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Mariager Forsikringsmægler logo

Mariager Forsikringsmægler

Lost£0
made from

AI facts

As at Fri 9 Oct 2026

Mariager Forsikringsmægler, an Aarhus insurance broker, has no order form, no tier, no ARR and no invoices. It has no platform tenant, so there is no usage on record. A new Growth deal of £62k, created on 20 Feb 2026, closed lost on 12 May 2026 with the reason security review. No deal is open and no call is booked. The last recorded interaction was on 10 Apr 2026.

Read from 1 calls · 1 email threads · 1 deals · 3 people, newest 9 Apr 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryInsurance brokingSource: CRM company record
  • Websitemariager.exampleSource: CRM company record
  • CountryDenmarkSource: CRM company record · CRM code DK · Region EU
  • HQ cityAarhusSource: CRM company record
  • Size170 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 Growth deal closed lost on 12 May 2026 over the security review, nothing is open, and no interaction is recorded since 10 Apr 2026. A finished security section, taken to Søren Vestergaard, is the honest route back.

SignalsFinance readQ2 2026 digestLars BachSøren Vestergaard

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

AImade from

Key facts

Updated 9 Oct 26
  • Last contact10 Apr 2026Email: Following up on discovery · 182 days before 9 Oct 2026
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Matteo Ricci sends Søren Vestergaard a complete security section covering client data location and regulatory needs, and asks for a review call to reopen the Growth deal. Re engage
Who
Matteo Ricci Matteo Ricci
When
This month by 9 Oct 2026
Why
Matteo Ricci should take a finished security section to IT Manager Søren Vestergaard and ask for a review call. The £62k Growth deal closed lost on 12 May 2026 over the security review, while Lars Bach had called the price within range.

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

AImade from

The story

As at Fri 9 Oct 2026
Lost

Lost: Mariager Forsikringsmægler's only deal, a £62k Growth deal, closed lost on 12 May 2026 over the security review. Nothing is recorded since 10 Apr 2026. Matteo Ricci should take a finished security section to Søren Vestergaard.

Lost. Mariager Forsikringsmægler, an Aarhus insurance broker, has no order form, no tier, no ARR and no invoices. Its only deal, a £62k Growth deal created on 20 Feb 2026, closed lost on 12 May 2026 over the security review.

There is no platform tenant, so no usage, users or tickets are on record. Matteo Ricci held the 7 Apr 2026 discovery call with Mette Kjær and Lars Bach, and Lars called the price within range but needed the security section first.

Nothing has been recorded since 10 Apr 2026, and the evidence does not show the security section being delivered. The main risk is that IT Manager Søren Vestergaard was never engaged.

Matteo should take a finished security section to Søren and ask for a review call, copying Mette, by 9 Oct 2026.

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

Mariager Forsikringsmægler has no order form, no ARR and no invoices. Its one new Growth deal closed lost on 12 May 2026 with the reason security_review.

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

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

Next commitment: none. There are no open deals and nothing is booked.

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

Deals: the new Growth deal had an amount of £62k and an annual value of £50k. It was created on 20 Feb 2026 and closed lost on 12 May 2026. The owner, Matteo Ricci, is active in HR.

Mariager Forsikringsmægler – 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: discovery and Growth proposal

    Two reads: a 7 Apr 2026 discovery call and a 9 Apr 2026 email thread. Lars Bach called a £62k Growth proposal within range but wants the security section first and will not sign before the end of April.

    The analysis

    Discovery: On 7 Apr 2026 Matteo Ricci held a discovery call with Mette Kjær and Managing Director Lars Bach. Policy data sits in a CRM, a policy system and a separate claims system, and agents disagree on what is current.

    Customer view: Lars wants one place his people can ask a question, not another dashboard. He asked what B-Viz replaces and costs, and where client data lives.

    Commercial: The £62k deal figure was mentioned on the call, and the evidence does not show what it covers. The decision was targeted for 12 May 2026.

    Proposal: On 9 Apr 2026 Matteo sent a £62k Growth proposal. Lars said Growth is within the range discussed internally, but he needs the security section first and will not sign before the end of April.

    Open at the end: The security section is owed and the proposal is open. Regulator expectations are unanswered, and the evidence does not show a call being agreed or a signature. Lars will not decide on a pilot alone, so another decision step may exist.

    Mariager Forsikringsmægler / BG-Demo – DiscoveryFollowing up on discovery

    Made from 1 call · 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

No documents in the document store for this subject.

