Pelham Rowe Insurance Brokers

Lost£0

AI facts

As at Fri 9 Oct 2026

Pelham Rowe Insurance Brokers, a Chelmsford insurance broker, was offered the Starter tier at £20k a year plus £6,000 implementation in proposals of 13 Dec 2023 and 18 Dec 2023, neither signed. The new-business deal of £26k closed lost on 2 Feb 2024, with security review as the CRM reason. There is no usage, ticket or invoice record, and the CRM stage is lost with £0 ARR. Insurance Broker News reported a workforce restructuring on 16 Oct 2025.

Read from 4 calls · 5 email threads · 1 news items · 1 deals · 3 people · 2 documents, newest 24 May 26

AImade from

Profile

Updated 9 Oct 26

IndustryInsurance broking
Websitepelhamrowe.example
CountryUnited Kingdom
HQ cityChelmsford
Size180 employees
CRM ownerJordan Pike
TypeProspectdiffers
StateLost

CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the Starter deal closed lost on 2 Feb 2024 and no order form or invoice followed. Geoffrey Rowe named cost as the sticking point, and two webinar invitations in 2026 drew no reply. A win-back through Naomi Fordham is possible but untested.

Signals Pelham Rowe Insurance Brokers – New Pelham Rowe Insurance Brokers / BG-Demo – Negotiation Document roll-up Pelham Rowe Insurance Brokers Announces Workforce Changes BG-Demo webinar, 18 Jun 2026

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Last contact24 May 2026

Computedmade from

Next step

As at Fri 9 Oct 2026

What: Tom Ashdown sends Naomi Fordham a personal note that confirms her role after the restructuring and offers a short call on the claims-team time savings. Re engage
Who: Tom Ashdown
When: This week by 9 Oct 2026
Why: Tom Ashdown should write personally to Naomi Fordham to test a win-back. He should confirm she is still in post after the 16 Oct 2025 restructuring and reopen the claims-team time-savings case, because the calls show cost, not security, stalled the 2024 Starter deal.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

The story

As at Fri 9 Oct 2026

Lost

Lost: Pelham Rowe never signed the Starter proposal of 18 Dec 2023, and the £26k deal closed lost on 2 Feb 2024 with no order form or invoice. Cost, not security, stalled it. Tom Ashdown should write to Naomi Fordham to test a win-back.

Lost, Pelham Rowe Insurance Brokers never signed the Starter proposal of 18 Dec 2023, which quoted £20k a year plus £6,000 implementation. The £26k deal closed lost on 2 Feb 2024, with no order form or invoice.

Pelham Rowe never became a customer, so there is no usage, ticket or invoice record. Naomi Fordham, Head of Operations, championed the brain, while Geoffrey Rowe, Managing Director, held the decision.

Insurance Broker News reported a workforce restructuring on 16 Oct 2025, which may have moved the champion. The CRM gives security review as the lost reason, but the 10 Jan 2024 call shows cost stalled the deal.

Tom Ashdown should write personally to Naomi by 9 Oct 2026, confirming her role and reopening the claims-team time-savings case. Owen Tallis agrees the first-term discount position on the v2 Starter list.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

ARR journey

No ARR history: no order forms or invoices for this organisation.

Accountingmade from

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

Updated 9 Oct 26

2 documents in 1 folders; 1 drafts hang on their executed paper. 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

Proposals (2)
- Draft Starter tier proposal draft · proposal · 13 Dec 2023
- Starter tier proposal issued · proposal · 18 Dec 2023

