B-Glass
Wattlebrook Insurance Services logo

Wattlebrook Insurance Services

Healthy£22kRenews 1 Apr 27

AI facts

As at Fri 9 Oct 2026

Wattlebrook Insurance Services holds a Starter order form signed 13 Mar 2026 at £22k a year plus £6,000 implementation, running 1 Apr 2026 to 31 Mar 2027 and auto-renewing unless 90 days' notice is given. Active users rose from 9 in 2026-05 to 11 in 2026-09 (22%), against 15 licensed. Renewal falls on 1 Apr 2027, 174 days away, at £22k. The executed copies show a blank customer signature line, and both proposals state a flat £22k renewal.

Read from 8 calls · 5 email threads · 5 tickets · 1 deals · 5 people · 7 documents, newest 2 Oct 26

Profile

Updated 9 Oct 26
  • IndustryInsuranceSource: CRM company record
  • Websitewattlebrook.exampleSource: CRM company record
  • CountryAustraliaSource: CRM company record · CRM code AU · Region ROW
  • HQ citySydneySource: CRM company record
  • Size260 employeesSource: CRM company record
  • CRM ownerTom AshdownSource: CRM company record · Account Executive · CSM Marcus Bell
  • Customer since1 Apr 2026Source: first executed order form ctr_032_01, signed 13 Mar 2026 · Starter tier · In the CRM since 15 Dec 2025
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateHealthySource: AI assessment · As at Fri 9 Oct 2026 · written 13 Oct 2026

AI opinion

As at Fri 9 Oct 2026

Healthy, because users and questions have risen since go-live, both invoices were paid within terms and tickets are how-to and feature requests. The concentration of questions in one unnamed user is the main exposure. Eleven of 15 included users are active, which could support a later Growth conversation.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

Key facts

Updated 9 Oct 26
  • Contracted ARR£22,000Source: executed order form ctr_032_01, 1 Apr 2026 to 31 Mar 2027 · CRM £22,000 · Invoiced run rate £22,000 · As of 9 Oct 2026
  • Next renewal1 Apr 2027Basis: order form ctr_032_01 ends 31 Mar 2027 · In 174 days · Renewal price £22,000 · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term1 Apr 2026 to 31 Mar 2027Source: order form ctr_032_01 (new), signed 13 Mar 2026 · Billed annually · 15 seats, 4 connectors
  • TierStarterSource: the current order form
  • Last contact27 Aug 2026Call: Wattlebrook Insurance Services / BG-Demo – Check In · 43 days before 9 Oct 2026
  • Tenantus-east-1Source: product analytics, reporting since Apr 2026 · 3 connectors configured
  • Licensed seats1511 active users in Sep 2026 · Order form ctr_032_01: 15 seats
Computedmade from

Next step

As at Fri 9 Oct 2026
What
Marcus Bell books the half-hour training refresher with Jess Mitchell, aimed at lighter users and the claims team, and agrees a second active admin alongside Brodie Kennedy. renewal
Who
Marcus Bell Marcus Bell
When
This week by 9 Oct 2026
Why
Marcus Bell should book the overdue training refresher with Jess Mitchell, aimed at the claims team, and secure a second admin. One unnamed user asks 51% of questions and Brodie Kennedy is the only active admin ahead of the 1 Apr 2027 renewal.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

The story

As at Fri 9 Oct 2026
Healthy

Healthy: Starter at £22k a year to 31 Mar 2027, paid within terms, with users up from 9 to 11 and questions up 41%. The exposures are one unnamed user asking 51% of questions, a single admin and a blank customer signature line.

Healthy: Wattlebrook Insurance Services holds Starter at £22k a year, 1 Apr 2026 to 31 Mar 2027, under the executed order form. It auto-renews on 1 Apr 2027, 174 days away, and both invoices were paid within terms.

Active users rose from 9 in 2026-05 to 11 in 2026-09 and questions from 306 to 432. One unnamed user, usr_032_010, asked 51% of questions in the last 90 days, and Brodie Kennedy is the only active admin.