Documentsmade from

Open deals

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

  • 22 Sep 2026eventRevenue leaders roundtable Alice Brewer, Louise Pring, Eamon Burke, Sarah Northcott, Pradeep Menon, Margaret Cleland, Toby Mellor, Catherine Mayo, Gordon McInnes, Thomas Schumacher, Gary Pellegrin, Nicole Dahl, Colin Airey, Nathan Booth, Lukas Hartwig, Rebecca Nuttall, Kirsty Hepworth, Gillian Thewlis, Rhys Gulliver, Imran Qureshi, Liz Waddington, Noor el Amrani, Amy Royle, Gail Moorcroft, Nathan Hulme, Lorna Cairns, Vincent Ackerley, Orla Mannion, Glenn Wojcik, Pauline Northey, Marisol Ybarra, Monique Jefferson, Dennis Mrozek, Jens Krause, Kristen Haugen, Gijs Koster, Marie Wouters, Mette Kjær, Brandon Russell, Vicky Brearley, Ade Ogunleye, Toby Carswell, Ed Eccles, Brandon Sullivan, Marie Goossens, Polly Illingworth, Gregory Hasselbeck, Matt Colenso, Carl Whittle, Samuel Adeyemi, Clara Hoskins, Siobhán Nolan, Bas Kuijpers, Joanne Unwin, Jade Kenwright, Liam Corner, Monique Fairley, Dana KurtzAlice BrewerLouise PringEamon Burke+55
  • 16 Apr 2026eventBG-Demo webinar Alice Brewer, Joost Verbeek, Jenna Price, Luis Herrera, Elliot Kirkby, Asif Jagger, Bryony Gilchrist, Cian O'Leary, Jennifer Moua, Tyler Brookes, Sandra Neale, Clodagh Fitzgerald, Grant Mattner, Jens Maes, Gemma Varley, Timo Brand, Wayne Entwistle, Rhys Gulliver, Kerry Bramall, Annika Lund, Jenna Lindstrom, Yara Mulder, Lars Bach, Hui Min Tan, Olivier Rousseau, Dev Malhotra, Alyssa Jenkins, Neil Barlow, Elise Lambert, Gemma Dobson, Tariq Saleem, Fiona Marsden, Elspeth Haldane, Douglas Forsyth, Becky Tattersall, Joe Mallinson, Ronan Healy, Nigel Ferris, Trevor Mayhew, Lars Wübbena, Pauline Metcalfe, Bernard HaslamAlice BrewerJoost VerbeekJenna Price+39
  • 9 Apr 2026email threadFollowing up on discovery Matteo Ricci, Mette Kjær, Lars BachMariager Forsikringsmægler logoMatteo RicciMette KjærLars Bach
  • 7 Apr 2026callMariager Forsikringsmægler / BG-Demo – Discovery Matteo Ricci, Mette Kjær, Lars BachMariager Forsikringsmægler logoMatteo RicciMette KjærLars Bach
  • 20 Feb 2026dealMariager Forsikringsmægler – New Matteo Ricci, Mette KjærMariager Forsikringsmægler logoMatteo RicciMette Kjær
  • 27 May 2025eventRevenue leaders roundtable Sofia Marchetti, Jenna Price, Helen Marsden, Ravi Atherton, Sofie Claes, Johan Ekström, Neil Entwistle, Noel Cronin, Ashley Chen, Melvin Goh, Gina Ferraro, Howard Feinberg, Nikhil Rao, Josh Pearce, Huw Bevan, Clive Wardle, Harry Kitching, Beth Venn, Mohammed Hanif, Andre Baptiste, Brent Overholt, Geneviève Lalonde, Rebecca Ainsworth, Richard Lazenby, Trevor Bulmer, Bryony Vosper, Ronan Mulcahy, Lewis Tait, Lars Bach, Hui Min Tan, Alyssa Jenkins, Emma Quinn, Priti Haworth, Alexa Fraser, Henrik Lorenz, Carl Whittle, Aoife Mulcahy, Declan Moran, Siobhán Nolan, Ronan Healy, Kayleigh Roberts, Liam Corner, Megan StathamSofia MarchettiJenna PriceHelen Marsden+40
  • 9 Oct 2024eventData leaders conference (BG-Demo stand) Sofia Marchetti, Andrew Pickering, Tariq Hussain, Iain Cruickshank, Oliver Rushworth, Søren Vestergaard, Rob Gledhill, Priti Haworth, Nadia Bashir, Abi CoombesSofia MarchettiAndrew PickeringTariq Hussain+7
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

Mariager Forsikringsmægler's 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 2 AI summaries of 3 raw things (calls, tickets, emails, news), 1 usage read, 1 finance read, 3 people (3 with an AI write-up) and 1 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 · 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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