Kinbasket Insurance Brokers

Lost£0

AI facts

As at Fri 9 Oct 2026

Kinbasket Insurance Brokers, a Vancouver insurance broker, has no contract, no invoices and £0 ARR. Its £56k Growth deal, with a proposed £44k Year 1 subscription, was closed lost on 22 Jan 2026 with the reason no_decision. No order form was executed, and the 23 Dec 2025 proposal remains unsigned. There is no usage and no ticket on record, and the last interaction was the 7 Jan 2026 negotiation call.

Read from 4 calls · 1 email threads · 1 deals · 3 people · 3 documents, newest 7 Jan 26

AImade from

Profile

Updated 9 Oct 26

IndustryInsurance broking
Websitekinbasket.example
CountryCanada
HQ cityVancouver
Size240 employees
CRM ownerJordan Pike
TypeProspectdiffers
StateLost

CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the CRM deal closed lost on 22 Jan 2026, the day Darryl Kozak had committed to sign. No order form was returned, and there has been no contact since 7 Jan 2026. A win-back would be priced at the v2 Growth list of £50k.

Signals Kinbasket Insurance Brokers – New Kinbasket Insurance Brokers / BG-Demo – Negotiation Document roll-up Kinbasket Insurance Brokers - Security Questionnaire Kinbasket Insurance Brokers

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

AImade from

Key facts

Updated 9 Oct 26

Last contact7 Jan 2026

Computedmade from

Next step

As at Fri 9 Oct 2026

What: Jordan Pike contacts Darryl Kozak, copying Meghan Fraser, to learn why the Growth deal stalled and offer a fresh Growth proposal at the v2 list of £50k. Re engage
Who: Jordan Pike
When: This week by 9 Oct 2026
Why: Jordan Pike should reopen Kinbasket with Darryl Kozak, the CFO who said price was not a blocker, to learn why the £56k Growth deal stalled to no decision, and offer a fresh proposal at the v2 Growth list of £50k.

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

AImade from

The story

As at Fri 9 Oct 2026

Lost

Lost: Kinbasket's £56k Growth deal closed lost in the CRM on 22 Jan 2026 for no decision. No order form, no invoices, and no contact since 7 Jan 2026. Jordan Pike is to reopen with Darryl Kozak at the v2 Growth list of £50k.

Lost: Kinbasket Insurance Brokers' £56k Growth deal closed lost in the CRM on 22 Jan 2026 for no decision. No order form was executed, there are no invoices, and both proposals at £44k a year are unsigned.

Kinbasket never went live, so there is no usage or ticket history. Meghan Fraser, VP Operations, led the evaluation and Darryl Kozak, the CFO, held sign-off; Priya Raman, who opened the account, has left BG-Demo.

Nobody has spoken to Kinbasket since the 7 Jan 2026 negotiation call, and the records do not show why sign-off stalled. The 16 Dec 2025 security questionnaire offers a freshness credit that standard Growth terms do not give.

Jordan Pike should contact Darryl, copying Meghan, by 9 Oct 2026 to learn what stopped sign-off. He should offer a fresh Growth proposal at the v2 list of £50k, approved by Owen Tallis.

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

3 documents in 2 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 Growth tier proposal draft · proposal · 18 Dec 2025
- Growth tier subscription proposal issued · proposal · 23 Dec 2025
Security (1)
- Security questionnaire for Growth implementation issued · security questionnaire · 16 Dec 2025

Documentsmade from

Open deals

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

7 Jan 2026callKinbasket Insurance Brokers / BG-Demo – Negotiation Jordan Pike, Owen Tallis, Darryl Kozak
29 Dec 2025callKinbasket Insurance Brokers / BG-Demo – Proposal Jordan Pike, Meghan Fraser, Darryl Kozak
23 Dec 2025documentKinbasket Insurance Brokers - Proposal Sophie Ling
18 Dec 2025documentKinbasket Insurance Brokers - Proposal v1 Sophie Ling
16 Dec 2025documentKinbasket Insurance Brokers - Security Questionnaire Hannah Lowe
11 Dec 2025callKinbasket Insurance Brokers / BG-Demo – Demo Tom Ashdown, Hannah Lowe, Meghan Fraser
24 Nov 2025callKinbasket Insurance Brokers / BG-Demo – Discovery Priya Raman, Meghan Fraser, Darryl Kozak
14 Nov 2025email threadKinbasket Insurance, discovery call Priya Raman, Meghan Fraser
10 Nov 2025dealKinbasket Insurance Brokers – New Sophie Ling, Meghan Fraser
27 May 2025eventRevenue leaders roundtable Sofia Marchetti, Jenna Price, Helen Marsden, Ravi Atherton, Sofie Claes, Johan Ekström, Neil Entwistle, Noel Cronin, Ashley Chen, Melvin Goh, Gina Ferraro, Howard Feinberg, Nikhil Rao, Josh Pearce, Huw Bevan, Clive Wardle, Harry Kitching, Beth Venn, Mohammed Hanif, Andre Baptiste, Brent Overholt, Geneviève Lalonde, Alyssa Jenkins, Emma Quinn, Priti Haworth, Alexa Fraser, Henrik Lorenz, Carl Whittle, Aoife Mulcahy, Declan Moran, Siobhán Nolan, Ronan Healy, Kayleigh Roberts, Liam Corner, Megan Statham+32

