Delaunay Brisset Courtage

Lost£0

AI facts

As at Fri 9 Oct 2026

Delaunay Brisset Courtage, a Lyon insurance broker, holds no executed order form and has never been invoiced, so contracted ARR is £0. The CRM Growth deal, opened 3 Nov 2025 with an amount of £56k and ACV of £44k, closed lost on 10 Apr 2026 with security review as the lost reason. No platform usage or tickets are recorded. The 18 Feb 2026 demo quoted £44k a year, the v1 figure, against the £50k v2 list for new business.

Read from 2 calls · 1 email threads · 1 deals · 3 people · 1 documents, newest 19 Feb 26

AImade from

Profile

Updated 9 Oct 26

IndustryInsurance broking
Websitedelaunaybrisset.example
CountryFrance
HQ cityLyon
Size240 employees
CRM ownerMatteo Ricci
TypeProspectdiffers
StateLost

CRMmade from

AI opinion

As at Fri 9 Oct 2026

Lost, because the CRM Growth deal closed lost on 10 Apr 2026 over the security review, and no contact is recorded after the 18 Feb 2026 demo. Claire Vasseur's stated pains remain, so Matteo Ricci could try a win-back once the security objection is understood.

Signals Delaunay Brisset Courtage – New Delaunay Brisset Courtage / BG-Demo – Demo Delaunay Brisset Courtage - Security Questionnaire

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

AImade from

Key facts

Updated 9 Oct 26

Last contact18 Feb 2026

Computedmade from

Next step

As at Fri 9 Oct 2026

What: Matteo Ricci asks Claire Vasseur to arrange a call with Mathieu Garnier to find out which security review point closed the Growth deal. Re engage
Who: Matteo Ricci
When: This week by 9 Oct 2026
Why: Matteo Ricci should ask Claire Vasseur to set up a call with Mathieu Garnier to learn which security point closed the Growth deal on 10 Apr 2026. Any reopened offer should be priced at the £50k v2 list.

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

AImade from

The story

As at Fri 9 Oct 2026

Lost

Lost: the CRM's only Growth deal closed lost on 10 Apr 2026 over the security review. There is no order form or invoice, and nothing is recorded since the 18 Feb 2026 demo. Matteo Ricci should reopen the conversation through Claire Vasseur.

Lost. Delaunay Brisset Courtage, a Lyon insurance broker, has no order form or invoices, and the CRM's only Growth deal, amount £56k and ACV £44k, closed lost on 10 Apr 2026 over the security review.

As a prospect it has no usage or tickets. Claire Vasseur, Head of Operations, joined both calls, Laurent Brisset, Managing Director, joined only discovery, and Mathieu Garnier, IT Manager, joined none.

Nothing is recorded since the 18 Feb 2026 demo, which quoted £44k against the £50k v2 list. The 19 Feb 2026 security questionnaire lists the MFA user rollout as only planned, and the records do not show which point ended the review.

Matteo Ricci should ask Claire to arrange a call with Mathieu to find the security blocker, by 9 Oct 2026. Hannah Lowe prepares the MFA and incident response answers, and any reopened offer is priced at £50k.

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

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)
- Growth tier security questionnaire issued · security questionnaire · 19 Feb 2026

Documentsmade from

Open deals

No open deals.

