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Tarnbeck Insurance Brokers logo

Tarnbeck Insurance Brokers

Watch£20kRenews 30 Jan 27
made from

AI facts

Current to 14 Oct 26

Tarnbeck Insurance Brokers is on Starter at £20k a year under the renewal order form signed 22 Jan 2026, running 30 Jan 2026 to 29 Jan 2027. Over the last four complete months questions asked rose from 445 to 525 (18%), while active users stayed level, 9 to 9 (0%). The renewal on 30 Jan 2027 is 113 days away, with a renewal price of £22k against £20k today (12.8%). The CRM owner, Priya Raman, left BB-Demo on 28 Aug 2026.

Read from 14 calls · 17 email threads · 10 tickets · 1 news items · 2 deals · 4 people · 8 documents, newest 1 Oct 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryInsurance brokingSource: CRM company record
  • Websitetarnbeck.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityKendalSource: CRM company record
  • Size150 employeesSource: CRM company record
  • CRM ownerPriya RamandiffersSource: CRM company record · Account Executive · Left 28 Aug 2026: the CRM still names them · CSM Daniel Okafor · The sources disagree
  • Customer since30 Jan 2025Source: first executed order form ctr_171_01, signed 16 Jan 2025 · Starter tier · In the CRM since 12 Aug 2024
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateWatchSource: AI assessment · Written 14 Oct 2026
CRMmade from

AI opinion

Current to 14 Oct 26

Watch, because the Starter renewal is 113 days away with a 12.8% price rise to £22k. Usage is steady and questions are up, but use leans on two people and one admin. A Growth upgrade fits Abbie Gaskarth's dashboard and custom field requests.

SignalsTarnbeck Insurance Brokers - Order Form (signed)Document roll-upData freshnessINV-171-0003

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

Key facts

Updated 9 Oct 26
  • Contracted ARR£19,500Source: executed order form ctr_171_02, 30 Jan 2026 to 29 Jan 2027 · CRM £19,500 · Invoiced run rate £19,500 · As of 9 Oct 2026
  • Next renewal30 Jan 2027Basis: order form ctr_171_02 ends 29 Jan 2027 · In 113 days · Renewal price £22,000 (+12.8%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term30 Jan 2026 to 29 Jan 2027Source: order form ctr_171_02 (renewal), signed 22 Jan 2026 · Billed annually · 15 seats, 4 connectors
  • TierStarterSource: the current order form
  • Last contact7 Jul 2026Email: Check-in notes from our call · 94 days before 9 Oct 2026
  • Tenanteu-west-1Source: product analytics, reporting since Jan 2025 · 3 connectors configured
  • Licensed seats159 active users in Sep 2026 · Order form ctr_171_02: 15 seats
Computedmade from

Next step

Current to 14 Oct 26
What
Daniel Okafor invites Colin Airey to join Rachael Dixon at the booked 26 Oct 2026 check-in and sends a renewal pack setting the £22k Starter price against a Growth option. renewal
Who
Daniel Okafor Daniel Okafor
When
This week by 9 Oct 2026
Why
Daniel Okafor should use the booked 26 Oct 2026 check-in to put the £22k Starter renewal, a 12.8% rise, to Rachael Dixon and Colin Airey, set against a Growth option. Priya Raman has left, and the original order form says renewal on the same terms.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

The story

Current to 14 Oct 26
Watch

Watch: Tarnbeck's Starter renewal on 30 Jan 2027 rises from £20k to £22k (12.8%). Questions are up 18% but lean on two people, and the CRM owner has left. Daniel Okafor takes the price case to the booked 26 Oct 2026 check-in.

Watch. Tarnbeck Insurance Brokers is on Starter at £20k a year under the executed renewal order form of 22 Jan 2026, running to 29 Jan 2027, and renews on 30 Jan 2027 at £22k (12.8%).

Questions asked rose from 445 to 525 (18%) over the last four complete months, while active users held at 9 to 9 (0%). An unnamed user asks 39% and Rachael Dixon 32%, with Abbie Gaskarth the only admin.

Two data freshness tickets in July 2026 left dashboards stale. Priya Raman, the CRM owner, left BB-Demo on 28 Aug 2026. The main risk is the original order form's same-terms renewal wording set against the v2 price.

