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Brindlecote Insurance Brokers logo

Brindlecote Insurance Brokers

Healthy£20kRenews 1 Jun 27
made from

AI facts

Current to 13 Oct 26

Brindlecote Insurance Brokers holds a Starter subscription at £20k 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 in 2026-05 to 696 in 2026-09 (18%), while active users held at 13. Renewal falls on 2027-06-01, 235 days away, at a renewal price of £22k. A Salesforce connector sync ticket raised on 2 Oct 2026 was pending.

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

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 13 Oct 2026
CRMmade from

AI opinion

Current to 13 Oct 26

Healthy, because the current term is signed to 31 May 2027, all five invoices were paid within terms, and questions asked grew 18% over the last four months. Toby Underwood asks 51% of questions, a key-person exposure. Growth for operations, floated on 1 Oct 2026, is the opportunity.

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

AI · claude-opus-5-5 · 13 Oct 2026

AImade 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

Next step

Current to 14 Oct 26
What
Daniel Okafor gives Ed Duckworth a one-page Growth case for operations to take to Ravi Atherton, once the Salesforce sync is restored. upsell
Who
Daniel Okafor Daniel Okafor
When
This week by 9 Oct 2026
Why
Daniel Okafor should fix the stalled Salesforce sync, then give Ed Duckworth a short Growth case for operations to take to Ravi Atherton. Ed agreed on 1 Oct 2026 to raise it, and questions asked rose 18% from 2026-05 to 2026-09.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

The story

Current to 14 Oct 26
Healthy

Healthy: a paid-up Starter customer at £20k signed to 31 May 2027, with questions asked up 18% over four months. Value leans on Toby Underwood (51% of questions). The next move is a Growth case for operations via Ed Duckworth.

Healthy: Brindlecote Insurance Brokers is a Starter customer at £20k a year under the executed order form signed 18 May 2026, running to 31 May 2027. Renewal on 1 Jun 2027 moves to a renewal price of £22k (12.8%).

Questions asked rose from 589 to 696 (18%) over the last four months, while active users held at 13. Toby Underwood, the only active admin, asks 51% of questions, and Ed Duckworth, the champion, asks 17%.

All five invoices were paid within terms and no hard signal has fired. The main open item is the Salesforce connector sync ticket of 2 Oct 2026, still pending, alongside the reliance on Toby.

Daniel Okafor should have the Salesforce sync restored with Olivia Grant, then give Ed a one-page Growth case for operations to take to Ravi Atherton, by 9 Oct 2026.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0k£10k£20kOct 23May 24Dec 24Jul 25Feb 26Sep 26new£20k£20kJun 23: Contracted ARR £19,500; Invoiced ARR £19,500Jul 23: Contracted ARR £19,500; Invoiced ARR £19,500Aug 23: Contracted ARR £19,500; Invoiced ARR £19,500Sep 23: Contracted ARR £19,500; Invoiced ARR £19,500Oct 23: Contracted ARR £19,500; Invoiced ARR £19,500Nov 23: Contracted ARR £19,500; Invoiced ARR £19,500Dec 23: Contracted ARR £19,500; Invoiced ARR £19,500Jan 24: Contracted ARR £19,500; Invoiced ARR £19,500Feb 24: Contracted ARR £19,500; Invoiced ARR £19,500Mar 24: Contracted ARR £19,500; Invoiced ARR £19,500Apr 24: Contracted ARR £19,500; Invoiced ARR £19,500May 24: Contracted ARR £19,500; Invoiced ARR £19,500Jun 24: Contracted ARR £19,500; Invoiced ARR £19,500Jul 24: Contracted ARR £19,500; Invoiced ARR £19,500Aug 24: Contracted ARR £19,500; Invoiced ARR £19,500Sep 24: Contracted ARR £19,500; Invoiced ARR £19,500Oct 24: Contracted ARR £19,500; Invoiced ARR £19,500Nov 24: Contracted ARR £19,500; Invoiced ARR £19,500Dec 24: Contracted ARR £19,500; Invoiced ARR £19,500Jan 25: Contracted ARR £19,500; Invoiced ARR £19,500Feb 25: Contracted ARR £19,500; Invoiced ARR £19,500Mar 25: Contracted ARR £19,500; Invoiced ARR £19,500Apr 25: Contracted ARR £19,500; Invoiced ARR £19,500May 25: Contracted ARR £19,500; Invoiced ARR £19,500Jun 25: Contracted ARR £19,500; Invoiced ARR £19,500Jul 25: Contracted ARR £19,500; Invoiced ARR £19,500Aug 25: Contracted ARR £19,500; Invoiced ARR £19,500Sep 25: Contracted ARR £19,500; Invoiced ARR £19,500Oct 25: Contracted ARR £19,500; Invoiced ARR £19,500Nov 25: Contracted ARR £19,500; Invoiced ARR £19,500Dec 25: Contracted ARR £19,500; Invoiced ARR £19,500Jan 26: Contracted ARR £19,500; Invoiced ARR £19,500Feb 26: Contracted ARR £19,500; Invoiced ARR £19,500Mar 26: Contracted ARR £19,500; Invoiced ARR £19,500Apr 26: Contracted ARR £19,500; Invoiced ARR £19,500May 26: Contracted ARR £19,500; Invoiced ARR £19,500Jun 26: Contracted ARR £19,500; Invoiced ARR £19,500Jul 26: Contracted ARR £19,500; Invoiced ARR £19,500Aug 26: Contracted ARR £19,500; Invoiced ARR £19,500Sep 26: Contracted ARR £19,500; Invoiced ARR £19,500

