Sandusky Bay Mutual Insurance

AI facts

Current to 14 Oct 26

Sandusky Bay Mutual Insurance is a Milwaukee insurer with no contract, no invoices and no executed order form. The open deal deal_189_01 is an Enterprise new-business opportunity at £155k, in the CRM stage demo, with an expected close of 15 Jan 2027. There is no usage or ticket history, as nothing is live. A proposal call with Heidi Krueger and Randall Schmitt is booked for 13 Oct 2026. Theo Gallagher completed an Enterprise security questionnaire on 12 Sep 2026.

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

AImade from

Profile

Updated 9 Oct 26

IndustryInsurance
Websitesanduskybay.example
CountryUnited States
HQ cityMilwaukee
Size680 employees
CRM ownerJordan Pike
TypeProspectdiffers
StateProspect

CRMmade from

AI opinion

Current to 14 Oct 26

Prospect, because Heidi Krueger said she was pretty convinced after the 10 Sep 2026 demo and a proposal call is booked. Her earlier hesitation on the £155k price and the unknown signatory remain open. Opportunity: Troy Wendt could support the security review if he engages.

Signals Sandusky Bay Mutual Insurance / BB-Demo – Demo Sandusky Bay Mutual Insurance / BB-Demo – Discovery Document roll-up Webinar invitation

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Open dealDemo · £155,000
Last contact7 Oct 2026

Computedmade from

Next step

Current to 14 Oct 26

What: Jordan Pike sends Heidi Krueger the written Enterprise proposal at £155k before the 13 Oct 2026 proposal call and uses the call to confirm who signs and who approves the spend. proposal
Who: Jordan Pike
When: This week by 9 Oct 2026
Why: Jordan Pike should send Heidi Krueger the written Enterprise proposal at £155k before the 13 Oct 2026 proposal call, then use the call to confirm who signs and who approves the spend. No signatory or budget holder is recorded.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

The story

Current to 14 Oct 26

Prospect

Prospect: an open Enterprise deal at £155k after Heidi Krueger said she was pretty convinced at the 10 Sep 2026 demo. Nothing is signed or invoiced, the signatory is unknown, and a proposal call is booked for 13 Oct 2026.

Prospect: Sandusky Bay Mutual Insurance has an open Enterprise deal at £155k in the CRM stage demo, expected to close 15 Jan 2027. Nothing is signed or invoiced.

No brain is live, so there is no usage or ticket history. Heidi Krueger, the CRM champion, joined both calls and was pretty convinced after the 10 Sep 2026 demo. Randall Schmitt, the CRM economic buyer, joined only discovery.

Heidi hesitated on the £155k price at discovery, and the records do not show who signs or approves the spend. The 12 Sep 2026 security questionnaire cites no independent certification, and Troy Wendt has not replied to the webinar invitation.

Jordan Pike should send Heidi the written Enterprise proposal by 9 Oct 2026, ahead of the proposal call booked for 13 Oct 2026. He should use that call to confirm who signs.

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

1 documents in 1 folders. 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

Security (1)
- Enterprise security questionnaire answers issued · security questionnaire · 12 Sep 2026

Documentsmade from

Open deals

Deal	Stage	Amount	Close
Sandusky Bay Mutual Insurance – New	demo	£155,000	15 Jan 2027

CRMmade from

Open tickets

Not yet analysedNo open tickets.

