Cuckfield Insurance Brokers

Lost£0

AI facts

Current to 14 Oct 26

Cuckfield Insurance Brokers, a Haywards Heath broker, holds no contract, invoices or tickets with BB-Demo. A Starter proposal of 19 Dec 2023 offered £26k for year one including implementation, then £20k a year, and no executed order form followed. The CRM deal closed lost on 23 Jan 2024 with the reason no_decision, and the CRM stage is lost with ARR of £0. The last recorded interaction was the proposal call on 19 Dec 2023, and no later contact is recorded.

Read from 3 calls · 1 news items · 1 deals · 3 people · 2 documents, newest 19 Dec 23

AImade from

Profile

Updated 9 Oct 26

IndustryInsurance broking
Websitecuckfield.example
CountryUnited Kingdom
HQ cityHaywards Heath
Size130 employees
CRM ownerMatteo Ricci
TypeProspectdiffers
StateLost

CRMmade from

AI opinion

Current to 14 Oct 26

Lost, because the only deal closed lost on 23 Jan 2024 for lack of a decision, and there has been no recorded contact since 19 Dec 2023. Giles Hammond had asked what to sign, so a fresh approach to him and Annette Pocock is the one opportunity.

Signals Cuckfield Insurance Brokers – New Document roll-up Cuckfield Insurance Brokers / BB-Demo – Proposal Cuckfield Insurance Brokers / BB-Demo – Demo Cuckfield Insurance Brokers

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Last contact19 Dec 2023

Computedmade from

Next step

Current to 14 Oct 26

What: Tom Ashdown writes to Giles Hammond, copying Annette Pocock, to propose a short call on a fresh Starter proposal and to ask what stalled the 2023 decision. re_engage
Who: Tom Ashdown
When: This week by 9 Oct 2026
Why: Tom Ashdown should reopen the conversation with Giles Hammond and Annette Pocock on a fresh Starter proposal. Giles asked what to sign on 19 Dec 2023, but the deal closed lost for no decision on 23 Jan 2024, and there has been no contact since.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

The story

Current to 14 Oct 26

Lost

Lost: Cuckfield Insurance Brokers never signed. The Starter deal closed lost on 23 Jan 2024 for no decision after Giles Hammond asked what to sign. Tom Ashdown should reopen the conversation on a fresh Starter proposal.

Lost: Cuckfield Insurance Brokers never signed. Two Starter proposals, the latest of 19 Dec 2023, quoted £26k for year one, and the CRM deal closed lost on 23 Jan 2024 with the reason no_decision.

There is no subscription, so there is no usage, no tickets and no invoices. Tom Ashdown ran all three 2023 calls with Annette Pocock, Head of Operations, and Giles Hammond, Managing Director, who asked what to sign on 19 Dec 2023.

No contact is recorded since that call, and the records do not show why the decision stalled. Spreadsheet data, which Tobias Renwick called trickier to connect, remains the open technical concern.

Tom should write to Giles, copying Annette, by 9 Oct 2026, proposing a short call on a fresh Starter proposal and asking what stalled the 2023 decision.

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

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)
- Starter tier draft proposal draft · proposal · 14 Dec 2023
- Starter tier proposal issued · proposal · 19 Dec 2023

Documentsmade from

Open deals

Not yet analysedNo open deals.

CRMmade from

Open tickets

Not yet analysedNo open tickets.

Helpdeskmade from

Activity

19 Dec 2023documentCuckfield Insurance Brokers - Proposal Tom Ashdown
19 Dec 2023callCuckfield Insurance Brokers / BB-Demo – Proposal Tom Ashdown, Annette Pocock, Giles Hammond
14 Dec 2023documentCuckfield Insurance Brokers - Proposal v1 Tom Ashdown
16 Nov 2023callCuckfield Insurance Brokers / BB-Demo – Demo Tom Ashdown, Tobias Renwick, Annette Pocock, Josie Packham+1
23 Oct 2023newsCuckfield Insurance Brokers Introduces New Product for SMEs
16 Oct 2023callCuckfield Insurance Brokers / BB-Demo – Discovery Tom Ashdown, Annette Pocock, Giles Hammond
8 Sep 2023dealCuckfield Insurance Brokers – New Tom Ashdown, Annette Pocock

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

Cuckfield 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 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.