Documentsmade from

Open deals

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

Upcoming
15 Oct 2026upcoming eventBG-Demo webinar Alice Brewer, Rajesh Mistry, Geoffrey Rowe, Alexander Vallance, Marieke Postma, Emma Croft, Inge de Boer, Dan Dyson, Andrew Pickering, Sandra Neale, Jeroen Coenen, Dirk Vogt, Jens Maes, Aaron Graham, Troy Wendt, Rebecca Nuttall, Ian Brearley, Brandon Russell, Claire Girard, Marie Goossens, Yasmin Carswell, Neil Ashworth, Matt Colenso, Niamh Fogarty, Jade Kenwright+22
Held
18 Jun 2026eventBG-Demo webinar Alice Brewer, Naomi Fordham, Gemma Yates, Wade Greer, Imran Hussain, Lindsey Ward, Eline Bakker, Cian O'Leary, Huw Bevan, Stephanie Lowes, Kayla Ramirez, Stefanie Lange, Oliver Kirkby, Megan Ibbotson, Toby Cowell, Padraic Shanahan, Johan Berglund, Mitchell Gallagher, Jess Doyle, Saskia Mendes, Shauna Pettibone, Priscilla Bowen, Shabana Iqbal, Joanne Unwin, Janet Pruitt, Liam Corner, Tracey Bainbridge, Andy Buckley, Julia Hartmann+26
24 May 2026email threadBG-Demo webinar, 18 Jun 2026 Alice Brewer, Naomi Fordham
19 Mar 2026eventBG-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 Schröder+34
26 Feb 2026email threadBG-Demo webinar, 19 Mar 2026 Alice Brewer, Danny Sargent
16 Oct 2025newsPelham Rowe Insurance Brokers Announces Workforce Changes
10 Jan 2024callPelham Rowe Insurance Brokers / BG-Demo – Negotiation Tom Ashdown, Owen Tallis, Geoffrey Rowe, Naomi Fordham+1
18 Dec 2023email threadProposal for you to review Tom Ashdown, Naomi Fordham, Geoffrey Rowe
18 Dec 2023documentPelham Rowe Insurance Brokers - Proposal Tom Ashdown
18 Dec 2023callPelham Rowe Insurance Brokers / BG-Demo – Proposal Tom Ashdown, Naomi Fordham, Geoffrey Rowe
13 Dec 2023documentPelham Rowe Insurance Brokers - Proposal v1 Tom Ashdown
28 Nov 2023callPelham Rowe Insurance Brokers / BG-Demo – Demo Tom Ashdown, Tobias Renwick, Naomi Fordham, Danny Sargent+1
6 Nov 2023email threadFollowing up on our chat Tom Ashdown, Naomi Fordham
6 Nov 2023callPelham Rowe Insurance Brokers / BG-Demo – Discovery Tom Ashdown, Naomi Fordham
2 Nov 2023email threadDiscovery call, Pelham Rowe Insurance Brokers Tom Ashdown, Naomi Fordham
12 Oct 2023dealPelham Rowe Insurance Brokers – New Tom Ashdown, Naomi Fordham

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26

hide membership AI records not written yet

Key

Source rows
Raw things
People
Organisation
Organisation AI
Pages
AI-written record (ring)
AI record not written yet
belongs to the organisation (one line per group)
Size: how many records a group holds

Pelham Rowe 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 12 AI summaries of 13 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 4 staff (0 with an AI write-up), shown on 4 pages.

