B-Brain
Merrow Gate Insurance Brokers logo

Merrow Gate Insurance Brokers

Lost£0

AI facts

Current to 13 Oct 26

Merrow Gate Insurance Brokers, an insurance broker in Guildford, has no contract, no invoices and no tickets with BB-Demo. A Starter new-business deal with a £26k amount and £20k ACV closed lost on 25 Apr 2025, with security review as the CRM lost reason. Discovery on 11 Feb 2025 and a demo on 19 Mar 2025 were held with the Head of Operations as champion. The last recorded interaction was a webinar invitation on 31 Mar 2025. The evidence shows no open deal.

Read from 2 calls · 2 email threads · 1 deals · 3 people, newest 31 Mar 25

Profile

Updated 9 Oct 26
  • IndustryInsurance brokingSource: CRM company record
  • Websitemerrowgate.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityGuildfordSource: CRM company record
  • Size190 employeesSource: CRM company record
  • CRM ownerLewis KerrSource: CRM company record · Account Executive
  • TypeProspectdiffersSource: contracts and invoices (signals) · CRM stage lost · The sources disagree
  • StateLostSource: AI assessment · Written 13 Oct 2026

AI opinion

Current to 13 Oct 26

Lost, because the only deal closed lost at security review on 25 Apr 2025 and the record shows no interaction after 31 Mar 2025. Nicola Shaw's compliance and audit-trail need was never tested against Starter. A fresh approach would need an answer to that security review first.

AI · claude-opus-5-5 · 13 Oct 2026

Key facts

Updated 9 Oct 26
  • Last contact31 Mar 2025Email: BB-Demo webinar invitation · 557 days before 9 Oct 2026
Computedmade from

Next step

Current to 13 Oct 26
What
Lewis Kerr writes to Jade Riley to ask which security review points stopped the Starter deal, corrects the SSO tier statement from the demo and offers a security session with Hannah Lowe. re_engage
Who
Lewis Kerr Lewis Kerr
When
This week by 9 Oct 2026
Why
Lewis Kerr should write to Jade Riley to find out which security review points stopped the Starter deal on 25 Apr 2025. He should also correct the SSO tier statement made on the demo, so a win-back can start from the actual objection.

AI · claude-opus-5-5 · 13 Oct 2026

The story

Current to 14 Oct 26
Lost

Lost: Merrow Gate's only deal, Starter at £26k, closed lost on 25 Apr 2025 at security review, with no contact since 31 Mar 2025. Lewis Kerr should ask Jade Riley what failed and correct the SSO tier claim from the demo.

Lost, Merrow Gate Insurance Brokers never signed: its only deal, Starter at £26k, closed lost on 25 Apr 2025 with security review as the CRM lost reason. There is no order form, no invoice and £0 ARR.

Merrow Gate never ran the brain, so there is no usage or ticket history. Lewis Kerr held discovery and the 19 Mar 2025 demo with Jade Riley, Head of Operations and champion, and Nicola Shaw, Managing Director.

Nothing is recorded since a 31 Mar 2025 webinar invitation that drew no reply. The evidence does not show which security point failed, and Hannah Lowe's demo claim that SSO sits in Growth conflicts with the tier list.

Lewis should write to Jade by 9 Oct 2026 to find out what failed, correct the SSO statement and offer a security session with Hannah.

AI · claude-opus-5-5 · 14 Oct 2026

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.

Documents

Not yet analysedNo documents in the document store for this subject.
Documentsmade from

Open deals

Not yet analysedNo open deals.

Open tickets

Not yet analysedNo open tickets.
Helpdeskmade from

Activity

  • 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 SolbergAlice BrewerLouise CarverDouglas Baird+40
  • 19 Mar 2026eventBB-Demo webinar Alice Brewer, Richard Thorne, Ruben Smit, Imogen Hartley, Kelly Sharpe, Sam Yates, Danny Sargent, Ajay Bhatt, Vincent Almeida, Martin Firth, Alan Rennie, Natasha Greaves, Wayne Dobson, Christina Möller, Brenda Oldroyd, Tina Goddard, Maureen Ellis, Stijn Gielen, Clodagh Fitzgerald, Diarmuid Kenny, Eoin Hegarty, Ruth Ackroyd, Ronald Hetherington, Kevin Kershaw, Hugh Fenton, Chris Jagger, Darragh Quinlan, Arnaud Janssens, Chris Riley, Chris Dyson, Jade Riley, Holly Tranter, Carl Whittle, Tomasz Wiśniewski, Clara Hoskins, Mirjam Hendriks, Tim SchröderAlice BrewerRichard ThorneRuben Smit+34
  • 17 Apr 2025eventBB-Demo webinar Sofia Marchetti, Liam Doherty, Anders Nyqvist, Rhona Aitken, Adrian Mellor, Matthew Grice, Shannon Lockwood, Barry Coxon, Cheryl Tomczak, Stefanie Lange, Willem Arts, Fergus Tierney, Wouter Kok, Lauren Pacheco, Faye Metcalfe, Toby Eccles, Jade Riley, Ed Ingham, Desmond Oyelaran, Matt Colenso, Nigel Ferris, Jade Kenwright, Clare HuddlestonSofia MarchettiLiam DohertyAnders Nyqvist+20
  • 31 Mar 2025email_threadBB-Demo webinar invitation Sofia Marchetti, Jade Riley logoSofia MarchettiJade Riley
  • 20 Mar 2025eventBB-Demo webinar Sofia Marchetti, Ed Duckworth, Elliot Allott, Helen Varley, Jennifer Moua, Megan Ibbotson, Poppy Hewins, Signe Mortensen, Josh Fairburn, Annika Lund, Asif Illingworth, Brandon Sullivan, Claire Chevalier, Steve Greenhalgh, Jade Riley, Saskia Mendes, Wes Jago, Femi Olatunji, Ruud Verhoeven, Abi CoombesSofia MarchettiEd DuckworthElliot Allott+17
  • 19 Mar 2025callMerrow Gate Insurance Brokers / BB-Demo – Demo Lewis Kerr, Hannah Lowe, Jade Riley, Luke Allott logoLewis KerrHannah LoweJade Riley+1
  • 13 Feb 2025email_threadDemo scheduling Lewis Kerr, Jade Riley, Nicola Shaw logoLewis KerrJade RileyNicola Shaw
  • 11 Feb 2025callMerrow Gate Insurance Brokers / BB-Demo – Discovery Lewis Kerr, Jade Riley, Nicola Shaw logoLewis KerrJade RileyNicola Shaw
  • 6 Jan 2025dealMerrow Gate Insurance Brokers – New Lewis Kerr, Jade Riley logoLewis KerrJade Riley
  • 18 Jan 2024eventBB-Demo webinar Nell Ashcombe, Claire Haddon, Toby Underwood, Zoe Nuttall, Brendan O'Mahony, Wei Ling Tan, Toby Mellor, Inge de Boer, Alison Mawdsley, Alejandro Fuentes, Neha Kapoor, Luke Allott, Philip Annear, Wes Jago, Lauren Pilkington, Nils Behrens, Jade KenwrightNell AshcombeClaire HaddonToby Underwood+14

Contacts

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

Merrow Gate 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 4 AI summaries of 5 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. 1 AI record in this trail is not yet analysed.

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

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.

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

Help

Ask B

B-Brain · read-only