Brindlecote Insurance Brokers logo

Brindlecote Insurance Brokers

Healthy£19,500Renews 1 Jun 27
made from

AI facts

Current to 11 Oct 26

Brindlecote Insurance Brokers holds a Starter subscription at £19,500 a year under the order form signed 18 May 2026, running 1 Jun 2026 to 31 May 2027 with 15 licensed users and 4 connectors. Questions asked rose from 589 to 696 (18%) between May 2026 and the last complete month, while active users held at 13. Renewal falls on 1 Jun 2027 at a v2 price of £22,000 (12.8%). A Salesforce connector ticket raised on 2 Oct 2026 is pending.

Read from 15 calls · 27 email threads · 33 tickets · 4 deals · 5 people · 10 documents, newest 2 Oct 26

AImade from

AI opinion

Current to 11 Oct 26

Healthy, because all five invoices were paid within terms, questions asked rose 18% to 696 with steady users, and the champion praises the brain. Use leans on Toby Underwood, who asks 51% of questions. A Growth tier for operations is an early lead worth pursuing.

SignalsBrindlecote Insurance Brokers - Order Form (signed)Brindlecote Insurance Brokers / BB-Demo – Check InSalesforce connector stopped syncing

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Next step

Current to 11 Oct 26
What
Daniel Okafor asks Ed Duckworth to set up a Growth conversation for the operations team with Ravi Atherton, backed by the usage case. upsell
Who
Daniel Okafor Daniel Okafor
When
this_week by 9 Oct 2026
Why
Daniel Okafor should ask Ed Duckworth to set up a Growth conversation for operations with Ravi Atherton, after fixing the pending Salesforce sync ticket, while the lead from the 1 Oct 2026 check-in is still warm.

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Profile

Updated 9 Oct 26
  • IndustryInsurance brokingSource: CRM company record
  • Websitebrindlecote.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityLeedsSource: CRM company record
  • Size310 employeesSource: CRM company record
  • CRM ownerNell AshcombeSource: CRM company record · Chief Executive Officer and Co-founder · CSM Daniel Okafor
  • Customer since1 Jun 2023Source: first executed order form ctr_011_01, signed 19 May 2023 · Starter tier · In the CRM since 8 Mar 2023
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · Written 11 Oct 2026
CRMmade from

Key facts

Updated 9 Oct 26
  • Contracted ARR£19,500Source: executed order form ctr_011_04, 1 Jun 2026 to 31 May 2027 · CRM £19,500 · Invoiced run rate £19,500 · As of 9 Oct 2026
  • Next renewal1 Jun 2027Basis: order form ctr_011_04 ends 31 May 2027 · In 235 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
  • Term1 Jun 2026 to 31 May 2027Source: order form ctr_011_04 (renewal), signed 18 May 2026 · Billed annually · 15 seats, 4 connectors
  • TierStarterSource: the current order form
  • Last contact1 Oct 2026Call: Brindlecote Insurance Brokers / BB-Demo – Check In · 8 days before 9 Oct 2026
  • Tenanteu-west-1Source: product analytics, reporting since Jun 2023 · 3 connectors configured
  • Licensed seats1513 active users in Sep 2026 · Order form ctr_011_04: 15 seats
Computedmade from

The story

Current to 11 Oct 26
Healthy

Healthy: Brindlecote Insurance Brokers is on Starter at £19,500, signed to 31 May 2027, with every invoice paid within terms. Questions rose 18% on steady users, but Toby Underwood asks 51% of them. A Growth lead for operations needs taking to Ravi Atherton.

Healthy, Brindlecote Insurance Brokers holds Starter at £19,500 under the order form signed 18 May 2026, running to 31 May 2027. All five invoices were paid within terms; renewal on 1 Jun 2027 moves to £22,000 (12.8%).

Questions asked rose from 589 to 696 (18%) between May 2026 and the last complete month, while active users held at 13. Toby Underwood, the sole admin, asks 51% of questions and Ed Duckworth, the champion, 17%.

At the 1 Oct 2026 check-in, Ed agreed to raise Growth for operations with Ravi Atherton but promised nothing. The main risks are dependence on Toby and a Salesforce sync ticket of 2 Oct 2026 that is still pending.

