Ostwalder Versicherungsmakler

Lost£0

AI facts

Current to 14 Oct 26

Ostwalder Versicherungsmakler is a Cologne insurance broker that never became a customer and holds no executed order form. The new-business deal for the Growth tier, with an amount of £56k and an ACV of £44k, closed lost on 16 Feb 2026 with the reason chose_competitor. No usage, tickets or invoices are recorded. The CRM stage is lost and the last recorded interaction was on 7 Jan 2026. The only document held is a security questionnaire dated 5 Jan 2026.

Read from 2 calls · 4 email threads · 1 deals · 3 people · 1 documents, newest 6 Jan 26

AImade from

Profile

Updated 9 Oct 26

IndustryInsurance broking
Websiteostwalder.example
CountryGermany
HQ cityCologne
Size260 employees
CRM ownerMatteo Ricci
TypeProspectdiffers
StateLost

CRMmade from

AI opinion

Current to 14 Oct 26

Lost, because the CRM deal closed lost on 16 Feb 2026 to a competitor and nothing has been recorded since 7 Jan 2026. Miriam Theisen was an engaged champion who wanted self-service for business users, so a later win-back approach by Matteo Ricci is the one opportunity.

Signals Ostwalder Versicherungsmakler – New Ostwalder Versicherungsmakler / BB-Demo – Demo Ostwalder Versicherungsmakler / BB-Demo – Discovery Document roll-up

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Last contact7 Jan 2026

Computedmade from

Next step

Current to 14 Oct 26

What: Matteo Ricci emails Miriam Theisen to ask how the competitor's tool is handling the manual reconciliation work and to offer a short refresher on Ostwalder's own data. re_engage
Who: Matteo Ricci
When: This week by 9 Oct 2026
Why: Matteo Ricci should reopen contact with Miriam Theisen, the engaged champion on the Growth deal lost on 16 Feb 2026. He should ask how the chosen rival handles the manual reconciliation pain and offer a refresher on Ostwalder's own data.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

The story

Current to 14 Oct 26

Lost

Lost. Ostwalder Versicherungsmakler's Growth deal closed lost to an unnamed competitor on 16 Feb 2026. There is no contract, usage or invoices, and nothing has been recorded since 7 Jan 2026. Matteo Ricci is to reopen contact with Miriam Theisen.

Lost. Ostwalder Versicherungsmakler's Growth deal, with an amount of £56k and an ACV of £44k, closed lost on 16 Feb 2026 with the CRM reason that it chose a competitor. There is no executed order form, invoice or renewal date.

There is no usage and there are no tickets, because Ostwalder never went live. Matteo Ricci ran discovery on 12 Nov 2025 with Klaus Wirtz and Miriam Theisen, the champion, then demoed with Hannah Lowe on 2 Jan 2026.

The CRM does not name the rival or say why it won, and nothing is recorded after 7 Jan 2026. The only document held is the 5 Jan 2026 security questionnaire.

Matteo should email Miriam by 9 Oct 2026 to ask how the competitor's tool handles the reconciliation work, and offer a refresher on Ostwalder's own data, prepared by Hannah. Any new proposal uses the v2 Growth list of £50k.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

ARR journey

Not yet analysedNo ARR history: no order forms or invoices for this organisation.

Accountingmade from

Platform usage

Not yet analysedNo platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

Updated 9 Oct 26

1 documents in 1 folders. 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

Security (1)
- Security questionnaire answers issued · security questionnaire · 5 Jan 2026

Documentsmade from

Open deals

Not yet analysedNo open deals.

CRMmade from

Open tickets

Not yet analysedNo open tickets.