Helpdeskmade from

Activity

15 Oct 2026eventBB-Demo webinar Alice Brewer, Rajesh Mistry, Geoffrey Rowe, Alexander Vallance, Marieke Postma, Emma Croft, Inge de Boer, Dan Dyson, Andrew Pickering, Sandra Neale, Jeroen Coenen, Dirk Vogt, Jens Maes, Aaron Graham, Troy Wendt, Rebecca Nuttall, Ian Brearley, Brandon Russell, Claire Girard, Marie Goossens, Yasmin Carswell, Neil Ashworth, Matt Colenso, Niamh Fogarty, Jade Kenwright+22
13 Oct 2026callSandusky Bay Mutual Insurance / BB-Demo – Proposal Jordan Pike, Heidi Krueger, Randall Schmitt
7 Oct 2026email_threadWebinar invitation Alice Brewer, Troy Wendt
12 Sep 2026documentSandusky Bay Mutual Insurance - Security Questionnaire Theo Gallagher
10 Sep 2026callSandusky Bay Mutual Insurance / BB-Demo – Demo Jordan Pike, Hannah Lowe, Heidi Krueger
27 Jul 2026callSandusky Bay Mutual Insurance / BB-Demo – Discovery Jordan Pike, Heidi Krueger, Randall Schmitt
11 Jun 2026dealSandusky Bay Mutual Insurance – New Jordan Pike, Heidi Krueger
25 Feb 2025eventRevenue leaders roundtable Sofia Marchetti, Toby Rickard, Oliver Pennock, Alexander Vallance, Asif Jagger, Steven Holroyd, Matthew Grice, Pieter de Groot, Craig Holt, Tina Goddard, Susan Tweddle, Jas Dhillon, Troy Wendt, Glen Nuttall, Timo Brand, Claire Vasseur, Mads Mortensen, Lachlan Hutchinson, Tomasz Wiśniewski, Clara Hoskins, Kirsteen Boyd, Trevor Mayhew, Sinead Maguire, Paul Ottaway, Jade Kenwright, Liam Corner, Vikram Sethi+24

