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Pellegrin Hart Benefits

Healthy£50kRenews 26 May 27
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AI facts

Current to 14 Oct 26

Pellegrin Hart Benefits holds a Growth subscription at £50k a year under an executed order form signed 12 May 2026, running 26 May 2026 to 25 May 2027, plus a £12k implementation. Both invoices were paid within terms. Active users rose from 2 in May 2026 to 30 in September 2026 (1400%), against 40 licensed users. Renewal falls on 26 May 2027, 229 days away, and a QBR is booked for 27 Oct 2026. Allison Pereira asked for twelve new users with SSO, an Enterprise feature.

Read from 16 calls · 22 email threads · 4 tickets · 1 news items · 1 deals · 6 people · 8 documents, newest 28 Sep 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryBenefits administrationSource: CRM company record
  • Websitepellegrinhart.exampleSource: CRM company record
  • CountryUnited StatesSource: CRM company record · CRM code US · Region US
  • HQ cityHartfordSource: CRM company record
  • Size420 employeesSource: CRM company record
  • CRM ownerJordan PikeSource: CRM company record · Account Executive, US · CSM Hollie Grieve
  • Customer since26 May 2026Source: first executed order form ctr_162_01, signed 12 May 2026 · Growth tier · In the CRM since 22 Jan 2026
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · Written 14 Oct 2026
CRMmade from

AI opinion

Current to 14 Oct 26

Healthy, because usage has climbed since go-live, both invoices were paid within terms and Allison Pereira is engaged on the renewal herself. Monica Starling asks 23% of questions, so value still leans on few people. The twelve-user SSO request could open an Enterprise conversation.

SignalsPellegrin Hart Benefits - Order Form (signed)Pellegrin Hart Benefits / BB-Demo – Check InAdding new users with SSO

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

Key facts

Updated 9 Oct 26
  • Contracted ARR£50,000Source: executed order form ctr_162_01, 26 May 2026 to 25 May 2027 · CRM £50,000 · Invoiced run rate £50,000 · As of 9 Oct 2026
  • Next renewal26 May 2027Basis: order form ctr_162_01 ends 25 May 2027 · In 229 days · Renewal price £50,000 · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term26 May 2026 to 25 May 2027Source: order form ctr_162_01 (new), signed 12 May 2026 · Billed annually · 40 seats, 8 connectors
  • TierGrowthSource: the current order form
  • Last contact28 Sep 2026Call: Pellegrin Hart Benefits / BB-Demo – Check In · 11 days before 9 Oct 2026
  • Tenantus-east-1Source: product analytics, reporting since May 2026 · 6 connectors configured
  • Licensed seats4030 active users in Sep 2026 · Order form ctr_162_01: 40 seats
Computedmade from

Next step

Current to 14 Oct 26
What
Hollie Grieve builds the by-client and by-team usage view and brings it as the renewal value case to the QBR with Allison Pereira booked for 27 Oct 2026. renewal
Who
Hollie Grieve Hollie Grieve
When
This week by 9 Oct 2026
Why
Hollie Grieve should build the by-client usage view Allison Pereira asked for and bring it to the QBR booked for 27 Oct 2026. It is the value case for the 26 May 2027 renewal, and the QBR is the place to test Enterprise interest behind the SSO request.

AI · claude-opus-5-5 · 14 Oct 2026

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The story

Current to 14 Oct 26
Healthy

Healthy: Growth at £50k a year, paid within terms, with active users up from 2 to 30 since May 2026. Allison Pereira has raised the 26 May 2027 renewal and wants a value case, which Hollie Grieve brings to the QBR booked for 27 Oct 2026.

Healthy: Pellegrin Hart Benefits holds a Growth subscription at £50k a year under the order form executed 12 May 2026, running to 25 May 2027. Renewal falls on 26 May 2027, and both invoices were paid within terms.

Active users rose from 2 in May 2026 to 30 in September 2026, and questions asked from 19 to 968. Monica Starling asks 23% of questions over the last 90 days, a key-person risk.

Allison Pereira raised the renewal herself and wants a view on value, which is not yet built. Her 23 Sep 2026 request for twelve SSO users drew a first response of 397 minutes against the Growth target of 1 business hour.

Hollie Grieve builds the by-client and by-team usage view as the renewal value case and brings it to the QBR with Allison booked for 27 Oct 2026, where she tests Enterprise interest.

AI · claude-opus-5-5 · 14 Oct 2026

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ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0k£25k£50kMay 26Jun 26Jul 26Aug 26Sep 26new£50k£50kMay 26: Contracted ARR £50,000; Invoiced ARR £50,000Jun 26: Contracted ARR £50,000; Invoiced ARR £50,000Jul 26: Contracted ARR £50,000; Invoiced ARR £50,000Aug 26: Contracted ARR £50,000; Invoiced ARR £50,000Sep 26: Contracted ARR £50,000; Invoiced ARR £50,000

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 £50k; Invoiced ARR £50k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_162.

Show the figures as a table
MonthContracted ARRInvoiced ARR
May 26£50,000£50,000
Jun 26£50,000£50,000
Jul 26£50,000£50,000
Aug 26£50,000£50,000
Sep 26£50,000£50,000
Accountingmade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
30up 16 vs 3 months earlierof 40 included on the tier
Questions asked · Sep 26
968up 758 vs 3 months earlier
Connectors configured · Sep 26
6up 2 vs 3 months earlierof 8 included on the tier
Active admins · Sep 26
2level vs 3 months earlier
Data volume · Sep 26
9.6 GBup 3.5 GB vs 3 months earlier
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (40)Right axisQuestions asked
0020500401,000May 26Jun 26Jul 26Aug 26Sep 26Included users (40)4096830May 26: Active users 2; Licensed seats 40; Questions asked 19Jun 26: Active users 14; Licensed seats 40; Questions asked 210Jul 26: Active users 22; Licensed seats 40; Questions asked 509Aug 26: Active users 26; Licensed seats 40; Questions asked 431Sep 26: Active users 30; Licensed seats 40; Questions asked 968

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 30; Licensed seats 40; Questions asked 968. Basis: product usage, facts.usage_monthly:org_162, signals:org_162.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
May 2624019
Jun 261440210
Jul 262240509
Aug 262640431
Sep 263040968
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (8)Right axisData volume
00.0 GB45.0 GB810.0 GBMay 26Jun 26Jul 26Aug 26Sep 26Included connectors (8)9.6 GB62May 26: Connectors configured 0; Active admins 1; Data volume 0.00 GBJun 26: Connectors configured 4; Active admins 2; Data volume 6.02 GBJul 26: Connectors configured 5; Active admins 2; Data volume 7.67 GBAug 26: Connectors configured 6; Active admins 2; Data volume 9.39 GBSep 26: Connectors configured 6; Active admins 2; Data volume 9.57 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 6; Active admins 2; Data volume 9.6 GB. Basis: product usage, facts.usage_monthly:org_162, signals:org_162.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
May 26010.00 GB
Jun 26426.02 GB
Jul 26527.67 GB
Aug 26629.39 GB
Sep 26629.57 GB
Usagemade from

Documents

Updated 9 Oct 26

8 documents in 4 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

Not yet analysedNo 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

Pellegrin Hart Benefits' pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 51 AI summaries of 54 raw things (calls, tickets, emails, news), 6 people (6 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 7 pages. 1 AI record in this trail is not yet analysed.

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

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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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