Clonvara Insurance Services logo

Clonvara Insurance Services

AtRisk£46,800Renews 1 Nov 26Negotiation · £55,000/yr
made from

AI facts

Current to 11 Oct 26

Clonvara Insurance Services holds a Growth subscription at £41,800 a year under the order form signed 17 Oct 2025. It also holds five extra connectors at £5,000 a year, signed 7 Apr 2026, with both ending 31 Oct 2026. In September 2026 there were 37 active users against 40 licensed and 1196 questions asked. A renewal deal is open at £55,000 in negotiation, expected to close 23 Oct 2026, with a renewal call booked for 26 Oct 2026. Siobhán Dunne's platform account was deactivated on 21 Aug 2026.

Read from 22 calls · 30 email threads · 11 tickets · 1 news items · 3 deals · 6 people · 16 documents, newest 28 Sep 26

AImade from

AI opinion

Current to 11 Oct 26

AtRisk, because the renewal is 23 days away and Brendan Moran openly questions the value of 40 licences and the £55,000 deal against £46,800 today. The champion's platform account is deactivated and only one admin remains. Opportunity: claims and compliance teams could fill unused seats.

SignalsDocument roll-upClonvara Insurance Services / BB-Demo – RenewalClonvara Insurance Services / BB-Demo – Check In

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Next step

Current to 11 Oct 26
What
Lewis Kerr sends Brendan Moran written Growth renewal options against the executed order forms, separating recurring from one-off charges and including a right-sized scope. renewal
Who
Lewis Kerr Lewis Kerr
When
within_2_weeks by 23 Oct 2026
Why
Lewis Kerr should send Brendan Moran written renewal options set against the executed order forms. They should split recurring from one-off charges and include a right-sized Growth option, so Brendan can review before the 23 Oct 2026 target and the 26 Oct 2026 renewal call.

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Profile

Updated 9 Oct 26
  • IndustryInsuranceSource: CRM company record
  • Websiteclonvara.exampleSource: CRM company record
  • CountryIrelandSource: CRM company record · CRM code IE · Region EU
  • HQ cityDublinSource: CRM company record
  • Size300 employeesSource: CRM company record
  • CRM ownerLewis KerrSource: CRM company record · Account Executive · CSM Amara Obi
  • Customer since1 Nov 2025Source: first executed order form ctr_025_01, signed 17 Oct 2025 · Growth tier · In the CRM since 18 Jul 2025
  • TypeCustomerSource: contracts and invoices (signals) · CRM stage customer
  • StateAtRiskSource: AI assessment · Written 11 Oct 2026
CRMmade from

Key facts

Updated 9 Oct 26
  • Contracted ARR£46,800differsSource: executed order form ctr_025_02, 8 Apr 2026 to 31 Oct 2026 · CRM £46,800 · Invoiced run rate £44,636 · As of 9 Oct 2026 · The sources disagree
  • Next renewal1 Nov 2026Basis: order form ctr_025_02 ends 31 Oct 2026 · In 23 days · Renewal price £50,000 (+900%) · list price of the tier on the renewal date (price book); v1 prices and first-term discounts end at renewal
  • Term8 Apr 2026 to 31 Oct 2026Source: order form ctr_025_02 (expansion), signed 7 Apr 2026 · Billed annually · 40 seats, 13 connectors
  • TierGrowthSource: the current order form
  • Open dealNegotiation · £55,000Source: CRM deal Clonvara Insurance Services – Renewal · renewal deal · Expected close 23 Oct 2026 · Owner Lewis Kerr
  • Last contact28 Sep 2026Call: Clonvara Insurance Services / BB-Demo – Renewal · 11 days before 9 Oct 2026
  • Tenanteu-west-2Source: product analytics, reporting since Nov 2025 · 10 connectors configured
  • Licensed seats4037 active users in Sep 2026 · Order form ctr_025_02: 40 seats
Computedmade from

The story

Current to 11 Oct 26
AtRisk

AtRisk: Clonvara's Growth renewal is due 1 Nov 2026 with no order form. The COO questions 40 licences and the £55,000 deal against £46,800, the champion's account is deactivated and one admin remains. Invoices are paid within terms, so this is value risk.

