AI facts
Current to 11 Oct 26Fenmoor Specialty Underwriting is on Enterprise at £125,000 a year under the order form signed 26 Jun 2026, running 1 Jul 2026 to 30 Jun 2027. Active users rose from 45 in May 2026 to 64 in September 2026, and questions from 1268 to 2180. An expansion proposal of 5 Oct 2026 for extra users, connectors, Premium support, Sandbox and a training day is unpriced, with a negotiation call booked for 14 Oct 2026. A one-off freshness credit of £1,042 was issued on 31 Jul 2026.
AI opinion
Current to 11 Oct 26Growing, because active users and questions have risen since May 2026, connectors are rising and two new lines want the brain. Invoices are paid within terms. The account has no active owner since Priya Raman left, and value doubts after the July 2026 refresh failures need a written value case.
Next step
Current to 11 Oct 26- What
- Tom Ashdown sends Richard Thorne a finance-checked priced expansion offer and a one-page value view before the 14 Oct 2026 negotiation call. upsell
- Who
Tom Ashdown
- When
- this_week by 9 Oct 2026
- Why
- Tom Ashdown should send Richard Thorne a finance-checked price for the expansion scope, with the one-page value view Richard asked for, before the negotiation call on 14 Oct 2026. The 5 Oct 2026 proposal has no price, and Richard has questioned value.
Profile
Updated 9 Oct 26- IndustryInsuranceSource: CRM company record
- Websitefenmoor.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ cityLondonSource: CRM company record
- Size420 employeesSource: CRM company record
- CRM ownerPriya RamandiffersSource: CRM company record · Account Executive · Left 28 Aug 2026: the CRM still names them · CSM Daniel Okafor · The sources disagree
- Customer since1 Jul 2024Source: first executed order form ctr_001_01, signed 17 Jun 2024 · Growth tier · In the CRM since 22 Feb 2024
- TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
- StateGrowingSource: AI assessment · Written 11 Oct 2026
Key facts
Updated 9 Oct 26- Contracted ARR£125,000differsSource: executed order form ctr_001_03, 1 Jul 2026 to 30 Jun 2027 · CRM £118,750 · Invoiced run rate £125,000 · As of 9 Oct 2026 · The sources disagree
- Next renewal1 Jul 2027Basis: order form ctr_001_03 ends 30 Jun 2027 · In 265 days · Renewal price £125,000 · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
- Term1 Jul 2026 to 30 Jun 2027Source: order form ctr_001_03 (upgrade), signed 26 Jun 2026 · Billed annually · 150 seats, 20 connectors
- TierEnterpriseSource: the current order form
- Open dealProposalSource: CRM deal Fenmoor Specialty Underwriting – Expansion · expansion deal · Expected close 14 Nov 2026 · Owner Priya Raman
- Last contact30 Sep 2026Email: Commercial contact for the new lines · 9 days before 9 Oct 2026
- Tenanteu-west-1Source: product analytics, reporting since Jul 2024 · 9 connectors configured
- Licensed seats15064 active users in Sep 2026 · Order form ctr_001_03: 150 seats
The story
Current to 11 Oct 26Growing: Enterprise at £125,000 a year to 30 Jun 2027, with active users up from 45 to 64 and questions from 1268 to 2180 since May 2026. No active owner since Priya Raman left. Tom Ashdown owes a priced expansion offer before the 14 Oct 2026 call.
Growing, Fenmoor Specialty Underwriting sits on Enterprise at £125,000 a year under the order form signed 26 Jun 2026, running 1 Jul 2026 to 30 Jun 2027. Renewal is due 1 Jul 2027, with all invoices paid within terms.
Active users rose from 45 in May 2026 to 64 in September 2026, and questions from 1268 to 2180. Callum Reid asks 22% of questions over the last 90 days; Imogen Hartley, Chief Data Officer, sponsors expansion to two new lines.