Daniel Okafor, the CSM, asks Ed to set up a Growth conversation with Ravi, due by 9 Oct 2026. Olivia Grant first closes the Salesforce ticket so operations sees fresh deal data.

AI · claude-opus-5-5 · 11 Oct 2026

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ARR journey

Updated 9 Oct 26
Contracted ARR and Invoiced ARR · monthlyUpdated 09 Oct 26
Contracted ARRInvoiced ARR
£0k£10k£20kOct 23May 24Dec 24Jul 25Feb 26Sep 26new£20k£20kJun 23: Contracted ARR £20k; Invoiced ARR £20kJul 23: Contracted ARR £20k; Invoiced ARR £20kAug 23: Contracted ARR £20k; Invoiced ARR £20kSep 23: Contracted ARR £20k; Invoiced ARR £20kOct 23: Contracted ARR £20k; Invoiced ARR £20kNov 23: Contracted ARR £20k; Invoiced ARR £20kDec 23: Contracted ARR £20k; Invoiced ARR £20kJan 24: Contracted ARR £20k; Invoiced ARR £20kFeb 24: Contracted ARR £20k; Invoiced ARR £20kMar 24: Contracted ARR £20k; Invoiced ARR £20kApr 24: Contracted ARR £20k; Invoiced ARR £20kMay 24: Contracted ARR £20k; Invoiced ARR £20kJun 24: Contracted ARR £20k; Invoiced ARR £20kJul 24: Contracted ARR £20k; Invoiced ARR £20kAug 24: Contracted ARR £20k; Invoiced ARR £20kSep 24: Contracted ARR £20k; Invoiced ARR £20kOct 24: Contracted ARR £20k; Invoiced ARR £20kNov 24: Contracted ARR £20k; Invoiced ARR £20kDec 24: Contracted ARR £20k; Invoiced ARR £20kJan 25: Contracted ARR £20k; Invoiced ARR £20kFeb 25: Contracted ARR £20k; Invoiced ARR £20kMar 25: Contracted ARR £20k; Invoiced ARR £20kApr 25: Contracted ARR £20k; Invoiced ARR £20kMay 25: Contracted ARR £20k; Invoiced ARR £20kJun 25: Contracted ARR £20k; Invoiced ARR £20kJul 25: Contracted ARR £20k; Invoiced ARR £20kAug 25: Contracted ARR £20k; Invoiced ARR £20kSep 25: Contracted ARR £20k; Invoiced ARR £20kOct 25: Contracted ARR £20k; Invoiced ARR £20kNov 25: Contracted ARR £20k; Invoiced ARR £20kDec 25: Contracted ARR £20k; Invoiced ARR £20kJan 26: Contracted ARR £20k; Invoiced ARR £20kFeb 26: Contracted ARR £20k; Invoiced ARR £20kMar 26: Contracted ARR £20k; Invoiced ARR £20kApr 26: Contracted ARR £20k; Invoiced ARR £20kMay 26: Contracted ARR £20k; Invoiced ARR £20kJun 26: Contracted ARR £20k; Invoiced ARR £20kJul 26: Contracted ARR £20k; Invoiced ARR £20kAug 26: Contracted ARR £20k; Invoiced ARR £20kSep 26: Contracted ARR £20k; Invoiced ARR £20k
One point per month; the dot and figure at the right end are the latest value. The line steps because the figure holds until it changes. 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_011.
Show the figures as a table
Contracted ARRInvoiced ARR
Jun 23£20k£20k
Jul 23£20k£20k
Aug 23£20k£20k
Sep 23£20k£20k
Oct 23£20k£20k
Nov 23£20k£20k
Dec 23£20k£20k
Jan 24£20k£20k
Feb 24£20k£20k
Mar 24£20k£20k
Apr 24£20k£20k
May 24£20k£20k
Jun 24£20k£20k
Jul 24£20k£20k
Aug 24£20k£20k
Sep 24£20k£20k
Oct 24£20k£20k
Nov 24£20k£20k
Dec 24£20k£20k
Jan 25£20k£20k
Feb 25£20k£20k
Mar 25£20k£20k
Apr 25£20k£20k
May 25£20k£20k
Jun 25£20k£20k
Jul 25£20k£20k
Aug 25£20k£20k
Sep 25£20k£20k
Oct 25£20k£20k
Nov 25£20k£20k
Dec 25£20k£20k
Jan 26£20k£20k
Feb 26£20k£20k
Mar 26£20k£20k
Apr 26£20k£20k
May 26£20k£20k
Jun 26£20k£20k
Jul 26£20k£20k
Aug 26£20k£20k
Sep 26£20k£20k
Accountingmade from

