Discovery follow-up

Email thread

Merrow Gate Insurance Brokers: documents · sales

Managing Director Nicola Shaw said Merrow Gate is definitely interested: twelve to fifteen daily users from operations and claims, starting with Salesforce, HubSpot and Zendesk. She asked for cost and timeline.

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What was said

What this says

Current to 11 Oct 26

Managing Director Nicola Shaw said Merrow Gate is definitely interested: twelve to fifteen daily users from operations and claims, starting with Salesforce, HubSpot and Zendesk. She asked for cost and timeline.

Ask: Nicola wanted the cost and the timeline, having given user numbers and three starting systems.

Customer view: clear interest from the most senior person on the thread. Lewis Kerr promised a quote and proposal by end of week and live by the end of April if they proceed.

Next: the thread does not show the quote being sent or any later reply.

AI · claude-sonnet-5-5 · 11 Oct 2026

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The thread

Updated 9 Oct 26

Typesales

Messages3

First message2025-02-13

Last message2025-02-18

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Messages

Lewis Kerr 13 Feb 2025 08:46
to Jade Riley, Nicola Shaw
Hi Jade and Nicola, Thanks for the time yesterday. I'd like to move forward with a proposal tailored to Merrow Gate. To put something together, I need to understand a bit more about your team: how many people would need access, and which systems you're looking to plug in? I'll send you a quote once we've got those details. Kind regards, Lewis
Nicola Shaw 18 Feb 2025 11:43
to Lewis Kerr
Lewis, We're definitely interested. Around twelve to fifteen people from operations and claims would use this daily. We'd start with Salesforce, HubSpot and Zendesk. What's the cost, and what's your timeline? Nicola Shaw Managing Director Merrow Gate Insurance Brokers
Lewis Kerr 18 Feb 2025 13:33
to Jade Riley, Nicola Shaw
Nicola, Perfect. I'll get you a full quote and proposal by end of week. If you're ready to go, we could have you live by the end of April. Kind regards, Lewis

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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B-Brain 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.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	75
People at customers	290
BB-Demo staff	40
Calls	784
Email threads	1,169
Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain 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.

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