Priya Raman, the CRM owner, left BB-Demo on 28 Aug 2026, so the account has no active owner. Three of four July 2026 P1 tickets missed the 30-minute target, and Richard Thorne has questioned value.
Tom Ashdown sends Richard a finance-checked, priced expansion offer and a one-page value view by 9 Oct 2026, before the call booked for 14 Oct 2026.
ARR journey
Updated 9 Oct 26Show the figures as a table
| Contracted ARR | Invoiced ARR | |
|---|---|---|
| Jul 24 | £44k | £44k |
| Aug 24 | £44k | £44k |
| Sep 24 | £44k | £44k |
| Oct 24 | £44k | £44k |
| Nov 24 | £44k | £44k |
| Dec 24 | £44k | £44k |
| Jan 25 | £44k | £44k |
| Feb 25 | £44k | £44k |
| Mar 25 | £44k | £44k |
| Apr 25 | £44k | £44k |
| May 25 | £44k | £44k |
| Jun 25 | £44k | £44k |
| Jul 25 | £44k | £44k |
| Aug 25 | £44k | £44k |
| Sep 25 | £44k | £44k |
| Oct 25 | £44k | £44k |
| Nov 25 | £44k | £44k |
| Dec 25 | £44k | £44k |
| Jan 26 | £44k | £44k |
| Feb 26 | £44k | £44k |
| Mar 26 | £44k | £44k |
| Apr 26 | £44k | £44k |
| May 26 | £44k | £44k |
| Jun 26 | £44k | £44k |
| Jul 26 | £125k | £125k |
| Aug 26 | £125k | £125k |
| Sep 26 | £125k | £125k |
Platform usage
Updated 9 Oct 26Headroom on the Enterprise tier, Sep 2026: 64 of 150 included users; 9 of 20 included connectors.
Documents
Updated 9 Oct 26- commercial
- delivery
- presales
Folders and documents as a list
- Contracts (8)
- Unsigned draft master services agreement draft · contract · 24 May 2024
- Executed Growth tier master agreement executed · contract · 17 Jun 2024
- Executed data processing agreement executed · dpa · 17 Jun 2024
- Executed Growth order form executed · order form · 17 Jun 2024
- Signed Growth renewal order form executed · order form · 1 Jul 2025
- Draft master services agreement, unsigned draft · contract · 12 May 2026
- Draft Enterprise upgrade order form draft · order form · 19 Jun 2026
- Signed Enterprise order form executed · order form · 26 Jun 2026
- Onboarding (1)
- Eight-week onboarding plan issued · onboarding plan · 7 Jul 2024
- Proposals (7)
- Draft Growth tier proposal draft · proposal · 26 Apr 2024
- Final Growth tier proposal issued · proposal · 1 May 2024
- Enterprise upgrade proposal issued · proposal · 30 Jun 2025
- Enterprise upgrade proposal draft draft · proposal · 6 Oct 2025
- Proposal to move to Enterprise issued · proposal · 9 Oct 2025
- Draft expansion proposal for Enterprise draft · proposal · 30 Sep 2026
- Enterprise expansion proposal issued · proposal · 5 Oct 2026
- QBRs (9)
- Quarterly business review deck issued · qbr deck · 20 Nov 2024
- Quarterly review ahead of renewal issued · qbr deck · 11 Feb 2025
- Quarterly review ahead of renewal issued · qbr deck · 18 May 2025
- Quarterly review, narrow adoption issued · qbr deck · 11 Aug 2025
- Quarterly review of Growth account issued · qbr deck · 13 Nov 2025
- Quarterly review before renewal issued · qbr deck · 12 Feb 2026
- QBR deck ahead of renewal issued · qbr deck · 18 May 2026
- Quarterly business review, Enterprise tier issued · qbr deck · 16 Aug 2026
- Quarterly business review, Enterprise tier issued · qbr deck · 15 Sep 2026
- Renewals (2)
- Draft Growth renewal proposal draft · renewal proposal · 28 Apr 2025
- Growth renewal proposal, unchanged terms issued · renewal proposal · 1 May 2025