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

26 May 2026eventRevenue leaders roundtable Alice Brewer, Kofi Mensah, Ellie Rowcliffe, Derek Imrie, Priti Marsden, Brendan O'Mahony, Natasha Pryor, Imran Hussain, Daan Visser, Ruben Dekker, Andrew Pickering, Allison Pereira, Cian O'Leary, Shane Twomey, Dylan Price, Jonathan Marsden, Anita Mistry, Luke Oakes, Lindsay Pallister, Hector Villarreal, Diarmuid Kenny, Jens Maes, Jas Dhillon, Darragh Quinlan, Laurent Brisset, Rebecca Nuttall, Dan Kitching, Bas Vermeulen, Erik Wallin, Jess Mitchell, Fiona Ingham, Vicky Eccles, Ed Kershaw, Desmond Oyelaran, Shauna Pettibone, Douglas Forsyth, Femi Olatunji, Joost van der Linden, Mirjam Hendriks, Ailsa Dunlop, Petra Lüders, Julia Hartmann+39
21 May 2026eventBG-Demo webinar Alice Brewer, Gemma Holt, Moira Sinclair, Ravi Atherton, Toby Underwood, Tasha Merriweather, Linnéa Holmberg, Saira Khalid, Brianna Ocampo, Emma Croft, Fleur Jansen, Helen Varley, Sunita Bains, Christina Möller, Ffion Rees, Luke Oakes, William Coultas, Kevin Kershaw, Mervyn Hales, Laurent Brisset, Bas Vermeulen, Brendan Moran, Jess Mitchell, Alexa Fraser, Joe Mallinson, Gavin Rudd, Bas Kuijpers, Joost van der Linden, Raymond Tsai, Kevin Dussault, Heather Bauman, Sue Ditchfield+29
19 Feb 2026documentDelaunay Brisset Courtage - Security Questionnaire Theo Gallagher
18 Feb 2026callDelaunay Brisset Courtage / BG-Demo – Demo Matteo Ricci, Hannah Lowe, Claire Vasseur
29 Dec 2025callDelaunay Brisset Courtage / BG-Demo – Discovery Matteo Ricci, Claire Vasseur, Laurent Brisset
17 Dec 2025email threadLet's schedule our discovery Matteo Ricci, Claire Vasseur
3 Nov 2025dealDelaunay Brisset Courtage – New Matteo Ricci, Claire Vasseur
25 Feb 2025eventRevenue leaders roundtable Sofia Marchetti, Toby Rickard, Oliver Pennock, Alexander Vallance, Asif Jagger, Steven Holroyd, Matthew Grice, Pieter de Groot, Craig Holt, Tina Goddard, Susan Tweddle, Jas Dhillon, Troy Wendt, Glen Nuttall, Timo Brand, Claire Vasseur, Mads Mortensen, Lachlan Hutchinson, Tomasz Wiśniewski, Clara Hoskins, Kirsteen Boyd, Trevor Mayhew, Sinead Maguire, Paul Ottaway, Jade Kenwright, Liam Corner, Vikram Sethi+24

