Halberd Point Insurance

AI facts

Current to 13 Oct 26

Halberd Point Insurance is a Hartford insurer with no contract, no invoices and no tickets with BB-Demo. An open new Enterprise deal stands at £155k in the CRM, at stage demo, with expected close 26 Feb 2027. No usage is recorded because the organisation is not yet a customer. Jordan Pike sent an Enterprise proposal on 15 Jul 2026 and a proposal call with Andre Holloway is booked for 14 Oct 2026. A security questionnaire dated 14 Sep 2026 states Enterprise service levels but no price.

Read from 3 calls · 2 email threads · 1 deals · 3 people · 1 documents, newest 14 Sep 26

AImade from

Profile

Updated 9 Oct 26

IndustryInsurance
Websitehalberdpoint.example
CountryUnited States
HQ cityHartford
Size480 employees
CRM ownerJordan Pike
TypeProspectdiffers
StateProspect

CRMmade from

AI opinion

Current to 13 Oct 26

Prospect: Andre Holloway called the 7 Sep 2026 demo better than expected, but the security review is a gate and no reply from CFO Maria Coleman to the proposal is on record. The opportunity is an Enterprise win if the 14 Oct 2026 call secures her backing.

Signals Halberd Point Insurance / BB-Demo – Demo Enterprise, next steps Document roll-up Halberd Point Insurance / BB-Demo – Discovery

AI · claude-opus-5-5 · 13 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Open dealDemo · £155,000
Last contact7 Sep 2026

Computedmade from

Next step

Current to 14 Oct 26

What: Jordan Pike asks Andre Holloway to bring Maria Coleman and Nicole Carter to the 14 Oct 2026 proposal call, so the security review and the Enterprise terms can be settled together. proposal
Who: Jordan Pike
When: This week by 9 Oct 2026
Why: Jordan Pike should ask Andre Holloway to bring CFO Maria Coleman and security lead Nicole Carter to the 14 Oct 2026 proposal call. The security review gates the £155k Enterprise deal, and the 15 Jul 2026 proposal has no reply.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

The story

Current to 14 Oct 26

Prospect

Prospect: Halberd Point Insurance has an open £155k Enterprise deal after a well-received 7 Sep 2026 demo. A security review gates it and the 15 Jul 2026 proposal has no reply on record. A proposal call is booked for 14 Oct 2026.

Prospect Halberd Point Insurance, a Hartford insurer, has no contract, invoices or tickets with BB-Demo. The CRM holds one open new Enterprise deal at £155k, still at CRM stage demo, with expected close 26 Feb 2027.

No usage is recorded, as there is no platform, and the 7 Sep 2026 demo ran on sample data. Andre Holloway, Director of Data and Analytics, is the champion; CFO Maria Coleman joined only the 9 Jul 2026 discovery call.

A security review gates any commitment, yet Nicole Carter, Director of Information Security, has no recorded activity. No customer reply to the 15 Jul 2026 proposal is on record, and the 14 Sep 2026 security questionnaire states no price.

By 9 Oct 2026, Jordan Pike asks Andre to bring Maria and Nicole to the proposal call booked for 14 Oct 2026 at 16:15. Hannah Lowe prepares the questionnaire walkthrough for Nicole.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

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

1 documents in 1 folders. All documents

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

Security (1)
- Enterprise security questionnaire answers issued · security questionnaire · 14 Sep 2026

Documentsmade from

Open deals

Deal	Stage	Amount	Close
Halberd Point Insurance – New	demo	£155,000	26 Feb 2027

CRMmade from

Open tickets

Not yet analysedNo open tickets.

Helpdeskmade from

Activity

14 Oct 2026callHalberd Point Insurance / BB-Demo – Proposal Jordan Pike, Andre Holloway
24 Sep 2026eventYour renewals, read by the brain Alice Brewer, Louise Carver, Douglas Baird, Greg Haskins, Raj Sandhu, Nate Feldman, Lotte Vermeulen, Rania Khoury, Tamsin Nancarrow, Rosa Ellwood, Tammy Ledbetter, Steven Holroyd, Russell Bland, Daan Visser, Fleur Jansen, Marloes de Vries, Andrea Neumann, Owain Jenkins, Asif Nuttall, Julian Gatcombe, Niall Sutherland, Wesley Crabtree, Jörg Zimmermann, Sierra Valdez, Angus Macrae, Graham Rowntree, Shona Barraclough, Josh Fairburn, Pieter van Dam, Cian Farrell, Gráinne Lynch, Jonas Lehmann, Mike Delaney, Andre Holloway, Nicola Shaw, Neil Ashworth, Lorraine Kowalczyk, Philip Annear, Graeme Charlton, Ruud Verhoeven, Mirjam Hendriks, Tyrell Haynes, Ingrid Solberg+40
14 Sep 2026documentHalberd Point Insurance - Security Questionnaire Theo Gallagher
7 Sep 2026callHalberd Point Insurance / BB-Demo – Demo Jordan Pike, Hannah Lowe, Andre Holloway
13 Jul 2026email_threadEnterprise, next steps Jordan Pike, Andre Holloway, Maria Coleman
9 Jul 2026callHalberd Point Insurance / BB-Demo – Discovery Jordan Pike, Andre Holloway, Maria Coleman
3 Jul 2026email_threadDiscovery call, Halberd Point Jordan Pike, Andre Holloway
11 May 2026dealHalberd Point Insurance – New Jordan Pike, Andre Holloway

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26

hide membership not yet analysed

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

Halberd Point Insurance's pages are written from 4 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 6 AI summaries of 7 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 4 pages. 1 AI record in this trail is not yet analysed.