- Security (2)
- Security questionnaire for Growth review issued · security questionnaire · 11 Apr 2024
- Draft security questionnaire answers draft · security questionnaire · 3 Nov 2025
- Success plans (1)
- First-year Growth success plan issued · success plan · 18 Sep 2024
Open deals
| Deal | Stage | Amount | Close |
|---|---|---|---|
| Fenmoor Specialty Underwriting – Expansion | proposal | 14 Nov 2026 |
Open tickets
- 7 Oct 2026 001-0023 performance
Activity
- 19 Nov 2026eventBB-Demo webinar
+11
- 14 Oct 2026callFenmoor Specialty Underwriting / BB-Demo – Negotiation
+1
- 7 Oct 2026ticketDashboard performance after refresh
- 5 Oct 2026documentFenmoor Specialty Underwriting - Proposal
- 30 Sep 2026documentFenmoor Specialty Underwriting - Proposal v1
- 29 Sep 2026email_threadCommercial contact for the new lines
- 25 Sep 2026email_threadFollowing up on the expansion proposal
- 24 Sep 2026ticketHow to export claims data for syndicates
- 24 Sep 2026ticketHow to filter bordereaux by underwriting year
- 24 Sep 2026eventYour renewals, read by the brain
+12
- 24 Sep 2026callFenmoor Specialty Underwriting / BB-Demo – Proposal
- 17 Sep 2026email_threadFinding a slot to go through the proposal
- 15 Sep 2026documentFenmoor Specialty Underwriting - QBR
- 15 Sep 2026dealFenmoor Specialty Underwriting – Expansion
- 15 Sep 2026callFenmoor Specialty Underwriting / BB-Demo – Qbr
+1
- 9 Sep 2026email_threadInvitation: Your renewals, read by the brain
- 9 Sep 2026email_threadFinding a time for the next QBR
- 7 Sep 2026newsFenmoor to launch two new specialty lines in 2027
- 1 Sep 2026email_threadYour day-to-day contact at BB-Demo
- 26 Aug 2026callFenmoor Specialty Underwriting / BB-Demo – Check In
- 24 Aug 2026ticketDashboards – feature request
- 19 Aug 2026email_threadFinding a time for our check-in
- 18 Aug 2026email_threadFollow-up from our QBR: usage, tickets and next steps
+2
- 17 Aug 2026callFenmoor Specialty Underwriting / BB-Demo – Qbr
+2
- 16 Aug 2026documentFenmoor Specialty Underwriting - QBR
- 13 Aug 2026ticketPremium exposure totals not reconciling to CRM
- 13 Aug 2026email_threadFinding a time for the QBR
- 3 Aug 2026callFenmoor Specialty Underwriting / BB-Demo – Check In
- 31 Jul 2026email_threadJuly refresh outage and the service credit
- 28 Jul 2026email_threadFinding time for a check-in
- 23 Jul 2026ticketUnderwriting dashboard not updating
- 22 Jul 2026ticketData Freshness – Dashboard not refreshed
- 22 Jul 2026email_threadRefresh issue: where things stand
- 22 Jul 2026callFenmoor Specialty Underwriting / BB-Demo – Escalation
+1
- 21 Jul 2026ticketNightly Refresh Failed – Data Stale
- 21 Jul 2026ticketUnderwriting dashboard data not refreshing
- 16 Jul 2026eventBB-Demo webinar
+13
- 15 Jul 2026email_threadCatching up before the summer break
- 1 Jul 2026email_threadInvoice INV-001-0004 for the Enterprise subscription
- 1 Jul 2026invoiceINV-001-0004
- 28 Jun 2026email_threadInvitation: BB-Demo webinar on Thursday 16 July 2026
- 26 Jun 2026documentFenmoor Specialty Underwriting - Order Form (signed)
- 24 Jun 2026email_threadFenmoor order form for signature
- 24 Jun 2026email_threadFenmoor renewal and the additional teams
