Brindlecote Insurance Brokers logo

Brindlecote Insurance Brokers

Healthy£19,500Renews 1 Jun 27
made from

AI facts

Current to 11 Oct 26

Brindlecote Insurance Brokers holds a Starter subscription at £19,500 a year under the order form signed 18 May 2026, running 1 Jun 2026 to 31 May 2027 with 15 licensed users and 4 connectors. Questions asked rose from 589 to 696 (18%) between May 2026 and the last complete month, while active users held at 13. Renewal falls on 1 Jun 2027 at a v2 price of £22,000 (12.8%). A Salesforce connector ticket raised on 2 Oct 2026 is pending.

Read from 15 calls · 27 email threads · 33 tickets · 4 deals · 5 people · 10 documents, newest 2 Oct 26

AImade from

AI opinion

Current to 11 Oct 26

Healthy, because all five invoices were paid within terms, questions asked rose 18% to 696 with steady users, and the champion praises the brain. Use leans on Toby Underwood, who asks 51% of questions. A Growth tier for operations is an early lead worth pursuing.

SignalsBrindlecote Insurance Brokers - Order Form (signed)Brindlecote Insurance Brokers / BB-Demo – Check InSalesforce connector stopped syncing

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Next step

Current to 11 Oct 26
What
Daniel Okafor asks Ed Duckworth to set up a Growth conversation for the operations team with Ravi Atherton, backed by the usage case. upsell
Who
Daniel Okafor Daniel Okafor
When
this_week by 9 Oct 2026
Why
Daniel Okafor should ask Ed Duckworth to set up a Growth conversation for operations with Ravi Atherton, after fixing the pending Salesforce sync ticket, while the lead from the 1 Oct 2026 check-in is still warm.

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Profile

Updated 9 Oct 26
  • IndustryInsurance brokingSource: CRM company record
  • Websitebrindlecote.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityLeedsSource: CRM company record
  • Size310 employeesSource: CRM company record
  • CRM ownerNell AshcombeSource: CRM company record · Chief Executive Officer and Co-founder · CSM Daniel Okafor
  • Customer since1 Jun 2023Source: first executed order form ctr_011_01, signed 19 May 2023 · Starter tier · In the CRM since 8 Mar 2023
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · Written 11 Oct 2026
CRMmade from

Key facts

Updated 9 Oct 26
  • Contracted ARR£19,500Source: executed order form ctr_011_04, 1 Jun 2026 to 31 May 2027 · CRM £19,500 · Invoiced run rate £19,500 · As of 9 Oct 2026
  • Next renewal1 Jun 2027Basis: order form ctr_011_04 ends 31 May 2027 · In 235 days · Renewal price £22,000 (+12.8%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term1 Jun 2026 to 31 May 2027Source: order form ctr_011_04 (renewal), signed 18 May 2026 · Billed annually · 15 seats, 4 connectors
  • TierStarterSource: the current order form
  • Last contact1 Oct 2026Call: Brindlecote Insurance Brokers / BB-Demo – Check In · 8 days before 9 Oct 2026
  • Tenanteu-west-1Source: product analytics, reporting since Jun 2023 · 3 connectors configured
  • Licensed seats1513 active users in Sep 2026 · Order form ctr_011_04: 15 seats
Computedmade from

The story

Current to 11 Oct 26
Healthy

Healthy: Brindlecote Insurance Brokers is on Starter at £19,500, signed to 31 May 2027, with every invoice paid within terms. Questions rose 18% on steady users, but Toby Underwood asks 51% of them. A Growth lead for operations needs taking to Ravi Atherton.

Healthy, Brindlecote Insurance Brokers holds Starter at £19,500 under the order form signed 18 May 2026, running to 31 May 2027. All five invoices were paid within terms; renewal on 1 Jun 2027 moves to £22,000 (12.8%).

Questions asked rose from 589 to 696 (18%) between May 2026 and the last complete month, while active users held at 13. Toby Underwood, the sole admin, asks 51% of questions and Ed Duckworth, the champion, 17%.

At the 1 Oct 2026 check-in, Ed agreed to raise Growth for operations with Ravi Atherton but promised nothing. The main risks are dependence on Toby and a Salesforce sync ticket of 2 Oct 2026 that is still pending.

Daniel Okafor, the CSM, asks Ed to set up a Growth conversation with Ravi, due by 9 Oct 2026. Olivia Grant first closes the Salesforce ticket so operations sees fresh deal data.

