Halberd Point Insurance

AI facts

Current to 11 Oct 26

Halberd Point Insurance, a Hartford insurer, is a prospect with no contract, invoices or tier, and the CRM shows ARR of £0. An open Enterprise deal sits at the CRM stage demo for £155,000, with an ACV of £125,000 and an expected close of 26 Feb 2027. There is no usage because no platform is live. A proposal call with Andre Holloway is booked for 14 Oct 2026. A security questionnaire dated 14 Sep 2026 states Enterprise service levels but no price.

Read from 3 calls · 2 email threads · 1 deals · 3 people · 1 documents, newest 14 Sep 26

AImade from

AI opinion

Current to 11 Oct 26

Prospect, because Halberd Point has no executed paper but an active Enterprise evaluation. Andre Holloway called the 7 Sep 2026 demo better than expected, yet CFO Maria Coleman has not replied to the 15 Jul 2026 proposal. The 14 Oct 2026 call is the chance to test finance sign-off.

Signals Halberd Point Insurance – New Halberd Point Insurance / BB-Demo – Demo Enterprise, next steps Halberd Point Insurance - Security Questionnaire

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Next step

Current to 11 Oct 26

What: Jordan Pike emails Maria Coleman, copying Andre Holloway, to ask her to join the booked proposal call and walk through the Enterprise build, timeline and contract terms. proposal
Who: Jordan Pike
When: this_week by 9 Oct 2026
Why: Jordan Pike should ask CFO Maria Coleman to join the booked proposal call. She has not replied to the 15 Jul 2026 proposal, and the call lists only Andre Holloway, so finance sign-off on the £155,000 Enterprise deal is untested.

AI · claude-opus-5-5 · 11 Oct 2026

AImade from

Profile

Updated 9 Oct 26

IndustryInsurance
Websitehalberdpoint.example
CountryUnited States
HQ cityHartford
Size480 employees
CRM ownerJordan Pike
TypeProspectdiffers
StateProspect

CRMmade from

Key facts

Updated 9 Oct 26

Open dealDemo · £155,000
Last contact7 Sep 2026

Computedmade from

The story

Current to 11 Oct 26

Prospect

Prospect: Halberd Point Insurance has an open £155,000 Enterprise deal and no executed paper. The champion liked the 7 Sep 2026 demo, but the CFO has not replied to the 15 Jul 2026 proposal, and a security review gates any commitment.

Prospect: Halberd Point Insurance has no order form, invoices or tier, so nothing is contracted. Its new Enterprise deal for £155,000, owned by Jordan Pike, sits at the CRM stage demo with an expected close of 26 Feb 2027.

No platform is live, so there is no usage or ticket history. Andre Holloway, the CRM champion, called the 7 Sep 2026 demo better than expected, but CFO Maria Coleman has not replied to the 15 Jul 2026 proposal.

Andre wants a security review and real claims data before committing. Nicole Carter in information security has no recorded contact, and the proposal call booked for 14 Oct 2026 lists only Andre from the customer.

Jordan should email Maria by 9 Oct 2026, copying Andre, and ask her to join that call to walk through build, timeline and contract terms. Hannah Lowe asks Andre to pass the security questionnaire to Nicole.

AI · claude-opus-5-5 · 11 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)
- Enterprise security questionnaire answers issued · security questionnaire · 14 Sep 2026

Documentsmade from

Open deals

Deal	Stage	Amount	Close
Halberd Point Insurance – New	demo	£155,000	26 Feb 2027

CRMmade from

Open tickets

Not yet analysedNo open tickets.

