AI facts
Current to 11 Oct 26Merrow Gate Insurance Brokers, a Guildford insurance broker, has no contract, no invoices and £0 ARR with BB-Demo. A new Starter deal worth £28,000, with ACV £22,000, closed lost on 25 Apr 2025 with the reason security review. The 19 Mar 2025 demo quoted year one at twenty-eight thousand pounds and £19,500 per year on renewal. There is no usage and no tickets on record. The last interaction was a webinar invitation on 31 Mar 2025, with no reply.
AI opinion
Current to 11 Oct 26Lost, because the only deal closed lost on the security review and there has been no contact since 31 Mar 2025. Interest was real: Nicola Shaw framed the brain as revenue. The opportunity is a win-back led by Lewis Kerr with a prepared security answer.
Next step
Current to 11 Oct 26- What
- Lewis Kerr emails Jade Riley to reopen the Starter conversation, offering a short call to understand what the security review needed and a prepared written security answer. re_engage
- Who
Lewis Kerr
- When
- this_week by 9 Oct 2026
- Why
- Lewis Kerr should reopen Merrow Gate with Jade Riley, offering a written security answer, because the only Starter deal closed lost on 25 Apr 2025 on the security review and nobody has been in contact since 31 Mar 2025.
Profile
Updated 9 Oct 26- IndustryInsurance brokingSource: CRM company record
- Websitemerrowgate.exampleSource: CRM company record
- CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
- HQ cityGuildfordSource: CRM company record
- Size190 employeesSource: CRM company record
- CRM ownerLewis KerrSource: CRM company record · Account Executive
- TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
- StateLostSource: AI assessment · Written 11 Oct 2026
Key facts
Updated 9 Oct 26- Last contact31 Mar 2025Email: BB-Demo webinar invitation · 557 days before 9 Oct 2026
The story
Current to 11 Oct 26Lost: Merrow Gate Insurance Brokers' only Starter deal, worth £28,000, closed lost on 25 Apr 2025 on the security review, with no contact since 31 Mar 2025. Lewis Kerr should reopen it with Jade Riley and a written security answer.
Lost: Merrow Gate Insurance Brokers never signed. Its only deal, a new Starter worth £28,000, closed lost on 25 Apr 2025 on the security review, leaving no contract, no renewal date and £0 ARR.
There is no usage, ticket or active user to read. Lewis Kerr ran discovery with Jade Riley and Nicola Shaw on 11 Feb 2025, then a demo with Hannah Lowe where Luke Allott raised security.
No contact is recorded since Sofia Marchetti's webinar invitation of 31 Mar 2025, which Jade did not answer. The records do not show which security concerns went unmet, or whether anyone at Merrow Gate has moved since.
Lewis, the active owner, should email Jade by 9 Oct 2026 to reopen the Starter conversation. He should bring a written security answer prepared by Hannah and a quote at the v2 Starter list of £22,000.
ARR journey
Platform usage
Documents
Open deals
Open tickets
Activity
- 24 Sep 2026eventYour renewals, read by the brain
+26
- 19 Mar 2026eventBB-Demo webinar
+20
- 17 Apr 2025eventBB-Demo webinar
+12
- 31 Mar 2025email_threadBB-Demo webinar invitation
- 20 Mar 2025eventBB-Demo webinar
+14
- 19 Mar 2025callMerrow Gate Insurance Brokers / BB-Demo – Demo
+1
- 13 Feb 2025email_threadDiscovery follow-up
- 11 Feb 2025callMerrow Gate Insurance Brokers / BB-Demo – Discovery
- 6 Jan 2025dealMerrow Gate Insurance Brokers – New
- 18 Jan 2024eventBB-Demo webinar
+12
Contacts
Evidence trail
Updated 9 Oct 26Merrow Gate 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 4 AI summaries of 5 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. 1 AI record in this trail is not yet analysed.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_001 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers / BB-Demo – Demo entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_002 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/deal_line_items.csv deal_069_01:1 raw row
- crm/deal_line_items.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:1 raw row
- crm/deal_stage_history.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:3 raw row
- +2 more
- Merrow Gate Insurance Brokers entity
- BB-Demo webinar entity
- event_platform/events.csv evt_0472_webinar raw row
- event_platform/registrations.csv evt_0472_webinar:per_0403 raw row
- event_platform/registrations.csv evt_0472_webinar:per_1103 raw row
- event_platform/registrations.csv evt_0472_webinar:per_1105 raw row
- event_platform/registrations.csv evt_0472_webinar:per_12702 raw row
- event_platform/registrations.csv evt_0472_webinar:per_13301 raw row
- +9 more
- BB-Demo webinar entity
- event_platform/events.csv evt_0899_webinar raw row
- event_platform/registrations.csv evt_0899_webinar:per_1101 raw row
- event_platform/registrations.csv evt_0899_webinar:per_1202 raw row
- event_platform/registrations.csv evt_0899_webinar:per_1601 raw row
- event_platform/registrations.csv evt_0899_webinar:per_1905 raw row
- event_platform/registrations.csv evt_0899_webinar:per_2306 raw row
- +11 more
- BB-Demo webinar entity
- event_platform/events.csv evt_0927_webinar raw row