- 23 Jun 2026email_threadFenmoor Enterprise order form - where we have got to
+1
- 22 Jun 2026callFenmoor Specialty Underwriting / BB-Demo – Negotiation
+1
- 19 Jun 2026documentFenmoor Specialty Underwriting - Order Form v1
- 18 Jun 2026email_threadRenewal conversation - finding a time
- 11 Jun 2026eventBB-Demo Customer Day London
+32
- 8 Jun 2026callFenmoor Specialty Underwriting / BB-Demo – Check In
- 4 Jun 2026email_threadInvitation: BB-Demo Customer Day London
- 2 Jun 2026email_threadFinding time for a check-in
- 26 May 2026eventRevenue leaders roundtable
+12
- 22 May 2026email_threadInvitation: Revenue leaders roundtable, London
- 20 May 2026email_threadFollow-up from our QBR
+1
- 19 May 2026email_threadInvitation: BB-Demo Customer Day London
- 19 May 2026callFenmoor Specialty Underwriting / BB-Demo – Qbr
+1
- 18 May 2026ticketCRM connector sync stopped
- 18 May 2026documentFenmoor Specialty Underwriting - QBR
- 13 May 2026email_threadFenmoor QBR - finding a time
- 12 May 2026documentFenmoor Specialty Underwriting - Master Services Agreement v2
- 5 May 2026callFenmoor Specialty Underwriting / BB-Demo – Check In
- 27 Apr 2026email_threadFenmoor check-in: timing and agenda
- 15 Apr 2026callFenmoor Specialty Underwriting / BB-Demo – Check In
- 10 Apr 2026email_threadCatching up on how the brain is landing at Fenmoor
- 23 Mar 2026email_threadMaster agreement and the Growth upgrade
- 19 Mar 2026eventBB-Demo webinar
+11
- 18 Mar 2026callFenmoor Specialty Underwriting / BB-Demo – Exec Sponsor
+1
- 16 Mar 2026email_threadExec sponsor session - finding a slot
- 16 Mar 2026callFenmoor Specialty Underwriting / BB-Demo – Check In
- 12 Mar 2026email_threadCatching up - a check-in call
- 10 Mar 2026email_threadGrowth upgrade - where we have got to
- 6 Mar 2026email_threadInvitation: BB-Demo webinar on Thursday 19 March 2026
- 4 Mar 2026email_threadGood news, and a quick hello from Fenmoor
- 2 Mar 2026newsFenmoor Specialty Underwriting appoints Imogen Hartley as Chief Data Officer
- 26 Feb 2026email_threadClaims tickets view showing older records
- 26 Feb 2026email_threadInvitation: BB-Demo webinar on Thursday 19 March 2026
- 25 Feb 2026ticketDashboard pages running slow
- 19 Feb 2026eventBB-Demo webinar
+11
- 16 Feb 2026email_threadFollow-up from today's QBR
- 15 Feb 2026email_threadInvitation: BB-Demo webinar on Thursday 19 February 2026
- 13 Feb 2026callFenmoor Specialty Underwriting / BB-Demo – Qbr
- 12 Feb 2026documentFenmoor Specialty Underwriting - QBR
- 10 Feb 2026email_threadScheduling the next QBR
- 8 Feb 2026email_threadInvitation: BB-Demo webinar on 19 Feb 2026
- 12 Jan 2026email_threadNotes from our check-in
- 9 Jan 2026callFenmoor Specialty Underwriting / BB-Demo – Check In
- 6 Jan 2026email_threadFinding a time for a check-in
- 23 Dec 2025email_threadSecurity review and the upgrade – timing
- 10 Dec 2025callFenmoor Specialty Underwriting / BB-Demo – Check In
- 3 Dec 2025ticketSalesforce connector not syncing data
- 2 Dec 2025email_threadTime for a check-in before the year end
- 28 Nov 2025callFenmoor Specialty Underwriting / BB-Demo – Security Review
- 24 Nov 2025ticketUnderwriting dashboard returning empty results
- 21 Nov 2025email_threadScheduling your supplier security review
