage at £155k. The champion backs the fit, but the CFO wants the fee split and security controls first. The proposal call is booked for 14 Oct 2026.

Prospect Nickajack Mutual Insurance holds no order form, invoices or ARR. One new-business Enterprise deal sits at the CRM demo stage at £155k, with a CRM forecast close of 22 Jan 2027.

There is no tenant, so no usage or tickets are on record. Shonda Barnes, VP Agency Relations, backed the fit at the 7 Sep 2026 demo but wants a test on a messy file; Wesley Calhoun, the CFO, missed it.

Wesley will not approve without set-up fee and subscription on separate lines and security controls reviewed. The 11 Sep 2026 security questionnaire still has its certifications answer open, and Darnell Whitaker, the CISO, has no conversations on record.

Jordan Pike sends Wesley and Shonda the split pricing, written second-year terms and the controls note by 9 Oct 2026. This comes ahead of the proposal call booked for 14 Oct 2026 at 17:30.

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

Nickajack Mutual Insurance is a prospect with no order form, no ARR and no billing. One open new-business Enterprise deal sits at demo stage, amount £155k, annual value £125k, expected to close 22 Jan 2027.

  • No order form, no ARR, no billing
  • One open Enterprise deal at demo stage
  • Expected close 22 Jan 2027 is a forecast
The analysis

Recurring revenue: there is no ARR on record because no order form has started. The CRM shows £0 ARR and the stage opportunity, which matches the invoiced run rate and order-form ARR.

Next commitment: none is contracted. The open deal is a forecast, not a win, and is expected to close on 22 Jan 2027.

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

Deals: the open new-business Enterprise deal is still at demo stage, amount £155k, annual value £125k. Jordan Pike owns it and HR shows him as active.

Nickajack Mutual Insurance – 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 2024

    Q4 2024: one roundtable invite, no reply

    The period holds one read: a 7 Nov 2024 email in which Sofia Marchetti invited Shonda Barnes to a London roundtable on 26 Nov 2024. The thread shows no customer reply, so interest and attendance are unknown.

    The analysis

    Period: this digest rests on one read, an email thread dated 7 Nov 2024. No calls, tickets or news items from Nickajack Mutual Insurance fall in the quarter.

    Invitation: Sofia Marchetti invited Shonda Barnes to the in-person Revenue leaders roundtable in London on Tuesday 26 Nov 2024. She offered to see what else could be arranged if the date did not suit.

    Customer view: there is no response in the thread, so her interest is not shown. The read rates the sentiment as neutral and the voice as unknown.

    Open at the end: the evidence does not show whether Shonda attended, and nothing is recorded after the invitation. The read notes an event touchpoint could deepen the relationship with the VP Agency Relations, while the missing reply leaves the signal from this contact unknown.

