Kirkhope Insurance Services

AI facts

As at Fri 9 Oct 2026

Kirkhope Insurance Services, an insurance business in Hull, has no executed paper with BG-Demo and no invoices. The open deal is a new Starter subscription at the CRM proposal stage, £28k, with expected close on 13 Nov 2026. The final proposal of 6 Oct 2026 quotes £22k a year and £28k for the first year, unsigned. No usage is recorded, as the brain is not yet built. A negotiation call is booked for 20 Oct 2026 at 13:00.

Read from 4 calls · 1 deals · 3 people · 2 documents, newest 8 Oct 26

AImade from

Profile

Updated 9 Oct 26

IndustryInsurance
Websitekirkhope.example
CountryUnited Kingdom
HQ cityHull
Size220 employees
CRM ownerSophie Ling
TypeProspectdiffers
StateProspect

CRMmade from

AI opinion

As at Fri 9 Oct 2026

Prospect, because nothing is signed, but the deal is advanced: Anne Kirkhope, Managing Director, said on 8 Oct 2026 that Starter is right for them. The 8 Oct 2026 quote of £20k and a same-rate renewal promise conflict with the £22k proposal and need fixing.

Signals Document roll-up Kirkhope Insurance Services / BG-Demo – Proposal Kirkhope Insurance Services / BG-Demo – Discovery Kirkhope Insurance Services / BG-Demo – Demo

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Open dealProposal · £28,000
Last contact8 Oct 2026

Computedmade from

Next step

As at Fri 9 Oct 2026

What: Sophie Ling sends Anne Kirkhope a corrected order form at the £22k Starter subscription, withdrawing the £20k quote and the same-rate renewal promise. proposal
Who: Sophie Ling
When: This week by 9 Oct 2026
Why: Sophie Ling should send Anne Kirkhope a corrected order form at £22k a year, withdrawing the £20k figure and the same-rate renewal promise from the 8 Oct 2026 call, before the negotiation call booked for 20 Oct 2026.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

The story

As at Fri 9 Oct 2026

Prospect

Prospect: nothing is signed, but a £28k Starter deal sits at the CRM proposal stage and Anne Kirkhope said Starter is right. The £20k quoted on 8 Oct 2026 conflicts with the £22k proposal, and Sophie Ling must correct it before the 20 Oct 2026 negotiation call.

Prospect: Kirkhope Insurance Services has signed nothing and has no invoices, while a Starter deal of £28k sits at the CRM proposal stage, expected to close 13 Nov 2026. The 6 Oct 2026 proposal quotes £22k a year.

There is no usage or ticket history yet. Karl Tennison is the champion on every call, Anne Kirkhope, Managing Director, said Starter is right, and Reece Dunn, IT Manager, is not yet engaged.

On the 8 Oct 2026 call Sophie Ling quoted £20k, the v1 Starter list, and promised renewal at the same rate, both at odds with the £22k proposal. Five data sources named at discovery exceed Starter's four connectors.

Sophie should send Anne a corrected order form at £22k, withdrawing both, by 9 Oct 2026, ahead of the negotiation call booked for 20 Oct 2026 with Owen Tallis.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

ARR journey

No ARR history: no order forms or invoices for this organisation.

Accountingmade from

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

Updated 9 Oct 26

2 documents in 1 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 Starter tier proposal draft · proposal · 1 Oct 2026
- Starter tier proposal issued · proposal · 6 Oct 2026

Documentsmade from

Open deals

Deal	Stage	Amount	Close
Kirkhope Insurance Services – New	proposal	£28,000	13 Nov 2026