Helpdeskmade from

Activity

15 Jan 2026eventBB-Demo webinar Alice Brewer, Dean Hargreaves, Sam Cheney, Wei Ling Tan, Miriam Theisen, Howard Feinberg, Jess Dobson, Lindsey Ward, Méabh Crowley, Cerys Llewellyn, Luke Oakes, Asif Nuttall, Jean Benson, Maeve Doherty, Kerryn Mibus, Jas Dhillon, Phil Royston, Karl Tennison, Ian Brearley, Shane Keane, Karin Sjöberg, Erik Wallin, Lucas Goossens, Hugh Atherton, Dylan Tremblay, Jun Tan, Kevin Lister, Tariq Saleem, Dan Hosken, Matt Colenso, Graeme Charlton, Mark Dodds, Declan Moran, Kirsteen Boyd, Abi Coombes, Tracey Bainbridge, Wouter Brouwer, Javier Ortiz+35
6 Jan 2026email_threadDemo scheduled Matteo Ricci, Hannah Lowe, Miriam Theisen
5 Jan 2026documentOstwalder Versicherungsmakler - Security Questionnaire Hannah Lowe
2 Jan 2026callOstwalder Versicherungsmakler / BB-Demo – Demo Matteo Ricci, Hannah Lowe, Miriam Theisen
29 Dec 2025email_threadBB-Demo webinar, data and operations Alice Brewer, Miriam Theisen
24 Dec 2025email_threadDemo scheduling Matteo Ricci, Miriam Theisen
12 Nov 2025callOstwalder Versicherungsmakler / BB-Demo – Discovery Matteo Ricci, Miriam Theisen, Klaus Wirtz
7 Nov 2025email_threadDiscovery call, next week? Matteo Ricci, Miriam Theisen
8 Oct 2025eventData leaders conference (BB-Demo stand) Alice Brewer, Kofi Mensah, Mark Siddall, Sven Hoffmann, Dean Furlong, Glenys Routledge, Sofie Bech, Nicole Hayes, Sam Entwistle, Wes Jago, Mirjam Hendriks, Vikram Sethi+9
26 Sep 2025dealOstwalder Versicherungsmakler – New Tom Ashdown, Miriam Theisen

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26

hide membership not yet analysed

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

Ostwalder Versicherungsmakler's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 7 AI summaries of 8 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.