AtRisk: Clonvara Insurance Services holds Growth at £41,800 a year plus five connectors at £5,000 a year, both ending 31 Oct 2026. Renewal is 1 Nov 2026 with no order form, and the CRM deal is in negotiation at £55,000.

Since the spring, active users went from 38 to 37 (-3%) and questions from 1095 to 1196 (9%). Champion Siobhán Dunne's account was deactivated on 21 Aug 2026, Aoife Tuohy is the sole admin, and one unnamed user asks 26% of questions.

Brendan Moran, the COO, questions the value of 40 licences and sets the £55,000 deal against the £46,800 paid now. Renewal papers quote £46,800, which no executed order form states.

Lewis Kerr sends Brendan written Growth options against the executed order forms by 23 Oct 2026, splitting recurring from one-off charges. The renewal call is booked for 26 Oct 2026.

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

ARR journey

Updated 9 Oct 26
Contracted ARR and Invoiced ARR · monthlyUpdated 09 Oct 26
Contracted ARRInvoiced ARR
£0k£25k£50kNov 25Jan 26Mar 26May 26Jul 26Sep 26newexpansion£47k£45kNov 25: Contracted ARR £42k; Invoiced ARR £42kDec 25: Contracted ARR £42k; Invoiced ARR £42kJan 26: Contracted ARR £42k; Invoiced ARR £42kFeb 26: Contracted ARR £42k; Invoiced ARR £42kMar 26: Contracted ARR £42k; Invoiced ARR £42kApr 26: Contracted ARR £47k; Invoiced ARR £45kMay 26: Contracted ARR £47k; Invoiced ARR £45kJun 26: Contracted ARR £47k; Invoiced ARR £45kJul 26: Contracted ARR £47k; Invoiced ARR £45kAug 26: Contracted ARR £47k; Invoiced ARR £45kSep 26: Contracted ARR £47k; Invoiced ARR £45k
One point per month; the dot and figure at the right end are the latest value. The line steps because the figure holds until it changes. Latest (Sep 26): Contracted ARR £47k; Invoiced ARR £45k. Basis: accounting system, facts.arr_monthly:org_025.
Show the figures as a table
Contracted ARRInvoiced ARR
Nov 25£42k£42k
Dec 25£42k£42k
Jan 26£42k£42k
Feb 26£42k£42k
Mar 26£42k£42k
Apr 26£47k£45k
May 26£47k£45k
Jun 26£47k£45k
Jul 26£47k£45k
Aug 26£47k£45k
Sep 26£47k£45k
Accountingmade from

Platform usage

Updated 9 Oct 26

Headroom on the Growth tier, Sep 2026: 37 of 40 included users; 10 of 8 included connectors (at or over the allowance).