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. 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
MonthContracted ARRInvoiced ARR
Jun 23£19,500£19,500
Jul 23£19,500£19,500
Aug 23£19,500£19,500
Sep 23£19,500£19,500
Oct 23£19,500£19,500
Nov 23£19,500£19,500
Dec 23£19,500£19,500
Jan 24£19,500£19,500
Feb 24£19,500£19,500
Mar 24£19,500£19,500
Apr 24£19,500£19,500
May 24£19,500£19,500
Jun 24£19,500£19,500
Jul 24£19,500£19,500
Aug 24£19,500£19,500
Sep 24£19,500£19,500
Oct 24£19,500£19,500
Nov 24£19,500£19,500
Dec 24£19,500£19,500
Jan 25£19,500£19,500
Feb 25£19,500£19,500
Mar 25£19,500£19,500
Apr 25£19,500£19,500
May 25£19,500£19,500
Jun 25£19,500£19,500
Jul 25£19,500£19,500
Aug 25£19,500£19,500
Sep 25£19,500£19,500
Oct 25£19,500£19,500
Nov 25£19,500£19,500
Dec 25£19,500£19,500
Jan 26£19,500£19,500
Feb 26£19,500£19,500
Mar 26£19,500£19,500
Apr 26£19,500£19,500
May 26£19,500£19,500
Jun 26£19,500£19,500
Jul 26£19,500£19,500
Aug 26£19,500£19,500
Sep 26£19,500£19,500
Accountingmade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
13level vs 3 months earlierof 15 included on the tier
Questions asked · Sep 26
696up 49 vs 3 months earlier
Connectors configured · Sep 26
3level vs 3 months earlierof 4 included on the tier
Active admins · Sep 26
1level vs 3 months earlier
Data volume · Sep 26
5.7 GBup 0.2 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (15)Right axisQuestions asked
00840015800Oct 23Mar 24Aug 24Jan 25Jun 25Nov 25Apr 26Sep 26Included users (15)1569613Jun 23: Active users 8; Licensed seats 15; Questions asked 163Jul 23: Active users 10; Licensed seats 15; Questions asked 451Aug 23: Active users 12; Licensed seats 15; Questions asked 318Sep 23: Active users 13; Licensed seats 15; Questions asked 605Oct 23: Active users 13; Licensed seats 15; Questions asked 648Nov 23: Active users 13; Licensed seats 15; Questions asked 643Dec 23: Active users 13; Licensed seats 15; Questions asked 455Jan 24: Active users 13; Licensed seats 15; Questions asked 586Feb 24: Active users 13; Licensed seats 15; Questions asked 567Mar 24: Active users 13; Licensed seats 15; Questions asked 607Apr 24: Active users 13; Licensed seats 15; Questions asked 624May 24: Active users 13; Licensed seats 15; Questions asked 603Jun 24: Active users 13; Licensed seats 15; Questions asked 590Jul 24: Active users 13; Licensed seats 15; Questions asked 689Aug 24: Active users 13; Licensed seats 15; Questions asked 375Sep 24: Active users 13; Licensed seats 15; Questions asked 616Oct 24: Active users 13; Licensed seats 15; Questions asked 684Nov 24: Active users 13; Licensed seats 15; Questions asked 603Dec 24: Active users 13; Licensed seats 15; Questions asked 492Jan 25: Active users 13; Licensed seats 15; Questions asked 575Feb 25: Active users 13; Licensed seats 15; Questions asked 538Mar 25: Active users 13; Licensed seats 15; Questions asked 603Apr 25: Active users 13; Licensed seats 15; Questions asked 584May 25: Active users 13; Licensed seats 15; Questions asked 585Jun 25: Active users 13; Licensed seats 15; Questions asked 607Jul 25: Active users 13; Licensed seats 15; Questions asked 698Aug 25: Active users 13; Licensed seats 15; Questions asked 362Sep 25: Active users 13; Licensed seats 15; Questions asked 645Oct 25: Active users 13; Licensed seats 15; Questions asked 656Nov 25: Active users 13; Licensed seats 15; Questions asked 581Dec 25: Active users 13; Licensed seats 15; Questions asked 467Jan 26: Active users 13; Licensed seats 15; Questions asked 623Feb 26: Active users 13; Licensed seats 15; Questions asked 570Mar 26: Active users 13; Licensed seats 15; Questions asked 636Apr 26: Active users 13; Licensed seats 15; Questions asked 568May 26: Active users 13; Licensed seats 15; Questions asked 589Jun 26: Active users 13; Licensed seats 15; Questions asked 647Jul 26: Active users 13; Licensed seats 15; Questions asked 674Aug 26: Active users 13; Licensed seats 15; Questions asked 357Sep 26: Active users 13; Licensed seats 15; Questions asked 696