- 21 Nov 2025callFenmoor Specialty Underwriting / BB-Demo – Security Review
- 20 Nov 2025eventBB-Demo webinar
+10
- 17 Nov 2025email_threadFollowing up on the quarterly review
- 17 Nov 2025email_threadSecurity review session - finding a time
- 14 Nov 2025callFenmoor Specialty Underwriting / BB-Demo – Qbr
- 13 Nov 2025documentFenmoor Specialty Underwriting - QBR
- 7 Nov 2025email_threadBooking your next quarterly review
- 7 Nov 2025callFenmoor Specialty Underwriting / BB-Demo – Security Review
- 6 Nov 2025email_threadInvitation: BB-Demo webinar, Thursday 20 November 2025
- 5 Nov 2025email_threadScheduling the security review walkthrough
- 3 Nov 2025documentFenmoor Specialty Underwriting - Security Questionnaire v1
- 31 Oct 2025callFenmoor Specialty Underwriting / BB-Demo – Security Review
- 24 Oct 2025email_threadSecurity review session: scheduling
- 24 Oct 2025callFenmoor Specialty Underwriting / BB-Demo – Security Review
- 23 Oct 2025callFenmoor Specialty Underwriting / BB-Demo – Check In
- 17 Oct 2025email_threadFenmoor check-in call: finding a time
- 17 Oct 2025email_threadScheduling the security review
- 9 Oct 2025documentFenmoor Specialty Underwriting - Proposal
- 8 Oct 2025eventData leaders conference (BB-Demo stand)
+3
- 6 Oct 2025documentFenmoor Specialty Underwriting - Proposal v1
- 3 Oct 2025email_threadDashboards showing stale data - follow-up
- 2 Oct 2025ticketDuplicate records in submissions dashboard
- 18 Sep 2025ticketHow do I filter submissions in the search?
- 17 Sep 2025email_threadUpgrade timing
- 14 Sep 2025email_threadInvitation: BB-Demo stand at the data leaders conference in Amsterdam
- 10 Sep 2025callFenmoor Specialty Underwriting / BB-Demo – Check In
- 4 Sep 2025email_threadFinding a time for a check-in
- 13 Aug 2025email_threadFollow-up from our QBR
+1
- 12 Aug 2025callFenmoor Specialty Underwriting / BB-Demo – Qbr
+1
- 11 Aug 2025documentFenmoor Specialty Underwriting - QBR
- 7 Aug 2025email_threadSetting up the next QBR
- 21 Jul 2025callFenmoor Specialty Underwriting / BB-Demo – Check In
- 11 Jul 2025email_threadQuick check-in on how the brain is going
- 1 Jul 2025ticketHow to export submissions to Excel
- 1 Jul 2025email_threadInvoice INV-001-0003 for your records
- 1 Jul 2025invoiceINV-001-0003
- 1 Jul 2025documentFenmoor Specialty Underwriting - Order Form (signed)
- 30 Jun 2025documentFenmoor Specialty Underwriting - Proposal
- 27 Jun 2025email_threadOrder form for signature: Growth renewal
- 24 Jun 2025ticketDashboard performance – Load times
- 16 Jun 2025callFenmoor Specialty Underwriting / BB-Demo – Demo
+1
- 12 Jun 2025eventBB-Demo Customer Day
+16
- 10 Jun 2025email_threadFollow-up: Enterprise proposal
- 9 Jun 2025email_threadDemo session - getting a date in the diary
- 9 Jun 2025callFenmoor Specialty Underwriting / BB-Demo – Proposal
- 4 Jun 2025email_threadRenewal proposal - walkthrough with you
- 4 Jun 2025callFenmoor Specialty Underwriting / BB-Demo – Renewal
+1
- 2 Jun 2025dealFenmoor Specialty Underwriting – Expansion
- 2 Jun 2025callFenmoor Specialty Underwriting / BB-Demo – Discovery
+1
- 30 May 2025email_threadRenewal conversation - finding a time
- 27 May 2025email_threadSetting up a discovery conversation
- 24 May 2025email_threadInvitation: BB-Demo Customer Day in London
