Wendover Kast Insurance Group

AI facts

Current to 13 Oct 26

Wendover Kast Insurance Group is a prospect with no contract, no invoices and £0 ARR in the CRM. The final proposal of 30 Sep 2026 offers Enterprise at £125k a year, a £155k total deal amount including implementation. No usage or tickets are recorded. The open deal sits at the CRM stage proposal with an expected close of 8 Jan 2027, and a negotiation call is booked for 16 Oct 2026. The security review has not started.

Read from 5 calls · 7 email threads · 1 deals · 6 people · 3 documents, newest 2 Oct 26

AImade from

Profile

Updated 9 Oct 26

IndustryInsurance
Websitewendoverkast.example
CountryUnited States
HQ cityColumbus
Size610 employees
CRM ownerJordan Pike
TypeProspectdiffers
StateProspect

CRMmade from

AI opinion

Current to 13 Oct 26

Prospect, because nothing is signed and the proposal of 30 Sep 2026 is an open item. Frank Delgado gates it on a clean security review, vendor management sign-off and an insurance reference. The opportunity is a company-wide Enterprise deal across agency management and underwriting operations.

Signals Document roll-up Wendover Kast Insurance Group - Proposal Wendover Kast Insurance Group / BB-Demo – Proposal Proposal for Wendover Kast Wendover Kast Insurance Group / BB-Demo – Demo

AI · claude-opus-5-5 · 13 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Open dealProposal · £155,000
Last contact2 Oct 2026

Computedmade from

Next step

Current to 13 Oct 26

What: Jordan Pike gets Heather Bauman to name the security review owner and sends Frank Delgado the review plan, the order form breakdown and an insurance reference answer before the negotiation call on 16 Oct 2026. proposal
Who: Jordan Pike
When: This week by 9 Oct 2026
Why: Jordan Pike should get Heather Bauman to name the security review owner, then send Frank Delgado the review plan, the order form breakdown and an insurance reference answer before the negotiation call on 16 Oct 2026. Frank has put the review first.

AI · claude-opus-5-5 · 13 Oct 2026

AImade from

The story

Current to 14 Oct 26

Prospect

Prospect: an open Enterprise proposal of £125k a year, £155k total with implementation, nothing signed. Frank Delgado, COO, gates the deal on a security review that has not started. A negotiation call is booked for 16 Oct 2026.

Prospect: Wendover Kast Insurance Group has no order form and £0 ARR in the CRM. The final proposal of 30 Sep 2026 offers Enterprise at £125k a year, £155k total with implementation, and 8 Jan 2027 is a target close.

No usage or tickets are recorded, as expected before signature. Heather Bauman, VP Agency Operations, is the champion, and Jordan Pike leads with 4 recorded calls and 5 email threads.

Frank Delgado, COO, has put the security review first and asked for an insurance reference, but the review has no named owner. Amit Raghavan, CISO, has no recorded contact, and the US insurance reference list is young.

Jordan should get Heather to name the review owner and send Frank the review plan, order form breakdown and reference answer by 9 Oct 2026. Owen Tallis joins the negotiation call booked for 16 Oct 2026.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

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

3 documents in 2 folders; 1 drafts hang on their executed paper. All documents

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

Proposals (2)
- Draft Enterprise proposal draft · proposal · 25 Sep 2026
- Enterprise company brain proposal issued · proposal · 30 Sep 2026
Security (1)
- Enterprise security questionnaire answers issued · security questionnaire · 19 Aug 2026

Documentsmade from

Open deals

Deal	Stage	Amount	Close
Wendover Kast Insurance Group – New	proposal	£155,000	8 Jan 2027

CRMmade from

Open tickets

Not yet analysedNo open tickets.