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

Sandusky Bay Mutual Insurance's pages are written from 4 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 5 AI summaries of 6 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 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
- Sandusky Bay Mutual Insurance / BB-Demo – Discovery entity
  - Sandusky Bay Mutual Insurance entity
    - crm/companies.csv org_189 raw row
  - call_recorder/calls.csv call_189_001 raw row
- Sandusky Bay Mutual Insurance / BB-Demo – Demo entity
  - Sandusky Bay Mutual Insurance entity
    - crm/companies.csv org_189 raw row
  - call_recorder/calls.csv call_189_002 raw row
- Sandusky Bay Mutual Insurance / BB-Demo – Proposal entity
  - Sandusky Bay Mutual Insurance entity
    - crm/companies.csv org_189 raw row
  - call_recorder/calls.csv call_189_003 raw row
- Sandusky Bay Mutual Insurance – New entity
  - Sandusky Bay Mutual Insurance entity
    - crm/companies.csv org_189 raw row
  - crm/deal_line_items.csv deal_189_01:1 raw row
  - crm/deal_line_items.csv deal_189_01:2 raw row
  - crm/deal_stage_history.csv deal_189_01:1 raw row
  - crm/deal_stage_history.csv deal_189_01:2 raw row
  - crm/deal_stage_history.csv deal_189_01:3 raw row
  - +1 more
- Sandusky Bay Mutual Insurance - Security Questionnaire entity
  - Sandusky Bay Mutual Insurance entity
    - crm/companies.csv org_189 raw row
  - document_store/files.csv doc_189_001 raw row
- Revenue leaders roundtable entity
  - event_platform/events.csv evt_0876_roundtable raw row
  - event_platform/registrations.csv evt_0876_roundtable:per_10703 raw row
  - event_platform/registrations.csv evt_0876_roundtable:per_10901 raw row
  - event_platform/registrations.csv evt_0876_roundtable:per_12602 raw row
  - event_platform/registrations.csv evt_0876_roundtable:per_1502 raw row
  - event_platform/registrations.csv evt_0876_roundtable:per_15702 raw row
  - +21 more
- +2 more
AI opinion page block
- Sandusky Bay Mutual Insurance: prospect AI record
  - Sandusky Bay Mutual Insurance – New entity
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
    - crm/deal_line_items.csv deal_189_01:1 raw row
    - crm/deal_line_items.csv deal_189_01:2 raw row
    - crm/deal_stage_history.csv deal_189_01:1 raw row
    - crm/deal_stage_history.csv deal_189_01:2 raw row
    - crm/deal_stage_history.csv deal_189_01:3 raw row
    - +1 more
  - Sandusky Bay Mutual: questionnaire only AI record
    - Sandusky Bay Mutual Insurance - Security Questionnaire entity
      - Sandusky Bay Mutual Insurance entity
        crm/companies.csv org_189 raw row
      - document_store/files.csv doc_189_001 raw row
    - Enterprise security questionnaire, 12 Sep 2026 AI record
      - Sandusky Bay Mutual Insurance - Security Questionnaire entity
        Sandusky Bay Mutual Insurance entity
        crm/companies.csv org_189 raw row
        document_store/files.csv doc_189_001 raw row
      - Sandusky Bay Mutual Insurance entity
        crm/companies.csv org_189 raw row
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
  - Enterprise discovery, price hesitation AI record
    - Sandusky Bay Mutual Insurance / BB-Demo – Discovery entity
      - Sandusky Bay Mutual Insurance entity
        crm/companies.csv org_189 raw row
      - call_recorder/calls.csv call_189_001 raw row
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
  - Enterprise demo and proposal next step AI record
    - Sandusky Bay Mutual Insurance / BB-Demo – Demo entity
      - Sandusky Bay Mutual Insurance entity
        crm/companies.csv org_189 raw row
      - call_recorder/calls.csv call_189_002 raw row
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
  - Enterprise security questionnaire, 12 Sep 2026 AI record
    - Sandusky Bay Mutual Insurance - Security Questionnaire entity
      - Sandusky Bay Mutual Insurance entity
        crm/companies.csv org_189 raw row
      - document_store/files.csv doc_189_001 raw row
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
  - Sandusky Bay: webinar invitation AI record
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
    - Webinar invitation entity
      - Sandusky Bay Mutual Insurance entity
        crm/companies.csv org_189 raw row
      - mailbox/messages.csv thr_189_0001:1 raw row
      - mailbox/threads.csv thr_189_0001 raw row
  - +6 more
ARR journey (not yet analysed) page block
- facts.arr_monthly:org_189 facts table
  - Sandusky Bay Mutual Insurance – New entity
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
    - crm/deal_line_items.csv deal_189_01:1 raw row
    - crm/deal_line_items.csv deal_189_01:2 raw row
    - crm/deal_stage_history.csv deal_189_01:1 raw row
    - crm/deal_stage_history.csv deal_189_01:2 raw row
    - crm/deal_stage_history.csv deal_189_01:3 raw row
    - +1 more
AI facts page block
- Sandusky Bay Mutual Insurance: prospect AI record
