Fulbourn Underwriting

Lost£0

AI facts

Current to 14 Oct 26

Fulbourn Underwriting has no contract with BB-Demo: there is no executed order form, no invoices and £0 ARR. An Enterprise deal at £140k, with a £110k annual subscription, closed lost on 6 Feb 2025 with the reason no decision. The 18 Dec 2024 proposal remains unsigned, and a twelve percent first-year discount agreed on a call on 14 Jan 2025 was never contracted. There is no usage or ticket history. The last recorded interaction was on 20 Jan 2025.

Read from 5 calls · 2 email threads · 1 deals · 3 people · 3 documents, newest 16 Jan 25

AImade from

Profile

Updated 9 Oct 26

IndustryInsurance
Websitefulbourn.example
CountryUnited Kingdom
HQ cityLondon
Size260 employees
CRM ownerLewis Kerr
TypeProspectdiffers
StateLost

CRMmade from

AI opinion

Current to 14 Oct 26

Lost, because the Enterprise deal closed with no decision on 6 Feb 2025 and there is no recorded interaction with Fulbourn Underwriting since 20 Jan 2025. Octavia Blake championed it and said the figures work, so a win-back approach to her and Nicholas Fairbairn is the one opportunity.

Signals Fulbourn Underwriting – New Document roll-up Following up on implementation and licensing Fulbourn Underwriting / BB-Demo – Negotiation

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Last contact20 Jan 2025

Computedmade from

Next step

Current to 14 Oct 26

What: Lewis Kerr emails Octavia Blake to reopen the Enterprise conversation, offering the security review scope that Nicholas Fairbairn was waiting for and proposing a call that includes Anil Joshi. re_engage
Who: Lewis Kerr
When: This week by 9 Oct 2026
Why: Lewis Kerr should reopen Fulbourn Underwriting through Octavia Blake. He should bring the security review scope Nicholas Fairbairn was waiting for when the £140k Enterprise deal closed lost with no decision on 6 Feb 2025.

AI · claude-opus-5-5 · 14 Oct 2026

AImade from

The story

Current to 14 Oct 26

Lost

Lost: Fulbourn Underwriting's £140k Enterprise deal closed lost on 6 Feb 2025 with no decision. Nothing was signed or invoiced. Lewis Kerr is to reopen it through Octavia Blake, bringing the security review scope.

Lost: Fulbourn Underwriting never signed. The £140k Enterprise deal, with a £110k annual subscription, closed lost in the CRM on 6 Feb 2025 with the reason no decision, and there is no executed order form or invoice.

There is no usage, no tickets and no recorded interaction since 20 Jan 2025. Octavia Blake, Head of Underwriting Operations, joined all five calls and said the figures work.

Signature depended on Nicholas Fairbairn, Chief Operating Officer, seeing the security review scope, and the twelve percent discount agreed on 14 Jan 2025 was never contracted. Priya Raman, who ran discovery, left BB-Demo on 28 Aug 2026.

Lewis Kerr should email Octavia by 9 Oct 2026 with a written security review scope from Hannah Lowe and a price position agreed with Owen Tallis. He should also propose a call that includes Anil Joshi, Head of Information Security.

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

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 Enterprise proposal draft · proposal · 13 Dec 2024
- Enterprise implementation and subscription proposal issued · proposal · 18 Dec 2024
Security (1)
- Enterprise security questionnaire answers issued · security questionnaire · 2 Dec 2024

Documentsmade from

Open deals

Not yet analysedNo open deals.

CRMmade from

Open tickets

Not yet analysedNo open tickets.

