Muskwa Insurance Group
Lost£0AI facts
Current to 11 Oct 26Muskwa Insurance Group, a Calgary insurance organisation, has never held a contract with BB-Demo: no order form is on file and no invoices have been raised. A Growth new-business deal, amount £62,000 with an ACV of £50,000, closed lost on 17 Jul 2026 with the reason no decision. No usage or tickets are recorded. The only document is a final security questionnaire dated 3 Jun 2026. The CRM stage is lost and its ARR is £0.
AI opinion
Current to 11 Oct 26Lost, because the Growth deal closed lost on 17 Jul 2026 for no decision and nothing has been heard since the 27 May 2026 demo. The finance director gate was never shown as cleared. A later approach is possible, since Dylan Tremblay rated the demo solid.
Next step
Current to 11 Oct 26- What
- Jordan Pike contacts Dylan Tremblay to ask why the Growth deal ended in no decision and whether it can reopen with the finance director engaged. re_engage
- Who
Jordan Pike- When
- this_week by 9 Oct 2026
- Why
- Jordan Pike should reopen the lost Growth deal with Dylan Tremblay, who rated the 27 May 2026 demo solid and asked for a proposal, and find a route to the finance director gate that was never shown as cleared.
Profile
Updated 9 Oct 26- IndustryInsuranceSource: CRM company record
- Websitemuskwa.exampleSource: CRM company record
- CountryCanadaSource: CRM company record · CRM code CA · Region ROW
- HQ cityCalgarySource: CRM company record
- Size350 employeesSource: CRM company record
- CRM ownerJordan PikeSource: CRM company record · Account Executive, US
- TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
- StateLostSource: AI assessment · Written 11 Oct 2026
CRMmade from
Key facts
Updated 9 Oct 26- Last contact27 May 2026Call: Muskwa Insurance Group / BB-Demo – Demo · 135 days before 9 Oct 2026
Computedmade from
The story
Current to 11 Oct 26Lost
Lost: Muskwa Insurance Group's Growth deal, amount £62,000, closed lost on 17 Jul 2026 for no decision after a well-received 27 May 2026 demo. Jordan Pike should ask Dylan Tremblay whether it can reopen with the finance director engaged.
Lost, Muskwa Insurance Group never signed: its Growth new-business deal, amount £62,000 with an ACV of £50,000, closed lost on 17 Jul 2026 for no decision. No order form, invoices or renewal date exist.
No usage or tickets are recorded. The last interaction was the 27 May 2026 demo, where Dylan Tremblay, Head of Revenue Operations, called it solid and asked for a proposal.
Alexa Fraser, Chief Operating Officer, made the finance director a gate on 2 Apr 2026, and the records do not show the quote was sent or that gate cleared. The reason for no decision is not recorded.
Jordan Pike, the active CRM owner, should contact Dylan by 9 Oct 2026 to ask why the deal stalled and whether Growth can reopen with the finance director engaged.
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- presales
Folders and documents as a list
- Security (1)
- Completed security questionnaire answers issued · security questionnaire · 3 Jun 2026
Documentsmade from
Open deals
Not yet analysedNo open deals.
CRMmade from
Open tickets
Not yet analysedNo open tickets.