  - Sandusky Bay Mutual Insurance – New entity
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
    - crm/deal_line_items.csv deal_189_01:1 raw row
    - crm/deal_line_items.csv deal_189_01:2 raw row
    - crm/deal_stage_history.csv deal_189_01:1 raw row
    - crm/deal_stage_history.csv deal_189_01:2 raw row
    - crm/deal_stage_history.csv deal_189_01:3 raw row
    - +1 more
  - Sandusky Bay Mutual: questionnaire only AI record
    - Sandusky Bay Mutual Insurance - Security Questionnaire entity
      - Sandusky Bay Mutual Insurance entity
        crm/companies.csv org_189 raw row
      - document_store/files.csv doc_189_001 raw row
    - Enterprise security questionnaire, 12 Sep 2026 AI record
      - Sandusky Bay Mutual Insurance - Security Questionnaire entity
        Sandusky Bay Mutual Insurance entity
        crm/companies.csv org_189 raw row
        document_store/files.csv doc_189_001 raw row
      - Sandusky Bay Mutual Insurance entity
        crm/companies.csv org_189 raw row
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
  - Enterprise discovery, price hesitation AI record
    - Sandusky Bay Mutual Insurance / BB-Demo – Discovery entity
      - Sandusky Bay Mutual Insurance entity
        crm/companies.csv org_189 raw row
      - call_recorder/calls.csv call_189_001 raw row
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
  - Enterprise demo and proposal next step AI record
    - Sandusky Bay Mutual Insurance / BB-Demo – Demo entity
      - Sandusky Bay Mutual Insurance entity
        crm/companies.csv org_189 raw row
      - call_recorder/calls.csv call_189_002 raw row
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
  - Enterprise security questionnaire, 12 Sep 2026 AI record
    - Sandusky Bay Mutual Insurance - Security Questionnaire entity
      - Sandusky Bay Mutual Insurance entity
        crm/companies.csv org_189 raw row
      - document_store/files.csv doc_189_001 raw row
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
  - Sandusky Bay: webinar invitation AI record
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
    - Webinar invitation entity
      - Sandusky Bay Mutual Insurance entity
        crm/companies.csv org_189 raw row
      - mailbox/messages.csv thr_189_0001:1 raw row
      - mailbox/threads.csv thr_189_0001 raw row
  - +6 more
Contacts page block
- Heidi Krueger entity
  - Sandusky Bay Mutual Insurance entity
    - crm/companies.csv org_189 raw row
  - crm/contacts.csv per_18901:org_189 raw row
- Randall Schmitt entity
  - Sandusky Bay Mutual Insurance entity
    - crm/companies.csv org_189 raw row
  - crm/contacts.csv per_18902:org_189 raw row
- Troy Wendt entity
  - Sandusky Bay Mutual Insurance entity
    - crm/companies.csv org_189 raw row
  - crm/contacts.csv per_18903:org_189 raw row
Open deals page block
- Sandusky Bay Mutual Insurance – New entity
  - Sandusky Bay Mutual Insurance entity
    - crm/companies.csv org_189 raw row
  - crm/deal_line_items.csv deal_189_01:1 raw row
  - crm/deal_line_items.csv deal_189_01:2 raw row
  - crm/deal_stage_history.csv deal_189_01:1 raw row
  - crm/deal_stage_history.csv deal_189_01:2 raw row
  - crm/deal_stage_history.csv deal_189_01:3 raw row
  - +1 more
Documents page block
- Sandusky Bay Mutual Insurance - Security Questionnaire entity
  - Sandusky Bay Mutual Insurance entity
    - crm/companies.csv org_189 raw row
  - document_store/files.csv doc_189_001 raw row
hero page block
- Sandusky Bay Mutual Insurance: prospect AI record
  - Sandusky Bay Mutual Insurance – New entity
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
    - crm/deal_line_items.csv deal_189_01:1 raw row
    - crm/deal_line_items.csv deal_189_01:2 raw row
    - crm/deal_stage_history.csv deal_189_01:1 raw row
    - crm/deal_stage_history.csv deal_189_01:2 raw row
    - crm/deal_stage_history.csv deal_189_01:3 raw row
    - +1 more
  - Sandusky Bay Mutual: questionnaire only AI record
    - Sandusky Bay Mutual Insurance - Security Questionnaire entity
      - Sandusky Bay Mutual Insurance entity
        crm/companies.csv org_189 raw row
      - document_store/files.csv doc_189_001 raw row
    - Enterprise security questionnaire, 12 Sep 2026 AI record
      - Sandusky Bay Mutual Insurance - Security Questionnaire entity
        Sandusky Bay Mutual Insurance entity
        crm/companies.csv org_189 raw row
        document_store/files.csv doc_189_001 raw row
      - Sandusky Bay Mutual Insurance entity
        crm/companies.csv org_189 raw row
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
  - Enterprise discovery, price hesitation AI record
    - Sandusky Bay Mutual Insurance / BB-Demo – Discovery entity
      - Sandusky Bay Mutual Insurance entity
        crm/companies.csv org_189 raw row
      - call_recorder/calls.csv call_189_001 raw row
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
