Kronfeld Assekuranz, next steps

Email thread

After a discovery call on 3 Nov 2025, Matteo Ricci recapped Stefanie Lange's need to connect broker submissions, calls and complaints and proposed a demo. Stefanie agreed and asked for Tuesday or Wednesday.

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What was said

What this says

As at Fri 9 Oct 2026

After a discovery call on 3 Nov 2025, Matteo Ricci recapped Stefanie Lange's need to connect broker submissions, calls and complaints and proposed a demo. Stefanie agreed and asked for Tuesday or Wednesday.

Ask: Matteo Ricci proposes a technical demo with Hannah Lowe on Kronfeld's own data and positions the Growth tier as the fit.

Customer view: Stefanie Lange accepts the next step promptly and picks early the following week, with no pushback on scope or price.

Next: Matteo promised to confirm a time by the end of the following day. The thread does not show the confirmed slot or any commercial terms.

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

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The thread

Updated 9 Oct 26

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Messages3

First message2025-11-03

Last message2025-11-06

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Messages

Matteo Ricci 3 Nov 2025 16:49
to Stefanie Lange
Dear Stefanie, Thank you for making time for our discovery call today. I was impressed by the clarity of your requirements and the scale of the opportunity across broker management and claims. To recap what we discussed: you're looking to connect each broker's submissions, calls and complaints into one queryable layer so your teams stop reconciling multiple systems. That's precisely what our Growth tier is built for. I'd like to move forward with a technical demo with Hannah, my Solutions Engineer, so you can see it working on your data. Would early next week work for you? Best regards, Matteo
Stefanie Lange 4 Nov 2025 16:22
to Matteo Ricci
Hi Matteo, Thanks for the summary. Yes, early next week works. Can we aim for Tuesday or Wednesday? Cheers, Stefanie
Matteo Ricci 6 Nov 2025 17:40
to Stefanie Lange
Perfect. I'll confirm a time with you by end of tomorrow. Hannah will run the demo, she'll walk you through the architecture and then show you some queries on your own data. Best regards, Matteo

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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Glass 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 site 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 B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

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-Glass is the tool that reads its data.

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

Help