Helpdeskmade from

Activity

16 Jan 2025email_threadFollowing up on implementation and licensing Lewis Kerr, Owen Tallis, Nicholas Fairbairn, Octavia Blake+1
14 Jan 2025callFulbourn Underwriting / BB-Demo – Negotiation Lewis Kerr, Owen Tallis, Nicholas Fairbairn, Octavia Blake+1
20 Dec 2024callFulbourn Underwriting / BB-Demo – Proposal Lewis Kerr, Octavia Blake, Nicholas Fairbairn
18 Dec 2024documentFulbourn Underwriting - Proposal Tom Ashdown
13 Dec 2024documentFulbourn Underwriting - Proposal v1 Tom Ashdown
6 Dec 2024callFulbourn Underwriting / BB-Demo – Demo Lewis Kerr, Hannah Lowe, Octavia Blake
2 Dec 2024documentFulbourn Underwriting - Security Questionnaire Hannah Lowe
28 Nov 2024callFulbourn Underwriting / BB-Demo – Demo Lewis Kerr, Hannah Lowe, Octavia Blake
26 Nov 2024eventRevenue leaders roundtable Sofia Marchetti, Craig Paterson, Paul Rigby, Moira Sinclair, Scott Galbraith, Jackie Revill, Neil Entwistle, Yasmin Openshaw, Søren Lund, Valerie Okon, Steven Holroyd, Kristin Lindahl, Brenda Oldroyd, Melinda Ochoa, Grant Mattner, Shirley Bowman, Felicity Gurney, Rona Baxter, Tracy Bullock, Octavia Blake, Mhairi MacLeod, Wouter Kok, Johan Berglund, Henrik Lorenz, Wes Jago, Lauren Pilkington, Becky Tattersall, Ryan Heslop, Niamh Fogarty, Florian Becker+27
30 Oct 2024callFulbourn Underwriting / BB-Demo – Discovery Priya Raman, Octavia Blake, Nicholas Fairbairn
28 Oct 2024email_threadScheduling our discovery session Priya Raman, Octavia Blake
4 Oct 2024dealFulbourn Underwriting – New Tom Ashdown, Octavia Blake

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

Fulbourn Underwriting's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 10 AI summaries of 11 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 3 pages.

