AI facts
Not yet analysedThe assessment record assessment:org_032 has not been written yet.
AI opinion
Not yet analysedThe assessment record assessment:org_032 has not been written yet.
Next step
Not yet analysedThe next steps record next_steps:org_032 has not been written yet.
Profile
Updated 9 Oct 26- IndustryInsuranceSource: CRM company record
- Websitewattlebrook.exampleSource: CRM company record
- CountryAustraliaSource: CRM company record · CRM code AU · Region ROW
- HQ citySydneySource: CRM company record
- Size260 employeesSource: CRM company record
- CRM ownerTom AshdownSource: CRM company record · CSM Marcus Bell
- TypeCustomerSource: CRM · CRM stage customer
CRMmade from
Key facts
Updated 9 Oct 26Renewal, term and seat rows appear once the signals record is built.
- Contracted ARR£22,000Source: executed order forms · CRM £22,000 · Invoiced run rate £22,000 · As of 9 Oct 2026
- TierStarterSource: deal_032_01
- Last contact27 Aug 2026Call: Wattlebrook Insurance Services / B-Brain – Check In · 43 days before 9 Oct 2026
- Tenantus-east-1Source: product analytics, reporting since Apr 2026
- Licensed seats15Source: facts.usage_monthly:org_032
Computedmade from
The story
Not yet analysedThe narrative record narrative:org_032 has not been written yet.
ARR journey
Updated 9 Oct 26Contracted ARR and Invoiced ARR · monthlyUpdated 09 Oct 26
Contracted ARRInvoiced ARR
Show the figures as a table
| Contracted ARR | Invoiced ARR | |
|---|---|---|
| Apr 26 | £22k | £22k |
| May 26 | £22k | £22k |
| Jun 26 | £22k | £22k |
| Jul 26 | £22k | £22k |
| Aug 26 | £22k | £22k |
| Sep 26 | £22k | £22k |
Accountingmade from
Platform usage
Updated 9 Oct 26Headroom on the Starter tier, Sep 2026: 7 of 15 included users; 3 of 4 included connectors.
Active users and questions · monthlyUpdated 09 Oct 26
Left axisActive usersIncluded users (15)Right axisQuestions asked
Connectors, admins and data volume · monthlyUpdated 09 Oct 26
Left axisConnectors configuredIncluded connectors (4)Right axisData volume
Usagemade from
Documents
Updated 9 Oct 26- commercial
- delivery
- presales
Folders and documents as a list
- Contracts (4)
- Wattlebrook Insurance Services - Master Services Agreement v2 draft · contract · 23 Feb 2026
- Wattlebrook Insurance Services - Master Services Agreement (signed) executed · contract · 13 Mar 2026
- Wattlebrook Insurance Services - Data Processing Agreement (signed) executed · dpa · 13 Mar 2026
- Wattlebrook Insurance Services - Order Form (signed) executed · order form · 13 Mar 2026
- Onboarding (1)
- Wattlebrook Insurance Services - Onboarding Plan issued · onboarding plan · 8 Apr 2026
- Proposals (2)
- Wattlebrook Insurance Services - Proposal v1 draft · proposal · 2 Feb 2026
- Wattlebrook Insurance Services - Proposal issued · proposal · 5 Feb 2026
Documentsmade from
Open deals
Not yet analysedNo open deals.
