AI facts
Current to 13 Oct 26Merrow 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.
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 26Lost, 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.
Key facts
Updated 9 Oct 26- Last contact31 Mar 2025Email: BB-Demo webinar invitation · 557 days before 9 Oct 2026
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
- 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.
The story
Current to 14 Oct 26Lost: 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.
ARR journey
Platform usage
Documents
Open deals
Open tickets
Activity
- 24 Sep 2026eventYour renewals, read by the brain
+40
- 19 Mar 2026eventBB-Demo webinar
+34
- 17 Apr 2025eventBB-Demo webinar
+20
- 31 Mar 2025email_threadBB-Demo webinar invitation
- 20 Mar 2025eventBB-Demo webinar
+17
- 19 Mar 2025callMerrow Gate Insurance Brokers / BB-Demo – Demo
+1
- 13 Feb 2025email_threadDemo scheduling
- 11 Feb 2025callMerrow Gate Insurance Brokers / BB-Demo – Discovery
- 6 Jan 2025dealMerrow Gate Insurance Brokers – New
- 18 Jan 2024eventBB-Demo webinar
+14
Contacts
Evidence trail
Updated 9 Oct 26Merrow 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)
- Activity page block
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_001 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers / BB-Demo – Demo entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_002 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/deal_line_items.csv deal_069_01:1 raw row
- crm/deal_line_items.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:1 raw row
- crm/deal_stage_history.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:3 raw row
- +2 more
- Merrow Gate Insurance Brokers entity
- BB-Demo webinar entity
- event_platform/events.csv evt_0472_webinar raw row
- event_platform/registrations.csv evt_0472_webinar:per_0403 raw row
- event_platform/registrations.csv evt_0472_webinar:per_1103 raw row
- event_platform/registrations.csv evt_0472_webinar:per_1105 raw row
- event_platform/registrations.csv evt_0472_webinar:per_12702 raw row
- event_platform/registrations.csv evt_0472_webinar:per_13301 raw row
- +11 more
- BB-Demo webinar entity
- event_platform/events.csv evt_0899_webinar raw row
- event_platform/registrations.csv evt_0899_webinar:per_1101 raw row
- event_platform/registrations.csv evt_0899_webinar:per_1202 raw row
- event_platform/registrations.csv evt_0899_webinar:per_1601 raw row
- event_platform/registrations.csv evt_0899_webinar:per_16603 raw row
- event_platform/registrations.csv evt_0899_webinar:per_1905 raw row
- +14 more
- BB-Demo webinar entity
- event_platform/events.csv evt_0927_webinar raw row
- event_platform/registrations.csv evt_0927_webinar:per_0201 raw row
- event_platform/registrations.csv evt_0927_webinar:per_11502 raw row
- event_platform/registrations.csv evt_0927_webinar:per_12201 raw row
- event_platform/registrations.csv evt_0927_webinar:per_15806 raw row
- event_platform/registrations.csv evt_0927_webinar:per_15905 raw row
- +17 more
- +4 more
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- AI opinion page block
- Merrow Gate Insurance Brokers lost AI record
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/deal_line_items.csv deal_069_01:1 raw row
- crm/deal_line_items.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:1 raw row
- crm/deal_stage_history.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:3 raw row
- +2 more
- Merrow Gate Insurance Brokers entity
- Discovery call with Merrow Gate AI record
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_001 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- Starter demo on broker renewals and search AI record
- Merrow Gate Insurance Brokers / BB-Demo – Demo entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_002 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers / BB-Demo – Demo entity
- Merrow Gate demo scheduling AI record
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Demo scheduling entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- mailbox/messages.csv thr_069_0001:1 raw row
- mailbox/messages.csv thr_069_0001:2 raw row
- mailbox/messages.csv thr_069_0001:3 raw row
- mailbox/threads.csv thr_069_0001 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- Merrow Gate webinar invitation AI record
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- BB-Demo webinar invitation entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- mailbox/messages.csv thr_069_0002:1 raw row
- mailbox/threads.csv thr_069_0002 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- +5 more
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers lost AI record
- ARR journey (not yet analysed) page block
- facts.arr_monthly:org_069 facts table
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/deal_line_items.csv deal_069_01:1 raw row
- crm/deal_line_items.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:1 raw row
- crm/deal_stage_history.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:3 raw row
- +2 more
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers – New entity
- facts.arr_monthly:org_069 facts table
- AI facts page block
- Merrow Gate Insurance Brokers lost AI record
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/deal_line_items.csv deal_069_01:1 raw row
- crm/deal_line_items.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:1 raw row
- crm/deal_stage_history.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:3 raw row
- +2 more
- Merrow Gate Insurance Brokers entity
- Discovery call with Merrow Gate AI record
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_001 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- Starter demo on broker renewals and search AI record
- Merrow Gate Insurance Brokers / BB-Demo – Demo entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_002 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers / BB-Demo – Demo entity
- Merrow Gate demo scheduling AI record
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Demo scheduling entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- mailbox/messages.csv thr_069_0001:1 raw row
- mailbox/messages.csv thr_069_0001:2 raw row
- mailbox/messages.csv thr_069_0001:3 raw row
- mailbox/threads.csv thr_069_0001 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- Merrow Gate webinar invitation AI record
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- BB-Demo webinar invitation entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- mailbox/messages.csv thr_069_0002:1 raw row
- mailbox/threads.csv thr_069_0002 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- +5 more