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

Activity page block
- Cuckfield Insurance Brokers / BB-Demo – Discovery entity
  - Cuckfield Insurance Brokers entity
    - crm/companies.csv org_198 raw row
  - call_recorder/calls.csv call_198_001 raw row
- Cuckfield Insurance Brokers / BB-Demo – Demo entity
  - Cuckfield Insurance Brokers entity
    - crm/companies.csv org_198 raw row
  - call_recorder/calls.csv call_198_002 raw row
- Cuckfield Insurance Brokers / BB-Demo – Proposal entity
  - Cuckfield Insurance Brokers entity
    - crm/companies.csv org_198 raw row
  - call_recorder/calls.csv call_198_003 raw row
- Cuckfield Insurance Brokers – New entity
  - Cuckfield Insurance Brokers entity
    - crm/companies.csv org_198 raw row
  - crm/deal_line_items.csv deal_198_01:1 raw row
  - crm/deal_line_items.csv deal_198_01:2 raw row
  - crm/deal_stage_history.csv deal_198_01:1 raw row
  - crm/deal_stage_history.csv deal_198_01:2 raw row
  - crm/deal_stage_history.csv deal_198_01:3 raw row
  - +3 more
- Cuckfield Insurance Brokers - Proposal v1 entity
  - Cuckfield Insurance Brokers entity
    - crm/companies.csv org_198 raw row
  - document_store/files.csv doc_198_001 raw row
- Cuckfield Insurance Brokers - Proposal entity
  - Cuckfield Insurance Brokers entity
    - crm/companies.csv org_198 raw row
  - document_store/files.csv doc_198_002 raw row
- +1 more
AI opinion page block
- Cuckfield Insurance Brokers: lost AI record
  - Cuckfield Insurance Brokers – New entity
    - Cuckfield Insurance Brokers entity
      - crm/companies.csv org_198 raw row
    - crm/deal_line_items.csv deal_198_01:1 raw row
    - crm/deal_line_items.csv deal_198_01:2 raw row
    - crm/deal_stage_history.csv deal_198_01:1 raw row
    - crm/deal_stage_history.csv deal_198_01:2 raw row
    - crm/deal_stage_history.csv deal_198_01:3 raw row
    - +3 more
  - Cuckfield: two proposals, no executed paper AI record
    - Cuckfield Insurance Brokers - Proposal v1 entity
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
      - document_store/files.csv doc_198_001 raw row
    - Cuckfield Insurance Brokers - Proposal entity
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
      - document_store/files.csv doc_198_002 raw row
    - Starter proposal v1 (draft) AI record
      - Cuckfield Insurance Brokers - Proposal v1 entity
        Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
        document_store/files.csv doc_198_001 raw row
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
    - Starter proposal, 12-month term AI record
      - Cuckfield Insurance Brokers - Proposal entity
        Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
        document_store/files.csv doc_198_002 raw row
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
    - Cuckfield Insurance Brokers entity
      - crm/companies.csv org_198 raw row
  - Discovery: fragmented client data at a broker AI record
    - Cuckfield Insurance Brokers / BB-Demo – Discovery entity
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
      - call_recorder/calls.csv call_198_001 raw row
    - Cuckfield Insurance Brokers entity
      - crm/companies.csv org_198 raw row
  - Starter demo on Cuckfield's own data AI record
    - Cuckfield Insurance Brokers / BB-Demo – Demo entity
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
      - call_recorder/calls.csv call_198_002 raw row
    - Cuckfield Insurance Brokers entity
      - crm/companies.csv org_198 raw row
  - Proposal review and order form next AI record
    - Cuckfield Insurance Brokers / BB-Demo – Proposal entity
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
      - call_recorder/calls.csv call_198_003 raw row
    - Cuckfield Insurance Brokers entity
      - crm/companies.csv org_198 raw row
  - Starter proposal v1 (draft) AI record
    - Cuckfield Insurance Brokers - Proposal v1 entity
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
      - document_store/files.csv doc_198_001 raw row
    - Cuckfield Insurance Brokers entity
      - crm/companies.csv org_198 raw row
  - +8 more
ARR journey (not yet analysed) page block
- facts.arr_monthly:org_198 facts table
  - Cuckfield Insurance Brokers – New entity
    - Cuckfield Insurance Brokers entity
      - crm/companies.csv org_198 raw row
    - crm/deal_line_items.csv deal_198_01:1 raw row
    - crm/deal_line_items.csv deal_198_01:2 raw row
    - crm/deal_stage_history.csv deal_198_01:1 raw row
    - crm/deal_stage_history.csv deal_198_01:2 raw row
    - crm/deal_stage_history.csv deal_198_01:3 raw row
    - +3 more
AI facts page block
- Cuckfield Insurance Brokers: lost AI record