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

Activity page block
- Ostwalder Versicherungsmakler / BB-Demo – Discovery entity
  - Ostwalder Versicherungsmakler entity
    - crm/companies.csv org_138 raw row
  - call_recorder/calls.csv call_138_001 raw row
- Ostwalder Versicherungsmakler / BB-Demo – Demo entity
  - Ostwalder Versicherungsmakler entity
    - crm/companies.csv org_138 raw row
  - call_recorder/calls.csv call_138_002 raw row
- Ostwalder Versicherungsmakler – New entity
  - Ostwalder Versicherungsmakler entity
    - crm/companies.csv org_138 raw row
  - crm/deal_line_items.csv deal_138_01:1 raw row
  - crm/deal_line_items.csv deal_138_01:2 raw row
  - crm/deal_stage_history.csv deal_138_01:1 raw row
  - crm/deal_stage_history.csv deal_138_01:2 raw row
  - crm/deal_stage_history.csv deal_138_01:3 raw row
  - +2 more
- Ostwalder Versicherungsmakler - Security Questionnaire entity
  - Ostwalder Versicherungsmakler entity
    - crm/companies.csv org_138 raw row
  - document_store/files.csv doc_138_001 raw row
- Data leaders conference (BB-Demo stand) entity
  - event_platform/events.csv evt_1101_conference raw row
  - event_platform/registrations.csv evt_1101_conference:per_0106 raw row
  - event_platform/registrations.csv evt_1101_conference:per_0204 raw row
  - event_platform/registrations.csv evt_1101_conference:per_13803 raw row
  - event_platform/registrations.csv evt_1101_conference:per_15507 raw row
  - event_platform/registrations.csv evt_1101_conference:per_18104 raw row
  - +6 more
- BB-Demo webinar entity
  - event_platform/events.csv evt_1200_webinar raw row
  - event_platform/registrations.csv evt_1200_webinar:per_0206 raw row
  - event_platform/registrations.csv evt_1200_webinar:per_11803 raw row
  - event_platform/registrations.csv evt_1200_webinar:per_13301 raw row
  - event_platform/registrations.csv evt_1200_webinar:per_13801 raw row
  - event_platform/registrations.csv evt_1200_webinar:per_14702 raw row
  - +32 more
- +4 more
AI opinion page block
- Ostwalder Versicherungsmakler lost AI record
  - Ostwalder Versicherungsmakler – New entity
    - Ostwalder Versicherungsmakler entity
      - crm/companies.csv org_138 raw row
    - crm/deal_line_items.csv deal_138_01:1 raw row
    - crm/deal_line_items.csv deal_138_01:2 raw row
    - crm/deal_stage_history.csv deal_138_01:1 raw row
    - crm/deal_stage_history.csv deal_138_01:2 raw row
    - crm/deal_stage_history.csv deal_138_01:3 raw row
    - +2 more
  - Ostwalder: no executed paper on file AI record
    - Ostwalder Versicherungsmakler - Security Questionnaire entity
      - Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
      - document_store/files.csv doc_138_001 raw row
    - Security questionnaire answers AI record
      - Ostwalder Versicherungsmakler - Security Questionnaire entity
        Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
        document_store/files.csv doc_138_001 raw row
      - Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
    - Ostwalder Versicherungsmakler entity
      - crm/companies.csv org_138 raw row
  - Discovery: broker data reconciliation AI record
    - Ostwalder Versicherungsmakler / BB-Demo – Discovery entity
      - Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
      - call_recorder/calls.csv call_138_001 raw row
    - Ostwalder Versicherungsmakler entity
      - crm/companies.csv org_138 raw row
  - Growth tier demo for broker operations AI record
    - Ostwalder Versicherungsmakler / BB-Demo – Demo entity
      - Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
      - call_recorder/calls.csv call_138_002 raw row
    - Ostwalder Versicherungsmakler entity
      - crm/companies.csv org_138 raw row
  - Security questionnaire answers AI record
    - Ostwalder Versicherungsmakler - Security Questionnaire entity
      - Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
      - document_store/files.csv doc_138_001 raw row
    - Ostwalder Versicherungsmakler entity
      - crm/companies.csv org_138 raw row
  - Ostwalder discovery call agreed AI record
    - Ostwalder Versicherungsmakler entity
      - crm/companies.csv org_138 raw row
    - Discovery call, next week? entity
      - Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
      - mailbox/messages.csv thr_138_0001:1 raw row
      - mailbox/messages.csv thr_138_0001:2 raw row
      - mailbox/messages.csv thr_138_0001:3 raw row
      - mailbox/threads.csv thr_138_0001 raw row
  - +9 more
ARR journey (not yet analysed) page block
- facts.arr_monthly:org_138 facts table
  - Ostwalder Versicherungsmakler – New entity
    - Ostwalder Versicherungsmakler entity
      - crm/companies.csv org_138 raw row
    - crm/deal_line_items.csv deal_138_01:1 raw row
    - crm/deal_line_items.csv deal_138_01:2 raw row
    - crm/deal_stage_history.csv deal_138_01:1 raw row
    - crm/deal_stage_history.csv deal_138_01:2 raw row
    - crm/deal_stage_history.csv deal_138_01:3 raw row