On the 27 Aug 2026 call, Jess Mitchell linked a usage dip to a June restructure and a heavy user moving team. Tickets are how-to or feature requests, and the order form's customer signature line is blank.

Marcus Bell books the training refresher with Jess, aimed at the claims team, and secures a second admin by 9 Oct 2026. Tom Ashdown confirms a countersigned order form by the same date.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0£12k£25kApr 26May 26Jun 26Jul 26Aug 26Sep 26new£22k£22kApr 26: Contracted ARR £22,000; Invoiced ARR £22,000May 26: Contracted ARR £22,000; Invoiced ARR £22,000Jun 26: Contracted ARR £22,000; Invoiced ARR £22,000Jul 26: Contracted ARR £22,000; Invoiced ARR £22,000Aug 26: Contracted ARR £22,000; Invoiced ARR £22,000Sep 26: Contracted ARR £22,000; Invoiced ARR £22,000

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 £22k; Invoiced ARR £22k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_032.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Apr 26£22,000£22,000
May 26£22,000£22,000
Jun 26£22,000£22,000
Jul 26£22,000£22,000
Aug 26£22,000£22,000
Sep 26£22,000£22,000
Accountingmade from

Platform usage

Updated 9 Oct 26
Active users · Sep 26
11up 1 vs 3 months earlierof 15 included on the tier
Questions asked · Sep 26
432up 42 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
3.0 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
00825015500Apr 26May 26Jun 26Jul 26Aug 26Sep 26Included users (15)1543211Apr 26: Active users 7; Licensed seats 15; Questions asked 108May 26: Active users 9; Licensed seats 15; Questions asked 306Jun 26: Active users 10; Licensed seats 15; Questions asked 390Jul 26: Active users 11; Licensed seats 15; Questions asked 437Aug 26: Active users 11; Licensed seats 15; Questions asked 239Sep 26: Active users 11; Licensed seats 15; Questions asked 432

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 11; Licensed seats 15; Questions asked 432. Basis: product usage, facts.usage_monthly:org_032, signals:org_032.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Apr 26715108
May 26915306
Jun 261015390
Jul 261115437
Aug 261115239
Sep 261115432
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (4)Right axisData volume
00.0 GB21.5 GB43.0 GBApr 26May 26Jun 26Jul 26Aug 26Sep 26Included connectors (4)3.0 GB31Apr 26: Connectors configured 2; Active admins 1; Data volume 1.79 GBMay 26: Connectors configured 2; Active admins 1; Data volume 1.83 GBJun 26: Connectors configured 3; Active admins 1; Data volume 2.79 GBJul 26: Connectors configured 3; Active admins 1; Data volume 2.85 GBAug 26: Connectors configured 3; Active admins 1; Data volume 2.90 GBSep 26: Connectors configured 3; Active admins 1; Data volume 2.95 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 3.0 GB. Basis: product usage, facts.usage_monthly:org_032, signals:org_032.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Apr 26211.79 GB
May 26211.83 GB
Jun 26312.79 GB
Jul 26312.85 GB
Aug 26312.90 GB
Sep 26312.95 GB

Documents

Updated 9 Oct 26

7 documents in 3 folders; 1 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

No open deals.