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

Kinbasket 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 8 AI summaries of 9 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 3 pages.

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

Activity page block
- Kinbasket Insurance Brokers / BG-Demo – Discovery entity
  - Kinbasket Insurance Brokers entity
    - crm/companies.csv org_132 raw row
  - call_recorder/calls.csv call_132_001 raw row
- Kinbasket Insurance Brokers / BG-Demo – Demo entity
  - Kinbasket Insurance Brokers entity
    - crm/companies.csv org_132 raw row
  - call_recorder/calls.csv call_132_002 raw row
- Kinbasket Insurance Brokers / BG-Demo – Proposal entity
  - Kinbasket Insurance Brokers entity
    - crm/companies.csv org_132 raw row
  - call_recorder/calls.csv call_132_003 raw row
- Kinbasket Insurance Brokers / BG-Demo – Negotiation entity
  - Kinbasket Insurance Brokers entity
    - crm/companies.csv org_132 raw row
  - call_recorder/calls.csv call_132_004 raw row
- Kinbasket Insurance Brokers – New entity
  - Kinbasket Insurance Brokers entity
    - crm/companies.csv org_132 raw row
  - crm/deal_line_items.csv deal_132_01:1 raw row
  - crm/deal_line_items.csv deal_132_01:2 raw row
  - crm/deal_stage_history.csv deal_132_01:1 raw row
  - crm/deal_stage_history.csv deal_132_01:2 raw row
  - crm/deal_stage_history.csv deal_132_01:3 raw row
  - +4 more
- Kinbasket Insurance Brokers - Security Questionnaire entity
  - Kinbasket Insurance Brokers entity
    - crm/companies.csv org_132 raw row
  - document_store/files.csv doc_132_001 raw row
- +4 more
AI opinion page block
- Kinbasket Insurance Brokers: Lost AI record
  - Kinbasket Insurance Brokers – New entity
    - Kinbasket Insurance Brokers entity
      - crm/companies.csv org_132 raw row
    - crm/deal_line_items.csv deal_132_01:1 raw row
    - crm/deal_line_items.csv deal_132_01:2 raw row
    - crm/deal_stage_history.csv deal_132_01:1 raw row
    - crm/deal_stage_history.csv deal_132_01:2 raw row
    - crm/deal_stage_history.csv deal_132_01:3 raw row
    - +4 more
  - Kinbasket documents: proposals, none executed AI record
    - Kinbasket Insurance Brokers - Security Questionnaire entity
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
      - document_store/files.csv doc_132_001 raw row
    - Kinbasket Insurance Brokers - Proposal v1 entity
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
      - document_store/files.csv doc_132_002 raw row
    - Kinbasket Insurance Brokers - Proposal entity
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
      - document_store/files.csv doc_132_003 raw row
    - Kinbasket security questionnaire, Growth tier AI record
      - Kinbasket Insurance Brokers - Security Questionnaire entity
        Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
        document_store/files.csv doc_132_001 raw row
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
    - Kinbasket Growth tier proposal v1 (draft) AI record
      - Kinbasket Insurance Brokers - Proposal v1 entity
        Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
        document_store/files.csv doc_132_002 raw row
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
    - Growth tier proposal, Kinbasket AI record
      - Kinbasket Insurance Brokers - Proposal entity
        Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
        document_store/files.csv doc_132_003 raw row
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
    - +1 more
  - Kinbasket Growth discovery call AI record
    - Kinbasket Insurance Brokers / BG-Demo – Discovery entity
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
      - call_recorder/calls.csv call_132_001 raw row
    - Kinbasket Insurance Brokers entity
      - crm/companies.csv org_132 raw row
  - Demo of Growth tier on Kinbasket's data AI record
    - Kinbasket Insurance Brokers / BG-Demo – Demo entity
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
      - call_recorder/calls.csv call_132_002 raw row
    - Kinbasket Insurance Brokers entity
      - crm/companies.csv org_132 raw row
  - Growth proposal walkthrough, price and timing AI record
    - Kinbasket Insurance Brokers / BG-Demo – Proposal entity
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
      - call_recorder/calls.csv call_132_003 raw row
    - Kinbasket Insurance Brokers entity
      - crm/companies.csv org_132 raw row
  - Negotiation: price held, close date set AI record
    - Kinbasket Insurance Brokers / BG-Demo – Negotiation entity
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
      - call_recorder/calls.csv call_132_004 raw row
    - Kinbasket Insurance Brokers entity