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

Upcoming
20 Oct 2026upcoming callKirkhope Insurance Services / BG-Demo – Negotiation Sophie Ling, Owen Tallis, Anne Kirkhope, Karl Tennison+1
Held
8 Oct 2026callKirkhope Insurance Services / BG-Demo – Proposal Sophie Ling, Karl Tennison, Anne Kirkhope
6 Oct 2026documentKirkhope Insurance Services - Proposal Sophie Ling
1 Oct 2026documentKirkhope Insurance Services - Proposal v1 Sophie Ling
18 Sep 2026callKirkhope Insurance Services / BG-Demo – Demo Sophie Ling, Theo Gallagher, Karl Tennison
2 Sep 2026callKirkhope Insurance Services / BG-Demo – Discovery Sophie Ling, Karl Tennison, Anne Kirkhope
10 Aug 2026dealKirkhope Insurance Services – New Sophie Ling, Karl Tennison
15 Jan 2026eventBG-Demo webinar Alice Brewer, Dean Hargreaves, Sam Cheney, Wei Ling Tan, Miriam Theisen, Howard Feinberg, Jess Dobson, Lindsey Ward, Méabh Crowley, Cerys Llewellyn, Luke Oakes, Asif Nuttall, Jean Benson, Maeve Doherty, Kerryn Mibus, Jas Dhillon, Phil Royston, Karl Tennison, Ian Brearley, Shane Keane, Karin Sjöberg, Erik Wallin, Lucas Goossens, Hugh Atherton, Dylan Tremblay, Jun Tan, Kevin Lister, Tariq Saleem, Dan Hosken, Matt Colenso, Graeme Charlton, Mark Dodds, Declan Moran, Kirsteen Boyd, Abi Coombes, Tracey Bainbridge, Wouter Brouwer, Javier Ortiz+35
25 Nov 2025eventRevenue leaders roundtable Alice Brewer, Lachlan Nguyen, Asif Mahmood, Yasmin Openshaw, Emma Jagger, Gerard Kok, Oluwaseun Bamidele, Andrew Pickering, Craig Holt, Jasmine Coleman, Shane Twomey, Emma Haworth, Stefanie Lange, Clodagh Fitzgerald, Shirley Bowman, Reece Dunn, Glen Nuttall, Ilse de Graaf, Cian Farrell, Gráinne Lynch, Sofie Bech, Mads Mortensen, Marie Wouters, Antoine Moreau, Aylin Kaya, Philip Annear, Lauren Pilkington, Clara Hoskins, Siobhán Nolan, Joost van der Linden, Sanne de Wit, Tim Schröder+29

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26

hide membership AI records not written yet

Key

Source rows
Raw things
People
Organisation
Organisation AI
Pages
AI-written record (ring)
AI record not written yet
belongs to the organisation (one line per group)
Size: how many records a group holds

Kirkhope Insurance Services' pages are written from 4 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 6 AI summaries of 7 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 3 staff (0 with an AI write-up), shown on 4 pages. 1 AI record in this trail is not written yet.