Open tickets

Helpdeskmade from

Activity

  • 2 Oct 2026ticketHow to search across systems? Jess Doyle, Olivia GrantWattlebrook Insurance Services logoJess DoyleOlivia Grant
  • 27 Aug 2026callWattlebrook Insurance Services / BG-Demo – Check In Marcus Bell, Jess MitchellWattlebrook Insurance Services logoMarcus BellJess Mitchell
  • 25 Aug 2026email threadCheck-in call Marcus Bell, Jess MitchellWattlebrook Insurance Services logoMarcus BellJess Mitchell
  • 22 Jul 2026ticketHow do I build a custom dashboard? Jess Mitchell, Olivia GrantWattlebrook Insurance Services logoJess MitchellOlivia Grant
  • 2 Jul 2026ticketRequest: dashboard date filtering Brodie Kennedy, Bethan ListerWattlebrook Insurance Services logoBrodie KennedyBethan Lister
  • 30 Jun 2026ticketCan I compare data across quarters? Brodie Kennedy, Bethan ListerWattlebrook Insurance Services logoBrodie KennedyBethan Lister
  • 18 Jun 2026eventBG-Demo webinar Alice Brewer, Naomi Fordham, Gemma Yates, Wade Greer, Imran Hussain, Lindsey Ward, Eline Bakker, Cian O'Leary, Huw Bevan, Stephanie Lowes, Kayla Ramirez, Stefanie Lange, Oliver Kirkby, Megan Ibbotson, Toby Cowell, Padraic Shanahan, Johan Berglund, Mitchell Gallagher, Jess Doyle, Saskia Mendes, Shauna Pettibone, Priscilla Bowen, Shabana Iqbal, Joanne Unwin, Janet Pruitt, Liam Corner, Tracey Bainbridge, Andy Buckley, Julia HartmannAlice BrewerNaomi FordhamGemma Yates+26
  • 11 Jun 2026eventBG-Demo Customer Day London Alice Brewer, Callum Reid, Liam Doherty, Aisha Rahman, Imogen Hartley, Kelly Sharpe, Greg Haskins, Tanya Briggs, Ravi Atherton, Kirsty Rigby, Toby Mellor, Hugh Firth, Kofi Asamoah, Priti Varma, Andrew Sugden, Claire Ackroyd, Siân Pritchard, Graham Tovey, Lee Hathaway, Gordon McInnes, Natasha Greaves, Adrian Mellor, Daan Visser, Helen Varley, Andrea Neumann, Shane Twomey, Huw Bevan, Dylan Price, Rhian Morgan, Tyler Brookes, Sandra Neale, Lindsay Pallister, Barry Coxon, Harry Kitching, Brittany Hayes, Karin Vossen, Martina Engel, Dirk Vogt, Eoin Hegarty, Maeve Doherty, Jacinta Hoad, Riley Tran, Els Van Damme, Katrien Wouters, Karen Midgley, Kevin Kershaw, Oliver Kirkby, Chris Jagger, Toby Cowell, Mark Brearley, Ian Brearley, Graham Rowntree, Imran Qureshi, Marloes Hendriks, Ilse de Graaf, Karin Sjöberg, Linnea Holm, Annika Lund, Arnaud Janssens, Lena Becker, Jonas Lehmann, Markus Hofmann, Mike Delaney, Tyler Nguyen, Dev Malhotra, Jess Doyle, Lachlan Hutchinson, Malcolm Ridgway, Tariq Saleem, Gareth Pugh, Kwame Asante, Matthias Ebner, Dennis Wolter, Danielle Okonkwo, Lauren Pilkington, Stuart Haworth, Nadia Bashir, Carl Whittle, Kirsty Robson, Samuel Adeyemi, Clara Hoskins, Gavin Rudd, Ruud Verhoeven, Raymond Tsai, Ingrid Solberg, Pauline Metcalfe, Tracey Bainbridge, Vikram Sethi, Andy Buckley, Yara El Idrissi, Phil Catterall, Monique Fairley, Elliot Rosen, Javier OrtizAlice BrewerCallum ReidLiam Doherty+91
  • 10 Jun 2026ticketHow do I create a saved search? Brodie Kennedy, Olivia GrantWattlebrook Insurance Services logoBrodie KennedyOlivia Grant