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

Activity page block
- Pelham Rowe Insurance Brokers / BG-Demo – Discovery entity
  - Pelham Rowe Insurance Brokers entity
    - crm/companies.csv org_121 raw row
  - call_recorder/calls.csv call_121_001 raw row
- Pelham Rowe Insurance Brokers / BG-Demo – Demo entity
  - Pelham Rowe Insurance Brokers entity
    - crm/companies.csv org_121 raw row
  - call_recorder/calls.csv call_121_002 raw row
- Pelham Rowe Insurance Brokers / BG-Demo – Proposal entity
  - Pelham Rowe Insurance Brokers entity
    - crm/companies.csv org_121 raw row
  - call_recorder/calls.csv call_121_003 raw row
- Pelham Rowe Insurance Brokers / BG-Demo – Negotiation entity
  - Pelham Rowe Insurance Brokers entity
    - crm/companies.csv org_121 raw row
  - call_recorder/calls.csv call_121_004 raw row
- Pelham Rowe Insurance Brokers – New entity
  - Pelham Rowe Insurance Brokers entity
    - crm/companies.csv org_121 raw row
  - crm/deal_line_items.csv deal_121_01:1 raw row
  - crm/deal_line_items.csv deal_121_01:2 raw row
  - crm/deal_stage_history.csv deal_121_01:1 raw row
  - crm/deal_stage_history.csv deal_121_01:2 raw row
  - crm/deal_stage_history.csv deal_121_01:3 raw row
  - +4 more
- Pelham Rowe Insurance Brokers - Proposal v1 entity
  - Pelham Rowe Insurance Brokers entity
    - crm/companies.csv org_121 raw row
  - document_store/files.csv doc_121_001 raw row
- +10 more
AI opinion page block
- Pelham Rowe Insurance Brokers lost AI record
  - Pelham Rowe Insurance Brokers – New entity
    - Pelham Rowe Insurance Brokers entity
      - crm/companies.csv org_121 raw row
    - crm/deal_line_items.csv deal_121_01:1 raw row
    - crm/deal_line_items.csv deal_121_01:2 raw row
    - crm/deal_stage_history.csv deal_121_01:1 raw row
    - crm/deal_stage_history.csv deal_121_01:2 raw row
    - crm/deal_stage_history.csv deal_121_01:3 raw row
    - +4 more
  - Pelham Rowe: two unsigned Starter proposals AI record
    - Pelham Rowe Insurance Brokers - Proposal v1 entity
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
      - document_store/files.csv doc_121_001 raw row
    - Pelham Rowe Insurance Brokers - Proposal entity
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
      - document_store/files.csv doc_121_002 raw row
    - Starter proposal v1, marked draft AI record
      - Pelham Rowe Insurance Brokers - Proposal v1 entity
        Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
        document_store/files.csv doc_121_001 raw row
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
    - Pelham Rowe Starter tier proposal AI record
      - Pelham Rowe Insurance Brokers - Proposal entity
        Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
        document_store/files.csv doc_121_002 raw row
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
    - Pelham Rowe Insurance Brokers entity
      - crm/companies.csv org_121 raw row
  - Discovery: no single view of each client AI record
    - Pelham Rowe Insurance Brokers / BG-Demo – Discovery entity
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
      - call_recorder/calls.csv call_121_001 raw row
    - Pelham Rowe Insurance Brokers entity
      - crm/companies.csv org_121 raw row
  - Demo on Pelham Rowe's own data AI record
    - Pelham Rowe Insurance Brokers / BG-Demo – Demo entity
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
      - call_recorder/calls.csv call_121_002 raw row
    - Pelham Rowe Insurance Brokers entity
      - crm/companies.csv org_121 raw row
  - Starter proposal and pricing walk-through AI record
    - Pelham Rowe Insurance Brokers / BG-Demo – Proposal entity
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
      - call_recorder/calls.csv call_121_003 raw row
    - Pelham Rowe Insurance Brokers entity
      - crm/companies.csv org_121 raw row
  - Starter proposal negotiation, year-one discount AI record
    - Pelham Rowe Insurance Brokers / BG-Demo – Negotiation entity
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
      - call_recorder/calls.csv call_121_004 raw row
    - Pelham Rowe Insurance Brokers entity
      - crm/companies.csv org_121 raw row
  - +14 more
ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_121 facts table
  - Pelham Rowe Insurance Brokers – New entity
    - Pelham Rowe Insurance Brokers entity
      - crm/companies.csv org_121 raw row
    - crm/deal_line_items.csv deal_121_01:1 raw row
    - crm/deal_line_items.csv deal_121_01:2 raw row
    - crm/deal_stage_history.csv deal_121_01:1 raw row
    - crm/deal_stage_history.csv deal_121_01:2 raw row
    - crm/deal_stage_history.csv deal_121_01:3 raw row
    - +4 more
AI facts page block
- Pelham Rowe Insurance Brokers lost AI record