Helpdeskmade from

Activity

16 Oct 2026callWendover Kast Insurance Group / BB-Demo – Negotiation Jordan Pike, Owen Tallis, Frank Delgado, Sharon Whitley, Heather Bauman+2
2 Oct 2026email_threadProposal for Wendover Kast Jordan Pike, Heather Bauman, Frank Delgado
30 Sep 2026documentWendover Kast Insurance Group - Proposal Jordan Pike
30 Sep 2026callWendover Kast Insurance Group / BB-Demo – Proposal Jordan Pike, Heather Bauman, Frank Delgado
25 Sep 2026documentWendover Kast Insurance Group - Proposal v1 Jordan Pike
9 Sep 2026email_threadFollowing up on the demo Jordan Pike, Theo Gallagher, Heather Bauman, Kyle Brandvold, Janet Pruitt+2
7 Sep 2026callWendover Kast Insurance Group / BB-Demo – Demo Jordan Pike, Theo Gallagher, Heather Bauman, Kyle Brandvold, Janet Pruitt+2
1 Sep 2026email_threadFollow-up on the agency view walkthrough Jordan Pike, Heather Bauman
19 Aug 2026documentWendover Kast Insurance Group - Security Questionnaire Theo Gallagher
17 Aug 2026email_threadFollow-up after the demo Jordan Pike, Hannah Lowe, Heather Bauman, Kyle Brandvold, Janet Pruitt+2
13 Aug 2026callWendover Kast Insurance Group / BB-Demo – Demo Jordan Pike, Hannah Lowe, Heather Bauman, Kyle Brandvold, Janet Pruitt+2
5 Aug 2026email_threadSetting up the demo on your agency data Jordan Pike, Heather Bauman
24 Jun 2026callWendover Kast Insurance Group / BB-Demo – Discovery Jordan Pike, Heather Bauman, Frank Delgado
18 Jun 2026eventBB-Demo webinar Alice Brewer, Naomi Fordham, Gemma Yates, Wade Greer, Imran Hussain, Lindsey Ward, Eline Bakker, Cian O'Leary, Huw Bevan, Stephanie Lowes, Kayla Ramirez, Stefanie Lange, Oliver Kirkby, Megan Ibbotson, Toby Cowell, Padraic Shanahan, Johan Berglund, Mitchell Gallagher, Jess Doyle, Saskia Mendes, Shauna Pettibone, Priscilla Bowen, Shabana Iqbal, Joanne Unwin, Janet Pruitt, Liam Corner, Tracey Bainbridge, Andy Buckley, Julia Hartmann+26
21 May 2026eventBB-Demo webinar Alice Brewer, Gemma Holt, Moira Sinclair, Ravi Atherton, Toby Underwood, Tasha Merriweather, Linnéa Holmberg, Saira Khalid, Brianna Ocampo, Emma Croft, Fleur Jansen, Helen Varley, Sunita Bains, Christina Möller, Ffion Rees, Luke Oakes, William Coultas, Kevin Kershaw, Mervyn Hales, Laurent Brisset, Bas Vermeulen, Brendan Moran, Jess Mitchell, Alexa Fraser, Joe Mallinson, Gavin Rudd, Bas Kuijpers, Joost van der Linden, Raymond Tsai, Kevin Dussault, Heather Bauman, Sue Ditchfield+29
5 May 2026dealWendover Kast Insurance Group – New Jordan Pike, Heather Bauman
24 Feb 2026eventRevenue leaders roundtable Alice Brewer, Joost Verbeek, Douglas Baird, Craig Oduya, Lachlan Nguyen, Luis Herrera, Jo Fowler, Inge de Boer, Kofi Asamoah, Joanne Feeney, Natasha Greaves, Adrian Mellor, Daan Visser, Fleur Jansen, Marloes de Vries, Sunita Bains, Ethan Brody, Deirdre Barry, Dylan Price, Tina Goddard, Emma Haworth, Ian Fairclough, Colin Airey, Philipp Schulz, Clodagh Fitzgerald, Grant Mattner, Ruth Ackroyd, Stuart Kenyon, Eilidh Rutherford, Oliver Kirkby, Tracy Bullock, Jill Heron, Wim Goossens, Annika Lund, Jonas Hofmann, Nicola Ellwood, Ian Greenhalgh, Kyle Jenkins, Rashid Suwaidi, Polly Illingworth, Malcolm Ridgway, Ruud Verhoeven, Bas Kuijpers, Ingrid Solberg, Kyle Brandvold, Wouter Brouwer+43
18 Feb 2026email_threadInvitation: revenue leaders roundtable in London Alice Brewer, Kyle Brandvold
15 Feb 2024eventBB-Demo webinar Nell Ashcombe, Niamh Costello, Sam Cheney, Abby Lisle, Elliot Allott, Oluwaseun Bamidele, Shona Baird, Anita Mistry, Arnaud Janssens, Luke Kershaw, Tariq Saleem, Abi Coombes, Sharon Whitley, Jade Kenwright+11
21 Jan 2024email_threadInvitation to our webinar Nell Ashcombe, Sharon Whitley

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26

hide membership not yet analysed

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

Wendover Kast Insurance Group's pages are written from 4 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 15 AI summaries of 16 raw things (calls, tickets, emails, news), 6 people (6 with an AI write-up) and 4 staff (0 with an AI write-up), shown on 4 pages. 1 AI record in this trail is not yet analysed.