- 23 May 2025email_threadInvitation: BB-Demo Customer Day in London
- 20 May 2025email_threadQBR follow-up and next steps
- 19 May 2025callFenmoor Specialty Underwriting / BB-Demo – Qbr
- 18 May 2025documentFenmoor Specialty Underwriting - QBR
- 14 May 2025email_threadFinding a time for the QBR
- 1 May 2025documentFenmoor Specialty Underwriting - Renewal Proposal
- 30 Apr 2025ticketSubmissions connector not loading new records
- 28 Apr 2025documentFenmoor Specialty Underwriting - Renewal Proposal v1
- 22 Apr 2025callFenmoor Specialty Underwriting / BB-Demo – Renewal
+2
- 16 Apr 2025email_threadFollowing up on your support request
- 15 Apr 2025ticketHow do I export and save dashboard filters?
- 15 Apr 2025ticketData not refreshing overnight
- 10 Apr 2025email_threadArranging a renewal conversation
- 7 Apr 2025newsFenmoor Specialty Underwriting announces leadership changes
- 1 Apr 2025email_threadFenmoor renewal notice - Growth subscription
- 1 Apr 2025dealFenmoor Specialty Underwriting – Renewal
- 24 Mar 2025email_threadNotes and next steps from our check-in
- 21 Mar 2025callFenmoor Specialty Underwriting / BB-Demo – Check In
- 19 Mar 2025email_threadFinding a time for our check-in
- 13 Feb 2025email_threadQBR follow-up and next steps
- 12 Feb 2025callFenmoor Specialty Underwriting / BB-Demo – Qbr
- 11 Feb 2025documentFenmoor Specialty Underwriting - QBR
- 5 Feb 2025email_threadFenmoor quarterly review – finding a time
- 27 Jan 2025email_threadNotes from our check-in
- 24 Jan 2025callFenmoor Specialty Underwriting / BB-Demo – Check In
- 22 Jan 2025email_threadCheck-in call next week
- 20 Jan 2025ticketDuplicate submissions in data
- 20 Dec 2024email_threadCheck-in notes
- 19 Dec 2024callFenmoor Specialty Underwriting / BB-Demo – Check In
- 12 Dec 2024email_threadTime for a check-in before Christmas?
- 22 Nov 2024email_threadFollow-up: QBR
+1
- 21 Nov 2024eventBB-Demo webinar
+6
- 21 Nov 2024callFenmoor Specialty Underwriting / BB-Demo – Qbr
+1
- 20 Nov 2024documentFenmoor Specialty Underwriting - QBR
- 13 Nov 2024email_threadScheduling the QBR
- 30 Oct 2024email_threadInvitation: BB-Demo webinar for Fenmoor
- 11 Oct 2024callFenmoor Specialty Underwriting / BB-Demo – Check In
- 7 Oct 2024email_threadCatching up: time for a check-in?
- 23 Sep 2024email_threadCheck-in notes
- 20 Sep 2024callFenmoor Specialty Underwriting / BB-Demo – Check In
- 19 Sep 2024eventBB-Demo webinar
+2
- 18 Sep 2024documentFenmoor Specialty Underwriting - Success Plan
- 16 Sep 2024email_threadFinding a time for our check-in
- 2 Sep 2024email_threadInvitation: BB-Demo webinar
- 29 Aug 2024callFenmoor Specialty Underwriting / BB-Demo – Training
- 23 Aug 2024email_threadTraining session for the underwriting team
- 14 Aug 2024callFenmoor Specialty Underwriting / BB-Demo – Onboarding
- 6 Aug 2024email_threadOnboarding: first refresh check and underwriter walkthrough
- 6 Aug 2024callFenmoor Specialty Underwriting / BB-Demo – Onboarding
- 30 Jul 2024email_threadOnboarding sessions: getting the rest of your team on
- 30 Jul 2024callFenmoor Specialty Underwriting / BB-Demo – Onboarding
- 23 Jul 2024callFenmoor Specialty Underwriting / BB-Demo – Onboarding
- 22 Jul 2024ticketCan't access submissions – missing permissions?