    - +2 more
AI facts page block
- Ostwalder Versicherungsmakler lost AI record
  - Ostwalder Versicherungsmakler – New entity
    - Ostwalder Versicherungsmakler entity
      - crm/companies.csv org_138 raw row
    - crm/deal_line_items.csv deal_138_01:1 raw row
    - crm/deal_line_items.csv deal_138_01:2 raw row
    - crm/deal_stage_history.csv deal_138_01:1 raw row
    - crm/deal_stage_history.csv deal_138_01:2 raw row
    - crm/deal_stage_history.csv deal_138_01:3 raw row
    - +2 more
  - Ostwalder: no executed paper on file AI record
    - Ostwalder Versicherungsmakler - Security Questionnaire entity
      - Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
      - document_store/files.csv doc_138_001 raw row
    - Security questionnaire answers AI record
      - Ostwalder Versicherungsmakler - Security Questionnaire entity
        Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
        document_store/files.csv doc_138_001 raw row
      - Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
    - Ostwalder Versicherungsmakler entity
      - crm/companies.csv org_138 raw row
  - Discovery: broker data reconciliation AI record
    - Ostwalder Versicherungsmakler / BB-Demo – Discovery entity
      - Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
      - call_recorder/calls.csv call_138_001 raw row
    - Ostwalder Versicherungsmakler entity
      - crm/companies.csv org_138 raw row
  - Growth tier demo for broker operations AI record
    - Ostwalder Versicherungsmakler / BB-Demo – Demo entity
      - Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
      - call_recorder/calls.csv call_138_002 raw row
    - Ostwalder Versicherungsmakler entity
      - crm/companies.csv org_138 raw row
  - Security questionnaire answers AI record
    - Ostwalder Versicherungsmakler - Security Questionnaire entity
      - Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
      - document_store/files.csv doc_138_001 raw row
    - Ostwalder Versicherungsmakler entity
      - crm/companies.csv org_138 raw row
  - Ostwalder discovery call agreed AI record
    - Ostwalder Versicherungsmakler entity
      - crm/companies.csv org_138 raw row
    - Discovery call, next week? entity
      - Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
      - mailbox/messages.csv thr_138_0001:1 raw row
      - mailbox/messages.csv thr_138_0001:2 raw row
      - mailbox/messages.csv thr_138_0001:3 raw row
      - mailbox/threads.csv thr_138_0001 raw row
  - +9 more
Contacts page block
- Miriam Theisen entity
  - Ostwalder Versicherungsmakler entity
    - crm/companies.csv org_138 raw row
  - crm/contacts.csv per_13801:org_138 raw row
- Klaus Wirtz entity
  - Ostwalder Versicherungsmakler entity
    - crm/companies.csv org_138 raw row
  - crm/contacts.csv per_13802:org_138 raw row
- Sven Hoffmann entity
  - Ostwalder Versicherungsmakler entity
    - crm/companies.csv org_138 raw row
  - crm/contacts.csv per_13803:org_138 raw row
Open deals (not yet analysed) page block
- Ostwalder Versicherungsmakler entity
  - crm/companies.csv org_138 raw row
Documents page block
- Ostwalder Versicherungsmakler - Security Questionnaire entity
  - Ostwalder Versicherungsmakler entity
    - crm/companies.csv org_138 raw row
  - document_store/files.csv doc_138_001 raw row
hero page block
- Ostwalder Versicherungsmakler lost AI record
  - Ostwalder Versicherungsmakler – New entity
    - Ostwalder Versicherungsmakler entity
      - crm/companies.csv org_138 raw row
    - crm/deal_line_items.csv deal_138_01:1 raw row
    - crm/deal_line_items.csv deal_138_01:2 raw row
    - crm/deal_stage_history.csv deal_138_01:1 raw row
    - crm/deal_stage_history.csv deal_138_01:2 raw row
    - crm/deal_stage_history.csv deal_138_01:3 raw row
    - +2 more
  - Ostwalder: no executed paper on file AI record
    - Ostwalder Versicherungsmakler - Security Questionnaire entity
      - Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
      - document_store/files.csv doc_138_001 raw row
    - Security questionnaire answers AI record
      - Ostwalder Versicherungsmakler - Security Questionnaire entity
        Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
        document_store/files.csv doc_138_001 raw row
      - Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
    - Ostwalder Versicherungsmakler entity
      - crm/companies.csv org_138 raw row
  - Discovery: broker data reconciliation AI record
    - Ostwalder Versicherungsmakler / BB-Demo – Discovery entity
      - Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
      - call_recorder/calls.csv call_138_001 raw row
    - Ostwalder Versicherungsmakler entity
      - crm/companies.csv org_138 raw row
  - Growth tier demo for broker operations AI record
    - Ostwalder Versicherungsmakler / BB-Demo – Demo entity
      - Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
      - call_recorder/calls.csv call_138_002 raw row