Questions asked are read on the right axis, on their own scale, and users on the left: questions run to thousands a month where users run to hundreds. The dotted line is the allowance. Latest (Sep 26): Active users 13; Licensed seats 15; Questions asked 696. Basis: product usage, facts.usage_monthly:org_011, signals:org_011.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Jun 23815163
Jul 231015451
Aug 231215318
Sep 231315605
Oct 231315648
Nov 231315643
Dec 231315455
Jan 241315586
Feb 241315567
Mar 241315607
Apr 241315624
May 241315603
Jun 241315590
Jul 241315689
Aug 241315375
Sep 241315616
Oct 241315684
Nov 241315603
Dec 241315492
Jan 251315575
Feb 251315538
Mar 251315603
Apr 251315584
May 251315585
Jun 251315607
Jul 251315698
Aug 251315362
Sep 251315645
Oct 251315656
Nov 251315581
Dec 251315467
Jan 261315623
Feb 261315570
Mar 261315636
Apr 261315568
May 261315589
Jun 261315647
Jul 261315674
Aug 261315357
Sep 261315696
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (4)Right axisData volume
00.0 GB23.0 GB46.0 GBOct 23Mar 24Aug 24Jan 25Jun 25Nov 25Apr 26Sep 26Included connectors (4)5.7 GB31Jun 23: Connectors configured 2; Active admins 1; Data volume 2.12 GBJul 23: Connectors configured 3; Active admins 1; Data volume 3.25 GBAug 23: Connectors configured 3; Active admins 1; Data volume 3.31 GBSep 23: Connectors configured 3; Active admins 1; Data volume 3.38 GBOct 23: Connectors configured 3; Active admins 1; Data volume 3.44 GBNov 23: Connectors configured 3; Active admins 1; Data volume 3.50 GBDec 23: Connectors configured 3; Active admins 1; Data volume 3.57 GBJan 24: Connectors configured 3; Active admins 1; Data volume 3.63 GBFeb 24: Connectors configured 3; Active admins 1; Data volume 3.69 GBMar 24: Connectors configured 3; Active admins 1; Data volume 3.76 GBApr 24: Connectors configured 3; Active admins 1; Data volume 3.82 GBMay 24: Connectors configured 3; Active admins 1; Data volume 3.89 GBJun 24: Connectors configured 3; Active admins 1; Data volume 3.95 GBJul 24: Connectors configured 3; Active admins 1; Data volume 4.01 GBAug 24: Connectors configured 3; Active admins 1; Data volume 4.08 GBSep 24: Connectors configured 3; Active admins 1; Data volume 4.14 GBOct 24: Connectors configured 3; Active admins 1; Data volume 4.20 GBNov 24: Connectors configured 3; Active admins 1; Data volume 4.27 GBDec 24: Connectors configured 3; Active admins 1; Data volume 4.33 GBJan 25: Connectors configured 3; Active admins 1; Data volume 4.40 GBFeb 25: Connectors configured 3; Active admins 1; Data volume 4.45 GBMar 25: Connectors configured 3; Active admins 1; Data volume 4.52 GBApr 25: Connectors configured 3; Active admins 1; Data volume 4.58 GBMay 25: Connectors configured 3; Active admins 1; Data volume 4.65 GBJun 25: Connectors configured 3; Active admins 1; Data volume 4.71 GBJul 25: Connectors configured 3; Active admins 1; Data volume 4.77 GBAug 25: Connectors configured 3; Active admins 1; Data volume 4.84 GBSep 25: Connectors configured 3; Active admins 1; Data volume 4.90 GBOct 25: Connectors configured 3; Active admins 1; Data volume 4.96 GBNov 25: Connectors configured 3; Active admins 1; Data volume 5.03 GBDec 25: Connectors configured 3; Active admins 1; Data volume 5.09 GBJan 26: Connectors configured 3; Active admins 1; Data volume 5.16 GBFeb 26: Connectors configured 3; Active admins 1; Data volume 5.21 GBMar 26: Connectors configured 3; Active admins 1; Data volume 5.28 GBApr 26: Connectors configured 3; Active admins 1; Data volume 5.34 GBMay 26: Connectors configured 3; Active admins 1; Data volume 5.41 GBJun 26: Connectors configured 3; Active admins 1; Data volume 5.47 GBJul 26: Connectors configured 3; Active admins 1; Data volume 5.53 GBAug 26: Connectors configured 3; Active admins 1; Data volume 5.60 GBSep 26: Connectors configured 3; Active admins 1; Data volume 5.66 GB