The trail as a list (block, record, entity, raw row)

Activity page block
- Wendover Kast Insurance Group / BB-Demo – Discovery entity
  - Wendover Kast Insurance Group entity
    - crm/companies.csv org_091 raw row
  - call_recorder/calls.csv call_091_001 raw row
- Wendover Kast Insurance Group / BB-Demo – Demo entity
  - Wendover Kast Insurance Group entity
    - crm/companies.csv org_091 raw row
  - call_recorder/calls.csv call_091_002 raw row
- Wendover Kast Insurance Group / BB-Demo – Demo entity
  - Wendover Kast Insurance Group entity
    - crm/companies.csv org_091 raw row
  - call_recorder/calls.csv call_091_003 raw row
- Wendover Kast Insurance Group / BB-Demo – Proposal entity
  - Wendover Kast Insurance Group entity
    - crm/companies.csv org_091 raw row
  - call_recorder/calls.csv call_091_004 raw row
- Wendover Kast Insurance Group / BB-Demo – Negotiation entity
  - Wendover Kast Insurance Group entity
    - crm/companies.csv org_091 raw row
  - call_recorder/calls.csv call_091_005 raw row
- Wendover Kast Insurance Group – New entity
  - Wendover Kast Insurance Group entity
    - crm/companies.csv org_091 raw row
  - crm/deal_line_items.csv deal_091_01:1 raw row
  - crm/deal_line_items.csv deal_091_01:2 raw row
  - crm/deal_stage_history.csv deal_091_01:1 raw row
  - crm/deal_stage_history.csv deal_091_01:2 raw row
  - crm/deal_stage_history.csv deal_091_01:3 raw row
  - +2 more
- +14 more
AI opinion page block
- Wendover Kast Insurance Group: prospect AI record
  - Wendover Kast Insurance Group – New entity
    - Wendover Kast Insurance Group entity
      - crm/companies.csv org_091 raw row
    - crm/deal_line_items.csv deal_091_01:1 raw row
    - crm/deal_line_items.csv deal_091_01:2 raw row
    - crm/deal_stage_history.csv deal_091_01:1 raw row
    - crm/deal_stage_history.csv deal_091_01:2 raw row
    - crm/deal_stage_history.csv deal_091_01:3 raw row
    - +2 more
  - Wendover Kast: proposals only, none executed AI record
    - Wendover Kast Insurance Group - Security Questionnaire entity
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
      - document_store/files.csv doc_091_001 raw row
    - Wendover Kast Insurance Group - Proposal v1 entity
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
      - document_store/files.csv doc_091_002 raw row
    - Wendover Kast Insurance Group - Proposal entity
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
      - document_store/files.csv doc_091_003 raw row
    - Enterprise security questionnaire answers AI record
      - Wendover Kast Insurance Group - Security Questionnaire entity
        Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
        document_store/files.csv doc_091_001 raw row
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
    - Enterprise proposal v1, draft AI record
      - Wendover Kast Insurance Group - Proposal v1 entity
        Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
        document_store/files.csv doc_091_002 raw row
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
    - Enterprise proposal for US insurer AI record
      - Wendover Kast Insurance Group - Proposal entity
        Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
        document_store/files.csv doc_091_003 raw row
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
    - +1 more
  - Discovery: one view of each agency AI record
    - Wendover Kast Insurance Group / BB-Demo – Discovery entity
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
      - call_recorder/calls.csv call_091_001 raw row
    - Wendover Kast Insurance Group entity
      - crm/companies.csv org_091 raw row
  - Demo on sample extract: agent view, security AI record
    - Wendover Kast Insurance Group / BB-Demo – Demo entity
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
      - call_recorder/calls.csv call_091_002 raw row
    - Wendover Kast Insurance Group entity
      - crm/companies.csv org_091 raw row
  - Enterprise demo: access, notes, SSO open items AI record
    - Wendover Kast Insurance Group / BB-Demo – Demo entity
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
      - call_recorder/calls.csv call_091_003 raw row
    - Wendover Kast Insurance Group entity
      - crm/companies.csv org_091 raw row
  - Enterprise proposal: security review first AI record
    - Wendover Kast Insurance Group / BB-Demo – Proposal entity
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
      - call_recorder/calls.csv call_091_004 raw row
    - Wendover Kast Insurance Group entity
      - crm/companies.csv org_091 raw row
  - +19 more
ARR journey (not yet analysed) page block
- facts.arr_monthly:org_091 facts table
  - Wendover Kast Insurance Group – New entity
    - Wendover Kast Insurance Group entity