CRMmade from
Open tickets
- 2 Oct 2026 032-0005 how_to
Helpdeskmade from
Activity
- 2 Oct 2026ticket032-0005
- 27 Aug 2026callWattlebrook Insurance Services / B-Brain – Check In
- 25 Aug 2026email_threadCs thread, 2 messages
- 22 Jul 2026ticket032-0004
- 2 Jul 2026ticket032-0003
- 30 Jun 2026ticket032-0002
- 18 Jun 2026eventB-Brain webinar
+5
- 11 Jun 2026eventB-Brain Customer Day London
+32
- 10 Jun 2026ticket032-0001
- 26 May 2026eventRevenue leaders roundtable
+12
- 21 May 2026eventB-Brain webinar
+10
- 11 May 2026callWattlebrook Insurance Services / B-Brain – Training
- 17 Apr 2026callWattlebrook Insurance Services / B-Brain – Onboarding
- 13 Apr 2026email_threadCs thread, 2 messages
+1
- 10 Apr 2026callWattlebrook Insurance Services / B-Brain – Kickoff
+1
- 8 Apr 2026documentWattlebrook Insurance Services - Onboarding Plan
- 1 Apr 2026email_threadBilling thread, 1 messages
- 1 Apr 2026invoiceINV-032-0002
- 16 Mar 2026email_threadBilling thread, 1 messages
- 16 Mar 2026invoiceINV-032-0001
- 13 Mar 2026documentWattlebrook Insurance Services - Order Form (signed)
- 13 Mar 2026documentWattlebrook Insurance Services - Data Processing Agreement (signed)
- 13 Mar 2026documentWattlebrook Insurance Services - Master Services Agreement (signed)
- 11 Mar 2026email_threadSales thread, 3 messages
- 26 Feb 2026callWattlebrook Insurance Services / B-Brain – Negotiation
+2
- 23 Feb 2026documentWattlebrook Insurance Services - Master Services Agreement v2
- 9 Feb 2026callWattlebrook Insurance Services / B-Brain – Proposal
- 5 Feb 2026documentWattlebrook Insurance Services - Proposal
- 2 Feb 2026documentWattlebrook Insurance Services - Proposal v1
- 21 Jan 2026callWattlebrook Insurance Services / B-Brain – Demo
+2
- 2 Jan 2026callWattlebrook Insurance Services / B-Brain – Discovery
- 15 Dec 2025dealWattlebrook Insurance Services – New
- 20 Nov 2025eventB-Brain webinar
+10
- 25 Feb 2025eventRevenue leaders roundtable
+4
CRMmade from
Contacts
CRMmade from
Evidence trail
Updated 9 Oct 26Wattlebrook 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 25 AI summaries of 28 raw things (calls, tickets, emails, news), 5 people (5 with an AI write-up) and 5 staff (0 with an AI write-up), shown on 5 pages. 34 AI records in this trail are not yet analysed.
The trail as a list (block, record, entity, raw row)
- Activity page block
- Wattlebrook Insurance Services / B-Brain – Discovery entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- call_recorder/calls.csv call_032_001 raw row
- Wattlebrook Insurance Services entity
- Wattlebrook Insurance Services / B-Brain – Demo entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- call_recorder/calls.csv call_032_002 raw row
- Wattlebrook Insurance Services entity
- Wattlebrook Insurance Services / B-Brain – Proposal entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- call_recorder/calls.csv call_032_003 raw row
- Wattlebrook Insurance Services entity
- Wattlebrook Insurance Services / B-Brain – Negotiation entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- call_recorder/calls.csv call_032_004 raw row
- Wattlebrook Insurance Services entity
- Wattlebrook Insurance Services / B-Brain – Kickoff entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- call_recorder/calls.csv call_032_005 raw row
- Wattlebrook Insurance Services entity
- Wattlebrook Insurance Services / B-Brain – Onboarding entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- call_recorder/calls.csv call_032_006 raw row
- Wattlebrook Insurance Services entity
- +28 more
- Wattlebrook Insurance Services / B-Brain – Discovery entity
- AI opinion (not yet analysed) page block
- not yet analysed AI record
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- Wattlebrook Insurance Services entity
- not yet analysed AI record
- ARR journey page block
- facts.arr_monthly:org_032 facts table
- Wattlebrook Insurance Services – New entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- contracts/order_form_lines.csv ctr_032_01:1 raw row
- contracts/order_form_lines.csv ctr_032_01:2 raw row
- contracts/order_forms.csv ctr_032_01 raw row
- crm/deal_line_items.csv deal_032_01:1 raw row
- crm/deal_line_items.csv deal_032_01:2 raw row
- +7 more