Active users · Sep 26
37down 1 vs Jun 26of 40 included on the tier
Questions asked · Sep 26
1,196up 16 vs Jun 26
Connectors configured · Sep 26
10level vs Jun 26of 8 included on the tier
Active admins · Sep 26
1down 1 vs Jun 26
Data volume · Sep 26
11.6 GBup 0.6 GB vs Jun 26
Active users and questions · monthlyUpdated 09 Oct 26
Left axisActive usersIncluded users (40)Right axisQuestions asked
0020750401,500Nov 25Jan 26Mar 26May 26Jul 26Sep 26champion left371,196Nov 25: Active users 16; Included users (40) 40; Questions asked 222Dec 25: Active users 27; Included users (40) 40; Questions asked 372Jan 26: Active users 32; Included users (40) 40; Questions asked 925Feb 26: Active users 36; Included users (40) 40; Questions asked 962Mar 26: Active users 38; Included users (40) 40; Questions asked 1,278Apr 26: Active users 38; Included users (40) 40; Questions asked 1,165May 26: Active users 38; Included users (40) 40; Questions asked 1,095Jun 26: Active users 38; Included users (40) 40; Questions asked 1,180Jul 26: Active users 38; Included users (40) 40; Questions asked 1,247Aug 26: Active users 37; Included users (40) 40; Questions asked 700Sep 26: Active users 37; Included users (40) 40; Questions asked 1,196
One point per month; the dot and figure at the right end are the latest value. Two scales: left-axis lines read against the left figures, right-axis lines against the coloured figures on the right; both start at zero, so where the lines cross means nothing. The dotted line is the allowance. Latest (Sep 26): Active users 37; Questions asked 1,196. Oct 26 is month to date, so it is left off the lines and the tiles. Basis: product usage, facts.usage_monthly:org_025, signals:org_025.
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
Left axisConnectors configuredIncluded connectors (8)Active adminsRight axisData volume
00.0 GB56.0 GB1012.0 GBNov 25Jan 26Mar 26May 26Jul 26Sep 261011.6 GB1Nov 25: Connectors configured 4; Included connectors (8) 8; Active admins 2; Data volume 3.9 GBDec 25: Connectors configured 5; Included connectors (8) 8; Active admins 2; Data volume 5.0 GBJan 26: Connectors configured 5; Included connectors (8) 8; Active admins 2; Data volume 5.0 GBFeb 26: Connectors configured 6; Included connectors (8) 8; Active admins 2; Data volume 6.2 GBMar 26: Connectors configured 6; Included connectors (8) 8; Active admins 2; Data volume 6.3 GBApr 26: Connectors configured 7; Included connectors (8) 8; Active admins 2; Data volume 7.5 GBMay 26: Connectors configured 7; Included connectors (8) 8; Active admins 2; Data volume 7.6 GBJun 26: Connectors configured 10; Included connectors (8) 8; Active admins 2; Data volume 11.1 GBJul 26: Connectors configured 10; Included connectors (8) 8; Active admins 2; Data volume 11.2 GBAug 26: Connectors configured 10; Included connectors (8) 8; Active admins 2; Data volume 11.4 GBSep 26: Connectors configured 10; Included connectors (8) 8; Active admins 1; Data volume 11.6 GB
One point per month; the dot and figure at the right end are the latest value. Two scales: left-axis lines read against the left figures, right-axis lines against the coloured figures on the right; both start at zero, so where the lines cross means nothing. The dotted line is the allowance. The line steps because the figure holds until it changes. Latest (Sep 26): Connectors configured 10; Active admins 1; Data volume 11.6 GB. Oct 26 is month to date, so it is left off the lines and the tiles. Basis: product usage, facts.usage_monthly:org_025, signals:org_025.

Dated markers: Aug 2026 champion left · Nov 2026 renewal within 120d price rise.

Usagemade from

Documents

Updated 9 Oct 26

16 documents in 6 folders; 4 drafts hang on their executed paper. All documents

  • commercial
  • delivery
  • 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

Open deals

DealStageAmountClose
Clonvara Insurance Services – Renewalnegotiation£55,00023 Oct 2026
CRMmade from

Open tickets

Not yet analysedNo open tickets.
Helpdeskmade from

Activity

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26
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

Clonvara Insurance Services' pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 80 AI summaries of 86 raw things (calls, tickets, emails, news), 6 people (6 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 9 pages. 1 AI record in this trail is not yet analysed.

The trail as a list (block, record, entity, raw row)
Computedmade from
Sources AI · Accounting · Calls · Contracts · CRM · Documents · Events · Support · Email · Web · Usage
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

Help & Support

Open as a page

Help & Support

B-Brain 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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Press Ask Brain in the header. Type a question, or pick one of the examples.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

DataRecords
Organisations75
People at customers290
BB-Demo staff40
Calls784
Email threads1,169
Support tickets449
Documents477
Deals117
Invoices101
Events49
News items56

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain 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.

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

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