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

Delaunay Brisset Courtage's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 4 AI summaries of 5 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
- Delaunay Brisset Courtage / BG-Demo – Discovery entity
  - Delaunay Brisset Courtage entity
    - crm/companies.csv org_217 raw row
  - call_recorder/calls.csv call_217_001 raw row
- Delaunay Brisset Courtage / BG-Demo – Demo entity
  - Delaunay Brisset Courtage entity
    - crm/companies.csv org_217 raw row
  - call_recorder/calls.csv call_217_002 raw row
- Delaunay Brisset Courtage – New entity
  - Delaunay Brisset Courtage entity
    - crm/companies.csv org_217 raw row
  - crm/deal_line_items.csv deal_217_01:1 raw row
  - crm/deal_line_items.csv deal_217_01:2 raw row
  - crm/deal_stage_history.csv deal_217_01:1 raw row
  - crm/deal_stage_history.csv deal_217_01:2 raw row
  - crm/deal_stage_history.csv deal_217_01:3 raw row
  - +2 more
- Delaunay Brisset Courtage - Security Questionnaire entity
  - Delaunay Brisset Courtage entity
    - crm/companies.csv org_217 raw row
  - document_store/files.csv doc_217_001 raw row
- Revenue leaders roundtable entity
  - event_platform/events.csv evt_0876_roundtable raw row
  - event_platform/registrations.csv evt_0876_roundtable:per_10703 raw row
  - event_platform/registrations.csv evt_0876_roundtable:per_10901 raw row
  - event_platform/registrations.csv evt_0876_roundtable:per_12602 raw row
  - event_platform/registrations.csv evt_0876_roundtable:per_1502 raw row
  - event_platform/registrations.csv evt_0876_roundtable:per_15702 raw row
  - +21 more
- BG-Demo webinar entity
  - event_platform/events.csv evt_1326_webinar raw row
  - event_platform/registrations.csv evt_1326_webinar:per_0901 raw row
  - event_platform/registrations.csv evt_1326_webinar:per_10302 raw row
  - event_platform/registrations.csv evt_1326_webinar:per_1102 raw row
  - event_platform/registrations.csv evt_1326_webinar:per_1103 raw row
  - event_platform/registrations.csv evt_1326_webinar:per_11101 raw row
  - +26 more
- +2 more
AI opinion page block
- Delaunay Brisset Courtage lost AI record
  - Delaunay Brisset Courtage – New entity
    - Delaunay Brisset Courtage entity
      - crm/companies.csv org_217 raw row
    - crm/deal_line_items.csv deal_217_01:1 raw row
    - crm/deal_line_items.csv deal_217_01:2 raw row
    - crm/deal_stage_history.csv deal_217_01:1 raw row
    - crm/deal_stage_history.csv deal_217_01:2 raw row
    - crm/deal_stage_history.csv deal_217_01:3 raw row
    - +2 more
  - Delaunay Brisset Courtage: no executed paper AI record
    - Delaunay Brisset Courtage - Security Questionnaire entity
      - Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
      - document_store/files.csv doc_217_001 raw row
    - Security questionnaire, Growth tier AI record
      - Delaunay Brisset Courtage - Security Questionnaire entity
        Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
        document_store/files.csv doc_217_001 raw row
      - Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
    - Delaunay Brisset Courtage entity
      - crm/companies.csv org_217 raw row
  - Discovery call: Growth for insurance broker AI record
    - Delaunay Brisset Courtage / BG-Demo – Discovery entity
      - Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
      - call_recorder/calls.csv call_217_001 raw row
    - Delaunay Brisset Courtage entity
      - crm/companies.csv org_217 raw row
  - Growth demo, decision with CFO pending AI record
    - Delaunay Brisset Courtage / BG-Demo – Demo entity
      - Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
      - call_recorder/calls.csv call_217_002 raw row
    - Delaunay Brisset Courtage entity
      - crm/companies.csv org_217 raw row
  - Security questionnaire, Growth tier AI record
    - Delaunay Brisset Courtage - Security Questionnaire entity
      - Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
      - document_store/files.csv doc_217_001 raw row
    - Delaunay Brisset Courtage entity
      - crm/companies.csv org_217 raw row
  - Discovery session scheduling AI record
    - Delaunay Brisset Courtage entity
      - crm/companies.csv org_217 raw row
    - Let's schedule our discovery entity
      - Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
      - mailbox/messages.csv thr_217_0001:1 raw row
      - mailbox/messages.csv thr_217_0001:2 raw row
      - mailbox/threads.csv thr_217_0001 raw row
  - +6 more
ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_217 facts table
  - Delaunay Brisset Courtage – New entity
    - Delaunay Brisset Courtage entity
      - crm/companies.csv org_217 raw row
    - crm/deal_line_items.csv deal_217_01:1 raw row
    - crm/deal_line_items.csv deal_217_01:2 raw row
    - crm/deal_stage_history.csv deal_217_01:1 raw row