    - Ostwalder Versicherungsmakler entity
      - crm/companies.csv org_138 raw row
  - Security questionnaire answers AI record
    - Ostwalder Versicherungsmakler - Security Questionnaire entity
      - Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
      - document_store/files.csv doc_138_001 raw row
    - Ostwalder Versicherungsmakler entity
      - crm/companies.csv org_138 raw row
  - Ostwalder discovery call agreed AI record
    - Ostwalder Versicherungsmakler entity
      - crm/companies.csv org_138 raw row
    - Discovery call, next week? entity
      - Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
      - mailbox/messages.csv thr_138_0001:1 raw row
      - mailbox/messages.csv thr_138_0001:2 raw row
      - mailbox/messages.csv thr_138_0001:3 raw row
      - mailbox/threads.csv thr_138_0001 raw row
  - +9 more
- facts.reconciliation_t0:org_138 facts table
  - Ostwalder Versicherungsmakler – New entity
    - Ostwalder Versicherungsmakler entity
      - crm/companies.csv org_138 raw row
    - crm/deal_line_items.csv deal_138_01:1 raw row
    - crm/deal_line_items.csv deal_138_01:2 raw row
    - crm/deal_stage_history.csv deal_138_01:1 raw row
    - crm/deal_stage_history.csv deal_138_01:2 raw row
    - crm/deal_stage_history.csv deal_138_01:3 raw row
    - +2 more
  - Ostwalder Versicherungsmakler entity
    - crm/companies.csv org_138 raw row
- Ostwalder Versicherungsmakler entity
  - crm/companies.csv org_138 raw row
- Signals: Ostwalder Versicherungsmakler signals (no model)
  - Ostwalder Versicherungsmakler entity
    - crm/companies.csv org_138 raw row
  - Ostwalder Versicherungsmakler entity
    - crm/companies.csv org_138 raw row
Key facts page block
- facts.reconciliation_t0:org_138 facts table
  - Ostwalder Versicherungsmakler – New entity
    - Ostwalder Versicherungsmakler entity
      - crm/companies.csv org_138 raw row
    - crm/deal_line_items.csv deal_138_01:1 raw row
    - crm/deal_line_items.csv deal_138_01:2 raw row
    - crm/deal_stage_history.csv deal_138_01:1 raw row
    - crm/deal_stage_history.csv deal_138_01:2 raw row
    - crm/deal_stage_history.csv deal_138_01:3 raw row
    - +2 more
  - Ostwalder Versicherungsmakler entity
    - crm/companies.csv org_138 raw row
- Ostwalder Versicherungsmakler entity
  - crm/companies.csv org_138 raw row
- Signals: Ostwalder Versicherungsmakler signals (no model)
  - Ostwalder Versicherungsmakler entity
    - crm/companies.csv org_138 raw row
  - Ostwalder Versicherungsmakler entity
    - crm/companies.csv org_138 raw row
- Demo scheduled entity
  - Ostwalder Versicherungsmakler entity
    - crm/companies.csv org_138 raw row
  - mailbox/messages.csv thr_138_0004:1 raw row
  - mailbox/messages.csv thr_138_0004:2 raw row
  - mailbox/threads.csv thr_138_0004 raw row
Evidence trail page block
- Ostwalder Versicherungsmakler entity
  - crm/companies.csv org_138 raw row
The story page block
- Customer: Ostwalder Versicherungsmakler AI record
  - Ostwalder Versicherungsmakler lost AI record
    - Ostwalder Versicherungsmakler – New entity
      - Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
      - crm/deal_line_items.csv deal_138_01:1 raw row
      - crm/deal_line_items.csv deal_138_01:2 raw row
      - crm/deal_stage_history.csv deal_138_01:1 raw row
      - crm/deal_stage_history.csv deal_138_01:2 raw row
      - crm/deal_stage_history.csv deal_138_01:3 raw row
      - +2 more
    - Ostwalder: no executed paper on file AI record
      - Ostwalder Versicherungsmakler - Security Questionnaire entity
        Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
        document_store/files.csv doc_138_001 raw row
      - Security questionnaire answers AI record
        Ostwalder Versicherungsmakler - Security Questionnaire entity
        Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
        document_store/files.csv doc_138_001 raw row
        Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
      - Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
    - Discovery: broker data reconciliation AI record
      - Ostwalder Versicherungsmakler / BB-Demo – Discovery entity
        Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
        call_recorder/calls.csv call_138_001 raw row
      - Ostwalder Versicherungsmakler entity
        crm/companies.csv org_138 raw row
    - Growth tier demo for broker operations AI record
      - Ostwalder Versicherungsmakler / BB-Demo – Demo entity
    - +9 more
  - +6 more
Next step page block
Open tickets (not yet analysed) page block
Profile page block
Sources page block
Platform usage (not yet analysed) page block

Computedmade from

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

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

Data	Records
Organisations	225
People at customers	862
BB-Demo staff	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Ostwalder Versicherungsmakler

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