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

Activity page block
- Kirkhope Insurance Services / BG-Demo – Discovery entity
  - Kirkhope Insurance Services entity
    - crm/companies.csv org_184 raw row
  - call_recorder/calls.csv call_184_001 raw row
- Kirkhope Insurance Services / BG-Demo – Demo entity
  - Kirkhope Insurance Services entity
    - crm/companies.csv org_184 raw row
  - call_recorder/calls.csv call_184_002 raw row
- Kirkhope Insurance Services / BG-Demo – Proposal entity
  - Kirkhope Insurance Services entity
    - crm/companies.csv org_184 raw row
  - call_recorder/calls.csv call_184_003 raw row
- Kirkhope Insurance Services / BG-Demo – Negotiation entity
  - Kirkhope Insurance Services entity
    - crm/companies.csv org_184 raw row
  - call_recorder/calls.csv call_184_004 raw row
- Kirkhope Insurance Services – New entity
  - Kirkhope Insurance Services entity
    - crm/companies.csv org_184 raw row
  - crm/deal_line_items.csv deal_184_01:1 raw row
  - crm/deal_line_items.csv deal_184_01:2 raw row
  - crm/deal_stage_history.csv deal_184_01:1 raw row
  - crm/deal_stage_history.csv deal_184_01:2 raw row
  - crm/deal_stage_history.csv deal_184_01:3 raw row
  - +2 more
- Kirkhope Insurance Services - Proposal v1 entity
  - Kirkhope Insurance Services entity
    - crm/companies.csv org_184 raw row
  - document_store/files.csv doc_184_001 raw row
- +3 more
AI opinion page block
- Kirkhope Insurance Services prospect AI record
  - Kirkhope Insurance Services – New entity
    - Kirkhope Insurance Services entity
      - crm/companies.csv org_184 raw row
    - crm/deal_line_items.csv deal_184_01:1 raw row
    - crm/deal_line_items.csv deal_184_01:2 raw row
    - crm/deal_stage_history.csv deal_184_01:1 raw row
    - crm/deal_stage_history.csv deal_184_01:2 raw row
    - crm/deal_stage_history.csv deal_184_01:3 raw row
    - +2 more
  - Kirkhope: two Starter proposals, none signed AI record
    - Kirkhope Insurance Services - Proposal v1 entity
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
      - document_store/files.csv doc_184_001 raw row
    - Kirkhope Insurance Services - Proposal entity
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
      - document_store/files.csv doc_184_002 raw row
    - Kirkhope Starter proposal v1 (draft) AI record
      - Kirkhope Insurance Services - Proposal v1 entity
        Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
        document_store/files.csv doc_184_001 raw row
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
    - Kirkhope Starter proposal AI record
      - Kirkhope Insurance Services - Proposal entity
        Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
        document_store/files.csv doc_184_002 raw row
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
    - Kirkhope Insurance Services entity
      - crm/companies.csv org_184 raw row
  - Discovery: faster answers for broker queries AI record
    - Kirkhope Insurance Services / BG-Demo – Discovery entity
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
      - call_recorder/calls.csv call_184_001 raw row
    - Kirkhope Insurance Services entity
      - crm/companies.csv org_184 raw row
  - Starter demo on broker data AI record
    - Kirkhope Insurance Services / BG-Demo – Demo entity
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
      - call_recorder/calls.csv call_184_002 raw row
    - Kirkhope Insurance Services entity
      - crm/companies.csv org_184 raw row
  - Starter proposal and pricing call AI record
    - Kirkhope Insurance Services / BG-Demo – Proposal entity
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
      - call_recorder/calls.csv call_184_003 raw row
    - Kirkhope Insurance Services entity
      - crm/companies.csv org_184 raw row
  - Kirkhope Starter proposal v1 (draft) AI record
    - Kirkhope Insurance Services - Proposal v1 entity
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
      - document_store/files.csv doc_184_001 raw row
    - Kirkhope Insurance Services entity
      - crm/companies.csv org_184 raw row
  - +7 more
ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_184 facts table
  - Kirkhope Insurance Services – New entity
    - Kirkhope Insurance Services entity
      - crm/companies.csv org_184 raw row
    - crm/deal_line_items.csv deal_184_01:1 raw row
    - crm/deal_line_items.csv deal_184_01:2 raw row
    - crm/deal_stage_history.csv deal_184_01:1 raw row
    - crm/deal_stage_history.csv deal_184_01:2 raw row
    - crm/deal_stage_history.csv deal_184_01:3 raw row
    - +2 more
AI facts page block
- Kirkhope Insurance Services prospect AI record
  - Kirkhope Insurance Services – New entity
    - Kirkhope Insurance Services entity
      - crm/companies.csv org_184 raw row