      - crm/companies.csv org_132 raw row
  - +10 more
ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_132 facts table
  - Kinbasket Insurance Brokers – New entity
    - Kinbasket Insurance Brokers entity
      - crm/companies.csv org_132 raw row
    - crm/deal_line_items.csv deal_132_01:1 raw row
    - crm/deal_line_items.csv deal_132_01:2 raw row
    - crm/deal_stage_history.csv deal_132_01:1 raw row
    - crm/deal_stage_history.csv deal_132_01:2 raw row
    - crm/deal_stage_history.csv deal_132_01:3 raw row
    - +4 more
AI facts page block
- Kinbasket Insurance Brokers: Lost AI record
  - Kinbasket Insurance Brokers – New entity
    - Kinbasket Insurance Brokers entity
      - crm/companies.csv org_132 raw row
    - crm/deal_line_items.csv deal_132_01:1 raw row
    - crm/deal_line_items.csv deal_132_01:2 raw row
    - crm/deal_stage_history.csv deal_132_01:1 raw row
    - crm/deal_stage_history.csv deal_132_01:2 raw row
    - crm/deal_stage_history.csv deal_132_01:3 raw row
    - +4 more
  - Kinbasket documents: proposals, none executed AI record
    - Kinbasket Insurance Brokers - Security Questionnaire entity
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
      - document_store/files.csv doc_132_001 raw row
    - Kinbasket Insurance Brokers - Proposal v1 entity
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
      - document_store/files.csv doc_132_002 raw row
    - Kinbasket Insurance Brokers - Proposal entity
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
      - document_store/files.csv doc_132_003 raw row
    - Kinbasket security questionnaire, Growth tier AI record
      - Kinbasket Insurance Brokers - Security Questionnaire entity
        Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
        document_store/files.csv doc_132_001 raw row
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
    - Kinbasket Growth tier proposal v1 (draft) AI record
      - Kinbasket Insurance Brokers - Proposal v1 entity
        Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
        document_store/files.csv doc_132_002 raw row
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
    - Growth tier proposal, Kinbasket AI record
      - Kinbasket Insurance Brokers - Proposal entity
        Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
        document_store/files.csv doc_132_003 raw row
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
    - +1 more
  - Kinbasket Growth discovery call AI record
    - Kinbasket Insurance Brokers / BG-Demo – Discovery entity
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
      - call_recorder/calls.csv call_132_001 raw row
    - Kinbasket Insurance Brokers entity
      - crm/companies.csv org_132 raw row
  - Demo of Growth tier on Kinbasket's data AI record
    - Kinbasket Insurance Brokers / BG-Demo – Demo entity
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
      - call_recorder/calls.csv call_132_002 raw row
    - Kinbasket Insurance Brokers entity
      - crm/companies.csv org_132 raw row
  - Growth proposal walkthrough, price and timing AI record
    - Kinbasket Insurance Brokers / BG-Demo – Proposal entity
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
      - call_recorder/calls.csv call_132_003 raw row
    - Kinbasket Insurance Brokers entity
      - crm/companies.csv org_132 raw row
  - Negotiation: price held, close date set AI record
    - Kinbasket Insurance Brokers / BG-Demo – Negotiation entity
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
      - call_recorder/calls.csv call_132_004 raw row
    - Kinbasket Insurance Brokers entity
      - crm/companies.csv org_132 raw row
  - +10 more
Contacts page block
- Meghan Fraser entity
  - Kinbasket Insurance Brokers entity
    - crm/companies.csv org_132 raw row
  - crm/contacts.csv per_13201:org_132 raw row
- Darryl Kozak entity
  - Kinbasket Insurance Brokers entity
    - crm/companies.csv org_132 raw row
  - crm/contacts.csv per_13202:org_132 raw row
- Ashley Chen entity
  - Kinbasket Insurance Brokers entity
    - crm/companies.csv org_132 raw row
  - crm/contacts.csv per_13203:org_132 raw row
Open deals (computed from the records; nothing to show yet) page block
- Kinbasket Insurance Brokers entity
  - crm/companies.csv org_132 raw row
Documents page block
- Kinbasket Insurance Brokers - Security Questionnaire entity
  - Kinbasket Insurance Brokers entity
    - crm/companies.csv org_132 raw row
  - document_store/files.csv doc_132_001 raw row
- Kinbasket Insurance Brokers - Proposal v1 entity
  - Kinbasket Insurance Brokers entity
    - crm/companies.csv org_132 raw row
  - document_store/files.csv doc_132_002 raw row