The trail as a list (block, record, entity, raw row)

Activity page block
- Halberd Point Insurance / BB-Demo – Discovery entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - call_recorder/calls.csv call_053_001 raw row
- Halberd Point Insurance / BB-Demo – Demo entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - call_recorder/calls.csv call_053_002 raw row
- Halberd Point Insurance / BB-Demo – Proposal entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - call_recorder/calls.csv call_053_003 raw row
- Halberd Point Insurance – New entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - crm/deal_line_items.csv deal_053_01:1 raw row
  - crm/deal_line_items.csv deal_053_01:2 raw row
  - crm/deal_stage_history.csv deal_053_01:1 raw row
  - crm/deal_stage_history.csv deal_053_01:2 raw row
  - crm/deal_stage_history.csv deal_053_01:3 raw row
  - +1 more
- Halberd Point Insurance - Security Questionnaire entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - document_store/files.csv doc_053_001 raw row
- Your renewals, read by the brain entity
  - event_platform/events.csv evt_1452_webinar raw row
  - event_platform/registrations.csv evt_1452_webinar:per_0104 raw row
  - event_platform/registrations.csv evt_1452_webinar:per_0502 raw row
  - event_platform/registrations.csv evt_1452_webinar:per_1002 raw row
  - event_platform/registrations.csv evt_1452_webinar:per_10903 raw row
  - event_platform/registrations.csv evt_1452_webinar:per_11201 raw row
  - +37 more
- +2 more
AI opinion page block
- Halberd Point Insurance, Enterprise prospect AI record
  - Halberd Point Insurance – New entity
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - crm/deal_line_items.csv deal_053_01:1 raw row
    - crm/deal_line_items.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:1 raw row
    - crm/deal_stage_history.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:3 raw row
    - +1 more
  - Halberd Point: no executed paper on file AI record
    - Halberd Point Insurance - Security Questionnaire entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - document_store/files.csv doc_053_001 raw row
    - Halberd Point security questionnaire AI record
      - Halberd Point Insurance - Security Questionnaire entity
        Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
        document_store/files.csv doc_053_001 raw row
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Enterprise discovery for insurer AI record
    - Halberd Point Insurance / BB-Demo – Discovery entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - call_recorder/calls.csv call_053_001 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Enterprise demo and security review ask AI record
    - Halberd Point Insurance / BB-Demo – Demo entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - call_recorder/calls.csv call_053_002 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Halberd Point security questionnaire AI record
    - Halberd Point Insurance - Security Questionnaire entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - document_store/files.csv doc_053_001 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Discovery call scheduling AI record
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - Discovery call, Halberd Point entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - mailbox/messages.csv thr_053_0001:1 raw row
      - mailbox/messages.csv thr_053_0001:2 raw row
      - mailbox/messages.csv thr_053_0001:3 raw row
      - mailbox/threads.csv thr_053_0001 raw row
  - +7 more
ARR journey (not yet analysed) page block
- facts.arr_monthly:org_053 facts table
  - Halberd Point Insurance – New entity
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - crm/deal_line_items.csv deal_053_01:1 raw row
    - crm/deal_line_items.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:1 raw row
    - crm/deal_stage_history.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:3 raw row
    - +1 more
AI facts page block
- Halberd Point Insurance, Enterprise prospect AI record
  - Halberd Point Insurance – New entity
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - crm/deal_line_items.csv deal_053_01:1 raw row
    - crm/deal_line_items.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:1 raw row
    - crm/deal_stage_history.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:3 raw row
    - +1 more
  - Halberd Point: no executed paper on file AI record
    - Halberd Point Insurance - Security Questionnaire entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - document_store/files.csv doc_053_001 raw row
    - Halberd Point security questionnaire AI record
      - Halberd Point Insurance - Security Questionnaire entity
        Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
        document_store/files.csv doc_053_001 raw row
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Enterprise discovery for insurer AI record
    - Halberd Point Insurance / BB-Demo – Discovery entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - call_recorder/calls.csv call_053_001 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Enterprise demo and security review ask AI record
    - Halberd Point Insurance / BB-Demo – Demo entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - call_recorder/calls.csv call_053_002 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Halberd Point security questionnaire AI record
    - Halberd Point Insurance - Security Questionnaire entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - document_store/files.csv doc_053_001 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Discovery call scheduling AI record
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - Discovery call, Halberd Point entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - mailbox/messages.csv thr_053_0001:1 raw row
      - mailbox/messages.csv thr_053_0001:2 raw row
      - mailbox/messages.csv thr_053_0001:3 raw row
      - mailbox/threads.csv thr_053_0001 raw row
  - +7 more
Contacts page block
- Andre Holloway entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - crm/contacts.csv per_5301:org_053 raw row
- Maria Coleman entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - crm/contacts.csv per_5302:org_053 raw row