  - Pelham Rowe Insurance Brokers – New entity
    - Pelham Rowe Insurance Brokers entity
      - crm/companies.csv org_121 raw row
    - crm/deal_line_items.csv deal_121_01:1 raw row
    - crm/deal_line_items.csv deal_121_01:2 raw row
    - crm/deal_stage_history.csv deal_121_01:1 raw row
    - crm/deal_stage_history.csv deal_121_01:2 raw row
    - crm/deal_stage_history.csv deal_121_01:3 raw row
    - +4 more
  - Pelham Rowe: two unsigned Starter proposals AI record
    - Pelham Rowe Insurance Brokers - Proposal v1 entity
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
      - document_store/files.csv doc_121_001 raw row
    - Pelham Rowe Insurance Brokers - Proposal entity
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
      - document_store/files.csv doc_121_002 raw row
    - Starter proposal v1, marked draft AI record
      - Pelham Rowe Insurance Brokers - Proposal v1 entity
        Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
        document_store/files.csv doc_121_001 raw row
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
    - Pelham Rowe Starter tier proposal AI record
      - Pelham Rowe Insurance Brokers - Proposal entity
        Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
        document_store/files.csv doc_121_002 raw row
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
    - Pelham Rowe Insurance Brokers entity
      - crm/companies.csv org_121 raw row
  - Discovery: no single view of each client AI record
    - Pelham Rowe Insurance Brokers / BG-Demo – Discovery entity
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
      - call_recorder/calls.csv call_121_001 raw row
    - Pelham Rowe Insurance Brokers entity
      - crm/companies.csv org_121 raw row
  - Demo on Pelham Rowe's own data AI record
    - Pelham Rowe Insurance Brokers / BG-Demo – Demo entity
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
      - call_recorder/calls.csv call_121_002 raw row
    - Pelham Rowe Insurance Brokers entity
      - crm/companies.csv org_121 raw row
  - Starter proposal and pricing walk-through AI record
    - Pelham Rowe Insurance Brokers / BG-Demo – Proposal entity
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
      - call_recorder/calls.csv call_121_003 raw row
    - Pelham Rowe Insurance Brokers entity
      - crm/companies.csv org_121 raw row
  - Starter proposal negotiation, year-one discount AI record
    - Pelham Rowe Insurance Brokers / BG-Demo – Negotiation entity
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
      - call_recorder/calls.csv call_121_004 raw row
    - Pelham Rowe Insurance Brokers entity
      - crm/companies.csv org_121 raw row
  - +14 more
Contacts page block
- Naomi Fordham entity
  - Pelham Rowe Insurance Brokers entity
    - crm/companies.csv org_121 raw row
  - crm/contacts.csv per_12101:org_121 raw row
- Geoffrey Rowe entity
  - Pelham Rowe Insurance Brokers entity
    - crm/companies.csv org_121 raw row
  - crm/contacts.csv per_12102:org_121 raw row
- Danny Sargent entity
  - Pelham Rowe Insurance Brokers entity
    - crm/companies.csv org_121 raw row
  - crm/contacts.csv per_12103:org_121 raw row
Open deals (computed from the records; nothing to show yet) page block
- Pelham Rowe Insurance Brokers entity
  - crm/companies.csv org_121 raw row
Documents page block
- Pelham Rowe Insurance Brokers - Proposal v1 entity
  - Pelham Rowe Insurance Brokers entity
    - crm/companies.csv org_121 raw row
  - document_store/files.csv doc_121_001 raw row
- Pelham Rowe Insurance Brokers - Proposal entity
  - Pelham Rowe Insurance Brokers entity
    - crm/companies.csv org_121 raw row
  - document_store/files.csv doc_121_002 raw row
hero page block
- Pelham Rowe Insurance Brokers lost AI record
  - Pelham Rowe Insurance Brokers – New entity
    - Pelham Rowe Insurance Brokers entity
      - crm/companies.csv org_121 raw row
    - crm/deal_line_items.csv deal_121_01:1 raw row
    - crm/deal_line_items.csv deal_121_01:2 raw row
    - crm/deal_stage_history.csv deal_121_01:1 raw row
    - crm/deal_stage_history.csv deal_121_01:2 raw row
    - crm/deal_stage_history.csv deal_121_01:3 raw row
    - +4 more
  - Pelham Rowe: two unsigned Starter proposals AI record
    - Pelham Rowe Insurance Brokers - Proposal v1 entity
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
      - document_store/files.csv doc_121_001 raw row
    - Pelham Rowe Insurance Brokers - Proposal entity
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
      - document_store/files.csv doc_121_002 raw row
    - Starter proposal v1, marked draft AI record
      - Pelham Rowe Insurance Brokers - Proposal v1 entity
        Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