Data volume is read on the right axis, in GB, and connectors and admins on the left, as counts: one scale would flatten the counts. The dotted line is the allowance. Latest (Sep 26): Connectors configured 3; Active admins 1; Data volume 5.7 GB. Basis: product usage, facts.usage_monthly:org_011, signals:org_011.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Jun 23212.12 GB
Jul 23313.25 GB
Aug 23313.31 GB
Sep 23313.38 GB
Oct 23313.44 GB
Nov 23313.50 GB
Dec 23313.57 GB
Jan 24313.63 GB
Feb 24313.69 GB
Mar 24313.76 GB
Apr 24313.82 GB
May 24313.89 GB
Jun 24313.95 GB
Jul 24314.01 GB
Aug 24314.08 GB
Sep 24314.14 GB
Oct 24314.20 GB
Nov 24314.27 GB
Dec 24314.33 GB
Jan 25314.40 GB
Feb 25314.45 GB
Mar 25314.52 GB
Apr 25314.58 GB
May 25314.65 GB
Jun 25314.71 GB
Jul 25314.77 GB
Aug 25314.84 GB
Sep 25314.90 GB
Oct 25314.96 GB
Nov 25315.03 GB
Dec 25315.09 GB
Jan 26315.16 GB
Feb 26315.21 GB
Mar 26315.28 GB
Apr 26315.34 GB
May 26315.41 GB
Jun 26315.47 GB
Jul 26315.53 GB
Aug 26315.60 GB
Sep 26315.66 GB
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
Organisations225
People at customers862
BB-Demo staff58
Calls1,995
Email threads3,013
Support tickets1,159
Documents1,218
Deals315
Invoices285
Events49
News items119

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.

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