Wattlebrook Insurance Services logo

Wattlebrook Insurance Services

Healthy£22,000Renews 1 Apr 27
made from

AI facts

Current to 11 Oct 26

Wattlebrook Insurance Services holds a Starter order form signed 13 Mar 2026 at £22,000 a year plus £6,000 implementation, running 1 Apr 2026 to 31 Mar 2027 and renewing automatically unless 90 days' notice is given. Active users rose from 9 in 2026-05 to 11 in 2026-09 (22%), against 15 licensed. Renewal falls on 2027-04-01, 174 days away, at £22,000. Both invoices were paid within terms. The executed copies show a blank Wattlebrook signature line.

Read from 8 calls · 5 email threads · 5 tickets · 1 deals · 5 people · 7 documents, newest 2 Oct 26

AImade from

AI opinion

Current to 11 Oct 26

Healthy, because questions recovered to 432 in 2026-09 after a dip in August 2026, both invoices were paid within terms, and every ticket is a how-to or feature request. One unnamed user asks 51% of questions, a key-person exposure. Eleven of 15 seats are active, leaving headroom.

SignalsWattlebrook Insurance Services / BB-Demo – Check InWattlebrook Insurance Services - Order Form (signed)Wattlebrook Insurance Services - Proposal

AI · claude-opus-5-5 · 11 Oct 2026

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Next step

Current to 11 Oct 26
What
Marcus Bell books and runs the training refresher agreed with Jess Mitchell to spread question volume beyond the one heavy user before the £22,000 Starter renewal. renewal
Who
Marcus Bell Marcus Bell
When
this_week by 9 Oct 2026
Why
Marcus Bell should book the training refresher agreed with Jess Mitchell on the 27 Aug 2026 call. One unnamed user asked 51% of questions in the last 90 days, and wider use protects the £22,000 Starter renewal on 1 Apr 2027.

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Profile

Updated 9 Oct 26
  • IndustryInsuranceSource: CRM company record
  • Websitewattlebrook.exampleSource: CRM company record
  • CountryAustraliaSource: CRM company record · CRM code AU · Region ROW
  • HQ citySydneySource: CRM company record
  • Size260 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive · CSM Marcus Bell
  • Customer since1 Apr 2026Source: first executed order form ctr_032_01, signed 13 Mar 2026 · Starter tier · In the CRM since 15 Dec 2025
  • 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£22,000Source: executed order form ctr_032_01, 1 Apr 2026 to 31 Mar 2027 · CRM £22,000 · Invoiced run rate £22,000 · As of 9 Oct 2026
  • Next renewal1 Apr 2027Basis: order form ctr_032_01 ends 31 Mar 2027 · In 174 days · Renewal price £22,000 · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term1 Apr 2026 to 31 Mar 2027Source: order form ctr_032_01 (new), signed 13 Mar 2026 · Billed annually · 15 seats, 4 connectors
  • TierStarterSource: the current order form
  • Last contact27 Aug 2026Call: Wattlebrook Insurance Services / BB-Demo – Check In · 43 days before 9 Oct 2026
  • Tenantus-east-1Source: product analytics, reporting since Apr 2026 · 3 connectors configured
  • Licensed seats1511 active users in Sep 2026 · Order form ctr_032_01: 15 seats
Computedmade from

The story

Current to 11 Oct 26
Healthy

Healthy: Wattlebrook's £22,000 Starter subscription is paid within terms, questions recovered to 432 in 2026-09 after an August 2026 dip, and renewal falls on 1 Apr 2027. One unnamed user asks 51% of questions, and Marcus Bell books the agreed training refresher.

Healthy: Wattlebrook Insurance Services is on Starter at £22,000 a year under the order form signed 13 Mar 2026, running to 31 Mar 2027. It renews automatically on 1 Apr 2027 unless 90 days' notice is given.

Questions rose from 306 in 2026-05 to 432 in 2026-09, despite an August 2026 dip to 239, and active users from 9 to 11 of 15 licensed. One unnamed user asked 51% of questions in the last 90 days.

On the 27 Aug 2026 call, champion Jess Mitchell linked the dip to a restructure that moved a heavy user. Tickets are all how-to or feature requests, invoices are paid, and the executed copies show a blank Wattlebrook signature line.