Daniel Okafor uses the booked 26 Oct 2026 check-in with Rachael to bring in Colin Airey, the Managing Director. He sends a renewal pack setting £22k Starter against a Growth option by 9 Oct 2026.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0k£10k£20kJan 25May 25Sep 25Jan 26May 26Sep 26new£20k£20kJan 25: Contracted ARR £19,500; Invoiced ARR £19,500Feb 25: Contracted ARR £19,500; Invoiced ARR £19,500Mar 25: Contracted ARR £19,500; Invoiced ARR £19,500Apr 25: Contracted ARR £19,500; Invoiced ARR £19,500May 25: Contracted ARR £19,500; Invoiced ARR £19,500Jun 25: Contracted ARR £19,500; Invoiced ARR £19,500Jul 25: Contracted ARR £19,500; Invoiced ARR £19,500Aug 25: Contracted ARR £19,500; Invoiced ARR £19,500Sep 25: Contracted ARR £19,500; Invoiced ARR £19,500Oct 25: Contracted ARR £19,500; Invoiced ARR £19,500Nov 25: Contracted ARR £19,500; Invoiced ARR £19,500Dec 25: Contracted ARR £19,500; Invoiced ARR £19,500Jan 26: Contracted ARR £19,500; Invoiced ARR £19,500Feb 26: Contracted ARR £19,500; Invoiced ARR £19,500Mar 26: Contracted ARR £19,500; Invoiced ARR £19,500Apr 26: Contracted ARR £19,500; Invoiced ARR £19,500May 26: Contracted ARR £19,500; Invoiced ARR £19,500Jun 26: Contracted ARR £19,500; Invoiced ARR £19,500Jul 26: Contracted ARR £19,500; Invoiced ARR £19,500Aug 26: Contracted ARR £19,500; Invoiced ARR £19,500Sep 26: Contracted ARR £19,500; Invoiced ARR £19,500

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Sep 26): Contracted ARR £20k; Invoiced ARR £20k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_171.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Jan 25£19,500£19,500
Feb 25£19,500£19,500
Mar 25£19,500£19,500
Apr 25£19,500£19,500
May 25£19,500£19,500
Jun 25£19,500£19,500
Jul 25£19,500£19,500
Aug 25£19,500£19,500
Sep 25£19,500£19,500
Oct 25£19,500£19,500
Nov 25£19,500£19,500
Dec 25£19,500£19,500
Jan 26£19,500£19,500
Feb 26£19,500£19,500
Mar 26£19,500£19,500
Apr 26£19,500£19,500
May 26£19,500£19,500
Jun 26£19,500£19,500
Jul 26£19,500£19,500
Aug 26£19,500£19,500
Sep 26£19,500£19,500
Accountingmade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
9level vs 3 months earlierof 15 included on the tier
Questions asked · Sep 26
525up 9 vs 3 months earlier
Connectors configured · Sep 26
3level vs 3 months earlierof 4 included on the tier
Active admins · Sep 26
1level vs 3 months earlier
Data volume · Sep 26
1.8 GBup 0.1 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (15)Right axisQuestions asked
00830015600Mar 25Jun 25Sep 25Dec 25Mar 26Jun 26Sep 26Included users (15)155259Jan 25: Active users 0; Licensed seats 15; Questions asked 0Feb 25: Active users 4; Licensed seats 15; Questions asked 93Mar 25: Active users 7; Licensed seats 15; Questions asked 305Apr 25: Active users 8; Licensed seats 15; Questions asked 384May 25: Active users 9; Licensed seats 15; Questions asked 416Jun 25: Active users 9; Licensed seats 15; Questions asked 465Jul 25: Active users 9; Licensed seats 15; Questions asked 537Aug 25: Active users 9; Licensed seats 15; Questions asked 276Sep 25: Active users 9; Licensed seats 15; Questions asked 515Oct 25: Active users 9; Licensed seats 15; Questions asked 545Nov 25: Active users 9; Licensed seats 15; Questions asked 493Dec 25: Active users 9; Licensed seats 15; Questions asked 408Jan 26: Active users 9; Licensed seats 15; Questions asked 458Feb 26: Active users 9; Licensed seats 15; Questions asked 452Mar 26: Active users 9; Licensed seats 15; Questions asked 507Apr 26: Active users 9; Licensed seats 15; Questions asked 479May 26: Active users 9; Licensed seats 15; Questions asked 445Jun 26: Active users 9; Licensed seats 15; Questions asked 516Jul 26: Active users 9; Licensed seats 15; Questions asked 515Aug 26: Active users 9; Licensed seats 15; Questions asked 285Sep 26: Active users 9; Licensed seats 15; Questions asked 525

Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Dashed upright lines mark dated events. Latest (Sep 26): Active users 9; Licensed seats 15; Questions asked 525. Basis: product usage, facts.usage_monthly:org_171, signals:org_171.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Jan 250150
Feb 2541593
Mar 25715305
Apr 25815384
May 25915416
Jun 25915465
Jul 25915537
Aug 25915276
Sep 25915515
Oct 25915545
Nov 25915493
Dec 25915408
Jan 26915458
Feb 26915452
Mar 26915507
Apr 26915479
May 26915445
Jun 26915516
Jul 26915515
Aug 26915285
Sep 26915525
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (4)Right axisData volume
00.0 GB21.0 GB42.0 GBMar 25Jun 25Sep 25Dec 25Mar 26Jun 26Sep 26Included connectors (4)1.8 GB31Jan 25: Connectors configured 0; Active admins 0; Data volume 0.00 GBFeb 25: Connectors configured 2; Active admins 1; Data volume 0.85 GBMar 25: Connectors configured 3; Active admins 1; Data volume 1.31 GBApr 25: Connectors configured 3; Active admins 1; Data volume 1.33 GBMay 25: Connectors configured 3; Active admins 1; Data volume 1.36 GBJun 25: Connectors configured 3; Active admins 1; Data volume 1.38 GBJul 25: Connectors configured 3; Active admins 1; Data volume 1.41 GBAug 25: Connectors configured 3; Active admins 1; Data volume 1.43 GBSep 25: Connectors configured 3; Active admins 1; Data volume 1.46 GBOct 25: Connectors configured 3; Active admins 1; Data volume 1.48 GBNov 25: Connectors configured 3; Active admins 1; Data volume 1.51 GBDec 25: Connectors configured 3; Active admins 1; Data volume 1.54 GBJan 26: Connectors configured 3; Active admins 1; Data volume 1.56 GBFeb 26: Connectors configured 3; Active admins 1; Data volume 1.58 GBMar 26: Connectors configured 3; Active admins 1; Data volume 1.61 GBApr 26: Connectors configured 3; Active admins 1; Data volume 1.64 GBMay 26: Connectors configured 3; Active admins 1; Data volume 1.66 GBJun 26: Connectors configured 3; Active admins 1; Data volume 1.69 GBJul 26: Connectors configured 3; Active admins 1; Data volume 1.71 GBAug 26: Connectors configured 3; Active admins 1; Data volume 1.74 GBSep 26: Connectors configured 3; Active admins 1; Data volume 1.76 GB

Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 3; Active admins 1; Data volume 1.8 GB. Basis: product usage, facts.usage_monthly:org_171, signals:org_171.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Jan 25000.00 GB
Feb 25210.85 GB
Mar 25311.31 GB
Apr 25311.33 GB
May 25311.36 GB
Jun 25311.38 GB
Jul 25311.41 GB
Aug 25311.43 GB
Sep 25311.46 GB
Oct 25311.48 GB
Nov 25311.51 GB
Dec 25311.54 GB
Jan 26311.56 GB
Feb 26311.58 GB
Mar 26311.61 GB
Apr 26311.64 GB
May 26311.66 GB
Jun 26311.69 GB
Jul 26311.71 GB
Aug 26311.74 GB
Sep 26311.76 GB
Usagemade from

Documents

Updated 9 Oct 26

8 documents in 3 folders; 2 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

Not yet analysedNo 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

Tarnbeck 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 50 AI summaries of 55 raw things (calls, tickets, emails, news), 4 people (4 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 9 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 · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Web · 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.

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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
Organisations225
People at customers862
BB-Demo staff58
Calls1,995
Email threads3,013
Support tickets1,159
Documents1,218
Deals315
Invoices285
Events49
News items119

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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