- Wattlebrook Insurance Services entity
- INV-032-0001 entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- accounting/invoice_lines.csv inv_032_001:1 raw row
- accounting/invoices.csv inv_032_001 raw row
- accounting/payments.csv pay_032_001 raw row
- Wattlebrook Insurance Services entity
- INV-032-0002 entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- accounting/invoice_lines.csv inv_032_002:1 raw row
- accounting/invoices.csv inv_032_002 raw row
- accounting/payments.csv pay_032_002 raw row
- Wattlebrook Insurance Services entity
- Wattlebrook Insurance Services – New entity
- facts.arr_monthly:org_032 facts table
- AI facts (not yet analysed) page block
- not yet analysed AI record
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- Wattlebrook Insurance Services entity
- not yet analysed AI record
- Contacts page block
- Jess Mitchell entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- crm/contacts.csv per_3201:org_032 raw row
- product_analytics/users.csv usr_032_002 raw row
- Wattlebrook Insurance Services entity
- Mitchell Gallagher entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- crm/contacts.csv per_3202:org_032 raw row
- product_analytics/users.csv usr_032_004 raw row
- Wattlebrook Insurance Services entity
- Brodie Kennedy entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- crm/contacts.csv per_3203:org_032 raw row
- product_analytics/users.csv usr_032_001 raw row
- Wattlebrook Insurance Services entity
- Jess Doyle entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- crm/contacts.csv per_3204:org_032 raw row
- product_analytics/users.csv usr_032_003 raw row
- Wattlebrook Insurance Services entity
- Lachlan Hutchinson entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- crm/contacts.csv per_3205:org_032 raw row
- Wattlebrook Insurance Services entity
- Jess Mitchell entity
- Open deals (not yet analysed) page block
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- Wattlebrook Insurance Services entity
- Documents page block
- Wattlebrook Insurance Services - Proposal v1 entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- document_store/files.csv doc_032_001 raw row
- Wattlebrook Insurance Services entity
- Wattlebrook Insurance Services - Proposal entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- document_store/files.csv doc_032_002 raw row
- Wattlebrook Insurance Services entity
- Wattlebrook Insurance Services - Master Services Agreement v2 entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- document_store/files.csv doc_032_003 raw row
- Wattlebrook Insurance Services entity
- Wattlebrook Insurance Services - Master Services Agreement (signed) entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- document_store/files.csv doc_032_004 raw row
- Wattlebrook Insurance Services entity
- Wattlebrook Insurance Services - Data Processing Agreement (signed) entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- document_store/files.csv doc_032_005 raw row
- Wattlebrook Insurance Services entity
- Wattlebrook Insurance Services - Order Form (signed) entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- document_store/files.csv doc_032_006 raw row
- Wattlebrook Insurance Services entity
- +1 more
- Wattlebrook Insurance Services - Proposal v1 entity
- hero page block
- not yet analysed AI record
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- Wattlebrook Insurance Services entity
- facts.reconciliation_t0:org_032 facts table
- Wattlebrook Insurance Services – New entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- contracts/order_form_lines.csv ctr_032_01:1 raw row
- contracts/order_form_lines.csv ctr_032_01:2 raw row
- contracts/order_forms.csv ctr_032_01 raw row
- crm/deal_line_items.csv deal_032_01:1 raw row
- crm/deal_line_items.csv deal_032_01:2 raw row
- +7 more
- Wattlebrook Insurance Services entity
- INV-032-0001 entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- accounting/invoice_lines.csv inv_032_001:1 raw row
- accounting/invoices.csv inv_032_001 raw row
- accounting/payments.csv pay_032_001 raw row
- Wattlebrook Insurance Services entity
- INV-032-0002 entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- accounting/invoice_lines.csv inv_032_002:1 raw row