- 22 Jul 2024email_threadOnboarding sessions for your team
- 18 Jul 2024ticketHow do I search submissions by capacity provider?
- 16 Jul 2024email_threadOnboarding: getting the working sessions in the diary
- 16 Jul 2024callFenmoor Specialty Underwriting / BB-Demo – Onboarding
- 10 Jul 2024email_threadKickoff follow-up and what happens next
- 9 Jul 2024email_threadOnboarding session: finding a slot this week
- 9 Jul 2024callFenmoor Specialty Underwriting / BB-Demo – Kickoff
- 7 Jul 2024documentFenmoor Specialty Underwriting - Onboarding Plan
- 3 Jul 2024email_threadKickoff call scheduling
- 1 Jul 2024email_threadYour first BB-Demo invoice
- 1 Jul 2024invoiceINV-001-0002
- 18 Jun 2024email_threadFenmoor invoice for the implementation
- 18 Jun 2024invoiceINV-001-0001
- 17 Jun 2024documentFenmoor Specialty Underwriting - Order Form (signed)
- 17 Jun 2024documentFenmoor Specialty Underwriting - Data Processing Agreement (signed)
- 17 Jun 2024documentFenmoor Specialty Underwriting - Master Services Agreement (signed)
- 13 Jun 2024email_threadOrder form for signature
- 30 May 2024email_threadFenmoor order form - commercial and contract points
+2
- 28 May 2024callFenmoor Specialty Underwriting / BB-Demo – Negotiation
+2
- 24 May 2024documentFenmoor Specialty Underwriting - Master Services Agreement v2
- 20 May 2024email_threadFinding a time to talk through terms
- 8 May 2024email_threadFenmoor proposal - where we stand after our call
- 7 May 2024callFenmoor Specialty Underwriting / BB-Demo – Proposal
- 1 May 2024documentFenmoor Specialty Underwriting - Proposal
- 30 Apr 2024email_threadProposal walkthrough - finding a slot
- 26 Apr 2024documentFenmoor Specialty Underwriting - Proposal v1
- 15 Apr 2024email_threadFenmoor demo follow-up and your questions on data and security
- 11 Apr 2024documentFenmoor Specialty Underwriting - Security Questionnaire
- 11 Apr 2024callFenmoor Specialty Underwriting / BB-Demo – Demo
- 3 Apr 2024email_threadDemo on your own data - finding a slot
- 20 Mar 2024email_threadFenmoor and BB-Demo: where we got to after discovery
- 20 Mar 2024callFenmoor Specialty Underwriting / BB-Demo – Discovery
- 13 Mar 2024email_threadDiscovery call - finding a time
- 22 Feb 2024dealFenmoor Specialty Underwriting – New
- 18 Sep 2023newsFenmoor Specialty Underwriting announces results
- 16 Aug 2023newsFenmoor Specialty Underwriting announces change to senior leadership team
- 11 Aug 2023newsFenmoor Specialty Underwriting unveils single operations view for capacity oversight
Contacts
Evidence trail
Updated 9 Oct 26Fenmoor Specialty Underwriting's pages are written from 4 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 217 AI summaries of 225 raw things (calls, tickets, emails, news), 6 people (6 with an AI write-up) and 8 staff (0 with an AI write-up), shown on 19 pages. 1 AI record in this trail is not yet analysed.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Fenmoor Specialty Underwriting / BB-Demo – Discovery entity
- Fenmoor Specialty Underwriting entity
- accounting/customers.csv org_001 raw row
- crm/companies.csv org_001 raw row
- product_analytics/tenants.csv org_001 raw row