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0k£10k£20kOct 23May 24Dec 24Jul 25Feb 26Sep 26new£20k£20kJun 23: Contracted ARR £19,500; Invoiced ARR £19,500Jul 23: Contracted ARR £19,500; Invoiced ARR £19,500Aug 23: Contracted ARR £19,500; Invoiced ARR £19,500Sep 23: Contracted ARR £19,500; Invoiced ARR £19,500Oct 23: Contracted ARR £19,500; Invoiced ARR £19,500Nov 23: Contracted ARR £19,500; Invoiced ARR £19,500Dec 23: Contracted ARR £19,500; Invoiced ARR £19,500Jan 24: Contracted ARR £19,500; Invoiced ARR £19,500Feb 24: Contracted ARR £19,500; Invoiced ARR £19,500Mar 24: Contracted ARR £19,500; Invoiced ARR £19,500Apr 24: Contracted ARR £19,500; Invoiced ARR £19,500May 24: Contracted ARR £19,500; Invoiced ARR £19,500Jun 24: Contracted ARR £19,500; Invoiced ARR £19,500Jul 24: Contracted ARR £19,500; Invoiced ARR £19,500Aug 24: Contracted ARR £19,500; Invoiced ARR £19,500Sep 24: Contracted ARR £19,500; Invoiced ARR £19,500Oct 24: Contracted ARR £19,500; Invoiced ARR £19,500Nov 24: Contracted ARR £19,500; Invoiced ARR £19,500Dec 24: Contracted ARR £19,500; Invoiced ARR £19,500Jan 25: Contracted ARR £19,500; Invoiced ARR £19,500Feb 25: Contracted ARR £19,500; Invoiced ARR £19,500Mar 25: Contracted ARR £19,500; Invoiced ARR £19,500Apr 25: Contracted ARR £19,500; Invoiced ARR £19,500May 25: Contracted ARR £19,500; Invoiced ARR £19,500Jun 25: Contracted ARR £19,500; Invoiced ARR £19,500Jul 25: Contracted ARR £19,500; Invoiced ARR £19,500Aug 25: Contracted ARR £19,500; Invoiced ARR £19,500Sep 25: Contracted ARR £19,500; Invoiced ARR £19,500Oct 25: Contracted ARR £19,500; Invoiced ARR £19,500Nov 25: Contracted ARR £19,500; Invoiced ARR £19,500Dec 25: Contracted ARR £19,500; Invoiced ARR £19,500Jan 26: Contracted ARR £19,500; Invoiced ARR £19,500Feb 26: Contracted ARR £19,500; Invoiced ARR £19,500Mar 26: Contracted ARR £19,500; Invoiced ARR £19,500Apr 26: Contracted ARR £19,500; Invoiced ARR £19,500May 26: Contracted ARR £19,500; Invoiced ARR £19,500Jun 26: Contracted ARR £19,500; Invoiced ARR £19,500Jul 26: Contracted ARR £19,500; Invoiced ARR £19,500Aug 26: Contracted ARR £19,500; Invoiced ARR £19,500Sep 26: Contracted ARR £19,500; Invoiced ARR £19,500

