Merrow Gate Insurance Brokers logo

Merrow Gate Insurance Brokers

Lost£0

AI facts

Current to 11 Oct 26

Merrow 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.

Read from 2 calls · 2 email threads · 1 deals · 3 people, newest 31 Mar 25

AI opinion

Current to 11 Oct 26

Lost, 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.

AI · claude-opus-5-5 · 11 Oct 2026

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 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.

AI · claude-opus-5-5 · 11 Oct 2026

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
Computedmade from

The story

Current to 11 Oct 26
Lost

Lost: 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.

AI · claude-opus-5-5 · 11 Oct 2026

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.

Documents

Not yet analysedNo documents in the document store for this subject.
Documentsmade from

Open deals

Not yet analysedNo open deals.

Open tickets

Not yet analysedNo open tickets.
Helpdeskmade from

Activity

  • 24 Sep 2026eventYour renewals, read by the brain Alice Brewer, Louise Carver, Douglas Baird, Greg Haskins, Raj Sandhu, Nate Feldman, Lotte Vermeulen, Rania Khoury, Tamsin Nancarrow, Rosa Ellwood, Asif Nuttall, Graham Rowntree, Shona Barraclough, Josh Fairburn, Pieter van Dam, Cian Farrell, Gráinne Lynch, Jonas Lehmann, Mike Delaney, Andre Holloway, Nicola Shaw, Neil Ashworth, Lorraine Kowalczyk, Philip Annear, Graeme Charlton, Ruud Verhoeven, Mirjam Hendriks, Tyrell Haynes, Ingrid SolbergAlice BrewerLouise CarverDouglas Baird+26
  • 19 Mar 2026eventBB-Demo webinar Alice Brewer, Richard Thorne, Ruben Smit, Imogen Hartley, Kelly Sharpe, Sam Yates, Danny Sargent, Ajay Bhatt, Vincent Almeida, Ruth Ackroyd, Kevin Kershaw, Hugh Fenton, Chris Jagger, Arnaud Janssens, Chris Riley, Chris Dyson, Jade Riley, Holly Tranter, Carl Whittle, Tomasz Wiśniewski, Clara Hoskins, Mirjam Hendriks, Tim SchröderAlice BrewerRichard ThorneRuben Smit+20
  • 17 Apr 2025eventBB-Demo webinar Sofia Marchetti, Liam Doherty, Anders Nyqvist, Rhona Aitken, Wouter Kok, Lauren Pacheco, Faye Metcalfe, Toby Eccles, Jade Riley, Ed Ingham, Desmond Oyelaran, Matt Colenso, Nigel Ferris, Jade Kenwright, Clare HuddlestonSofia MarchettiLiam DohertyAnders Nyqvist+12
  • 31 Mar 2025email_threadBB-Demo webinar invitation Sofia Marchetti, Jade Riley logoSofia MarchettiJade Riley
  • 20 Mar 2025eventBB-Demo webinar Sofia Marchetti, Ed Duckworth, Elliot Allott, Helen Varley, Megan Ibbotson, Josh Fairburn, Annika Lund, Asif Illingworth, Brandon Sullivan, Claire Chevalier, Steve Greenhalgh, Jade Riley, Saskia Mendes, Wes Jago, Femi Olatunji, Ruud Verhoeven, Abi CoombesSofia MarchettiEd DuckworthElliot Allott+14
  • 19 Mar 2025callMerrow Gate Insurance Brokers / BB-Demo – Demo Lewis Kerr, Hannah Lowe, Jade Riley, Luke Allott logoLewis KerrHannah LoweJade Riley+1
  • 13 Feb 2025email_threadDiscovery follow-up Lewis Kerr, Jade Riley, Nicola Shaw logoLewis KerrJade RileyNicola Shaw
  • 11 Feb 2025callMerrow Gate Insurance Brokers / BB-Demo – Discovery Lewis Kerr, Jade Riley, Nicola Shaw logoLewis KerrJade RileyNicola Shaw
  • 6 Jan 2025dealMerrow Gate Insurance Brokers – New Lewis Kerr, Jade Riley logoLewis KerrJade Riley
  • 18 Jan 2024eventBB-Demo webinar Nell Ashcombe, Claire Haddon, Toby Underwood, Zoe Nuttall, Brendan O'Mahony, Wei Ling Tan, Toby Mellor, Inge de Boer, Neha Kapoor, Luke Allott, Philip Annear, Wes Jago, Lauren Pilkington, Nils Behrens, Jade KenwrightNell AshcombeClaire HaddonToby Underwood+12

Contacts

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

Merrow 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)
Computedmade from
Sources AI · Calls · CRM · Events · Email

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

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Open as a page

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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.

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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.

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