        document_store/files.csv doc_121_001 raw row
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
    - Pelham Rowe Starter tier proposal AI record
      - Pelham Rowe Insurance Brokers - Proposal entity
        Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
        document_store/files.csv doc_121_002 raw row
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
    - Pelham Rowe Insurance Brokers entity
      - crm/companies.csv org_121 raw row
  - Discovery: no single view of each client AI record
    - Pelham Rowe Insurance Brokers / BG-Demo – Discovery entity
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
      - call_recorder/calls.csv call_121_001 raw row
    - Pelham Rowe Insurance Brokers entity
      - crm/companies.csv org_121 raw row
  - Demo on Pelham Rowe's own data AI record
    - Pelham Rowe Insurance Brokers / BG-Demo – Demo entity
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
      - call_recorder/calls.csv call_121_002 raw row
    - Pelham Rowe Insurance Brokers entity
      - crm/companies.csv org_121 raw row
  - Starter proposal and pricing walk-through AI record
    - Pelham Rowe Insurance Brokers / BG-Demo – Proposal entity
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
      - call_recorder/calls.csv call_121_003 raw row
    - Pelham Rowe Insurance Brokers entity
      - crm/companies.csv org_121 raw row
  - Starter proposal negotiation, year-one discount AI record
    - Pelham Rowe Insurance Brokers / BG-Demo – Negotiation entity
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
      - call_recorder/calls.csv call_121_004 raw row
    - Pelham Rowe Insurance Brokers entity
      - crm/companies.csv org_121 raw row
  - +14 more
- facts.reconciliation_t0:org_121 facts table
  - Pelham Rowe Insurance Brokers – New entity
    - Pelham Rowe Insurance Brokers entity
      - crm/companies.csv org_121 raw row
    - crm/deal_line_items.csv deal_121_01:1 raw row
    - crm/deal_line_items.csv deal_121_01:2 raw row
    - crm/deal_stage_history.csv deal_121_01:1 raw row
    - crm/deal_stage_history.csv deal_121_01:2 raw row
    - crm/deal_stage_history.csv deal_121_01:3 raw row
    - +4 more
  - Pelham Rowe Insurance Brokers entity
    - crm/companies.csv org_121 raw row
- Pelham Rowe Insurance Brokers entity
  - crm/companies.csv org_121 raw row
- Signals: Pelham Rowe Insurance Brokers signals (no model)
  - Pelham Rowe Insurance Brokers entity
    - crm/companies.csv org_121 raw row
  - Pelham Rowe Insurance Brokers entity
    - crm/companies.csv org_121 raw row
Key facts page block
- facts.reconciliation_t0:org_121 facts table
  - Pelham Rowe Insurance Brokers – New entity
    - Pelham Rowe Insurance Brokers entity
      - crm/companies.csv org_121 raw row
    - crm/deal_line_items.csv deal_121_01:1 raw row
    - crm/deal_line_items.csv deal_121_01:2 raw row
    - crm/deal_stage_history.csv deal_121_01:1 raw row
    - crm/deal_stage_history.csv deal_121_01:2 raw row
    - crm/deal_stage_history.csv deal_121_01:3 raw row
    - +4 more
  - Pelham Rowe Insurance Brokers entity
    - crm/companies.csv org_121 raw row
- Pelham Rowe Insurance Brokers entity
  - crm/companies.csv org_121 raw row
- Signals: Pelham Rowe Insurance Brokers signals (no model)
  - Pelham Rowe Insurance Brokers entity
    - crm/companies.csv org_121 raw row
  - Pelham Rowe Insurance Brokers entity
    - crm/companies.csv org_121 raw row
- BG-Demo webinar, 18 Jun 2026 entity
  - Pelham Rowe Insurance Brokers entity
    - crm/companies.csv org_121 raw row
  - mailbox/messages.csv thr_121_0005:1 raw row
  - mailbox/threads.csv thr_121_0005 raw row
Evidence trail page block
- Pelham Rowe Insurance Brokers entity
  - crm/companies.csv org_121 raw row
The story page block
- Customer: Pelham Rowe Insurance Brokers AI record
  - Pelham Rowe Insurance Brokers lost AI record
    - Pelham Rowe Insurance Brokers – New entity
      - Pelham Rowe Insurance Brokers entity
        crm/companies.csv org_121 raw row
      - crm/deal_line_items.csv deal_121_01:1 raw row
      - crm/deal_line_items.csv deal_121_01:2 raw row
      - crm/deal_stage_history.csv deal_121_01:1 raw row
      - crm/deal_stage_history.csv deal_121_01:2 raw row
      - crm/deal_stage_history.csv deal_121_01:3 raw row
      - +4 more
    - Pelham Rowe: two unsigned Starter proposals AI record
      - Pelham Rowe Insurance Brokers - Proposal v1 entity
    - +14 more
  - +7 more
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

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

made from

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Pelham Rowe Insurance Brokers

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