Mitchell Gallagher

Person

Wattlebrook Insurance Services · Economic buyer

Chief Executive of Wattlebrook Insurance Services and the economic buyer for the Starter deal. He confirmed £28k all-in on the 26 Feb 2026 call. The evidence does not show a signed order form.

made from

Who they are

Insight

As at Fri 9 Oct 2026

Chief Executive of Wattlebrook Insurance Services and the economic buyer for the Starter deal. He confirmed £28k all-in on the 26 Feb 2026 call. The evidence does not show a signed order form.

Role: Chief Executive and CRM economic buyer. He joined the discovery, proposal and negotiation calls with Jess Mitchell and confirmed the commercial side. A platform user was created for him on 13 Apr 2026, not as an admin.

Influence: he decides. On 9 Feb 2026 he said Starter is plenty to start with and the terms sound fair. On the order form thread he said it looks good pending finance sign-off.

Watch: Tom Ashdown's chase on 18 Mar 2026 has no reply in the thread, and the evidence does not show an executed order form. He raised security of financial and personal data at discovery. The recurring figure after year one was not stated on the 26 Feb 2026 call.

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

AImade from

CRM records

Organisation	Title	Role	Email
Wattlebrook Insurance Services	Chief Executive	Economic buyer	mitchell.gallagher@wattlebrook.example

CRMmade from

Activity

18 Jun 2026eventBG-Demo webinar Alice Brewer, Naomi Fordham, Gemma Yates, Wade Greer, Imran Hussain, Lindsey Ward, Eline Bakker, Cian O'Leary, Huw Bevan, Stephanie Lowes, Kayla Ramirez, Stefanie Lange, Oliver Kirkby, Megan Ibbotson, Toby Cowell, Padraic Shanahan, Malcolm Hebden, Wouter Smits, Alexandra Peck, Margaret Crisp, Kiran Bassi, Nicholas Pengelly, Erin Gallant, Birgit Wolff, Claire Ogden, Johan Berglund, Juliet Ambler, Lawrence Chen, Femke de Wit, Mitchell Gallagher, Jess Doyle, Saskia Mendes, Shauna Pettibone, Priscilla Bowen, Shabana Iqbal, Joanne Unwin, Janet Pruitt, Liam Corner, Tracey Bainbridge, Andy Buckley, Julia Hartmann+38
11 Mar 2026email threadOrder form for signature Tom Ashdown, Mitchell Gallagher
26 Feb 2026callWattlebrook Insurance Services / BG-Demo – Negotiation Tom Ashdown, Owen Tallis, Mitchell Gallagher, Jess Mitchell, Lachlan Hutchinson+2
9 Feb 2026callWattlebrook Insurance Services / BG-Demo – Proposal Tom Ashdown, Jess Mitchell, Mitchell Gallagher
2 Jan 2026callWattlebrook Insurance Services / BG-Demo – Discovery Tom Ashdown, Jess Mitchell, Mitchell Gallagher

CRMmade 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

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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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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
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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.

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The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

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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