  • 26 May 2026eventRevenue leaders roundtable Alice Brewer, Kofi Mensah, Ellie Rowcliffe, Derek Imrie, Priti Marsden, Brendan O'Mahony, Natasha Pryor, Imran Hussain, Daan Visser, Ruben Dekker, Andrew Pickering, Allison Pereira, Cian O'Leary, Shane Twomey, Dylan Price, Jonathan Marsden, Anita Mistry, Luke Oakes, Lindsay Pallister, Hector Villarreal, Diarmuid Kenny, Jens Maes, Jas Dhillon, Darragh Quinlan, Laurent Brisset, Rebecca Nuttall, Dan Kitching, Bas Vermeulen, Erik Wallin, Jess Mitchell, Fiona Ingham, Vicky Eccles, Ed Kershaw, Desmond Oyelaran, Shauna Pettibone, Douglas Forsyth, Femi Olatunji, Joost van der Linden, Mirjam Hendriks, Ailsa Dunlop, Petra Lüders, Julia HartmannAlice BrewerKofi MensahEllie Rowcliffe+39
  • 21 May 2026eventBG-Demo webinar Alice Brewer, Gemma Holt, Moira Sinclair, Ravi Atherton, Toby Underwood, Tasha Merriweather, Linnéa Holmberg, Saira Khalid, Brianna Ocampo, Emma Croft, Fleur Jansen, Helen Varley, Sunita Bains, Christina Möller, Ffion Rees, Luke Oakes, William Coultas, Kevin Kershaw, Mervyn Hales, Laurent Brisset, Bas Vermeulen, Brendan Moran, Jess Mitchell, Alexa Fraser, Joe Mallinson, Gavin Rudd, Bas Kuijpers, Joost van der Linden, Raymond Tsai, Kevin Dussault, Heather Bauman, Sue DitchfieldAlice BrewerGemma HoltMoira Sinclair+29
  • 11 May 2026callWattlebrook Insurance Services / BG-Demo – Training Hamza Akhtar, Jess DoyleWattlebrook Insurance Services logoHamza AkhtarJess Doyle
  • 17 Apr 2026callWattlebrook Insurance Services / BG-Demo – Onboarding Hamza Akhtar, Brodie Kennedy, Jess MitchellWattlebrook Insurance Services logoHamza AkhtarBrodie KennedyJess Mitchell
  • 13 Apr 2026email threadImplementation kickoff Hamza Akhtar, Marcus Bell, Jess Mitchell, Brodie KennedyWattlebrook Insurance Services logoHamza AkhtarMarcus BellJess Mitchell+1
  • 10 Apr 2026callWattlebrook Insurance Services / BG-Demo – Kickoff Hamza Akhtar, Marcus Bell, Jess Mitchell, Brodie KennedyWattlebrook Insurance Services logoHamza AkhtarMarcus BellJess Mitchell+1
  • 8 Apr 2026documentWattlebrook Insurance Services - Onboarding Plan Hamza AkhtarWattlebrook Insurance Services logoHamza Akhtar
  • 1 Apr 2026email threadFirst subscription invoice Rachel Dunmore, Lachlan HutchinsonWattlebrook Insurance Services logoRachel DunmoreLachlan Hutchinson
  • 1 Apr 2026invoiceINV-032-0002 Lachlan HutchinsonWattlebrook Insurance Services logoLachlan Hutchinson
  • 16 Mar 2026email threadImplementation invoice Rachel Dunmore, Lachlan HutchinsonWattlebrook Insurance Services logoRachel DunmoreLachlan Hutchinson
  • 16 Mar 2026invoiceINV-032-0001 Lachlan HutchinsonWattlebrook Insurance Services logoLachlan Hutchinson
  • 13 Mar 2026documentWattlebrook Insurance Services - Order Form (signed) Tom AshdownWattlebrook Insurance Services logoTom Ashdown
  • 13 Mar 2026documentWattlebrook Insurance Services - Data Processing Agreement (signed) Tom AshdownWattlebrook Insurance Services logoTom Ashdown
  • 13 Mar 2026documentWattlebrook Insurance Services - Master Services Agreement (signed) Tom AshdownWattlebrook Insurance Services logoTom Ashdown
  • 11 Mar 2026email threadOrder form for signature Tom Ashdown, Mitchell GallagherWattlebrook Insurance Services logoTom AshdownMitchell Gallagher
  • 26 Feb 2026callWattlebrook Insurance Services / BG-Demo – Negotiation Tom Ashdown, Owen Tallis, Mitchell Gallagher, Jess Mitchell, Lachlan HutchinsonWattlebrook Insurance Services logoTom AshdownOwen TallisMitchell Gallagher+2
  • 23 Feb 2026documentWattlebrook Insurance Services - Master Services Agreement v2 Tom AshdownWattlebrook Insurance Services logoTom Ashdown