- event_platform/registrations.csv evt_0927_webinar:per_0201 raw row
- event_platform/registrations.csv evt_0927_webinar:per_11502 raw row
- event_platform/registrations.csv evt_0927_webinar:per_12201 raw row
- event_platform/registrations.csv evt_0927_webinar:per_2405 raw row
- event_platform/registrations.csv evt_0927_webinar:per_3001 raw row
- +9 more
- +4 more
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- AI opinion page block
- Merrow Gate Insurance Brokers lost AI record
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/deal_line_items.csv deal_069_01:1 raw row
- crm/deal_line_items.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:1 raw row
- crm/deal_stage_history.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:3 raw row
- +2 more
- Merrow Gate Insurance Brokers entity
- Discovery: policy and claims data in silos AI record
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_001 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- Starter demo on Merrow Gate's own data AI record
- Merrow Gate Insurance Brokers / BB-Demo – Demo entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_002 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers / BB-Demo – Demo entity
- Merrow Gate discovery follow-up AI record
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Discovery follow-up entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- mailbox/messages.csv thr_069_0001:1 raw row
- mailbox/messages.csv thr_069_0001:2 raw row
- mailbox/messages.csv thr_069_0001:3 raw row
- mailbox/threads.csv thr_069_0001 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- Merrow Gate webinar invitation AI record
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- BB-Demo webinar invitation entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- mailbox/messages.csv thr_069_0002:1 raw row
- mailbox/threads.csv thr_069_0002 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- +5 more
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers lost AI record
- ARR journey (not yet analysed) page block
- facts.arr_monthly:org_069 facts table
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/deal_line_items.csv deal_069_01:1 raw row
- crm/deal_line_items.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:1 raw row
- crm/deal_stage_history.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:3 raw row
- +2 more
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers – New entity
- facts.arr_monthly:org_069 facts table
- AI facts page block
- Merrow Gate Insurance Brokers lost AI record
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/deal_line_items.csv deal_069_01:1 raw row
- crm/deal_line_items.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:1 raw row
- crm/deal_stage_history.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:3 raw row
- +2 more
- Merrow Gate Insurance Brokers entity
- Discovery: policy and claims data in silos AI record
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_001 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- Starter demo on Merrow Gate's own data AI record
- Merrow Gate Insurance Brokers / BB-Demo – Demo entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_002 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers / BB-Demo – Demo entity
- Merrow Gate discovery follow-up AI record
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Discovery follow-up entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- mailbox/messages.csv thr_069_0001:1 raw row
- mailbox/messages.csv thr_069_0001:2 raw row
- mailbox/messages.csv thr_069_0001:3 raw row
- mailbox/threads.csv thr_069_0001 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- Merrow Gate webinar invitation AI record
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- BB-Demo webinar invitation entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- mailbox/messages.csv thr_069_0002:1 raw row
- mailbox/threads.csv thr_069_0002 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- +5 more
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers lost AI record
- Contacts page block
- Jade Riley entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/contacts.csv per_6901:org_069 raw row
- Merrow Gate Insurance Brokers entity
- Nicola Shaw entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/contacts.csv per_6902:org_069 raw row
- Merrow Gate Insurance Brokers entity
- Luke Allott entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/contacts.csv per_6903:org_069 raw row
- Merrow Gate Insurance Brokers entity
- Jade Riley entity
- Open deals (not yet analysed) page block
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers entity
- Documents (not yet analysed) page block
- document_store/files.csv * raw row
- hero page block
- Merrow Gate Insurance Brokers lost AI record
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/deal_line_items.csv deal_069_01:1 raw row
- crm/deal_line_items.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:1 raw row
- crm/deal_stage_history.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:3 raw row
- +2 more
- Merrow Gate Insurance Brokers entity
- Discovery: policy and claims data in silos AI record
