Muskwa Insurance Group
Lost£0AI facts
As at Fri 9 Oct 2026Muskwa Insurance Group, a Calgary insurer, has no contract, no invoices and no executed paper with BG-Demo. Its Growth new-business deal, amount £62k with an ACV of £50k, closed lost on 17 Jul 2026 with the reason no decision. There is no usage, because Muskwa never became a customer. The only document is a security questionnaire dated 3 Jun 2026, and the last interaction was the demo on 27 May 2026.
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 · As at Fri 9 Oct 2026 · written 13 Oct 2026
CRMmade from
AI opinion
As at Fri 9 Oct 2026Lost, because the Growth deal closed with no decision on 17 Jul 2026 and there is no recorded interaction since the 27 May 2026 demo. There is no sign the finance director was engaged. A win-back could start with Dylan Tremblay, who called the demo solid.
Key facts
Updated 9 Oct 26- Last contact27 May 2026Call: Muskwa Insurance Group / BG-Demo – Demo · 135 days before 9 Oct 2026
Computedmade from
Next step
As at Fri 9 Oct 2026- What
- Jordan Pike sends Dylan Tremblay the Growth proposal he asked for after the 27 May 2026 demo and asks for a follow-up call with Alexa Fraser and the finance director. Re engage
- Who
Jordan Pike- When
- This week by 9 Oct 2026
- Why
- Jordan Pike should reopen Muskwa with Dylan Tremblay this week. Send him the Growth proposal he asked for after the 27 May 2026 demo and ask for a call that includes the finance director, the gap that left the deal with no decision.
The story
As at Fri 9 Oct 2026Lost
Lost: Muskwa Insurance Group never signed. The CRM's Growth deal, ACV £50k, closed lost on 17 Jul 2026 with no decision and no sign the finance director was engaged. Jordan Pike should send Dylan Tremblay the proposal he asked for.
Lost is the verdict on Muskwa Insurance Group: the CRM's Growth new-business deal, amount £62k with an ACV of £50k, closed lost on 17 Jul 2026 with no decision. There is no executed paper, no invoice and no ARR.
Muskwa never became a customer, so there is no usage to read. Dylan Tremblay, Head of Revenue Operations, saw the 27 May 2026 demo on his own Salesforce and call data, called it solid and asked for a proposal.
Alexa Fraser, the Chief Operating Officer, said the finance director must be involved, and the records do not show the quote was sent. Nothing has been recorded with Muskwa since 27 May 2026.
Jordan Pike should send Dylan the Growth proposal by 9 Oct 2026 and ask for a call with Alexa and the finance director, with Hannah Lowe's demo recap attached.
ARR journey
Accountingmade from
Platform usage
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
Activity
- 3 Jun 2026documentMuskwa Insurance Group - Security Questionnaire
- 27 May 2026callMuskwa Insurance Group / BG-Demo – Demo
- 21 May 2026eventBG-Demo webinar
+29 - 10 May 2026email threadBG-Demo webinar invitation
- 2 Apr 2026email threadFollow-up from our call
- 31 Mar 2026callMuskwa Insurance Group / BG-Demo – Discovery
- 2 Feb 2026dealMuskwa Insurance Group – New
- 15 Jan 2026eventBG-Demo webinar
+35 - 27 May 2025eventRevenue leaders roundtable
+32
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 / BG-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 / BG-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_11403 raw row
- event_platform/registrations.csv evt_0967_roundtable:per_11503 raw row
- +29 more
- BG-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_11803 raw row
- event_platform/registrations.csv evt_1200_webinar:per_13301 raw row
- event_platform/registrations.csv evt_1200_webinar:per_13801 raw row
- event_platform/registrations.csv evt_1200_webinar:per_14702 raw row
- +32 more
- +3 more
- Muskwa Insurance Group / BG-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 / BG-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 / BG-Demo – Discovery entity
- Growth demo on customer's own data AI record
- Muskwa Insurance Group / BG-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 / BG-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 (computed from the records; nothing to show yet) 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 / BG-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 / BG-Demo – Discovery entity
- Growth demo on customer's own data AI record
- Muskwa Insurance Group / BG-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 / BG-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 (computed from the records; nothing to show yet) 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 / BG-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 / BG-Demo – Discovery entity
- Growth demo on customer's own data AI record
- Muskwa Insurance Group / BG-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 / BG-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 / BG-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 / BG-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 / BG-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 / BG-Demo – Discovery entity
- Growth demo on customer's own data AI record
- Muskwa Insurance Group / BG-Demo – Demo entity
- Muskwa Insurance Group entity
- crm/companies.csv org_063 raw row
- Muskwa Insurance Group entity
- Muskwa Insurance Group / BG-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 (computed from the records; nothing to show yet) page block
- Profile page block
- Sources page block
- Platform usage (computed from the records; nothing to show yet) page block
Computedmade from