    - crm/deal_stage_history.csv deal_217_01:2 raw row
    - crm/deal_stage_history.csv deal_217_01:3 raw row
    - +2 more
AI facts page block
- Delaunay Brisset Courtage lost AI record
  - Delaunay Brisset Courtage – New entity
    - Delaunay Brisset Courtage entity
      - crm/companies.csv org_217 raw row
    - crm/deal_line_items.csv deal_217_01:1 raw row
    - crm/deal_line_items.csv deal_217_01:2 raw row
    - crm/deal_stage_history.csv deal_217_01:1 raw row
    - crm/deal_stage_history.csv deal_217_01:2 raw row
    - crm/deal_stage_history.csv deal_217_01:3 raw row
    - +2 more
  - Delaunay Brisset Courtage: no executed paper AI record
    - Delaunay Brisset Courtage - Security Questionnaire entity
      - Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
      - document_store/files.csv doc_217_001 raw row
    - Security questionnaire, Growth tier AI record
      - Delaunay Brisset Courtage - Security Questionnaire entity
        Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
        document_store/files.csv doc_217_001 raw row
      - Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
    - Delaunay Brisset Courtage entity
      - crm/companies.csv org_217 raw row
  - Discovery call: Growth for insurance broker AI record
    - Delaunay Brisset Courtage / BG-Demo – Discovery entity
      - Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
      - call_recorder/calls.csv call_217_001 raw row
    - Delaunay Brisset Courtage entity
      - crm/companies.csv org_217 raw row
  - Growth demo, decision with CFO pending AI record
    - Delaunay Brisset Courtage / BG-Demo – Demo entity
      - Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
      - call_recorder/calls.csv call_217_002 raw row
    - Delaunay Brisset Courtage entity
      - crm/companies.csv org_217 raw row
  - Security questionnaire, Growth tier AI record
    - Delaunay Brisset Courtage - Security Questionnaire entity
      - Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
      - document_store/files.csv doc_217_001 raw row
    - Delaunay Brisset Courtage entity
      - crm/companies.csv org_217 raw row
  - Discovery session scheduling AI record
    - Delaunay Brisset Courtage entity
      - crm/companies.csv org_217 raw row
    - Let's schedule our discovery entity
      - Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
      - mailbox/messages.csv thr_217_0001:1 raw row
      - mailbox/messages.csv thr_217_0001:2 raw row
      - mailbox/threads.csv thr_217_0001 raw row
  - +6 more
Contacts page block
- Claire Vasseur entity
  - Delaunay Brisset Courtage entity
    - crm/companies.csv org_217 raw row
  - crm/contacts.csv per_21701:org_217 raw row
- Laurent Brisset entity
  - Delaunay Brisset Courtage entity
    - crm/companies.csv org_217 raw row
  - crm/contacts.csv per_21702:org_217 raw row
- Mathieu Garnier entity
  - Delaunay Brisset Courtage entity
    - crm/companies.csv org_217 raw row
  - crm/contacts.csv per_21703:org_217 raw row
Open deals (computed from the records; nothing to show yet) page block
- Delaunay Brisset Courtage entity
  - crm/companies.csv org_217 raw row
Documents page block
- Delaunay Brisset Courtage - Security Questionnaire entity
  - Delaunay Brisset Courtage entity
    - crm/companies.csv org_217 raw row
  - document_store/files.csv doc_217_001 raw row
hero page block
- Delaunay Brisset Courtage lost AI record
  - Delaunay Brisset Courtage – New entity
    - Delaunay Brisset Courtage entity
      - crm/companies.csv org_217 raw row
    - crm/deal_line_items.csv deal_217_01:1 raw row
    - crm/deal_line_items.csv deal_217_01:2 raw row
    - crm/deal_stage_history.csv deal_217_01:1 raw row
    - crm/deal_stage_history.csv deal_217_01:2 raw row
    - crm/deal_stage_history.csv deal_217_01:3 raw row
    - +2 more
  - Delaunay Brisset Courtage: no executed paper AI record
    - Delaunay Brisset Courtage - Security Questionnaire entity
      - Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
      - document_store/files.csv doc_217_001 raw row
    - Security questionnaire, Growth tier AI record
      - Delaunay Brisset Courtage - Security Questionnaire entity
        Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
        document_store/files.csv doc_217_001 raw row
      - Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
    - Delaunay Brisset Courtage entity
      - crm/companies.csv org_217 raw row
  - Discovery call: Growth for insurance broker AI record
    - Delaunay Brisset Courtage / BG-Demo – Discovery entity
      - Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
      - call_recorder/calls.csv call_217_001 raw row
    - Delaunay Brisset Courtage entity
      - crm/companies.csv org_217 raw row
  - Growth demo, decision with CFO pending AI record
    - Delaunay Brisset Courtage / BG-Demo – Demo entity
      - Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
      - call_recorder/calls.csv call_217_002 raw row
    - Delaunay Brisset Courtage entity
      - crm/companies.csv org_217 raw row
  - Security questionnaire, Growth tier AI record
    - Delaunay Brisset Courtage - Security Questionnaire entity
      - Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
      - document_store/files.csv doc_217_001 raw row
    - Delaunay Brisset Courtage entity
      - crm/companies.csv org_217 raw row
  - Discovery session scheduling AI record
    - Delaunay Brisset Courtage entity
      - crm/companies.csv org_217 raw row
    - Let's schedule our discovery entity
      - Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
      - mailbox/messages.csv thr_217_0001:1 raw row
      - mailbox/messages.csv thr_217_0001:2 raw row
      - mailbox/threads.csv thr_217_0001 raw row
  - +6 more
- facts.reconciliation_t0:org_217 facts table
  - Delaunay Brisset Courtage – New entity
    - Delaunay Brisset Courtage entity
      - crm/companies.csv org_217 raw row
    - crm/deal_line_items.csv deal_217_01:1 raw row
    - crm/deal_line_items.csv deal_217_01:2 raw row
    - crm/deal_stage_history.csv deal_217_01:1 raw row
    - crm/deal_stage_history.csv deal_217_01:2 raw row
    - crm/deal_stage_history.csv deal_217_01:3 raw row
    - +2 more
  - Delaunay Brisset Courtage entity
    - crm/companies.csv org_217 raw row
- Delaunay Brisset Courtage entity
  - crm/companies.csv org_217 raw row
- Signals: Delaunay Brisset Courtage signals (no model)
  - Delaunay Brisset Courtage entity
    - crm/companies.csv org_217 raw row
  - Delaunay Brisset Courtage entity
    - crm/companies.csv org_217 raw row
Key facts page block
- Delaunay Brisset Courtage / BG-Demo – Demo entity
  - Delaunay Brisset Courtage entity
    - crm/companies.csv org_217 raw row
  - call_recorder/calls.csv call_217_002 raw row
- facts.reconciliation_t0:org_217 facts table
  - Delaunay Brisset Courtage – New entity
    - Delaunay Brisset Courtage entity
      - crm/companies.csv org_217 raw row
    - crm/deal_line_items.csv deal_217_01:1 raw row
    - crm/deal_line_items.csv deal_217_01:2 raw row
    - crm/deal_stage_history.csv deal_217_01:1 raw row
    - crm/deal_stage_history.csv deal_217_01:2 raw row
    - crm/deal_stage_history.csv deal_217_01:3 raw row
    - +2 more
  - Delaunay Brisset Courtage entity
    - crm/companies.csv org_217 raw row
- Delaunay Brisset Courtage entity
  - crm/companies.csv org_217 raw row
- Signals: Delaunay Brisset Courtage signals (no model)
  - Delaunay Brisset Courtage entity
    - crm/companies.csv org_217 raw row
  - Delaunay Brisset Courtage entity
    - crm/companies.csv org_217 raw row
Evidence trail page block
- Delaunay Brisset Courtage entity
  - crm/companies.csv org_217 raw row
The story page block
- Customer: Delaunay Brisset Courtage AI record
  - Delaunay Brisset Courtage lost AI record
    - Delaunay Brisset Courtage – New entity
      - Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
      - crm/deal_line_items.csv deal_217_01:1 raw row
      - crm/deal_line_items.csv deal_217_01:2 raw row
      - crm/deal_stage_history.csv deal_217_01:1 raw row
      - crm/deal_stage_history.csv deal_217_01:2 raw row
      - crm/deal_stage_history.csv deal_217_01:3 raw row
      - +2 more
    - Delaunay Brisset Courtage: no executed paper AI record
      - Delaunay Brisset Courtage - Security Questionnaire entity
        Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
        document_store/files.csv doc_217_001 raw row
      - Security questionnaire, Growth tier AI record
        Delaunay Brisset Courtage - Security Questionnaire entity
        Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
        document_store/files.csv doc_217_001 raw row
        Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
      - Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
    - Discovery call: Growth for insurance broker AI record
      - Delaunay Brisset Courtage / BG-Demo – Discovery entity
        Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
        call_recorder/calls.csv call_217_001 raw row
      - Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
    - Growth demo, decision with CFO pending AI record
      - Delaunay Brisset Courtage / BG-Demo – Demo entity
        Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
        call_recorder/calls.csv call_217_002 raw row
      - Delaunay Brisset Courtage entity
        crm/companies.csv org_217 raw row
    - +6 more
  - +3 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

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

Delaunay Brisset Courtage

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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