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_001 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- Starter demo on Merrow Gate's own data AI record
- Merrow Gate Insurance Brokers / BB-Demo – Demo entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_002 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers / BB-Demo – Demo entity
- Merrow Gate discovery follow-up AI record
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Discovery follow-up entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- mailbox/messages.csv thr_069_0001:1 raw row
- mailbox/messages.csv thr_069_0001:2 raw row
- mailbox/messages.csv thr_069_0001:3 raw row
- mailbox/threads.csv thr_069_0001 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- Merrow Gate webinar invitation AI record
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- BB-Demo webinar invitation entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- mailbox/messages.csv thr_069_0002:1 raw row
- mailbox/threads.csv thr_069_0002 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- +5 more
- Merrow Gate Insurance Brokers – New entity
- facts.reconciliation_t0:org_069 facts table
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/deal_line_items.csv deal_069_01:1 raw row
- crm/deal_line_items.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:1 raw row
- crm/deal_stage_history.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:3 raw row
- +2 more
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Signals: Merrow Gate Insurance Brokers signals (no model)
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers lost AI record
- Key facts page block
- facts.reconciliation_t0:org_069 facts table
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/deal_line_items.csv deal_069_01:1 raw row
- crm/deal_line_items.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:1 raw row
- crm/deal_stage_history.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:3 raw row
- +2 more
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Signals: Merrow Gate Insurance Brokers signals (no model)
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers entity
- BB-Demo webinar invitation entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- mailbox/messages.csv thr_069_0002:1 raw row
- mailbox/threads.csv thr_069_0002 raw row
- Merrow Gate Insurance Brokers entity
- facts.reconciliation_t0:org_069 facts table
- Evidence trail page block
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers entity
- The story page block
- Customer: Merrow Gate Insurance Brokers AI record
- Merrow Gate Insurance Brokers lost AI record
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/deal_line_items.csv deal_069_01:1 raw row
- crm/deal_line_items.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:1 raw row
- crm/deal_stage_history.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:3 raw row
- +2 more
- Merrow Gate Insurance Brokers entity
- Discovery: policy and claims data in silos AI record
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_001 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- Starter demo on Merrow Gate's own data AI record
- Merrow Gate Insurance Brokers / BB-Demo – Demo entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_002 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers / BB-Demo – Demo entity
- Merrow Gate discovery follow-up AI record
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Discovery follow-up entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- mailbox/messages.csv thr_069_0001:1 raw row
- mailbox/messages.csv thr_069_0001:2 raw row
- mailbox/messages.csv thr_069_0001:3 raw row
- mailbox/threads.csv thr_069_0001 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- Merrow Gate webinar invitation AI record
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- BB-Demo webinar invitation entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- mailbox/messages.csv thr_069_0002:1 raw row
- mailbox/threads.csv thr_069_0002 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- +5 more
- Merrow Gate Insurance Brokers – New entity
- Win-back with a prepared security answer AI record
- Merrow Gate Insurance Brokers lost AI record
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/deal_line_items.csv deal_069_01:1 raw row
- crm/deal_line_items.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:1 raw row
- crm/deal_stage_history.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:3 raw row
- +2 more
- Merrow Gate Insurance Brokers entity
- Discovery: policy and claims data in silos AI record
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_001 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- Starter demo on Merrow Gate's own data AI record
- Merrow Gate Insurance Brokers / BB-Demo – Demo entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_002 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers / BB-Demo – Demo entity
- +5 more
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers lost AI record
- +2 more
- Merrow Gate Insurance Brokers lost AI record
- Customer: Merrow Gate Insurance Brokers 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