    - crm/deal_line_items.csv deal_184_01:1 raw row
    - crm/deal_line_items.csv deal_184_01:2 raw row
    - crm/deal_stage_history.csv deal_184_01:1 raw row
    - crm/deal_stage_history.csv deal_184_01:2 raw row
    - crm/deal_stage_history.csv deal_184_01:3 raw row
    - +2 more
  - Kirkhope: two Starter proposals, none signed AI record
    - Kirkhope Insurance Services - Proposal v1 entity
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
      - document_store/files.csv doc_184_001 raw row
    - Kirkhope Insurance Services - Proposal entity
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
      - document_store/files.csv doc_184_002 raw row
    - Kirkhope Starter proposal v1 (draft) AI record
      - Kirkhope Insurance Services - Proposal v1 entity
        Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
        document_store/files.csv doc_184_001 raw row
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
    - Kirkhope Starter proposal AI record
      - Kirkhope Insurance Services - Proposal entity
        Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
        document_store/files.csv doc_184_002 raw row
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
    - Kirkhope Insurance Services entity
      - crm/companies.csv org_184 raw row
  - Discovery: faster answers for broker queries AI record
    - Kirkhope Insurance Services / BG-Demo – Discovery entity
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
      - call_recorder/calls.csv call_184_001 raw row
    - Kirkhope Insurance Services entity
      - crm/companies.csv org_184 raw row
  - Starter demo on broker data AI record
    - Kirkhope Insurance Services / BG-Demo – Demo entity
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
      - call_recorder/calls.csv call_184_002 raw row
    - Kirkhope Insurance Services entity
      - crm/companies.csv org_184 raw row
  - Starter proposal and pricing call AI record
    - Kirkhope Insurance Services / BG-Demo – Proposal entity
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
      - call_recorder/calls.csv call_184_003 raw row
    - Kirkhope Insurance Services entity
      - crm/companies.csv org_184 raw row
  - Kirkhope Starter proposal v1 (draft) AI record
    - Kirkhope Insurance Services - Proposal v1 entity
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
      - document_store/files.csv doc_184_001 raw row
    - Kirkhope Insurance Services entity
      - crm/companies.csv org_184 raw row
  - +7 more
Contacts page block
- Karl Tennison entity
  - Kirkhope Insurance Services entity
    - crm/companies.csv org_184 raw row
  - crm/contacts.csv per_18401:org_184 raw row
- Anne Kirkhope entity
  - Kirkhope Insurance Services entity
    - crm/companies.csv org_184 raw row
  - crm/contacts.csv per_18402:org_184 raw row
- Reece Dunn entity
  - Kirkhope Insurance Services entity
    - crm/companies.csv org_184 raw row
  - crm/contacts.csv per_18403:org_184 raw row
Open deals page block
- Kirkhope Insurance Services – New entity
  - Kirkhope Insurance Services entity
    - crm/companies.csv org_184 raw row
  - crm/deal_line_items.csv deal_184_01:1 raw row
  - crm/deal_line_items.csv deal_184_01:2 raw row
  - crm/deal_stage_history.csv deal_184_01:1 raw row
  - crm/deal_stage_history.csv deal_184_01:2 raw row
  - crm/deal_stage_history.csv deal_184_01:3 raw row
  - +2 more
Documents page block
- Kirkhope Insurance Services - Proposal v1 entity
  - Kirkhope Insurance Services entity
    - crm/companies.csv org_184 raw row
  - document_store/files.csv doc_184_001 raw row
- Kirkhope Insurance Services - Proposal entity
  - Kirkhope Insurance Services entity
    - crm/companies.csv org_184 raw row
  - document_store/files.csv doc_184_002 raw row
hero page block
- Kirkhope Insurance Services prospect AI record
  - Kirkhope Insurance Services – New entity
    - Kirkhope Insurance Services entity
      - crm/companies.csv org_184 raw row
    - crm/deal_line_items.csv deal_184_01:1 raw row
    - crm/deal_line_items.csv deal_184_01:2 raw row
    - crm/deal_stage_history.csv deal_184_01:1 raw row
    - crm/deal_stage_history.csv deal_184_01:2 raw row
    - crm/deal_stage_history.csv deal_184_01:3 raw row
    - +2 more
  - Kirkhope: two Starter proposals, none signed AI record
    - Kirkhope Insurance Services - Proposal v1 entity
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
      - document_store/files.csv doc_184_001 raw row
    - Kirkhope Insurance Services - Proposal entity
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
      - document_store/files.csv doc_184_002 raw row
    - Kirkhope Starter proposal v1 (draft) AI record
      - Kirkhope Insurance Services - Proposal v1 entity
        Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