- accounting/invoices.csv inv_032_002 raw row
- accounting/payments.csv pay_032_002 raw row
- Wattlebrook Insurance Services entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- Wattlebrook Insurance Services – New entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- not yet analysed signals (no model)
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- Wattlebrook Insurance Services entity
- not yet analysed AI record
- Key facts page block
- Wattlebrook Insurance Services / B-Brain – Check In entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- call_recorder/calls.csv call_032_008 raw row
- Wattlebrook Insurance Services entity
- Wattlebrook Insurance Services – New entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- contracts/order_form_lines.csv ctr_032_01:1 raw row
- contracts/order_form_lines.csv ctr_032_01:2 raw row
- contracts/order_forms.csv ctr_032_01 raw row
- crm/deal_line_items.csv deal_032_01:1 raw row
- crm/deal_line_items.csv deal_032_01:2 raw row
- +7 more
- Wattlebrook Insurance Services entity
- facts.reconciliation_t0:org_032 facts table
- Wattlebrook Insurance Services – New entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- contracts/order_form_lines.csv ctr_032_01:1 raw row
- contracts/order_form_lines.csv ctr_032_01:2 raw row
- contracts/order_forms.csv ctr_032_01 raw row
- crm/deal_line_items.csv deal_032_01:1 raw row
- crm/deal_line_items.csv deal_032_01:2 raw row
- +7 more
- Wattlebrook Insurance Services entity
- INV-032-0001 entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- accounting/invoice_lines.csv inv_032_001:1 raw row
- accounting/invoices.csv inv_032_001 raw row
- accounting/payments.csv pay_032_001 raw row
- Wattlebrook Insurance Services entity
- INV-032-0002 entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- accounting/invoice_lines.csv inv_032_002:1 raw row
- accounting/invoices.csv inv_032_002 raw row
- accounting/payments.csv pay_032_002 raw row
- Wattlebrook Insurance Services entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- Wattlebrook Insurance Services – New entity
- facts.usage_monthly:org_032 facts table
- product_analytics/usage_daily.csv org_032:* raw row
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- not yet analysed signals (no model)
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- Wattlebrook Insurance Services entity
- Wattlebrook Insurance Services / B-Brain – Check In entity
- Evidence trail page block
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- Wattlebrook Insurance Services entity
- The story (not yet analysed) page block
- not yet analysed AI record
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- Wattlebrook Insurance Services entity
- not yet analysed AI record
- Next step (not yet analysed) page block
- not yet analysed AI record
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- Wattlebrook Insurance Services entity
- not yet analysed AI record
- Open tickets page block
- 032-0005 entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- helpdesk/ticket_events.csv tkt_032_0005:1 raw row
- helpdesk/ticket_events.csv tkt_032_0005:2 raw row
- helpdesk/tickets.csv tkt_032_0005 raw row
- Wattlebrook Insurance Services entity
- 032-0005 entity
- Profile page block
- Tom Ashdown entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- hr/employees.csv emp_102 raw row
- hr/employment_events.csv emp_102:2023-07-03:hire raw row
- hr/time_off.csv emp_102:2023-07-17 raw row
- hr/time_off.csv emp_102:2023-08-02 raw row
- hr/time_off.csv emp_102:2023-09-11 raw row
- +29 more
- Wattlebrook Insurance Services entity
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- Tom Ashdown entity
- Sources page block
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- Wattlebrook Insurance Services entity
- Platform usage page block
- facts.usage_monthly:org_032 facts table
- product_analytics/usage_daily.csv org_032:* raw row
- not yet analysed signals (no model)
- Wattlebrook Insurance Services entity
- accounting/customers.csv org_032 raw row
- crm/companies.csv org_032 raw row
- product_analytics/tenants.csv org_032 raw row
- Wattlebrook Insurance Services entity
- facts.usage_monthly:org_032 facts table
Computedmade from