Marcus Bell should book the training refresher agreed with Jess by 9 Oct 2026, and Tom Ashdown should secure a countersigned order form.

AI · claude-opus-5-5 · 11 Oct 2026

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ARR journey

Updated 9 Oct 26
Contracted ARR and Invoiced ARR · monthlyUpdated 09 Oct 26
Contracted ARRInvoiced ARR
£0k£12k£25kApr 26May 26Jun 26Jul 26Aug 26Sep 26new£22k£22kApr 26: Contracted ARR £22k; Invoiced ARR £22kMay 26: Contracted ARR £22k; Invoiced ARR £22kJun 26: Contracted ARR £22k; Invoiced ARR £22kJul 26: Contracted ARR £22k; Invoiced ARR £22kAug 26: Contracted ARR £22k; Invoiced ARR £22kSep 26: Contracted ARR £22k; Invoiced ARR £22k
One point per month; the dot and figure at the right end are the latest value. Latest (Sep 26): Contracted ARR £22k; Invoiced ARR £22k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_032.
Show the figures as a table
Contracted ARRInvoiced ARR
Apr 26£22k£22k
May 26£22k£22k
Jun 26£22k£22k
Jul 26£22k£22k
Aug 26£22k£22k
Sep 26£22k£22k
Accountingmade from

Platform usage

Updated 9 Oct 26

Headroom on the Starter tier, Sep 2026: 11 of 15 included users; 3 of 4 included connectors.

Active users · Sep 26
11up 1 vs Jun 26of 15 included on the tier
Questions asked · Sep 26
432up 42 vs Jun 26
Connectors configured · Sep 26
3level vs Jun 26of 4 included on the tier
Active admins · Sep 26
1level vs Jun 26
Data volume · Sep 26
3.0 GBup 0.2 GB vs Jun 26
Active users and questions · monthlyUpdated 09 Oct 26
Left axisActive usersIncluded users (15)Right axisQuestions asked
00825015500Apr 26May 26Jun 26Jul 26Aug 26Sep 2643211Apr 26: Active users 7; Included users (15) 15; Questions asked 108May 26: Active users 9; Included users (15) 15; Questions asked 306Jun 26: Active users 10; Included users (15) 15; Questions asked 390Jul 26: Active users 11; Included users (15) 15; Questions asked 437Aug 26: Active users 11; Included users (15) 15; Questions asked 239Sep 26: Active users 11; Included users (15) 15; Questions asked 432
One point per month; the dot and figure at the right end are the latest value. Two scales: left-axis lines read against the left figures, right-axis lines against the coloured figures on the right; both start at zero, so where the lines cross means nothing. The dotted line is the allowance. Latest (Sep 26): Active users 11; Questions asked 432. Oct 26 is month to date, so it is left off the lines and the tiles. Basis: product usage, facts.usage_monthly:org_032, signals:org_032.
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
Left axisConnectors configuredIncluded connectors (4)Active adminsRight axisData volume
00.0 GB21.5 GB43.0 GBApr 26May 26Jun 26Jul 26Aug 26Sep 263.0 GB31Apr 26: Connectors configured 2; Included connectors (4) 4; Active admins 1; Data volume 1.8 GBMay 26: Connectors configured 2; Included connectors (4) 4; Active admins 1; Data volume 1.8 GBJun 26: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 2.8 GBJul 26: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 2.9 GBAug 26: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 2.9 GBSep 26: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 3.0 GB
One point per month; the dot and figure at the right end are the latest value. Two scales: left-axis lines read against the left figures, right-axis lines against the coloured figures on the right; both start at zero, so where the lines cross means nothing. 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 3.0 GB. Oct 26 is month to date, so it is left off the lines and the tiles. Basis: product usage, facts.usage_monthly:org_032, signals:org_032.
Usagemade from

Documents

Updated 9 Oct 26

7 documents in 3 folders; 1 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

Wattlebrook Insurance Services' pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 25 AI summaries of 28 raw things (calls, tickets, emails, news), 5 people (5 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 7 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
Organisations75
People at customers290
BB-Demo staff40
Calls784
Email threads1,169
Support tickets449
Documents477
Deals117
Invoices101
Events49
News items56

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.
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