Muskwa Insurance Group
Lost£0AI facts
Current to 12 Oct 26Muskwa Insurance Group, a Calgary insurance business, has no contract with BB-Demo: no order form, no invoices and £0 ARR. The CRM deal for Growth, amount £62,000 with an ACV of £50,000, closed lost on 17 Jul 2026 with reason no_decision. No usage or ticket history is recorded for the organisation. The only document is a security questionnaire dated 3 Jun 2026, and the last recorded interaction was the 27 May 2026 demo.
Profile
Updated 9 Oct 26- IndustryInsuranceSource: CRM company record
- Websitemuskwa.exampleSource: CRM company record
- CountryCanadaSource: CRM company record · CRM code CA · Region ROW
- HQ cityCalgarySource: CRM company record
- Size350 employeesSource: CRM company record
- CRM ownerJordan PikeSource: CRM company record · Account Executive, US
- TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
- StateLostSource: AI assessment · Written 12 Oct 2026
CRMmade from
AI opinion
Current to 12 Oct 26Lost, because the Growth deal closed lost on 17 Jul 2026 with no decision, and no interaction is recorded since the 27 May 2026 demo. The finance director the COO required was never shown engaged. A later approach to Dylan Tremblay could reopen it.
Key facts
Updated 9 Oct 26- Last contact27 May 2026Call: Muskwa Insurance Group / BB-Demo – Demo · 135 days before 9 Oct 2026
Computedmade from
Next step
Current to 12 Oct 26- What
- Jordan Pike sends Dylan Tremblay the Growth proposal he requested and asks for a call that includes Muskwa's finance director. re_engage
- Who
Jordan Pike- When
- This week by 9 Oct 2026
- Why
- Jordan Pike should reopen the lost Growth deal with Dylan Tremblay: send the proposal he asked for and ask him to bring in the finance director that Alexa Fraser required, since the deal stalled with no decision.
The story
Current to 12 Oct 26Lost
Lost: Muskwa Insurance Group's CRM Growth deal closed lost on 17 Jul 2026 with no decision, and no contract or invoice exists. Jordan Pike should reopen it by sending Dylan Tremblay the proposal he requested and bringing in the finance director.
Lost, Muskwa Insurance Group never signed: the CRM Growth deal, amount £62,000 with an ACV of £50,000, closed lost on 17 Jul 2026 with reason no_decision. There is no order form, no invoice and £0 ARR.
No usage or tickets are recorded, so there is no trajectory to read. Dylan Tremblay, Head of Revenue Operations and the CRM champion, joined both calls and called the 27 May 2026 demo solid.
Alexa Fraser, Chief Operating Officer, made the finance director's involvement a condition, and the records do not show the quote was sent. Nothing is recorded after the 27 May 2026 demo, so the relationship has gone quiet.
Jordan Pike should send Dylan the Growth proposal he requested and ask for a call that includes the finance director, by 9 Oct 2026. Hannah Lowe supplies a recap of the demo on Muskwa's own data.
ARR journey
Not yet analysedNo ARR history: no order forms or invoices for this organisation.
Accountingmade from
Platform usage
Not yet analysedNo platform usage: this organisation has no tenant in product analytics.
Usagemade from
Documents
Updated 9 Oct 26- presales
Folders and documents as a list
- Security (1)
- Completed security questionnaire answers issued · security questionnaire · 3 Jun 2026
Documentsmade from
Open deals
Not yet analysedNo open deals.
CRMmade from
Open tickets
Not yet analysedNo open tickets.