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

Activity page block
- Fulbourn Underwriting / BB-Demo – Discovery entity
  - Fulbourn Underwriting entity
    - crm/companies.csv org_202 raw row
  - call_recorder/calls.csv call_202_001 raw row
- Fulbourn Underwriting / BB-Demo – Demo entity
  - Fulbourn Underwriting entity
    - crm/companies.csv org_202 raw row
  - call_recorder/calls.csv call_202_002 raw row
- Fulbourn Underwriting / BB-Demo – Demo entity
  - Fulbourn Underwriting entity
    - crm/companies.csv org_202 raw row
  - call_recorder/calls.csv call_202_003 raw row
- Fulbourn Underwriting / BB-Demo – Proposal entity
  - Fulbourn Underwriting entity
    - crm/companies.csv org_202 raw row
  - call_recorder/calls.csv call_202_004 raw row
- Fulbourn Underwriting / BB-Demo – Negotiation entity
  - Fulbourn Underwriting entity
    - crm/companies.csv org_202 raw row
  - call_recorder/calls.csv call_202_005 raw row
- Fulbourn Underwriting – New entity
  - Fulbourn Underwriting entity
    - crm/companies.csv org_202 raw row
  - crm/deal_line_items.csv deal_202_01:1 raw row
  - crm/deal_line_items.csv deal_202_01:2 raw row
  - crm/deal_stage_history.csv deal_202_01:1 raw row
  - crm/deal_stage_history.csv deal_202_01:2 raw row
  - crm/deal_stage_history.csv deal_202_01:3 raw row
  - +4 more
- +6 more
AI opinion page block
- Fulbourn Underwriting lost AI record
  - Fulbourn Underwriting – New entity
    - Fulbourn Underwriting entity
      - crm/companies.csv org_202 raw row
    - crm/deal_line_items.csv deal_202_01:1 raw row
    - crm/deal_line_items.csv deal_202_01:2 raw row
    - crm/deal_stage_history.csv deal_202_01:1 raw row
    - crm/deal_stage_history.csv deal_202_01:2 raw row
    - crm/deal_stage_history.csv deal_202_01:3 raw row
    - +4 more
  - Fulbourn Underwriting: no executed paper AI record
    - Fulbourn Underwriting - Security Questionnaire entity
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
      - document_store/files.csv doc_202_001 raw row
    - Fulbourn Underwriting - Proposal v1 entity
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
      - document_store/files.csv doc_202_002 raw row
    - Fulbourn Underwriting - Proposal entity
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
      - document_store/files.csv doc_202_003 raw row
    - Enterprise security questionnaire answers AI record
      - Fulbourn Underwriting - Security Questionnaire entity
        Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
        document_store/files.csv doc_202_001 raw row
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
    - Fulbourn Enterprise proposal, draft v1 AI record
      - Fulbourn Underwriting - Proposal v1 entity
        Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
        document_store/files.csv doc_202_002 raw row
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
    - Enterprise proposal, 18 Dec 2024 AI record
      - Fulbourn Underwriting - Proposal entity
        Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
        document_store/files.csv doc_202_003 raw row
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
    - +1 more
  - Enterprise discovery, price concern AI record
    - Fulbourn Underwriting / BB-Demo – Discovery entity
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
      - call_recorder/calls.csv call_202_001 raw row
    - Fulbourn Underwriting entity
      - crm/companies.csv org_202 raw row
  - Enterprise demo: audit, Sandbox, freshness AI record
    - Fulbourn Underwriting / BB-Demo – Demo entity
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
      - call_recorder/calls.csv call_202_002 raw row
    - Fulbourn Underwriting entity
      - crm/companies.csv org_202 raw row
  - Enterprise demo: performance and data quality AI record
    - Fulbourn Underwriting / BB-Demo – Demo entity
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
      - call_recorder/calls.csv call_202_003 raw row
    - Fulbourn Underwriting entity
      - crm/companies.csv org_202 raw row
  - Enterprise proposal walk-through AI record
    - Fulbourn Underwriting / BB-Demo – Proposal entity
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
      - call_recorder/calls.csv call_202_004 raw row
    - Fulbourn Underwriting entity
      - crm/companies.csv org_202 raw row
  - +12 more
ARR journey (not yet analysed) page block
- facts.arr_monthly:org_202 facts table
  - Fulbourn Underwriting – New entity
    - Fulbourn Underwriting entity
      - crm/companies.csv org_202 raw row
    - crm/deal_line_items.csv deal_202_01:1 raw row
    - crm/deal_line_items.csv deal_202_01:2 raw row
    - crm/deal_stage_history.csv deal_202_01:1 raw row
    - crm/deal_stage_history.csv deal_202_01:2 raw row
    - crm/deal_stage_history.csv deal_202_01:3 raw row
    - +4 more
AI facts page block
- Fulbourn Underwriting lost AI record
  - Fulbourn Underwriting – New entity
    - Fulbourn Underwriting entity
      - crm/companies.csv org_202 raw row
    - crm/deal_line_items.csv deal_202_01:1 raw row
    - crm/deal_line_items.csv deal_202_01:2 raw row
    - crm/deal_stage_history.csv deal_202_01:1 raw row
    - crm/deal_stage_history.csv deal_202_01:2 raw row
    - crm/deal_stage_history.csv deal_202_01:3 raw row
    - +4 more
  - Fulbourn Underwriting: no executed paper AI record
    - Fulbourn Underwriting - Security Questionnaire entity
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
      - document_store/files.csv doc_202_001 raw row
    - Fulbourn Underwriting - Proposal v1 entity
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
      - document_store/files.csv doc_202_002 raw row
    - Fulbourn Underwriting - Proposal entity
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
      - document_store/files.csv doc_202_003 raw row
    - Enterprise security questionnaire answers AI record
      - Fulbourn Underwriting - Security Questionnaire entity
        Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
        document_store/files.csv doc_202_001 raw row
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
    - Fulbourn Enterprise proposal, draft v1 AI record
      - Fulbourn Underwriting - Proposal v1 entity
        Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
        document_store/files.csv doc_202_002 raw row
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
    - Enterprise proposal, 18 Dec 2024 AI record
      - Fulbourn Underwriting - Proposal entity
        Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
        document_store/files.csv doc_202_003 raw row
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