        document_store/files.csv doc_184_001 raw row
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
    - Kirkhope Starter proposal AI record
      - Kirkhope Insurance Services - Proposal entity
        Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
        document_store/files.csv doc_184_002 raw row
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
    - Kirkhope Insurance Services entity
      - crm/companies.csv org_184 raw row
  - Discovery: faster answers for broker queries AI record
    - Kirkhope Insurance Services / BG-Demo – Discovery entity
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
      - call_recorder/calls.csv call_184_001 raw row
    - Kirkhope Insurance Services entity
      - crm/companies.csv org_184 raw row
  - Starter demo on broker data AI record
    - Kirkhope Insurance Services / BG-Demo – Demo entity
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
      - call_recorder/calls.csv call_184_002 raw row
    - Kirkhope Insurance Services entity
      - crm/companies.csv org_184 raw row
  - Starter proposal and pricing call AI record
    - Kirkhope Insurance Services / BG-Demo – Proposal entity
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
      - call_recorder/calls.csv call_184_003 raw row
    - Kirkhope Insurance Services entity
      - crm/companies.csv org_184 raw row
  - Kirkhope Starter proposal v1 (draft) AI record
    - Kirkhope Insurance Services - Proposal v1 entity
      - Kirkhope Insurance Services entity
        crm/companies.csv org_184 raw row
      - document_store/files.csv doc_184_001 raw row
    - Kirkhope Insurance Services entity
      - crm/companies.csv org_184 raw row
  - +7 more
- Kirkhope Insurance Services – New entity
  - Kirkhope Insurance Services entity
    - crm/companies.csv org_184 raw row
  - crm/deal_line_items.csv deal_184_01:1 raw row
  - crm/deal_line_items.csv deal_184_01:2 raw row
  - crm/deal_stage_history.csv deal_184_01:1 raw row
  - crm/deal_stage_history.csv deal_184_01:2 raw row
  - crm/deal_stage_history.csv deal_184_01:3 raw row
  - +2 more
- facts.reconciliation_t0:org_184 facts table
  - Kirkhope Insurance Services – New entity
    - Kirkhope Insurance Services entity
      - crm/companies.csv org_184 raw row
    - crm/deal_line_items.csv deal_184_01:1 raw row
    - crm/deal_line_items.csv deal_184_01:2 raw row
    - crm/deal_stage_history.csv deal_184_01:1 raw row
    - crm/deal_stage_history.csv deal_184_01:2 raw row
    - crm/deal_stage_history.csv deal_184_01:3 raw row
    - +2 more
  - Kirkhope Insurance Services entity
    - crm/companies.csv org_184 raw row
- Kirkhope Insurance Services entity
  - crm/companies.csv org_184 raw row
- Signals: Kirkhope Insurance Services signals (no model)
  - Kirkhope Insurance Services / BG-Demo – Negotiation entity
    - Kirkhope Insurance Services entity
      - crm/companies.csv org_184 raw row
    - call_recorder/calls.csv call_184_004 raw row
  - Kirkhope Insurance Services – New entity
    - Kirkhope Insurance Services entity
      - crm/companies.csv org_184 raw row
    - crm/deal_line_items.csv deal_184_01:1 raw row
    - crm/deal_line_items.csv deal_184_01:2 raw row
    - crm/deal_stage_history.csv deal_184_01:1 raw row
    - crm/deal_stage_history.csv deal_184_01:2 raw row
    - crm/deal_stage_history.csv deal_184_01:3 raw row
    - +2 more
  - Kirkhope Insurance Services entity
    - crm/companies.csv org_184 raw row
  - Kirkhope Insurance Services entity
    - crm/companies.csv org_184 raw row
Key facts page block
- Kirkhope Insurance Services / BG-Demo – Proposal entity
  - Kirkhope Insurance Services entity
    - crm/companies.csv org_184 raw row
  - call_recorder/calls.csv call_184_003 raw row
- Kirkhope Insurance Services – New entity
  - Kirkhope Insurance Services entity
    - crm/companies.csv org_184 raw row
  - crm/deal_line_items.csv deal_184_01:1 raw row
  - crm/deal_line_items.csv deal_184_01:2 raw row
  - crm/deal_stage_history.csv deal_184_01:1 raw row
  - crm/deal_stage_history.csv deal_184_01:2 raw row
  - +2 more
Evidence trail page block
The story page block
Next step page block
Open tickets (computed from the records; nothing to show yet) page block
Profile page block
Sources page block
Platform usage (computed from the records; nothing to show yet) page block

Computedmade from

Sources AI · Calls · CRM · Documents · Events

made from

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Kirkhope Insurance Services

AI facts

Profile

AI opinion

Key facts

Next step

The story

ARR journey

Platform usage

Documents

Open deals

Open tickets

Activity

Contacts

Evidence trail

Help & Support

Help & Support

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How to ask

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