- Kinbasket Insurance Brokers - Proposal entity
  - Kinbasket Insurance Brokers entity
    - crm/companies.csv org_132 raw row
  - document_store/files.csv doc_132_003 raw row
hero page block
- Kinbasket Insurance Brokers: Lost AI record
  - Kinbasket Insurance Brokers – New entity
    - Kinbasket Insurance Brokers entity
      - crm/companies.csv org_132 raw row
    - crm/deal_line_items.csv deal_132_01:1 raw row
    - crm/deal_line_items.csv deal_132_01:2 raw row
    - crm/deal_stage_history.csv deal_132_01:1 raw row
    - crm/deal_stage_history.csv deal_132_01:2 raw row
    - crm/deal_stage_history.csv deal_132_01:3 raw row
    - +4 more
  - Kinbasket documents: proposals, none executed AI record
    - Kinbasket Insurance Brokers - Security Questionnaire entity
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
      - document_store/files.csv doc_132_001 raw row
    - Kinbasket Insurance Brokers - Proposal v1 entity
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
      - document_store/files.csv doc_132_002 raw row
    - Kinbasket Insurance Brokers - Proposal entity
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
      - document_store/files.csv doc_132_003 raw row
    - Kinbasket security questionnaire, Growth tier AI record
      - Kinbasket Insurance Brokers - Security Questionnaire entity
        Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
        document_store/files.csv doc_132_001 raw row
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
    - Kinbasket Growth tier proposal v1 (draft) AI record
      - Kinbasket Insurance Brokers - Proposal v1 entity
        Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
        document_store/files.csv doc_132_002 raw row
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
    - Growth tier proposal, Kinbasket AI record
      - Kinbasket Insurance Brokers - Proposal entity
        Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
        document_store/files.csv doc_132_003 raw row
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
    - +1 more
  - Kinbasket Growth discovery call AI record
    - Kinbasket Insurance Brokers / BG-Demo – Discovery entity
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
      - call_recorder/calls.csv call_132_001 raw row
    - Kinbasket Insurance Brokers entity
      - crm/companies.csv org_132 raw row
  - Demo of Growth tier on Kinbasket's data AI record
    - Kinbasket Insurance Brokers / BG-Demo – Demo entity
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
      - call_recorder/calls.csv call_132_002 raw row
    - Kinbasket Insurance Brokers entity
      - crm/companies.csv org_132 raw row
  - Growth proposal walkthrough, price and timing AI record
    - Kinbasket Insurance Brokers / BG-Demo – Proposal entity
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
      - call_recorder/calls.csv call_132_003 raw row
    - Kinbasket Insurance Brokers entity
      - crm/companies.csv org_132 raw row
  - Negotiation: price held, close date set AI record
    - Kinbasket Insurance Brokers / BG-Demo – Negotiation entity
      - Kinbasket Insurance Brokers entity
        crm/companies.csv org_132 raw row
      - call_recorder/calls.csv call_132_004 raw row
    - Kinbasket Insurance Brokers entity
      - crm/companies.csv org_132 raw row
  - +10 more
- facts.reconciliation_t0:org_132 facts table
  - Kinbasket Insurance Brokers – New entity
    - Kinbasket Insurance Brokers entity
      - crm/companies.csv org_132 raw row
    - crm/deal_line_items.csv deal_132_01:1 raw row
    - crm/deal_line_items.csv deal_132_01:2 raw row
    - crm/deal_stage_history.csv deal_132_01:1 raw row
    - crm/deal_stage_history.csv deal_132_01:2 raw row
    - crm/deal_stage_history.csv deal_132_01:3 raw row
    - +4 more
  - Kinbasket Insurance Brokers entity
    - crm/companies.csv org_132 raw row
- Kinbasket Insurance Brokers entity
  - crm/companies.csv org_132 raw row
- Signals: Kinbasket Insurance Brokers signals (no model)
  - Kinbasket Insurance Brokers entity
    - crm/companies.csv org_132 raw row
  - Kinbasket Insurance Brokers entity
    - crm/companies.csv org_132 raw row
Key facts page block
- Kinbasket Insurance Brokers / BG-Demo – Negotiation entity
  - Kinbasket Insurance Brokers entity
    - crm/companies.csv org_132 raw row
  - call_recorder/calls.csv call_132_004 raw row
- facts.reconciliation_t0:org_132 facts table
  - Kinbasket Insurance Brokers – New entity
    - +4 more
Evidence trail page block
The story page block
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

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

Kinbasket 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