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Wekiwa Springs Insurance Brokers logo

Wekiwa Springs Insurance Brokers

Lost£0
made from

AI facts

As at Fri 9 Oct 2026

Wekiwa Springs Insurance Brokers is a prospect with no order form, no invoices and £0 ARR. Its one deal, a new Starter deal at £28k with an annual value of £22k, closed lost on 28 Aug 2026 with a security review reason. Two Starter proposals, dated 10 Aug 2026 and 13 Aug 2026, were never executed. There is no platform tenant, so there is no usage on record. The last interaction was on 19 Aug 2026.

Read from 3 calls · 2 email threads · 1 deals · 3 people · 2 documents, newest 17 Aug 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryInsurance brokingSource: CRM company record
  • Websitewekiwasprings.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityOrlandoSource: CRM company record
  • Size160 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US
  • 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 deal closed lost on 28 Aug 2026 after a security review, and no interaction is recorded after 19 Aug 2026. The President, Curtis Mayhew, wanted a value case he could defend and had not seen the product. Written security answers could reopen a Starter deal later.

SignalsFinance readDocument roll-upWekiwa Springs Insurance Brokers / BG-Demo – ProposalWekiwa Springs Insurance Brokers / BG-Demo – DiscoveryProposal and next steps

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

AImade from

Key facts

Updated 9 Oct 26
  • Last contact19 Aug 2026Email: Proposal and next steps · 51 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Jordan Pike sends Tanya Reyes written security answers, a subscription and implementation price split, and a connector list, and offers a twenty-minute partner call including Curtis Mayhew. Re engage
Who
Jordan Pike Jordan Pike
When
This week by 9 Oct 2026
Why
Jordan Pike should send Tanya Reyes the written security answers, price breakdown and connector list she asked for, and offer a partner call. Security review is the recorded reason the Starter deal closed lost on 28 Aug 2026, and nothing has been recorded since 19 Aug 2026.

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

AImade from

The story

As at Fri 9 Oct 2026
Lost

Lost: Wekiwa Springs Insurance Brokers' only deal, a £28k Starter deal, closed lost on 28 Aug 2026 for security review. Nothing was signed or invoiced. Jordan Pike should send Tanya Reyes written security answers, a price split and a connector list as a win-back.

Lost: Wekiwa Springs Insurance Brokers has no order form, invoices or ARR. Its only deal, a Starter deal at £28k, closed lost on 28 Aug 2026 with security review as the CRM loss reason, and both proposals remain unsigned.

There is no platform tenant, so no usage or tickets are on record. Jordan Pike ran three calls with Tanya Reyes, the champion; Curtis Mayhew, the President and cost gate, attended only discovery.

Tanya asked on the 17 Aug 2026 call for security answers, a price breakdown and a connector list in writing; the records do not show them sent. No interaction is recorded after 19 Aug 2026.

Jordan should send Tanya that written pack as a win-back, with a split explaining the £6,000 gap, and offer a twenty-minute partner call including Curtis, by 9 Oct 2026. Hannah Lowe prepares the connector list by the same date.

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

Wekiwa Springs Insurance Brokers has no ARR and no invoices. Its one deal, a new Starter deal, closed lost on 28 Aug 2026 with reason security_review. CRM stage is lost.

  • No order form and no ARR
  • Starter deal closed lost, security_review
  • No open deals
The analysis

Recurring revenue: no order form has started, so there is no ARR. CRM ARR, the invoiced run rate and order-form ARR are all £0, so the records agree.

Next commitment: none on record, and there is no open deal.

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

Deals: the new Starter deal shows an amount of £28k and an annual value of £22k. It is closed lost, with lost reason security_review. The owner, Jordan Pike, is active in HR.

Wekiwa Springs 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

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

  • Upcoming
  • 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
  • 17 Aug 2026email threadProposal and next steps Jordan Pike, Tanya ReyesWekiwa Springs Insurance Brokers logoJordan PikeTanya Reyes
  • 17 Aug 2026callWekiwa Springs Insurance Brokers / BG-Demo – Proposal Jordan Pike, Tanya ReyesWekiwa Springs Insurance Brokers logoJordan PikeTanya Reyes
  • 13 Aug 2026documentWekiwa Springs Insurance Brokers - Proposal Jordan PikeWekiwa Springs Insurance Brokers logoJordan Pike
  • 10 Aug 2026documentWekiwa Springs Insurance Brokers - Proposal v1 Jordan PikeWekiwa Springs Insurance Brokers logoJordan Pike
  • 3 Aug 2026callWekiwa Springs Insurance Brokers / BG-Demo – Demo Jordan Pike, Hannah Lowe, Tanya ReyesWekiwa Springs Insurance Brokers logoJordan PikeHannah LoweTanya Reyes
  • 24 Jul 2026email threadTime for a demo Jordan Pike, Tanya ReyesWekiwa Springs Insurance Brokers logoJordan PikeTanya Reyes
  • 17 Jul 2026callWekiwa Springs Insurance Brokers / BG-Demo – Discovery Jordan Pike, Tanya Reyes, Curtis MayhewWekiwa Springs Insurance Brokers logoJordan PikeTanya ReyesCurtis Mayhew
  • 16 Jul 2026eventBG-Demo webinar Alice Brewer, Callum Reid, Fran Whiting, Asif Jagger, Claire Ackroyd, Jamal Edwards, Russell Bland, Adrian Mellor, Abigail Hinchliffe, Brenda Oldroyd, Maureen Ellis, Kayla Ramirez, Lieke Hermans, Beth Venn, Roy Saxton, Travis Whitaker, Chris Jagger, Ian Brearley, Rhys Gulliver, Imran Qureshi, Meredith Sullivan, Sanne Verhoeven, Stephen Arden, Amy Royle, Gail Moorcroft, Lukas Brandl, Niamh Fahy, Eoin Burke, Nicholas Pengelly, Marisol Ybarra, Siobhán Dunne, Gráinne Lynch, Maarten Zwart, Anouk Bosman, Claudia Becker, Lucas Goossens, Kendra Oakes, Jonas Hofmann, Vicky Brearley, Steve Yates, Donna Dobson, Kirsty Hollis, Sara Forsberg, Aaron Goh, Tariq Saleem, Neil Ashworth, Trent Nakamura, Bryony Searle, Nadia Bashir, Leanne Armstrong, Tomasz Wiśniewski, Joost van der Linden, Joanne Unwin, Anthony Garrow, Tracey Bainbridge, Yara El IdrissiAlice BrewerCallum ReidFran Whiting+53
  • 1 Jul 2026dealWekiwa Springs Insurance Brokers – New Jordan Pike, Tanya ReyesWekiwa Springs Insurance Brokers logoJordan PikeTanya Reyes
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

Wekiwa Springs 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 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 3 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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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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