- Nicole Carter entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - crm/contacts.csv per_5303:org_053 raw row
Open deals page block
- Halberd Point Insurance – New entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - crm/deal_line_items.csv deal_053_01:1 raw row
  - crm/deal_line_items.csv deal_053_01:2 raw row
  - crm/deal_stage_history.csv deal_053_01:1 raw row
  - crm/deal_stage_history.csv deal_053_01:2 raw row
  - crm/deal_stage_history.csv deal_053_01:3 raw row
  - +1 more
Documents page block
- Halberd Point Insurance - Security Questionnaire entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - document_store/files.csv doc_053_001 raw row
hero page block
- Halberd Point Insurance, Enterprise prospect AI record
  - Halberd Point Insurance – New entity
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - crm/deal_line_items.csv deal_053_01:1 raw row
    - crm/deal_line_items.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:1 raw row
    - crm/deal_stage_history.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:3 raw row
    - +1 more
  - Halberd Point: no executed paper on file AI record
    - Halberd Point Insurance - Security Questionnaire entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - document_store/files.csv doc_053_001 raw row
    - Halberd Point security questionnaire AI record
      - Halberd Point Insurance - Security Questionnaire entity
        Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
        document_store/files.csv doc_053_001 raw row
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Enterprise discovery for insurer AI record
    - Halberd Point Insurance / BB-Demo – Discovery entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - call_recorder/calls.csv call_053_001 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Enterprise demo and security review ask AI record
    - Halberd Point Insurance / BB-Demo – Demo entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - call_recorder/calls.csv call_053_002 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Halberd Point security questionnaire AI record
    - Halberd Point Insurance - Security Questionnaire entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - document_store/files.csv doc_053_001 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Discovery call scheduling AI record
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - Discovery call, Halberd Point entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - mailbox/messages.csv thr_053_0001:1 raw row
      - mailbox/messages.csv thr_053_0001:2 raw row
      - mailbox/messages.csv thr_053_0001:3 raw row
      - mailbox/threads.csv thr_053_0001 raw row
  - +7 more
- Halberd Point Insurance – New entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - crm/deal_line_items.csv deal_053_01:1 raw row
  - crm/deal_line_items.csv deal_053_01:2 raw row
  - crm/deal_stage_history.csv deal_053_01:1 raw row
  - crm/deal_stage_history.csv deal_053_01:2 raw row
  - crm/deal_stage_history.csv deal_053_01:3 raw row
  - +1 more
- facts.reconciliation_t0:org_053 facts table
  - Halberd Point Insurance – New entity
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - crm/deal_line_items.csv deal_053_01:1 raw row
    - crm/deal_line_items.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:1 raw row
    - crm/deal_stage_history.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:3 raw row
    - +1 more
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
- Halberd Point Insurance entity
  - crm/companies.csv org_053 raw row
- Signals: Halberd Point Insurance signals (no model)
  - Halberd Point Insurance / BB-Demo – Proposal entity
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - call_recorder/calls.csv call_053_003 raw row
  - Halberd Point Insurance – New entity
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - crm/deal_line_items.csv deal_053_01:1 raw row
    - crm/deal_line_items.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:1 raw row
    - crm/deal_stage_history.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:3 raw row
    - +1 more
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
Key facts page block
- Halberd Point Insurance / BB-Demo – Demo entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - call_recorder/calls.csv call_053_002 raw row
- Halberd Point Insurance – New entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - crm/deal_line_items.csv deal_053_01:1 raw row
  - crm/deal_line_items.csv deal_053_01:2 raw row
  - crm/deal_stage_history.csv deal_053_01:1 raw row
  - crm/deal_stage_history.csv deal_053_01:2 raw row
  - crm/deal_stage_history.csv deal_053_01:3 raw row
  - +1 more
- facts.reconciliation_t0:org_053 facts table
  - Halberd Point Insurance – New entity
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - crm/deal_line_items.csv deal_053_01:1 raw row
    - crm/deal_line_items.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:1 raw row
    - crm/deal_stage_history.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:3 raw row
    - +1 more
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
- Halberd Point Insurance entity
  - crm/companies.csv org_053 raw row
- Signals: Halberd Point Insurance signals (no model)
  - Halberd Point Insurance / BB-Demo – Proposal entity
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - call_recorder/calls.csv call_053_003 raw row
  - Halberd Point Insurance – New entity
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - crm/deal_line_items.csv deal_053_01:1 raw row
    - crm/deal_line_items.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:1 raw row
    - +1 more
Evidence trail page block
The story page block
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

Sources AI · Calls · CRM · Documents · Events · Email

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

Data	Records
Organisations	225
People at customers	862
BB-Demo staff	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Halberd Point Insurance

AI facts

Profile

AI opinion

Key facts

Next step

The story

ARR journey

Platform usage

Documents

Open deals

Open tickets

Activity

Contacts

Evidence trail

Help & Support

Help & Support

How to use the site

How to ask

What the data covers

Who to contact

Ask B