      - crm/companies.csv org_091 raw row
    - crm/deal_line_items.csv deal_091_01:1 raw row
    - crm/deal_line_items.csv deal_091_01:2 raw row
    - crm/deal_stage_history.csv deal_091_01:1 raw row
    - crm/deal_stage_history.csv deal_091_01:2 raw row
    - crm/deal_stage_history.csv deal_091_01:3 raw row
    - +2 more
AI facts page block
- Wendover Kast Insurance Group: prospect AI record
  - Wendover Kast Insurance Group – New entity
    - Wendover Kast Insurance Group entity
      - crm/companies.csv org_091 raw row
    - crm/deal_line_items.csv deal_091_01:1 raw row
    - crm/deal_line_items.csv deal_091_01:2 raw row
    - crm/deal_stage_history.csv deal_091_01:1 raw row
    - crm/deal_stage_history.csv deal_091_01:2 raw row
    - crm/deal_stage_history.csv deal_091_01:3 raw row
    - +2 more
  - Wendover Kast: proposals only, none executed AI record
    - Wendover Kast Insurance Group - Security Questionnaire entity
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
      - document_store/files.csv doc_091_001 raw row
    - Wendover Kast Insurance Group - Proposal v1 entity
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
      - document_store/files.csv doc_091_002 raw row
    - Wendover Kast Insurance Group - Proposal entity
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
      - document_store/files.csv doc_091_003 raw row
    - Enterprise security questionnaire answers AI record
      - Wendover Kast Insurance Group - Security Questionnaire entity
        Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
        document_store/files.csv doc_091_001 raw row
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
    - Enterprise proposal v1, draft AI record
      - Wendover Kast Insurance Group - Proposal v1 entity
        Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
        document_store/files.csv doc_091_002 raw row
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
    - Enterprise proposal for US insurer AI record
      - Wendover Kast Insurance Group - Proposal entity
        Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
        document_store/files.csv doc_091_003 raw row
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
    - +1 more
  - Discovery: one view of each agency AI record
    - Wendover Kast Insurance Group / BB-Demo – Discovery entity
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
      - call_recorder/calls.csv call_091_001 raw row
    - Wendover Kast Insurance Group entity
      - crm/companies.csv org_091 raw row
  - Demo on sample extract: agent view, security AI record
    - Wendover Kast Insurance Group / BB-Demo – Demo entity
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
      - call_recorder/calls.csv call_091_002 raw row
    - Wendover Kast Insurance Group entity
      - crm/companies.csv org_091 raw row
  - Enterprise demo: access, notes, SSO open items AI record
    - Wendover Kast Insurance Group / BB-Demo – Demo entity
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
      - call_recorder/calls.csv call_091_003 raw row
    - Wendover Kast Insurance Group entity
      - crm/companies.csv org_091 raw row
  - Enterprise proposal: security review first AI record
    - Wendover Kast Insurance Group / BB-Demo – Proposal entity
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
      - call_recorder/calls.csv call_091_004 raw row
    - Wendover Kast Insurance Group entity
      - crm/companies.csv org_091 raw row
  - +19 more
Contacts page block
- Heather Bauman entity
  - Wendover Kast Insurance Group entity
    - crm/companies.csv org_091 raw row
  - crm/contacts.csv per_9101:org_091 raw row
- Frank Delgado entity
  - Wendover Kast Insurance Group entity
    - crm/companies.csv org_091 raw row
  - crm/contacts.csv per_9102:org_091 raw row
- Amit Raghavan entity
  - Wendover Kast Insurance Group entity
    - crm/companies.csv org_091 raw row
  - crm/contacts.csv per_9103:org_091 raw row
- Sharon Whitley entity
  - Wendover Kast Insurance Group entity
    - crm/companies.csv org_091 raw row
  - crm/contacts.csv per_9104:org_091 raw row
- Kyle Brandvold entity
  - Wendover Kast Insurance Group entity
    - crm/companies.csv org_091 raw row
  - crm/contacts.csv per_9105:org_091 raw row
- Janet Pruitt entity
  - Wendover Kast Insurance Group entity
    - crm/companies.csv org_091 raw row
  - crm/contacts.csv per_9106:org_091 raw row
Open deals page block
- Wendover Kast Insurance Group – New entity
  - Wendover Kast Insurance Group entity
    - crm/companies.csv org_091 raw row
  - crm/deal_line_items.csv deal_091_01:1 raw row
  - crm/deal_line_items.csv deal_091_01:2 raw row
  - crm/deal_stage_history.csv deal_091_01:1 raw row
  - crm/deal_stage_history.csv deal_091_01:2 raw row