  - Cuckfield Insurance Brokers – New entity
    - Cuckfield Insurance Brokers entity
      - crm/companies.csv org_198 raw row
    - crm/deal_line_items.csv deal_198_01:1 raw row
    - crm/deal_line_items.csv deal_198_01:2 raw row
    - crm/deal_stage_history.csv deal_198_01:1 raw row
    - crm/deal_stage_history.csv deal_198_01:2 raw row
    - crm/deal_stage_history.csv deal_198_01:3 raw row
    - +3 more
  - Cuckfield: two proposals, no executed paper AI record
    - Cuckfield Insurance Brokers - Proposal v1 entity
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
      - document_store/files.csv doc_198_001 raw row
    - Cuckfield Insurance Brokers - Proposal entity
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
      - document_store/files.csv doc_198_002 raw row
    - Starter proposal v1 (draft) AI record
      - Cuckfield Insurance Brokers - Proposal v1 entity
        Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
        document_store/files.csv doc_198_001 raw row
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
    - Starter proposal, 12-month term AI record
      - Cuckfield Insurance Brokers - Proposal entity
        Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
        document_store/files.csv doc_198_002 raw row
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
    - Cuckfield Insurance Brokers entity
      - crm/companies.csv org_198 raw row
  - Discovery: fragmented client data at a broker AI record
    - Cuckfield Insurance Brokers / BB-Demo – Discovery entity
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
      - call_recorder/calls.csv call_198_001 raw row
    - Cuckfield Insurance Brokers entity
      - crm/companies.csv org_198 raw row
  - Starter demo on Cuckfield's own data AI record
    - Cuckfield Insurance Brokers / BB-Demo – Demo entity
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
      - call_recorder/calls.csv call_198_002 raw row
    - Cuckfield Insurance Brokers entity
      - crm/companies.csv org_198 raw row
  - Proposal review and order form next AI record
    - Cuckfield Insurance Brokers / BB-Demo – Proposal entity
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
      - call_recorder/calls.csv call_198_003 raw row
    - Cuckfield Insurance Brokers entity
      - crm/companies.csv org_198 raw row
  - Starter proposal v1 (draft) AI record
    - Cuckfield Insurance Brokers - Proposal v1 entity
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
      - document_store/files.csv doc_198_001 raw row
    - Cuckfield Insurance Brokers entity
      - crm/companies.csv org_198 raw row
  - +8 more
Contacts page block
- Annette Pocock entity
  - Cuckfield Insurance Brokers entity
    - crm/companies.csv org_198 raw row
  - crm/contacts.csv per_19801:org_198 raw row
- Giles Hammond entity
  - Cuckfield Insurance Brokers entity
    - crm/companies.csv org_198 raw row
  - crm/contacts.csv per_19802:org_198 raw row
- Josie Packham entity
  - Cuckfield Insurance Brokers entity
    - crm/companies.csv org_198 raw row
  - crm/contacts.csv per_19803:org_198 raw row
Open deals (not yet analysed) page block
- Cuckfield Insurance Brokers entity
  - crm/companies.csv org_198 raw row
Documents page block
- Cuckfield Insurance Brokers - Proposal v1 entity
  - Cuckfield Insurance Brokers entity
    - crm/companies.csv org_198 raw row
  - document_store/files.csv doc_198_001 raw row
- Cuckfield Insurance Brokers - Proposal entity
  - Cuckfield Insurance Brokers entity
    - crm/companies.csv org_198 raw row
  - document_store/files.csv doc_198_002 raw row
hero page block
- Cuckfield Insurance Brokers: lost AI record
  - Cuckfield Insurance Brokers – New entity
    - Cuckfield Insurance Brokers entity
      - crm/companies.csv org_198 raw row
    - crm/deal_line_items.csv deal_198_01:1 raw row
    - crm/deal_line_items.csv deal_198_01:2 raw row
    - crm/deal_stage_history.csv deal_198_01:1 raw row
    - crm/deal_stage_history.csv deal_198_01:2 raw row
    - crm/deal_stage_history.csv deal_198_01:3 raw row
    - +3 more
  - Cuckfield: two proposals, no executed paper AI record
    - Cuckfield Insurance Brokers - Proposal v1 entity
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
      - document_store/files.csv doc_198_001 raw row
    - Cuckfield Insurance Brokers - Proposal entity
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
      - document_store/files.csv doc_198_002 raw row
    - Starter proposal v1 (draft) AI record
      - Cuckfield Insurance Brokers - Proposal v1 entity
        Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