  • 9 Feb 2026callWattlebrook Insurance Services / BG-Demo – Proposal Tom Ashdown, Jess Mitchell, Mitchell GallagherWattlebrook Insurance Services logoTom AshdownJess MitchellMitchell Gallagher
  • 5 Feb 2026documentWattlebrook Insurance Services - Proposal Tom AshdownWattlebrook Insurance Services logoTom Ashdown
  • 2 Feb 2026documentWattlebrook Insurance Services - Proposal v1 Tom AshdownWattlebrook Insurance Services logoTom Ashdown
  • 21 Jan 2026callWattlebrook Insurance Services / BG-Demo – Demo Tom Ashdown, Hannah Lowe, Jess Mitchell, Brodie Kennedy, Jess DoyleWattlebrook Insurance Services logoTom AshdownHannah LoweJess Mitchell+2
  • 2 Jan 2026callWattlebrook Insurance Services / BG-Demo – Discovery Tom Ashdown, Jess Mitchell, Mitchell GallagherWattlebrook Insurance Services logoTom AshdownJess MitchellMitchell Gallagher
  • 15 Dec 2025dealWattlebrook Insurance Services – New Tom Ashdown, Jess MitchellWattlebrook Insurance Services logoTom AshdownJess Mitchell
  • 20 Nov 2025eventBG-Demo webinar Alice Brewer, Harriet Gale, Lorna Wishart, Koen Janssens, Edward Grey, Mark Ellwood, Shona Baird, Morven Tait, Matthew Grice, Cerys Llewellyn, Emma Haworth, Susan Tweddle, Clodagh Fitzgerald, Nathan Booth, Aaron Graham, Julian Gatcombe, Jacqueline Sutcliffe, Amanda Holt, Willem Arts, Wayne Entwistle, Marloes Hendriks, Gráinne Lynch, Ida Mortensen, Brodie Kennedy, Luke Kershaw, Fiona Ibbotson, Fiona Fairclough, Bernadette Lowry, Desmond Oyelaran, Philip Annear, Priscilla Bowen, Liam Corner, Florian BeckerAlice BrewerHarriet GaleLorna Wishart+30
  • 25 Feb 2025eventRevenue leaders roundtable Sofia Marchetti, Toby Rickard, Oliver Pennock, Alexander Vallance, Asif Jagger, Steven Holroyd, Matthew Grice, Pieter de Groot, Craig Holt, Tina Goddard, Susan Tweddle, Jas Dhillon, Troy Wendt, Glen Nuttall, Timo Brand, Claire Vasseur, Mads Mortensen, Lachlan Hutchinson, Tomasz Wiśniewski, Clara Hoskins, Kirsteen Boyd, Trevor Mayhew, Sinead Maguire, Paul Ottaway, Jade Kenwright, Liam Corner, Vikram SethiSofia MarchettiToby RickardOliver Pennock+24

Contacts

Evidence trail

Updated 9 Oct 26
Key
  • Source rows
  • Raw things
  • People
  • Organisation
  • Organisation AI
  • Pages
  • AI-written record (ring)
  • AI record not written yet
  • belongs to the organisation (one line per group)
  • Size: how many records a group holds

Wattlebrook Insurance Services' pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 25 AI summaries of 28 raw things (calls, tickets, emails, news), 5 people (5 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 7 pages.

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

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Glass 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 B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

What the data covers

DataRecords
Organisations225
People at customers862
BG-Demo staff records (in post and leavers)58
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 AI 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.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Glass is the tool that reads its data.

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

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