Platform usage

Updated 9 Oct 26

Headroom on the Starter tier, Sep 2026: 13 of 15 included users; 3 of 4 included connectors.

Active users · Sep 26
13level vs Jun 26of 15 included on the tier
Questions asked · Sep 26
696up 49 vs Jun 26
Connectors configured · Sep 26
3level vs Jun 26of 4 included on the tier
Active admins · Sep 26
1level vs Jun 26
Data volume · Sep 26
5.7 GBup 0.2 GB vs Jun 26
Active users and questions · monthlyUpdated 09 Oct 26
Left axisActive usersIncluded users (15)Right axisQuestions asked
00840015800Sep 23Jan 24May 24Sep 24Jan 25May 25Sep 25Jan 26May 26Sep 2669613Jun 23: Included users (15) 15; Questions asked 163Jul 23: Included users (15) 15; Questions asked 451Aug 23: Included users (15) 15; Questions asked 318Sep 23: Included users (15) 15; Questions asked 605Oct 23: Included users (15) 15; Questions asked 648Nov 23: Included users (15) 15; Questions asked 643Dec 23: Included users (15) 15; Questions asked 455Jan 24: Included users (15) 15; Questions asked 586Feb 24: Included users (15) 15; Questions asked 567Mar 24: Included users (15) 15; Questions asked 607Apr 24: Included users (15) 15; Questions asked 624May 24: Included users (15) 15; Questions asked 603Jun 24: Included users (15) 15; Questions asked 590Jul 24: Included users (15) 15; Questions asked 689Aug 24: Included users (15) 15; Questions asked 375Sep 24: Included users (15) 15; Questions asked 616Oct 24: Included users (15) 15; Questions asked 684Nov 24: Included users (15) 15; Questions asked 603Dec 24: Included users (15) 15; Questions asked 492Jan 25: Included users (15) 15; Questions asked 575Feb 25: Included users (15) 15; Questions asked 538Mar 25: Included users (15) 15; Questions asked 603Apr 25: Included users (15) 15; Questions asked 584May 25: Included users (15) 15; Questions asked 585Jun 25: Included users (15) 15; Questions asked 607Jul 25: Included users (15) 15; Questions asked 698Aug 25: Included users (15) 15; Questions asked 362Sep 25: Active users 13; Included users (15) 15; Questions asked 645Oct 25: Active users 13; Included users (15) 15; Questions asked 656Nov 25: Active users 13; Included users (15) 15; Questions asked 581Dec 25: Active users 13; Included users (15) 15; Questions asked 467Jan 26: Active users 13; Included users (15) 15; Questions asked 623Feb 26: Active users 13; Included users (15) 15; Questions asked 570Mar 26: Active users 13; Included users (15) 15; Questions asked 636Apr 26: Active users 13; Included users (15) 15; Questions asked 568May 26: Active users 13; Included users (15) 15; Questions asked 589Jun 26: Active users 13; Included users (15) 15; Questions asked 647Jul 26: Active users 13; Included users (15) 15; Questions asked 674Aug 26: Active users 13; Included users (15) 15; Questions asked 357Sep 26: Active users 13; Included users (15) 15; Questions asked 696
One point per month; the dot and figure at the right end are the latest value. Two scales: left-axis lines read against the left figures, right-axis lines against the coloured figures on the right; both start at zero, so where the lines cross means nothing. The dotted line is the allowance. Latest (Sep 26): Active users 13; Questions asked 696. Oct 26 is month to date, so it is left off the lines and the tiles. Basis: product usage, facts.usage_monthly:org_011, signals:org_011.
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
Left axisConnectors configuredIncluded connectors (4)Active adminsRight axisData volume