  - crm/deal_stage_history.csv deal_091_01:3 raw row
  - +2 more
Documents page block
- Wendover Kast Insurance Group - Security Questionnaire entity
  - Wendover Kast Insurance Group entity
    - crm/companies.csv org_091 raw row
  - document_store/files.csv doc_091_001 raw row
- Wendover Kast Insurance Group - Proposal v1 entity
  - Wendover Kast Insurance Group entity
    - crm/companies.csv org_091 raw row
  - document_store/files.csv doc_091_002 raw row
- Wendover Kast Insurance Group - Proposal entity
  - Wendover Kast Insurance Group entity
    - crm/companies.csv org_091 raw row
  - document_store/files.csv doc_091_003 raw row
hero page block
- Wendover Kast Insurance Group: prospect AI record
  - Wendover Kast Insurance Group – New entity
    - Wendover Kast Insurance Group entity
      - crm/companies.csv org_091 raw row
    - crm/deal_line_items.csv deal_091_01:1 raw row
    - crm/deal_line_items.csv deal_091_01:2 raw row
    - crm/deal_stage_history.csv deal_091_01:1 raw row
    - crm/deal_stage_history.csv deal_091_01:2 raw row
    - crm/deal_stage_history.csv deal_091_01:3 raw row
    - +2 more
  - Wendover Kast: proposals only, none executed AI record
    - Wendover Kast Insurance Group - Security Questionnaire entity
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
      - document_store/files.csv doc_091_001 raw row
    - Wendover Kast Insurance Group - Proposal v1 entity
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
      - document_store/files.csv doc_091_002 raw row
    - Wendover Kast Insurance Group - Proposal entity
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
      - document_store/files.csv doc_091_003 raw row
    - Enterprise security questionnaire answers AI record
      - Wendover Kast Insurance Group - Security Questionnaire entity
        Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
        document_store/files.csv doc_091_001 raw row
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
    - Enterprise proposal v1, draft AI record
      - Wendover Kast Insurance Group - Proposal v1 entity
        Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
        document_store/files.csv doc_091_002 raw row
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
    - Enterprise proposal for US insurer AI record
      - Wendover Kast Insurance Group - Proposal entity
        Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
        document_store/files.csv doc_091_003 raw row
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
    - +1 more
  - Discovery: one view of each agency AI record
    - Wendover Kast Insurance Group / BB-Demo – Discovery entity
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
      - call_recorder/calls.csv call_091_001 raw row
    - Wendover Kast Insurance Group entity
      - crm/companies.csv org_091 raw row
  - Demo on sample extract: agent view, security AI record
    - Wendover Kast Insurance Group / BB-Demo – Demo entity
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
      - call_recorder/calls.csv call_091_002 raw row
    - Wendover Kast Insurance Group entity
      - crm/companies.csv org_091 raw row
  - Enterprise demo: access, notes, SSO open items AI record
    - Wendover Kast Insurance Group / BB-Demo – Demo entity
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
      - call_recorder/calls.csv call_091_003 raw row
    - Wendover Kast Insurance Group entity
      - crm/companies.csv org_091 raw row
  - Enterprise proposal: security review first AI record
    - Wendover Kast Insurance Group / BB-Demo – Proposal entity
      - Wendover Kast Insurance Group entity
        crm/companies.csv org_091 raw row
      - call_recorder/calls.csv call_091_004 raw row
    - Wendover Kast Insurance Group entity
      - crm/companies.csv org_091 raw row
  - +19 more
- Wendover Kast Insurance Group – New entity
  - Wendover Kast Insurance Group entity
    - crm/companies.csv org_091 raw row
  - crm/deal_line_items.csv deal_091_01:1 raw row
  - crm/deal_line_items.csv deal_091_01:2 raw row
  - crm/deal_stage_history.csv deal_091_01:1 raw row
  - +2 more
Key facts page block
Evidence trail page block
The story page block
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

Sources AI · Calls · CRM · Documents · Events · Email

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

Data	Records
Organisations	225
People at customers	862
BB-Demo staff	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Wendover Kast Insurance Group

AI facts

Profile

AI opinion

Key facts

Next step

The story

ARR journey

Platform usage

Documents

Open deals

Open tickets

Activity

Contacts

Evidence trail

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Help & Support

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