Helpdeskmade from
Activity
- 3 Jun 2026documentMuskwa Insurance Group - Security Questionnaire
- 27 May 2026callMuskwa Insurance Group / BB-Demo – Demo
- 21 May 2026eventBB-Demo webinar
+23 - 10 May 2026email_threadBB-Demo webinar invitation
- 2 Apr 2026email_threadFollow-up from our call
- 31 Mar 2026callMuskwa Insurance Group / BB-Demo – Discovery
- 2 Feb 2026dealMuskwa Insurance Group – New
- 15 Jan 2026eventBB-Demo webinar
+28 - 27 May 2025eventRevenue leaders roundtable
+22
CRMmade from
Contacts
CRMmade from
Evidence trail
Updated 9 Oct 26Muskwa Insurance Group's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 5 AI summaries of 6 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 2 staff (0 with an AI write-up), shown on 3 pages.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Muskwa Insurance Group / BB-Demo – Discovery entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- call_recorder/calls.csv call_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group / BB-Demo – Demo entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- call_recorder/calls.csv call_063_002 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- crm/deal_line_items.csv deal_063_01:1 raw row
- crm/deal_line_items.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:1 raw row
- crm/deal_stage_history.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:3 raw row
- +2 more
- Muskwa Insurance Group entity
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Revenue leaders roundtable entity
- event_platform/events.csv evt_0967_roundtable raw row
- event_platform/registrations.csv evt_0967_roundtable:per_0402 raw row
- event_platform/registrations.csv evt_0967_roundtable:per_0701 raw row
- event_platform/registrations.csv evt_0967_roundtable:per_1102 raw row
- event_platform/registrations.csv evt_0967_roundtable:per_11403 raw row
- event_platform/registrations.csv evt_0967_roundtable:per_11503 raw row
- +19 more
- BB-Demo webinar entity
- event_platform/events.csv evt_1200_webinar raw row
- event_platform/registrations.csv evt_1200_webinar:per_0206 raw row
- event_platform/registrations.csv evt_1200_webinar:per_11803 raw row
- event_platform/registrations.csv evt_1200_webinar:per_13301 raw row
- event_platform/registrations.csv evt_1200_webinar:per_13801 raw row
- event_platform/registrations.csv evt_1200_webinar:per_14702 raw row
- +25 more
- +3 more
- Muskwa Insurance Group / BB-Demo – Discovery entity
- AI opinion page block
- Muskwa Insurance Group lost AI record
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- crm/deal_line_items.csv deal_063_01:1 raw row
- crm/deal_line_items.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:1 raw row
- crm/deal_stage_history.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:3 raw row
- +2 more
- Muskwa Insurance Group entity
- Muskwa: no executed paper on file AI record
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa security questionnaire, Growth tier AI record
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group - Security Questionnaire entity
- Discovery: brokerage records in one view AI record
- Muskwa Insurance Group / BB-Demo – Discovery entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- call_recorder/calls.csv call_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group / BB-Demo – Discovery entity
- Growth demo on customer's own data AI record
- Muskwa Insurance Group / BB-Demo – Demo entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- call_recorder/calls.csv call_063_002 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group / BB-Demo – Demo entity
- Muskwa security questionnaire, Growth tier AI record
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group - Security Questionnaire entity
- Growth quote and finance director ask AI record
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Follow-up from our call entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- mailbox/messages.csv thr_063_0001:1 raw row
- mailbox/messages.csv thr_063_0001:2 raw row
- mailbox/messages.csv thr_063_0001:3 raw row
- mailbox/threads.csv thr_063_0001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- +7 more
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group lost AI record
- ARR journey (not yet analysed) page block
- facts.arr_monthly:org_063 facts table
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- crm/deal_line_items.csv deal_063_01:1 raw row
- crm/deal_line_items.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:1 raw row
- crm/deal_stage_history.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:3 raw row
- +2 more
- Muskwa Insurance Group entity
- Muskwa Insurance Group – New entity
- facts.arr_monthly:org_063 facts table
- AI facts page block
- Muskwa Insurance Group lost AI record
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- crm/deal_line_items.csv deal_063_01:1 raw row
- crm/deal_line_items.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:1 raw row
- crm/deal_stage_history.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:3 raw row
- +2 more
- Muskwa Insurance Group entity
- Muskwa: no executed paper on file AI record
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa security questionnaire, Growth tier AI record
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group - Security Questionnaire entity
- Discovery: brokerage records in one view AI record
- Muskwa Insurance Group / BB-Demo – Discovery entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- call_recorder/calls.csv call_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group / BB-Demo – Discovery entity
- Growth demo on customer's own data AI record
- Muskwa Insurance Group / BB-Demo – Demo entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- call_recorder/calls.csv call_063_002 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group / BB-Demo – Demo entity