00.0 GB23.0 GB46.0 GBOct 23Mar 24Aug 24Jan 25Jun 25Nov 25Apr 26Sep 265.7 GB31Jun 23: Connectors configured 2; Included connectors (4) 4; Data volume 2.1 GBJul 23: Connectors configured 3; Included connectors (4) 4; Data volume 3.2 GBAug 23: Connectors configured 3; Included connectors (4) 4; Data volume 3.3 GBSep 23: Connectors configured 3; Included connectors (4) 4; Data volume 3.4 GBOct 23: Connectors configured 3; Included connectors (4) 4; Data volume 3.4 GBNov 23: Connectors configured 3; Included connectors (4) 4; Data volume 3.5 GBDec 23: Connectors configured 3; Included connectors (4) 4; Data volume 3.6 GBJan 24: Connectors configured 3; Included connectors (4) 4; Data volume 3.6 GBFeb 24: Connectors configured 3; Included connectors (4) 4; Data volume 3.7 GBMar 24: Connectors configured 3; Included connectors (4) 4; Data volume 3.8 GBApr 24: Connectors configured 3; Included connectors (4) 4; Data volume 3.8 GBMay 24: Connectors configured 3; Included connectors (4) 4; Data volume 3.9 GBJun 24: Connectors configured 3; Included connectors (4) 4; Data volume 4.0 GBJul 24: Connectors configured 3; Included connectors (4) 4; Data volume 4.0 GBAug 24: Connectors configured 3; Included connectors (4) 4; Data volume 4.1 GBSep 24: Connectors configured 3; Included connectors (4) 4; Data volume 4.1 GBOct 24: Connectors configured 3; Included connectors (4) 4; Data volume 4.2 GBNov 24: Connectors configured 3; Included connectors (4) 4; Data volume 4.3 GBDec 24: Connectors configured 3; Included connectors (4) 4; Data volume 4.3 GBJan 25: Connectors configured 3; Included connectors (4) 4; Data volume 4.4 GBFeb 25: Connectors configured 3; Included connectors (4) 4; Data volume 4.5 GBMar 25: Connectors configured 3; Included connectors (4) 4; Data volume 4.5 GBApr 25: Connectors configured 3; Included connectors (4) 4; Data volume 4.6 GBMay 25: Connectors configured 3; Included connectors (4) 4; Data volume 4.7 GBJun 25: Connectors configured 3; Included connectors (4) 4; Data volume 4.7 GBJul 25: Connectors configured 3; Included connectors (4) 4; Data volume 4.8 GBAug 25: Connectors configured 3; Included connectors (4) 4; Data volume 4.8 GBSep 25: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 4.9 GBOct 25: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 5.0 GBNov 25: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 5.0 GBDec 25: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 5.1 GBJan 26: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 5.2 GBFeb 26: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 5.2 GBMar 26: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 5.3 GBApr 26: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 5.3 GBMay 26: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 5.4 GBJun 26: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 5.5 GBJul 26: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 5.5 GBAug 26: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 5.6 GBSep 26: Connectors configured 3; Included connectors (4) 4; Active admins 1; Data volume 5.7 GB
One point per month; the dot and figure at the right end are the latest value. Two scales: left-axis lines read against the left figures, right-axis lines against the coloured figures on the right; both start at zero, so where the lines cross means nothing. The dotted line is the allowance. The line steps because the figure holds until it changes. Latest (Sep 26): Connectors configured 3; Active admins 1; Data volume 5.7 GB. Oct 26 is month to date, so it is left off the lines and the tiles. Basis: product usage, facts.usage_monthly:org_011, signals:org_011.
Usagemade from

Documents

Updated 9 Oct 26

10 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

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

Brindlecote 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 85 AI summaries of 94 raw things (calls, tickets, emails, news), 5 people (5 with an AI write-up) and 3 staff (0 with an AI write-up), shown on 13 pages.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · 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.

How to use the site

How to ask

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
Organisations75
People at customers290
BB-Demo staff40
Calls784
Email threads1,169
Support tickets449
Documents477
Deals117
Invoices101
Events49
News items56

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.

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.
Ask B

Ask B

B-Brain · read-only