        document_store/files.csv doc_198_001 raw row
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
    - Starter proposal, 12-month term AI record
      - Cuckfield Insurance Brokers - Proposal entity
        Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
        document_store/files.csv doc_198_002 raw row
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
    - Cuckfield Insurance Brokers entity
      - crm/companies.csv org_198 raw row
  - Discovery: fragmented client data at a broker AI record
    - Cuckfield Insurance Brokers / BB-Demo – Discovery entity
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
      - call_recorder/calls.csv call_198_001 raw row
    - Cuckfield Insurance Brokers entity
      - crm/companies.csv org_198 raw row
  - Starter demo on Cuckfield's own data AI record
    - Cuckfield Insurance Brokers / BB-Demo – Demo entity
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
      - call_recorder/calls.csv call_198_002 raw row
    - Cuckfield Insurance Brokers entity
      - crm/companies.csv org_198 raw row
  - Proposal review and order form next AI record
    - Cuckfield Insurance Brokers / BB-Demo – Proposal entity
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
      - call_recorder/calls.csv call_198_003 raw row
    - Cuckfield Insurance Brokers entity
      - crm/companies.csv org_198 raw row
  - Starter proposal v1 (draft) AI record
    - Cuckfield Insurance Brokers - Proposal v1 entity
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
      - document_store/files.csv doc_198_001 raw row
    - Cuckfield Insurance Brokers entity
      - crm/companies.csv org_198 raw row
  - +8 more
- facts.reconciliation_t0:org_198 facts table
  - Cuckfield Insurance Brokers – New entity
    - Cuckfield Insurance Brokers entity
      - crm/companies.csv org_198 raw row
    - crm/deal_line_items.csv deal_198_01:1 raw row
    - crm/deal_line_items.csv deal_198_01:2 raw row
    - crm/deal_stage_history.csv deal_198_01:1 raw row
    - crm/deal_stage_history.csv deal_198_01:2 raw row
    - crm/deal_stage_history.csv deal_198_01:3 raw row
    - +3 more
  - Cuckfield Insurance Brokers entity
    - crm/companies.csv org_198 raw row
- Cuckfield Insurance Brokers entity
  - crm/companies.csv org_198 raw row
- Signals: Cuckfield Insurance Brokers signals (no model)
  - Cuckfield Insurance Brokers entity
    - crm/companies.csv org_198 raw row
  - Cuckfield Insurance Brokers entity
    - crm/companies.csv org_198 raw row
Key facts page block
- Cuckfield Insurance Brokers / BB-Demo – Proposal entity
  - Cuckfield Insurance Brokers entity
    - crm/companies.csv org_198 raw row
  - call_recorder/calls.csv call_198_003 raw row
- facts.reconciliation_t0:org_198 facts table
  - Cuckfield Insurance Brokers – New entity
    - Cuckfield Insurance Brokers entity
      - crm/companies.csv org_198 raw row
    - crm/deal_line_items.csv deal_198_01:1 raw row
    - crm/deal_line_items.csv deal_198_01:2 raw row
    - crm/deal_stage_history.csv deal_198_01:1 raw row
    - crm/deal_stage_history.csv deal_198_01:2 raw row
    - crm/deal_stage_history.csv deal_198_01:3 raw row
    - +3 more
  - Cuckfield Insurance Brokers entity
    - crm/companies.csv org_198 raw row
- Cuckfield Insurance Brokers entity
  - crm/companies.csv org_198 raw row
- Signals: Cuckfield Insurance Brokers signals (no model)
  - Cuckfield Insurance Brokers entity
    - crm/companies.csv org_198 raw row
  - Cuckfield Insurance Brokers entity
    - crm/companies.csv org_198 raw row
Evidence trail page block
- Cuckfield Insurance Brokers entity
  - crm/companies.csv org_198 raw row
The story page block
- Customer: Cuckfield Insurance Brokers AI record
  - Cuckfield Insurance Brokers: lost AI record
    - Cuckfield Insurance Brokers – New entity
      - Cuckfield Insurance Brokers entity
        crm/companies.csv org_198 raw row
      - crm/deal_line_items.csv deal_198_01:1 raw row
      - crm/deal_line_items.csv deal_198_01:2 raw row
      - crm/deal_stage_history.csv deal_198_01:1 raw row
      - crm/deal_stage_history.csv deal_198_01:2 raw row
      - crm/deal_stage_history.csv deal_198_01:3 raw row
      - +3 more
    - Cuckfield: two proposals, no executed paper AI record
      - Cuckfield Insurance Brokers - Proposal v1 entity
        Cuckfield Insurance Brokers entity
    - +8 more
  - +5 more
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 · Web

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

Cuckfield Insurance Brokers

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

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