Helpdeskmade from
Activity
- 3 Jun 2026documentMuskwa Insurance Group - Security Questionnaire
- 27 May 2026callMuskwa Insurance Group / BB-Demo – Demo
- 21 May 2026eventBB-Demo webinar
+10 - 10 May 2026email_threadBB-Demo webinar invitation
- 2 Apr 2026email_threadFollow-up from our call
- 31 Mar 2026callMuskwa Insurance Group / BB-Demo – Discovery
- 2 Feb 2026dealMuskwa Insurance Group – New
- 15 Jan 2026eventBB-Demo webinar
+13 - 27 May 2025eventRevenue leaders roundtable
+6
CRMmade from
Contacts
CRMmade from
Evidence trail
Updated 9 Oct 26Muskwa Insurance Group's pages are written from 3 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 3 pages.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Muskwa Insurance Group / BB-Demo – Discovery entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- call_recorder/calls.csv call_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group / BB-Demo – Demo entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- call_recorder/calls.csv call_063_002 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- crm/deal_line_items.csv deal_063_01:1 raw row
- crm/deal_line_items.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:1 raw row
- crm/deal_stage_history.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:3 raw row
- +2 more
- Muskwa Insurance Group entity
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Revenue leaders roundtable entity
- event_platform/events.csv evt_0967_roundtable raw row
- event_platform/registrations.csv evt_0967_roundtable:per_0402 raw row
- event_platform/registrations.csv evt_0967_roundtable:per_0701 raw row
- event_platform/registrations.csv evt_0967_roundtable:per_1102 raw row
- event_platform/registrations.csv evt_0967_roundtable:per_1203 raw row
- event_platform/registrations.csv evt_0967_roundtable:per_3102 raw row
- +3 more
- BB-Demo webinar entity
- event_platform/events.csv evt_1200_webinar raw row
- event_platform/registrations.csv evt_1200_webinar:per_0206 raw row
- event_platform/registrations.csv evt_1200_webinar:per_1503 raw row
- event_platform/registrations.csv evt_1200_webinar:per_1701 raw row
- event_platform/registrations.csv evt_1200_webinar:per_1702 raw row
- event_platform/registrations.csv evt_1200_webinar:per_1804 raw row
- +10 more
- +3 more
- Muskwa Insurance Group / BB-Demo – Discovery entity
- AI opinion page block
- Muskwa Insurance Group lost AI record
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- crm/deal_line_items.csv deal_063_01:1 raw row
- crm/deal_line_items.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:1 raw row
- crm/deal_stage_history.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:3 raw row
- +2 more
- Muskwa Insurance Group entity
- Muskwa: no executed paper on file AI record
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa security questionnaire, Growth tier AI record
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group - Security Questionnaire entity
- Discovery: brokerage records in one view AI record
- Muskwa Insurance Group / BB-Demo – Discovery entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- call_recorder/calls.csv call_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group / BB-Demo – Discovery entity
- Growth demo on customer's own data AI record
- Muskwa Insurance Group / BB-Demo – Demo entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- call_recorder/calls.csv call_063_002 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group / BB-Demo – Demo entity
- Muskwa security questionnaire, Growth tier AI record
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group - Security Questionnaire entity
- Growth quote and finance director ask AI record
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Follow-up from our call entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- mailbox/messages.csv thr_063_0001:1 raw row
- mailbox/messages.csv thr_063_0001:2 raw row
- mailbox/messages.csv thr_063_0001:3 raw row
- mailbox/threads.csv thr_063_0001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- +7 more
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group lost AI record
- ARR journey (not yet analysed) page block
- facts.arr_monthly:org_063 facts table
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- crm/deal_line_items.csv deal_063_01:1 raw row
- crm/deal_line_items.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:1 raw row
- crm/deal_stage_history.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:3 raw row
- +2 more
- Muskwa Insurance Group entity
- Muskwa Insurance Group – New entity
- facts.arr_monthly:org_063 facts table
- AI facts page block
- Muskwa Insurance Group lost AI record
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- crm/deal_line_items.csv deal_063_01:1 raw row
- crm/deal_line_items.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:1 raw row
- crm/deal_stage_history.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:3 raw row
- +2 more
- Muskwa Insurance Group entity
- Muskwa: no executed paper on file AI record
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa security questionnaire, Growth tier AI record
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group - Security Questionnaire entity
- Discovery: brokerage records in one view AI record
- Muskwa Insurance Group / BB-Demo – Discovery entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- call_recorder/calls.csv call_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group / BB-Demo – Discovery entity
- Growth demo on customer's own data AI record
- Muskwa Insurance Group / BB-Demo – Demo entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- call_recorder/calls.csv call_063_002 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group / BB-Demo – Demo entity
- Muskwa security questionnaire, Growth tier AI record