    Invitation: Revenue leaders roundtable, 26 Nov 2024

    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

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
Nickajack Mutual Insurance – Newdemo£155,00022 Jan 2027
CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • Upcoming
  • 14 Oct 2026upcoming callNickajack Mutual Insurance / BG-Demo – Proposal Jordan Pike, Shonda Barnes, Wesley CalhounNickajack Mutual Insurance logoJordan PikeShonda BarnesWesley Calhoun
  • Held
  • 24 Sep 2026eventYour renewals, read by the brain Alice Brewer, Louise Carver, Douglas Baird, Greg Haskins, Raj Sandhu, Nate Feldman, Lotte Vermeulen, Rania Khoury, Tamsin Nancarrow, Rosa Ellwood, Tammy Ledbetter, Steven Holroyd, Russell Bland, Daan Visser, Fleur Jansen, Marloes de Vries, Andrea Neumann, Owain Jenkins, Asif Nuttall, Julian Gatcombe, Niall Sutherland, Wesley Crabtree, Jörg Zimmermann, Sierra Valdez, Angus Macrae, Gareth Lumb, Ashok Patel, Graham Rowntree, Shona Barraclough, Josh Fairburn, Stephen Arden, Gail Moorcroft, Florian Wimmer, Euan Drummond, Sinéad Kilkelly, Pieter van Dam, Cian Farrell, Gráinne Lynch, Shonda Barnes, Koen Wouters, Jonas Lehmann, Wei Jie Ong, Mike Delaney, Andre Holloway, Nicola Shaw, Neil Ashworth, Lorraine Kowalczyk, Philip Annear, Graeme Charlton, Ruud Verhoeven, Mirjam Hendriks, Tyrell Haynes, Ingrid SolbergAlice BrewerLouise CarverDouglas Baird+50
  • 11 Sep 2026documentNickajack Mutual Insurance - Security Questionnaire Hannah LoweNickajack Mutual Insurance logoHannah Lowe
  • 7 Sep 2026callNickajack Mutual Insurance / BG-Demo – Demo Jordan Pike, Theo Gallagher, Shonda BarnesNickajack Mutual Insurance logoJordan PikeTheo GallagherShonda Barnes
  • 27 Jul 2026email threadFollowing up on discovery and the Enterprise scope Jordan Pike, Shonda Barnes, Wesley CalhounNickajack Mutual Insurance logoJordan PikeShonda BarnesWesley Calhoun
  • 23 Jul 2026callNickajack Mutual Insurance / BG-Demo – Discovery Jordan Pike, Shonda Barnes, Wesley CalhounNickajack Mutual Insurance logoJordan PikeShonda BarnesWesley Calhoun
  • 15 Jul 2026email threadNickajack Mutual discovery call Jordan Pike, Shonda BarnesNickajack Mutual Insurance logoJordan PikeShonda Barnes
  • 1 Jun 2026dealNickajack Mutual Insurance – New Jordan Pike, Shonda BarnesNickajack Mutual Insurance logoJordan PikeShonda Barnes
  • 26 May 2026eventRevenue leaders roundtable Alice Brewer, Kofi Mensah, Ellie Rowcliffe, Derek Imrie, Priti Marsden, Brendan O'Mahony, Natasha Pryor, Imran Hussain, Daan Visser, Ruben Dekker, Andrew Pickering, Allison Pereira, Cian O'Leary, Shane Twomey, Dylan Price, Jonathan Marsden, Anita Mistry, Luke Oakes, Lindsay Pallister, Hector Villarreal, Diarmuid Kenny, Jens Maes, Jas Dhillon, Darragh Quinlan, Laurent Brisset, Rebecca Nuttall, Dan Kitching, Rebecca Ainsworth, Gillian Thewlis, Stuart Kitson, Thijs Brouwer, Julia Obermaier, Bas Vermeulen, Alexandra Peck, Margaret Crisp, Lynne Featherstone, Frank DeLuca, Birgit Wolff, Kylie Dwyer, Erik Wallin, Wesley Calhoun, Priscilla Adams, Suresh Pillai, Darryl MacKinnon, Jess Mitchell, Fiona Ingham, Vicky Eccles, Ed Kershaw, Desmond Oyelaran, Shauna Pettibone, Douglas Forsyth, Femi Olatunji, Joost van der Linden, Mirjam Hendriks, Ailsa Dunlop, Petra Lüders, Julia HartmannAlice BrewerKofi MensahEllie Rowcliffe+54
  • 21 May 2026eventBG-Demo webinar Alice Brewer, Gemma Holt, Moira Sinclair, Ravi Atherton, Toby Underwood, Tasha Merriweather, Linnéa Holmberg, Saira Khalid, Brianna Ocampo, Emma Croft, Fleur Jansen, Helen Varley, Sunita Bains, Christina Möller, Ffion Rees, Luke Oakes, William Coultas, Kevin Kershaw, Mervyn Hales, Laurent Brisset, Philip Nuttall, Lauren Bickerstaff, Sarah Dodds, Kevin Doucette, Bart Huisman, Matthias Gruber, Lorna Cairns, Bas Vermeulen, Danielle Novotny, Glenn Wojcik, Melanie Scaife, Sheila Duffield, Brendan Moran, Ilse Kuipers, Jens Krause, Darnell Whitaker, Vikram Menon, Jess Mitchell, Alexa Fraser, Joe Mallinson, Gavin Rudd, Bas Kuijpers, Joost van der Linden, Raymond Tsai, Kevin Dussault, Heather Bauman, Sue DitchfieldAlice BrewerGemma HoltMoira Sinclair+44
  • 26 Nov 2024eventRevenue leaders roundtable Sofia Marchetti, Craig Paterson, Paul Rigby, Moira Sinclair, Scott Galbraith, Jackie Revill, Neil Entwistle, Yasmin Openshaw, Søren Lund, Valerie Okon, Steven Holroyd, Kristin Lindahl, Brenda Oldroyd, Melinda Ochoa, Grant Mattner, Shirley Bowman, Felicity Gurney, Rona Baxter, Tracy Bullock, Octavia Blake, Mhairi MacLeod, Anil Bhatt, Derek Lindqvist, Lorna Cairns, Terry Hinchcliffe, Lynn Staniforth, Vincent Ackerley, Wouter Kok, Caroline Westby, Graeme Outram, Duncan Greenwood, Johan Berglund, Shonda Barnes, Robin Gittins, Lawrence Chen, Ken Duckworth, Henrik Lorenz, Wes Jago, Lauren Pilkington, Becky Tattersall, Ryan Heslop, Niamh Fogarty, Florian BeckerSofia MarchettiCraig PatersonPaul Rigby+40
  • 7 Nov 2024email threadInvitation: Revenue leaders roundtable, 26 Nov 2024 Sofia Marchetti, Shonda BarnesNickajack Mutual Insurance logoSofia MarchettiShonda Barnes
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

Nickajack 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 7 AI summaries of 8 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. 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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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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