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Saltdean Hart Insurance Brokers logo

Saltdean Hart Insurance Brokers

Lost£0
made from

AI facts

Current to 14 Oct 26

Saltdean Hart Insurance Brokers held a Growth subscription at £40k net a year under the executed order form of 8 Nov 2024, running 22 Nov 2024 to 21 Nov 2025 with 40 licensed users. No renewal order form was signed, and the CRM renewal deal closed lost on 24 Oct 2025. Questions asked fell to 0 in the last 90 days, and every contact platform user was deactivated on 21 Nov 2025. The CRM still records stage customer with ARR of £40k.

Read from 15 calls · 25 email threads · 5 tickets · 2 deals · 6 people · 12 documents, newest 30 Mar 26

AImade from

Profile

Updated 9 Oct 26
  • IndustryInsurance brokingSource: CRM company record
  • Websitesaltdeanhart.exampleSource: CRM company record
  • CountryUnited KingdomSource: CRM company record · CRM code GB · Region UK
  • HQ cityBrightonSource: CRM company record
  • Size210 employeesSource: CRM company record
  • CRM ownerHarvey DoyleSource: CRM company record · Account Executive · CSM Marcus Bell
  • Customer since22 Nov 2024Source: first executed order form ctr_089_01, signed 8 Nov 2024 · Growth tier · In the CRM since 28 Aug 2024
  • TypeChurneddiffersSource: contracts and invoices (signals) · CRM stage customer · The sources disagree
  • StateLostSource: AI assessment · Written 14 Oct 2026
CRMmade from

AI opinion

Current to 14 Oct 26

Lost, because the executed term ended on 21 Nov 2025 with no renewal paper, the CRM renewal deal closed lost and no questions were asked in the last 90 days. Invoices were paid within terms, so this was a value loss. Abi Coombes's admin feedback could open a win-back.

SignalsDocument roll-upSaltdean Hart Insurance Brokers – RenewalSaltdean Hart Insurance Brokers / BB-Demo – RenewalInvitation: BB-Demo webinar on Thursday 15 Jan 2026

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

Key facts

Updated 9 Oct 26
  • Contracted ARR£0differsSource: executed order forms · CRM £39,600 · Invoiced run rate £0 · As of 9 Oct 2026 · The sources disagree
  • TierGrowthSource: deal_089_01
  • Last contact30 Mar 2026Email: Invitation to our April webinar · 193 days before 9 Oct 2026
  • Tenanteu-west-1Source: product analytics, reporting since Nov 2024 · 6 connectors configured
  • Licensed seats4030 active users in Sep 2026
Computedmade from

Next step

Current to 14 Oct 26
What
Marcus Bell contacts Abi Coombes to follow up the unanswered admin feedback request and learn why Saltdean Hart left and whether a Growth win-back is possible. re_engage
Who
Marcus Bell Marcus Bell
When
This week by 9 Oct 2026
Why
Marcus Bell should go back to Abi Coombes for the admin feedback requested on 6 Jan 2026, which shows no reply, to learn why Saltdean Hart chose a competitor and whether a win-back is open. Harvey Doyle should also correct the stale CRM record.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

The story

Current to 14 Oct 26
Lost

Lost: the executed Growth order form ended on 21 Nov 2025 with no renewal paper and no questions were asked in the last 90 days. The CRM still shows stage customer at £40k. Marcus Bell is to follow up Abi Coombes for win-back feedback.

Lost: Saltdean Hart Insurance Brokers held Growth at £40k net a year under the executed order form of 8 Nov 2024, which ended on 21 Nov 2025 unrenewed. The CRM still shows stage customer at £40k.

Questions fell from 5331 in the final term year to 1032 in the last 12 months, and 0 in the last 90 days. One unnamed user asked 14% and Zoe Kendrick, the champion, 11%.

Nigel Ferris, Managing Director, questioned value before renewal, and the CRM renewal deal closed lost with reason acquired competitor, though the records do not name a rival. Priya Raman, who sold the account, has left BB-Demo.

Marcus Bell should follow up Abi Coombes's unanswered feedback request of 6 Jan 2026 by 9 Oct 2026, and Harvey Doyle should correct the stale CRM record by the same date.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

ARR journey

Updated 9 Oct 26
Updated 09 Oct 26
CSV
Contracted ARRInvoiced ARR
£0k£20k£40kNov 24Feb 25May 25Aug 25Nov 25newchurn£0k£0kNov 24: Contracted ARR £39,600; Invoiced ARR £39,600Dec 24: Contracted ARR £39,600; Invoiced ARR £39,600Jan 25: Contracted ARR £39,600; Invoiced ARR £39,600Feb 25: Contracted ARR £39,600; Invoiced ARR £39,600Mar 25: Contracted ARR £39,600; Invoiced ARR £39,600Apr 25: Contracted ARR £39,600; Invoiced ARR £39,600May 25: Contracted ARR £39,600; Invoiced ARR £39,600Jun 25: Contracted ARR £39,600; Invoiced ARR £39,600Jul 25: Contracted ARR £39,600; Invoiced ARR £39,600Aug 25: Contracted ARR £39,600; Invoiced ARR £39,600Sep 25: Contracted ARR £39,600; Invoiced ARR £39,600Oct 25: Contracted ARR £39,600; Invoiced ARR £39,600Nov 25: Contracted ARR £0; Invoiced ARR £0

One point per month; the dot and figure at the right end are the latest value. Dashed upright lines mark dated events. Latest (Nov 25): Contracted ARR £0k; Invoiced ARR £0k. Invoiced ARR matches Contracted ARR in every month, so it is drawn dashed over it. Basis: accounting system, facts.arr_monthly:org_089.