  - Enterprise demo and proposal next step AI record
    - Sandusky Bay Mutual Insurance / BB-Demo – Demo entity
      - Sandusky Bay Mutual Insurance entity
        crm/companies.csv org_189 raw row
      - call_recorder/calls.csv call_189_002 raw row
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
  - Enterprise security questionnaire, 12 Sep 2026 AI record
    - Sandusky Bay Mutual Insurance - Security Questionnaire entity
      - Sandusky Bay Mutual Insurance entity
        crm/companies.csv org_189 raw row
      - document_store/files.csv doc_189_001 raw row
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
  - Sandusky Bay: webinar invitation AI record
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
    - Webinar invitation entity
      - Sandusky Bay Mutual Insurance entity
        crm/companies.csv org_189 raw row
      - mailbox/messages.csv thr_189_0001:1 raw row
      - mailbox/threads.csv thr_189_0001 raw row
  - +6 more
- Sandusky Bay Mutual Insurance – New entity
  - Sandusky Bay Mutual Insurance entity
    - crm/companies.csv org_189 raw row
  - crm/deal_line_items.csv deal_189_01:1 raw row
  - crm/deal_line_items.csv deal_189_01:2 raw row
  - crm/deal_stage_history.csv deal_189_01:1 raw row
  - crm/deal_stage_history.csv deal_189_01:2 raw row
  - crm/deal_stage_history.csv deal_189_01:3 raw row
  - +1 more
- facts.reconciliation_t0:org_189 facts table
  - Sandusky Bay Mutual Insurance – New entity
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
    - crm/deal_line_items.csv deal_189_01:1 raw row
    - crm/deal_line_items.csv deal_189_01:2 raw row
    - crm/deal_stage_history.csv deal_189_01:1 raw row
    - crm/deal_stage_history.csv deal_189_01:2 raw row
    - crm/deal_stage_history.csv deal_189_01:3 raw row
    - +1 more
  - Sandusky Bay Mutual Insurance entity
    - crm/companies.csv org_189 raw row
- Sandusky Bay Mutual Insurance entity
  - crm/companies.csv org_189 raw row
- Signals: Sandusky Bay Mutual Insurance signals (no model)
  - Sandusky Bay Mutual Insurance / BB-Demo – Proposal entity
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
    - call_recorder/calls.csv call_189_003 raw row
  - Sandusky Bay Mutual Insurance – New entity
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
    - crm/deal_line_items.csv deal_189_01:1 raw row
    - crm/deal_line_items.csv deal_189_01:2 raw row
    - crm/deal_stage_history.csv deal_189_01:1 raw row
    - crm/deal_stage_history.csv deal_189_01:2 raw row
    - crm/deal_stage_history.csv deal_189_01:3 raw row
    - +1 more
  - Sandusky Bay Mutual Insurance entity
    - crm/companies.csv org_189 raw row
  - Sandusky Bay Mutual Insurance entity
    - crm/companies.csv org_189 raw row
Key facts page block
- Sandusky Bay Mutual Insurance – New entity
  - Sandusky Bay Mutual Insurance entity
    - crm/companies.csv org_189 raw row
  - crm/deal_line_items.csv deal_189_01:1 raw row
  - crm/deal_line_items.csv deal_189_01:2 raw row
  - crm/deal_stage_history.csv deal_189_01:1 raw row
  - crm/deal_stage_history.csv deal_189_01:2 raw row
  - crm/deal_stage_history.csv deal_189_01:3 raw row
  - +1 more
- facts.reconciliation_t0:org_189 facts table
  - Sandusky Bay Mutual Insurance – New entity
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
    - crm/deal_line_items.csv deal_189_01:1 raw row
    - crm/deal_line_items.csv deal_189_01:2 raw row
    - crm/deal_stage_history.csv deal_189_01:1 raw row
    - crm/deal_stage_history.csv deal_189_01:2 raw row
    - crm/deal_stage_history.csv deal_189_01:3 raw row
    - +1 more
  - Sandusky Bay Mutual Insurance entity
    - crm/companies.csv org_189 raw row
- Sandusky Bay Mutual Insurance entity
  - crm/companies.csv org_189 raw row
- Signals: Sandusky Bay Mutual Insurance signals (no model)
  - Sandusky Bay Mutual Insurance / BB-Demo – Proposal entity
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
    - call_recorder/calls.csv call_189_003 raw row
  - Sandusky Bay Mutual Insurance – New entity
    - Sandusky Bay Mutual Insurance entity
      - crm/companies.csv org_189 raw row
    - crm/deal_line_items.csv deal_189_01:1 raw row
    - crm/deal_line_items.csv deal_189_01:2 raw row
    - crm/deal_stage_history.csv deal_189_01:1 raw row
    - crm/deal_stage_history.csv deal_189_01:2 raw row
    - crm/deal_stage_history.csv deal_189_01:3 raw row
    - +1 more
  - Sandusky Bay Mutual Insurance entity
    - crm/companies.csv org_189 raw row
  - Sandusky Bay Mutual Insurance entity
    - crm/companies.csv org_189 raw row
- Webinar invitation entity
  - Sandusky Bay Mutual Insurance entity
    - crm/companies.csv org_189 raw row
  - mailbox/messages.csv thr_189_0001:1 raw row
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

Sandusky Bay Mutual Insurance

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

How to use the site

How to ask

What the data covers

Who to contact

Ask B