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Pelham Rowe Insurance Brokers

Documents

What the paper says

Document roll-up

As at Fri 9 Oct 2026

Pelham Rowe Insurance Brokers has two documents, both Starter proposals from Dec 2023 and neither executed. Both quote £20k a year plus £6,000 implementation. No order form is held, so no contracted terms can be confirmed.

Executed: No document for Pelham Rowe Insurance Brokers has a stored status of executed, so there are no contracted terms. Both documents are proposals: one stored as draft and one stored as final.

Open items: The draft proposal of 13 Dec 2023 is headed as not for signature. It quotes £20k a year, £6,000 implementation and £26k in total, with 15 user seats and four connectors still to be confirmed.

Open items: The final proposal of 18 Dec 2023, prepared by Tom Ashdown, quotes the same £20k a year and £6,000 implementation. It adds a 4 business hour priority response, but its customer signature block is blank, so acceptance is not shown.

Contradictions: The 13 Dec 2023 draft lists quarterly business reviews, while the 18 Dec 2023 proposal is read as having nothing off standard Starter terms. Starter normally carries a six-monthly check-in, so the draft's offer is worth checking if the customer relies on it.

Contradictions: Both proposals state refresh by 07:00 GMT rather than customer local time. They agree with each other but differ from the standard wording.

Commitments: None. With no executed paper, neither proposal creates a live obligation on service levels, delivery or billing.

Gaps: Both documents were read. No order form, signed copy, start date, term end or renewal date is on file, so the documents do not show whether Pelham Rowe became a customer or on what terms. Finance should check accounting for invoices before treating £20k as a contracted price.

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

Executed terms

As at Fri 9 Oct 2026
  • Service levels[]

Documents

Updated 9 Oct 26

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

  • 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

Contradictions

As at Fri 9 Oct 2026
DocumentAgainstWhat differs
Pelham Rowe Insurance Brokers - Proposal v1Pelham Rowe Insurance Brokers - ProposalThe 13 Dec 2023 draft lists quarterly business reviews on Starter. The 18 Dec 2023 final proposal is read as standard Starter terms with no such extra.

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

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B-Glass 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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What the data covers

DataRecords
Organisations225
People at customers862
BG-Demo staff records (in post and leavers)58
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 AI 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.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Glass is the tool that reads its data.

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