Show the figures as a table
MonthContracted ARRInvoiced ARR
Nov 24£39,600£39,600
Dec 24£39,600£39,600
Jan 25£39,600£39,600
Feb 25£39,600£39,600
Mar 25£39,600£39,600
Apr 25£39,600£39,600
May 25£39,600£39,600
Jun 25£39,600£39,600
Jul 25£39,600£39,600
Aug 25£39,600£39,600
Sep 25£39,600£39,600
Oct 25£39,600£39,600
Nov 25£0£0
Accountingmade from

Platform usage

Updated 9 Oct 26
Active users · Nov 25
30of 40 included on the tier
Questions asked · Nov 25
416
Connectors configured · Nov 25
6of 8 included on the tier
Active admins · Nov 25
2
Data volume · Nov 25
3.0 GB
Active users and questions · monthlyUpdated 09 Oct 26
CSV
Left axisActive usersLicensed seatsIncluded users (40)Right axisQuestions asked
002040040800Nov 24Jan 25Mar 25May 25Jul 25Sep 25Nov 25crm stage staleIncluded users (40)4030416Nov 24: Active users 5; Licensed seats 40; Questions asked 15Dec 24: Active users 14; Licensed seats 40; Questions asked 89Jan 25: Active users 21; Licensed seats 40; Questions asked 282Feb 25: Active users 24; Licensed seats 40; Questions asked 444Mar 25: Active users 28; Licensed seats 40; Questions asked 516Apr 25: Active users 30; Licensed seats 40; Questions asked 556May 25: Active users 30; Licensed seats 40; Questions asked 565Jun 25: Active users 30; Licensed seats 40; Questions asked 576Jul 25: Active users 30; Licensed seats 40; Questions asked 675Aug 25: Active users 30; Licensed seats 40; Questions asked 370Sep 25: Active users 30; Licensed seats 40; Questions asked 627Oct 25: Active users 30; Licensed seats 40; Questions asked 616Nov 25: Active users 30; Licensed seats 40; Questions asked 416

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. Dashed upright lines mark dated events. Latest (Nov 25): Active users 30; Licensed seats 40; Questions asked 416. Basis: product usage, facts.usage_monthly:org_089, signals:org_089.

Show the figures as a table
MonthActive usersLicensed seatsQuestions asked
Nov 2454015
Dec 24144089
Jan 252140282
Feb 252440444
Mar 252840516
Apr 253040556
May 253040565
Jun 253040576
Jul 253040675
Aug 253040370
Sep 253040627
Oct 253040616
Nov 253040416
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
CSV
Left axisConnectors configuredActive adminsIncluded connectors (8)Right axisData volume
00.0 GB41.5 GB83.0 GBNov 24Jan 25Mar 25May 25Jul 25Sep 25Nov 25Included connectors (8)3.0 GB62Nov 24: Connectors configured 0; Active admins 2; Data volume 0.00 GBDec 24: Connectors configured 2; Active admins 2; Data volume 0.81 GBJan 25: Connectors configured 5; Active admins 2; Data volume 2.07 GBFeb 25: Connectors configured 6; Active admins 2; Data volume 2.53 GBMar 25: Connectors configured 6; Active admins 2; Data volume 2.58 GBApr 25: Connectors configured 6; Active admins 2; Data volume 2.63 GBMay 25: Connectors configured 6; Active admins 2; Data volume 2.68 GBJun 25: Connectors configured 6; Active admins 2; Data volume 2.72 GBJul 25: Connectors configured 6; Active admins 2; Data volume 2.77 GBAug 25: Connectors configured 6; Active admins 2; Data volume 2.82 GBSep 25: Connectors configured 6; Active admins 2; Data volume 2.87 GBOct 25: Connectors configured 6; Active admins 2; Data volume 2.92 GBNov 25: Connectors configured 6; Active admins 2; 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 (Nov 25): Connectors configured 6; Active admins 2; Data volume 3.0 GB. Basis: product usage, facts.usage_monthly:org_089, signals:org_089.

Show the figures as a table
MonthConnectors configuredActive adminsData volume
Nov 24020.00 GB
Dec 24220.81 GB
Jan 25522.07 GB
Feb 25622.53 GB
Mar 25622.58 GB
Apr 25622.63 GB
May 25622.68 GB
Jun 25622.72 GB
Jul 25622.77 GB
Aug 25622.82 GB
Sep 25622.87 GB
Oct 25622.92 GB
Nov 25622.95 GB
Usagemade from

Documents

Updated 9 Oct 26

12 documents in 6 folders; 3 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

Not yet analysedNo open deals.
CRMmade from

Open tickets

Not yet analysedNo open tickets.
Helpdeskmade from

Activity

CRMmade from

Contacts

CRMmade from

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

Saltdean Hart 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 57 AI summaries of 61 raw things (calls, tickets, emails, news), 6 people (6 with an AI write-up) and 6 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
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

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.

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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.

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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.
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