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group - Security Questionnaire entity
- Growth quote and finance director ask AI record
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Follow-up from our call entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- mailbox/messages.csv thr_063_0001:1 raw row
- mailbox/messages.csv thr_063_0001:2 raw row
- mailbox/messages.csv thr_063_0001:3 raw row
- mailbox/threads.csv thr_063_0001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- +7 more
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group lost AI record
- Contacts page block
- Dylan Tremblay entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- crm/contacts.csv per_6301:org_063 raw row
- Muskwa Insurance Group entity
- Alexa Fraser entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- crm/contacts.csv per_6302:org_063 raw row
- Muskwa Insurance Group entity
- Dylan Boucher entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- crm/contacts.csv per_6303:org_063 raw row
- Muskwa Insurance Group entity
- Dylan Tremblay entity
- Open deals (not yet analysed) page block
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group entity
- Documents page block
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group - Security Questionnaire entity
- hero page block
- Muskwa Insurance Group lost AI record
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- crm/deal_line_items.csv deal_063_01:1 raw row
- crm/deal_line_items.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:1 raw row
- crm/deal_stage_history.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:3 raw row
- +2 more
- Muskwa Insurance Group entity
- Muskwa: no executed paper on file AI record
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa security questionnaire, Growth tier AI record
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group - Security Questionnaire entity
- Discovery: brokerage records in one view AI record
- Muskwa Insurance Group / BB-Demo – Discovery entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- call_recorder/calls.csv call_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group / BB-Demo – Discovery entity
- Growth demo on customer's own data AI record
- Muskwa Insurance Group / BB-Demo – Demo entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- call_recorder/calls.csv call_063_002 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group / BB-Demo – Demo entity
- Muskwa security questionnaire, Growth tier AI record
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group - Security Questionnaire entity
- Growth quote and finance director ask AI record
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Follow-up from our call entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- mailbox/messages.csv thr_063_0001:1 raw row
- mailbox/messages.csv thr_063_0001:2 raw row
- mailbox/messages.csv thr_063_0001:3 raw row
- mailbox/threads.csv thr_063_0001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- +7 more
- Muskwa Insurance Group – New entity
- facts.reconciliation_t0:org_063 facts table
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- crm/deal_line_items.csv deal_063_01:1 raw row
- crm/deal_line_items.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:1 raw row
- crm/deal_stage_history.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:3 raw row
- +2 more
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Signals: Muskwa Insurance Group signals (no model)
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group lost AI record
- Key facts page block
- Muskwa Insurance Group / BB-Demo – Demo entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- call_recorder/calls.csv call_063_002 raw row
- Muskwa Insurance Group entity
- facts.reconciliation_t0:org_063 facts table
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- crm/deal_line_items.csv deal_063_01:1 raw row
- crm/deal_line_items.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:1 raw row
- crm/deal_stage_history.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:3 raw row
- +2 more
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Signals: Muskwa Insurance Group signals (no model)
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group / BB-Demo – Demo entity
- Evidence trail page block
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group entity
- The story page block
- Customer: Muskwa Insurance Group AI record
- Muskwa Insurance Group lost AI record
- Muskwa Insurance Group – New entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- crm/deal_line_items.csv deal_063_01:1 raw row
- crm/deal_line_items.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:1 raw row
- crm/deal_stage_history.csv deal_063_01:2 raw row
- crm/deal_stage_history.csv deal_063_01:3 raw row
- +2 more
- Muskwa Insurance Group entity
- Muskwa: no executed paper on file AI record
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa security questionnaire, Growth tier AI record
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- document_store/files.csv doc_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group - Security Questionnaire entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group - Security Questionnaire entity
- Discovery: brokerage records in one view AI record
- Muskwa Insurance Group / BB-Demo – Discovery entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- call_recorder/calls.csv call_063_001 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group / BB-Demo – Discovery entity
- Growth demo on customer's own data AI record
- Muskwa Insurance Group / BB-Demo – Demo entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group / BB-Demo – Demo entity
- +7 more
- Muskwa Insurance Group – New entity
- +4 more
- Muskwa Insurance Group lost AI record
- Customer: Muskwa Insurance Group AI record
- 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