- Muskwa security questionnaire, Growth tier AI record
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group - Security Questionnaire entity
- Growth quote and finance director ask AI record
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Follow-up from our call entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- mailbox/messages.csv thr_063_0001:1 raw row
- mailbox/messages.csv thr_063_0001:2 raw row
- mailbox/messages.csv thr_063_0001:3 raw row
- mailbox/threads.csv thr_063_0001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- +7 more
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group lost AI record
- Contacts page block
- Dylan Tremblay entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- crm/contacts.csv per_6301:org_063 raw row
- Muskwa Insurance Group entity
- Alexa Fraser entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- crm/contacts.csv per_6302:org_063 raw row
- Muskwa Insurance Group entity
- Dylan Boucher entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- crm/contacts.csv per_6303:org_063 raw row
- Muskwa Insurance Group entity
- Dylan Tremblay entity
- Open deals (not yet analysed) page block
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group entity
- Documents page block
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group - Security Questionnaire entity
- hero page block
- Muskwa Insurance Group lost AI record
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- crm/deal_line_items.csv deal_063_01:1 raw row
- crm/deal_line_items.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:1 raw row
- crm/deal_stage_history.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:3 raw row
- +2 more
- Muskwa Insurance Group entity
- Muskwa: no executed paper on file AI record
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa security questionnaire, Growth tier AI record
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group - Security Questionnaire entity
- Discovery: brokerage records in one view AI record
- Muskwa Insurance Group / BB-Demo – Discovery entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- call_recorder/calls.csv call_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group / BB-Demo – Discovery entity
- Growth demo on customer's own data AI record
- Muskwa Insurance Group / BB-Demo – Demo entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- call_recorder/calls.csv call_063_002 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group / BB-Demo – Demo entity
- Muskwa security questionnaire, Growth tier AI record
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group - Security Questionnaire entity
- Growth quote and finance director ask AI record
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Follow-up from our call entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- mailbox/messages.csv thr_063_0001:1 raw row
- mailbox/messages.csv thr_063_0001:2 raw row
- mailbox/messages.csv thr_063_0001:3 raw row
- mailbox/threads.csv thr_063_0001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- +7 more
- Muskwa Insurance Group – New entity
- facts.reconciliation_t0:org_063 facts table
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- crm/deal_line_items.csv deal_063_01:1 raw row
- crm/deal_line_items.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:1 raw row
- crm/deal_stage_history.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:3 raw row
- +2 more
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Signals: Muskwa Insurance Group signals (no model)
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group lost AI record
- Key facts page block
- Muskwa Insurance Group / BB-Demo – Demo entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- call_recorder/calls.csv call_063_002 raw row
- Muskwa Insurance Group entity
- facts.reconciliation_t0:org_063 facts table
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- crm/deal_line_items.csv deal_063_01:1 raw row
- crm/deal_line_items.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:1 raw row
- crm/deal_stage_history.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:3 raw row
- +2 more
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Signals: Muskwa Insurance Group signals (no model)
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group / BB-Demo – Demo entity
- Evidence trail page block
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group entity
- The story page block
- Customer: Muskwa Insurance Group AI record
- Muskwa Insurance Group lost AI record
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- crm/deal_line_items.csv deal_063_01:1 raw row
- crm/deal_line_items.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:1 raw row
- crm/deal_stage_history.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:3 raw row
- +2 more
- Muskwa Insurance Group entity
- Muskwa: no executed paper on file AI record
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa security questionnaire, Growth tier AI record
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group - Security Questionnaire entity
- Discovery: brokerage records in one view AI record
- Muskwa Insurance Group / BB-Demo – Discovery entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- call_recorder/calls.csv call_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group / BB-Demo – Discovery entity
- Growth demo on customer's own data AI record
- Muskwa Insurance Group / BB-Demo – Demo entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group / BB-Demo – Demo entity
- +7 more
- Muskwa Insurance Group – New entity
- +4 more
- Muskwa Insurance Group lost AI record
- Customer: Muskwa Insurance Group AI record
- Next step page block
- Open tickets (not yet analysed) page block
- Profile page block
- Sources page block
- Platform usage (not yet analysed) page block
Computedmade from