One point per month; the dot and figure at the right end are the latest value. The line steps because the figure holds until it changes. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £20k; Invoiced ARR £20k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_011.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Jun 23£19,500£19,500
Jul 23£19,500£19,500
Aug 23£19,500£19,500
Sep 23£19,500£19,500
Oct 23£19,500£19,500
Nov 23£19,500£19,500
Dec 23£19,500£19,500
Jan 24£19,500£19,500
Feb 24£19,500£19,500
Mar 24£19,500£19,500
Apr 24£19,500£19,500
May 24£19,500£19,500
Jun 24£19,500£19,500
Jul 24£19,500£19,500
Aug 24£19,500£19,500
Sep 24£19,500£19,500
Oct 24£19,500£19,500
Nov 24£19,500£19,500
Dec 24£19,500£19,500
Jan 25£19,500£19,500
Feb 25£19,500£19,500
Mar 25£19,500£19,500
Apr 25£19,500£19,500
May 25£19,500£19,500
Jun 25£19,500£19,500
Jul 25£19,500£19,500
Aug 25£19,500£19,500
Sep 25£19,500£19,500
Oct 25£19,500£19,500
Nov 25£19,500£19,500
Dec 25£19,500£19,500
Jan 26£19,500£19,500
Feb 26£19,500£19,500
Mar 26£19,500£19,500
Apr 26£19,500£19,500
May 26£19,500£19,500
Jun 26£19,500£19,500
Jul 26£19,500£19,500
Aug 26£19,500£19,500
Sep 26£19,500£19,500
Accountingmade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
13level vs 3 months earlierof 15 included on the tier
Questions asked · Sep 26
696up 49 vs 3 months earlier
Connectors configured · Sep 26
3level vs 3 months earlierof 4 included on the tier
Active admins · Sep 26
1level vs 3 months earlier
Data volume · Sep 26
5.7 GBup 0.2 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (15)Right axisQuestions asked
00840015800Oct 23Mar 24Aug 24Jan 25Jun 25Nov 25Apr 26Sep 26Included users (15)1569613Jun 23: Licensed seats 15; Questions asked 163Jul 23: Licensed seats 15; Questions asked 451Aug 23: Licensed seats 15; Questions asked 318Sep 23: Licensed seats 15; Questions asked 605Oct 23: Licensed seats 15; Questions asked 648Nov 23: Licensed seats 15; Questions asked 643Dec 23: Licensed seats 15; Questions asked 455Jan 24: Licensed seats 15; Questions asked 586Feb 24: Licensed seats 15; Questions asked 567Mar 24: Licensed seats 15; Questions asked 607Apr 24: Licensed seats 15; Questions asked 624May 24: Licensed seats 15; Questions asked 603Jun 24: Licensed seats 15; Questions asked 590Jul 24: Licensed seats 15; Questions asked 689Aug 24: Licensed seats 15; Questions asked 375Sep 24: Licensed seats 15; Questions asked 616Oct 24: Licensed seats 15; Questions asked 684Nov 24: Licensed seats 15; Questions asked 603Dec 24: Licensed seats 15; Questions asked 492Jan 25: Licensed seats 15; Questions asked 575Feb 25: Licensed seats 15; Questions asked 538Mar 25: Licensed seats 15; Questions asked 603Apr 25: Licensed seats 15; Questions asked 584May 25: Licensed seats 15; Questions asked 585Jun 25: Licensed seats 15; Questions asked 607Jul 25: Licensed seats 15; Questions asked 698Aug 25: Licensed seats 15; Questions asked 362Sep 25: Active users 13; Licensed seats 15; Questions asked 645Oct 25: Active users 13; Licensed seats 15; Questions asked 656Nov 25: Active users 13; Licensed seats 15; Questions asked 581Dec 25: Active users 13; Licensed seats 15; Questions asked 467Jan 26: Active users 13; Licensed seats 15; Questions asked 623Feb 26: Active users 13; Licensed seats 15; Questions asked 570Mar 26: Active users 13; Licensed seats 15; Questions asked 636Apr 26: Active users 13; Licensed seats 15; Questions asked 568May 26: Active users 13; Licensed seats 15; Questions asked 589Jun 26: Active users 13; Licensed seats 15; Questions asked 647Jul 26: Active users 13; Licensed seats 15; Questions asked 674Aug 26: Active users 13; Licensed seats 15; Questions asked 357Sep 26: Active users 13; Licensed seats 15; Questions asked 696

Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. The line steps because the figure holds until it changes. Latest (Sep 26): Active users 13; Licensed seats 15; Questions asked 696. Basis: product usage, facts.usage_monthly:org_011, signals:org_011.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Jun 2315163
Jul 2315451
Aug 2315318
Sep 2315605
Oct 2315648
Nov 2315643
Dec 2315455
Jan 2415586
Feb 2415567
Mar 2415607
Apr 2415624
May 2415603
Jun 2415590
Jul 2415689
Aug 2415375
Sep 2415616
Oct 2415684
Nov 2415603
Dec 2415492
Jan 2515575
Feb 2515538
Mar 2515603
Apr 2515584
May 2515585
Jun 2515607
Jul 2515698
Aug 2515362
Sep 251315645
Oct 251315656
Nov 251315581
Dec 251315467
Jan 261315623
Feb 261315570
Mar 261315636
Apr 261315568
May 261315589
Jun 261315647
Jul 261315674
Aug 261315357
Sep 261315696
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (4)Right axisData volume
00.0 GB23.0 GB46.0 GBOct 23Mar 24Aug 24Jan 25Jun 25Nov 25Apr 26Sep 26Included connectors (4)5.7 GB31Jun 23: Connectors configured 2; Data volume 2.12 GBJul 23: Connectors configured 3; Data volume 3.25 GBAug 23: Connectors configured 3; Data volume 3.31 GBSep 23: Connectors configured 3; Data volume 3.38 GBOct 23: Connectors configured 3; Data volume 3.44 GBNov 23: Connectors configured 3; Data volume 3.50 GBDec 23: Connectors configured 3; Data volume 3.57 GBJan 24: Connectors configured 3; Data volume 3.63 GBFeb 24: Connectors configured 3; Data volume 3.69 GBMar 24: Connectors configured 3; Data volume 3.76 GBApr 24: Connectors configured 3; Data volume 3.82 GBMay 24: Connectors configured 3; Data volume 3.89 GBJun 24: Connectors configured 3; Data volume 3.95 GBJul 24: Connectors configured 3; Data volume 4.01 GBAug 24: Connectors configured 3; Data volume 4.08 GBSep 24: Connectors configured 3; Data volume 4.14 GBOct 24: Connectors configured 3; Data volume 4.20 GBNov 24: Connectors configured 3; Data volume 4.27 GBDec 24: Connectors configured 3; Data volume 4.33 GBJan 25: Connectors configured 3; Data volume 4.40 GBFeb 25: Connectors configured 3; Data volume 4.45 GBMar 25: Connectors configured 3; Data volume 4.52 GBApr 25: Connectors configured 3; Data volume 4.58 GBMay 25: Connectors configured 3; Data volume 4.65 GBJun 25: Connectors configured 3; Data volume 4.71 GBJul 25: Connectors configured 3; Data volume 4.77 GBAug 25: Connectors configured 3; Data volume 4.84 GBSep 25: Connectors configured 3; Active admins 1; Data volume 4.90 GBOct 25: Connectors configured 3; Active admins 1; Data volume 4.96 GBNov 25: Connectors configured 3; Active admins 1; Data volume 5.03 GBDec 25: Connectors configured 3; Active admins 1; Data volume 5.09 GBJan 26: Connectors configured 3; Active admins 1; Data volume 5.16 GBFeb 26: Connectors configured 3; Active admins 1; Data volume 5.21 GBMar 26: Connectors configured 3; Active admins 1; Data volume 5.28 GBApr 26: Connectors configured 3; Active admins 1; Data volume 5.34 GBMay 26: Connectors configured 3; Active admins 1; Data volume 5.41 GBJun 26: Connectors configured 3; Active admins 1; Data volume 5.47 GBJul 26: Connectors configured 3; Active admins 1; Data volume 5.53 GBAug 26: Connectors configured 3; Active admins 1; Data volume 5.60 GBSep 26: Connectors configured 3; Active admins 1; Data volume 5.66 GB

Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. The line steps because the figure holds until it changes. Latest (Sep 26): Connectors configured 3; Active admins 1; Data volume 5.7 GB. Basis: product usage, facts.usage_monthly:org_011, signals:org_011.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Jun 2322.12 GB
Jul 2333.25 GB
Aug 2333.31 GB
Sep 2333.38 GB
Oct 2333.44 GB
Nov 2333.50 GB
Dec 2333.57 GB
Jan 2433.63 GB
Feb 2433.69 GB
Mar 2433.76 GB
Apr 2433.82 GB
May 2433.89 GB
Jun 2433.95 GB
Jul 2434.01 GB
Aug 2434.08 GB
Sep 2434.14 GB
Oct 2434.20 GB
Nov 2434.27 GB
Dec 2434.33 GB
Jan 2534.40 GB
Feb 2534.45 GB
Mar 2534.52 GB
Apr 2534.58 GB
May 2534.65 GB
Jun 2534.71 GB
Jul 2534.77 GB
Aug 2534.84 GB
Sep 25314.90 GB
Oct 25314.96 GB
Nov 25315.03 GB
Dec 25315.09 GB
Jan 26315.16 GB
Feb 26315.21 GB
Mar 26315.28 GB
Apr 26315.34 GB
May 26315.41 GB
Jun 26315.47 GB
Jul 26315.53 GB
Aug 26315.60 GB
Sep 26315.66 GB
Usagemade from

Documents

Updated 9 Oct 26

10 documents in 3 folders; 2 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list
Documentsmade from

Open deals

Not yet analysedNo open deals.
CRMmade from

Open tickets

Helpdeskmade from

Activity

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)
  • not yet analysed
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds

Brindlecote Insurance Brokers' pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 85 AI summaries of 94 raw things (calls, tickets, emails, news), 5 people (5 with an AI write-up) and 3 staff (0 with an AI write-up), shown on 13 pages.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Usage
made from

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

Help & Support

Open as a page

Help & Support

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

How to ask

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

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

What the data covers

DataRecords
Organisations150
People at customers573
BB-Demo staff48
Calls1,382
Email threads2,122
Support tickets789
Documents850
Deals217
Invoices187
Events49
News items84

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.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.
HelpAsk B

Ask B

B-Brain · read-only