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers lost AI record
- Contacts page block
- Jade Riley entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/contacts.csv per_6901:org_069 raw row
- Merrow Gate Insurance Brokers entity
- Nicola Shaw entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/contacts.csv per_6902:org_069 raw row
- Merrow Gate Insurance Brokers entity
- Luke Allott entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/contacts.csv per_6903:org_069 raw row
- Merrow Gate Insurance Brokers entity
- Jade Riley entity
- Open deals (not yet analysed) page block
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers entity
- Documents (not yet analysed) page block
- document_store/files.csv * raw row
- hero page block
- Merrow Gate Insurance Brokers lost AI record
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/deal_line_items.csv deal_069_01:1 raw row
- crm/deal_line_items.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:1 raw row
- crm/deal_stage_history.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:3 raw row
- +2 more
- Merrow Gate Insurance Brokers entity
- Discovery call with Merrow Gate AI record
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_001 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- Starter demo on broker renewals and search AI record
- Merrow Gate Insurance Brokers / BB-Demo – Demo entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_002 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers / BB-Demo – Demo entity
- Merrow Gate demo scheduling AI record
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Demo scheduling entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- mailbox/messages.csv thr_069_0001:1 raw row
- mailbox/messages.csv thr_069_0001:2 raw row
- mailbox/messages.csv thr_069_0001:3 raw row
- mailbox/threads.csv thr_069_0001 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- Merrow Gate webinar invitation AI record
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- BB-Demo webinar invitation entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- mailbox/messages.csv thr_069_0002:1 raw row
- mailbox/threads.csv thr_069_0002 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- +5 more
- Merrow Gate Insurance Brokers – New entity
- facts.reconciliation_t0:org_069 facts table
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/deal_line_items.csv deal_069_01:1 raw row
- crm/deal_line_items.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:1 raw row
- crm/deal_stage_history.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:3 raw row
- +2 more
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Signals: Merrow Gate Insurance Brokers signals (no model)
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers lost AI record
- Key facts page block
- facts.reconciliation_t0:org_069 facts table
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/deal_line_items.csv deal_069_01:1 raw row
- crm/deal_line_items.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:1 raw row
- crm/deal_stage_history.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:3 raw row
- +2 more
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Signals: Merrow Gate Insurance Brokers signals (no model)
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers entity
- BB-Demo webinar invitation entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- mailbox/messages.csv thr_069_0002:1 raw row
- mailbox/threads.csv thr_069_0002 raw row
- Merrow Gate Insurance Brokers entity
- facts.reconciliation_t0:org_069 facts table
- Evidence trail page block
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers entity
- The story page block
- Customer: Merrow Gate Insurance Brokers AI record
- Merrow Gate Insurance Brokers lost AI record
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/deal_line_items.csv deal_069_01:1 raw row
- crm/deal_line_items.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:1 raw row
- crm/deal_stage_history.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:3 raw row
- +2 more
- Merrow Gate Insurance Brokers entity
- Discovery call with Merrow Gate AI record
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_001 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- Starter demo on broker renewals and search AI record
- Merrow Gate Insurance Brokers / BB-Demo – Demo entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_002 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers / BB-Demo – Demo entity
- Merrow Gate demo scheduling AI record
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Demo scheduling entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- mailbox/messages.csv thr_069_0001:1 raw row
- mailbox/messages.csv thr_069_0001:2 raw row
- mailbox/messages.csv thr_069_0001:3 raw row
- mailbox/threads.csv thr_069_0001 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- Merrow Gate webinar invitation AI record
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- BB-Demo webinar invitation entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- mailbox/messages.csv thr_069_0002:1 raw row
- mailbox/threads.csv thr_069_0002 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- +5 more
- Merrow Gate Insurance Brokers – New entity
- Security answer to reopen Merrow Gate AI record
- Merrow Gate Insurance Brokers lost AI record
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- crm/deal_line_items.csv deal_069_01:1 raw row
- crm/deal_line_items.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:1 raw row
- crm/deal_stage_history.csv deal_069_01:2 raw row
- crm/deal_stage_history.csv deal_069_01:3 raw row
- +2 more
- Merrow Gate Insurance Brokers entity
- Discovery call with Merrow Gate AI record
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_001 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- Merrow Gate Insurance Brokers / BB-Demo – Discovery entity
- Starter demo on broker renewals and search AI record
- Merrow Gate Insurance Brokers / BB-Demo – Demo entity
- Merrow Gate Insurance Brokers entity
- crm/companies.csv org_069 raw row
- call_recorder/calls.csv call_069_002 raw row
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers entity
- Merrow Gate Insurance Brokers / BB-Demo – Demo entity
- +5 more
- Merrow Gate Insurance Brokers – New entity
- Merrow Gate Insurance Brokers lost AI record
- +2 more
- Merrow Gate Insurance Brokers lost AI record
- Customer: Merrow Gate Insurance Brokers AI record
- Next step page block
- Open tickets (not yet analysed) page block
- Profile page block
- Sources page block
- Platform usage (not yet analysed) page block