    - +1 more
  - Enterprise discovery, price concern AI record
    - Fulbourn Underwriting / BB-Demo – Discovery entity
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
      - call_recorder/calls.csv call_202_001 raw row
    - Fulbourn Underwriting entity
      - crm/companies.csv org_202 raw row
  - Enterprise demo: audit, Sandbox, freshness AI record
    - Fulbourn Underwriting / BB-Demo – Demo entity
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
      - call_recorder/calls.csv call_202_002 raw row
    - Fulbourn Underwriting entity
      - crm/companies.csv org_202 raw row
  - Enterprise demo: performance and data quality AI record
    - Fulbourn Underwriting / BB-Demo – Demo entity
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
      - call_recorder/calls.csv call_202_003 raw row
    - Fulbourn Underwriting entity
      - crm/companies.csv org_202 raw row
  - Enterprise proposal walk-through AI record
    - Fulbourn Underwriting / BB-Demo – Proposal entity
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
      - call_recorder/calls.csv call_202_004 raw row
    - Fulbourn Underwriting entity
      - crm/companies.csv org_202 raw row
  - +12 more
Contacts page block
- Octavia Blake entity
  - Fulbourn Underwriting entity
    - crm/companies.csv org_202 raw row
  - crm/contacts.csv per_20201:org_202 raw row
- Nicholas Fairbairn entity
  - Fulbourn Underwriting entity
    - crm/companies.csv org_202 raw row
  - crm/contacts.csv per_20202:org_202 raw row
- Anil Joshi entity
  - Fulbourn Underwriting entity
    - crm/companies.csv org_202 raw row
  - crm/contacts.csv per_20203:org_202 raw row
Open deals (not yet analysed) page block
- Fulbourn Underwriting entity
  - crm/companies.csv org_202 raw row
Documents page block
- Fulbourn Underwriting - Security Questionnaire entity
  - Fulbourn Underwriting entity
    - crm/companies.csv org_202 raw row
  - document_store/files.csv doc_202_001 raw row
- Fulbourn Underwriting - Proposal v1 entity
  - Fulbourn Underwriting entity
    - crm/companies.csv org_202 raw row
  - document_store/files.csv doc_202_002 raw row
- Fulbourn Underwriting - Proposal entity
  - Fulbourn Underwriting entity
    - crm/companies.csv org_202 raw row
  - document_store/files.csv doc_202_003 raw row
hero page block
- Fulbourn Underwriting lost AI record
  - Fulbourn Underwriting – New entity
    - Fulbourn Underwriting entity
      - crm/companies.csv org_202 raw row
    - crm/deal_line_items.csv deal_202_01:1 raw row
    - crm/deal_line_items.csv deal_202_01:2 raw row
    - crm/deal_stage_history.csv deal_202_01:1 raw row
    - crm/deal_stage_history.csv deal_202_01:2 raw row
    - crm/deal_stage_history.csv deal_202_01:3 raw row
    - +4 more
  - Fulbourn Underwriting: no executed paper AI record
    - Fulbourn Underwriting - Security Questionnaire entity
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
      - document_store/files.csv doc_202_001 raw row
    - Fulbourn Underwriting - Proposal v1 entity
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
      - document_store/files.csv doc_202_002 raw row
    - Fulbourn Underwriting - Proposal entity
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
      - document_store/files.csv doc_202_003 raw row
    - Enterprise security questionnaire answers AI record
      - Fulbourn Underwriting - Security Questionnaire entity
        Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
        document_store/files.csv doc_202_001 raw row
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
    - Fulbourn Enterprise proposal, draft v1 AI record
      - Fulbourn Underwriting - Proposal v1 entity
        Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
        document_store/files.csv doc_202_002 raw row
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
    - Enterprise proposal, 18 Dec 2024 AI record
      - Fulbourn Underwriting - Proposal entity
        Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
        document_store/files.csv doc_202_003 raw row
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
    - +1 more
  - Enterprise discovery, price concern AI record
    - Fulbourn Underwriting / BB-Demo – Discovery entity
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
      - call_recorder/calls.csv call_202_001 raw row
    - Fulbourn Underwriting entity
      - crm/companies.csv org_202 raw row
  - Enterprise demo: audit, Sandbox, freshness AI record
    - Fulbourn Underwriting / BB-Demo – Demo entity
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
      - call_recorder/calls.csv call_202_002 raw row
    - Fulbourn Underwriting entity
      - crm/companies.csv org_202 raw row
  - Enterprise demo: performance and data quality AI record
    - Fulbourn Underwriting / BB-Demo – Demo entity
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
      - call_recorder/calls.csv call_202_003 raw row
    - Fulbourn Underwriting entity
      - crm/companies.csv org_202 raw row
  - Enterprise proposal walk-through AI record
    - Fulbourn Underwriting / BB-Demo – Proposal entity
      - Fulbourn Underwriting entity
        crm/companies.csv org_202 raw row
      - call_recorder/calls.csv call_202_004 raw row
    - Fulbourn Underwriting entity
      - crm/companies.csv org_202 raw row
  - +12 more
- facts.reconciliation_t0:org_202 facts table
  - Fulbourn Underwriting – New entity
    - Fulbourn Underwriting entity
      - crm/companies.csv org_202 raw row
    - crm/deal_line_items.csv deal_202_01:1 raw row
    - crm/deal_line_items.csv deal_202_01:2 raw row
    - crm/deal_stage_history.csv deal_202_01:1 raw row
    - crm/deal_stage_history.csv deal_202_01:2 raw row
    - crm/deal_stage_history.csv deal_202_01:3 raw row
    - +4 more
  - Fulbourn Underwriting entity
    - crm/companies.csv org_202 raw row
- Fulbourn Underwriting entity
  - crm/companies.csv org_202 raw row
- Signals: Fulbourn Underwriting signals (no model)
  - Fulbourn Underwriting entity
    - crm/companies.csv org_202 raw row
  - Fulbourn Underwriting entity
    - crm/companies.csv org_202 raw row
Key facts page block
- facts.reconciliation_t0:org_202 facts table
  - Fulbourn Underwriting – New entity
    - Fulbourn Underwriting entity
      - crm/companies.csv org_202 raw row
    - crm/deal_line_items.csv deal_202_01:1 raw row
    - crm/deal_line_items.csv deal_202_01:2 raw row
    - +4 more
Evidence trail page block
The story page block
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

Fulbourn Underwriting

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

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