- call_recorder/calls.csv call_001_001 raw row
- Fenmoor Specialty Underwriting entity
- Fenmoor Specialty Underwriting / BB-Demo – Demo entity
- Fenmoor Specialty Underwriting entity
- accounting/customers.csv org_001 raw row
- crm/companies.csv org_001 raw row
- product_analytics/tenants.csv org_001 raw row
- call_recorder/calls.csv call_001_002 raw row
- Fenmoor Specialty Underwriting entity
- Fenmoor Specialty Underwriting / BB-Demo – Proposal entity
- Fenmoor Specialty Underwriting entity
- accounting/customers.csv org_001 raw row
- crm/companies.csv org_001 raw row
- product_analytics/tenants.csv org_001 raw row
- call_recorder/calls.csv call_001_003 raw row
- Fenmoor Specialty Underwriting entity
- Fenmoor Specialty Underwriting / BB-Demo – Negotiation entity
- Fenmoor Specialty Underwriting entity
- accounting/customers.csv org_001 raw row
- crm/companies.csv org_001 raw row
- product_analytics/tenants.csv org_001 raw row
- call_recorder/calls.csv call_001_004 raw row
- Fenmoor Specialty Underwriting entity
- Fenmoor Specialty Underwriting / BB-Demo – Kickoff entity
- Fenmoor Specialty Underwriting entity
- accounting/customers.csv org_001 raw row
- crm/companies.csv org_001 raw row
- product_analytics/tenants.csv org_001 raw row
- call_recorder/calls.csv call_001_005 raw row
- Fenmoor Specialty Underwriting entity
- Fenmoor Specialty Underwriting / BB-Demo – Onboarding entity
- Fenmoor Specialty Underwriting entity
- accounting/customers.csv org_001 raw row
- crm/companies.csv org_001 raw row
- product_analytics/tenants.csv org_001 raw row
- call_recorder/calls.csv call_001_006 raw row
- Fenmoor Specialty Underwriting entity
- +231 more
- Fenmoor Specialty Underwriting / BB-Demo – Discovery entity
- AI opinion page block
- Fenmoor Specialty Underwriting growing AI record
- Fenmoor Specialty Underwriting – New entity
- Fenmoor Specialty Underwriting entity
- accounting/customers.csv org_001 raw row
- crm/companies.csv org_001 raw row
- product_analytics/tenants.csv org_001 raw row
- contracts/order_form_lines.csv ctr_001_01:1 raw row
- contracts/order_form_lines.csv ctr_001_01:2 raw row
- contracts/order_forms.csv ctr_001_01 raw row
- crm/deal_line_items.csv deal_001_01:1 raw row
- crm/deal_line_items.csv deal_001_01:2 raw row
- +7 more
- Fenmoor Specialty Underwriting entity
- Fenmoor Specialty Underwriting – Renewal entity
- Fenmoor Specialty Underwriting entity
- accounting/customers.csv org_001 raw row
- crm/companies.csv org_001 raw row
- product_analytics/tenants.csv org_001 raw row
- contracts/order_form_lines.csv ctr_001_02:1 raw row
- contracts/order_forms.csv ctr_001_02 raw row
- crm/deal_line_items.csv deal_001_02:1 raw row
- crm/deal_stage_history.csv deal_001_02:1 raw row
- crm/deal_stage_history.csv deal_001_02:2 raw row
- +3 more
- Fenmoor Specialty Underwriting entity
- Fenmoor Specialty Underwriting – Expansion entity
- Fenmoor Specialty Underwriting entity
- accounting/customers.csv org_001 raw row
- crm/companies.csv org_001 raw row
- product_analytics/tenants.csv org_001 raw row
- contracts/order_form_lines.csv ctr_001_03:1 raw row
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