Helpdeskmade from

Activity

14 Oct 2026callHalberd Point Insurance / BB-Demo – Proposal Jordan Pike, Andre Holloway
24 Sep 2026eventYour renewals, read by the brain Alice Brewer, Louise Carver, Douglas Baird, Greg Haskins, Asif Nuttall, Graham Rowntree, Shona Barraclough, Josh Fairburn, Pieter van Dam, Cian Farrell, Gráinne Lynch, Jonas Lehmann, Mike Delaney, Andre Holloway, Nicola Shaw+12
14 Sep 2026documentHalberd Point Insurance - Security Questionnaire Theo Gallagher
7 Sep 2026callHalberd Point Insurance / BB-Demo – Demo Jordan Pike, Hannah Lowe, Andre Holloway
13 Jul 2026email_threadEnterprise, next steps Jordan Pike, Andre Holloway, Maria Coleman
9 Jul 2026callHalberd Point Insurance / BB-Demo – Discovery Jordan Pike, Andre Holloway, Maria Coleman
3 Jul 2026email_threadDiscovery call, Halberd Point Jordan Pike, Andre Holloway
11 May 2026dealHalberd Point Insurance – New Jordan Pike, Andre Holloway

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

Halberd Point Insurance's pages are written from 4 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 6 AI summaries of 7 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 4 pages. 1 AI record in this trail is not yet analysed.

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

Activity page block
- Halberd Point Insurance / BB-Demo – Discovery entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - call_recorder/calls.csv call_053_001 raw row
- Halberd Point Insurance / BB-Demo – Demo entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - call_recorder/calls.csv call_053_002 raw row
- Halberd Point Insurance / BB-Demo – Proposal entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - call_recorder/calls.csv call_053_003 raw row
- Halberd Point Insurance – New entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - crm/deal_line_items.csv deal_053_01:1 raw row
  - crm/deal_line_items.csv deal_053_01:2 raw row
  - crm/deal_stage_history.csv deal_053_01:1 raw row
  - crm/deal_stage_history.csv deal_053_01:2 raw row
  - crm/deal_stage_history.csv deal_053_01:3 raw row
  - +1 more
- Halberd Point Insurance - Security Questionnaire entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - document_store/files.csv doc_053_001 raw row
- Your renewals, read by the brain entity
  - event_platform/events.csv evt_1452_webinar raw row
  - event_platform/registrations.csv evt_1452_webinar:per_0104 raw row
  - event_platform/registrations.csv evt_1452_webinar:per_0502 raw row
  - event_platform/registrations.csv evt_1452_webinar:per_1002 raw row
  - event_platform/registrations.csv evt_1452_webinar:per_1702 raw row
  - event_platform/registrations.csv evt_1452_webinar:per_2301 raw row
  - +9 more
- +2 more
AI opinion page block
- Halberd Point Insurance: Enterprise prospect AI record
  - Halberd Point Insurance – New entity
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - crm/deal_line_items.csv deal_053_01:1 raw row
    - crm/deal_line_items.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:1 raw row
    - crm/deal_stage_history.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:3 raw row
    - +1 more
  - Halberd Point: no executed paper on file AI record
    - Halberd Point Insurance - Security Questionnaire entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - document_store/files.csv doc_053_001 raw row
    - Halberd Point security questionnaire AI record
      - Halberd Point Insurance - Security Questionnaire entity
        Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
        document_store/files.csv doc_053_001 raw row
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Enterprise discovery for insurer AI record
    - Halberd Point Insurance / BB-Demo – Discovery entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - call_recorder/calls.csv call_053_001 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Enterprise demo and security review ask AI record
    - Halberd Point Insurance / BB-Demo – Demo entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - call_recorder/calls.csv call_053_002 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Halberd Point security questionnaire AI record
    - Halberd Point Insurance - Security Questionnaire entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - document_store/files.csv doc_053_001 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Discovery call scheduling AI record
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - Discovery call, Halberd Point entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - mailbox/messages.csv thr_053_0001:1 raw row
      - mailbox/messages.csv thr_053_0001:2 raw row
      - mailbox/messages.csv thr_053_0001:3 raw row
      - mailbox/threads.csv thr_053_0001 raw row
  - +7 more
ARR journey (not yet analysed) page block
- facts.arr_monthly:org_053 facts table
  - Halberd Point Insurance – New entity
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - crm/deal_line_items.csv deal_053_01:1 raw row
    - crm/deal_line_items.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:1 raw row
    - crm/deal_stage_history.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:3 raw row
    - +1 more
AI facts page block
- Halberd Point Insurance: Enterprise prospect AI record
  - Halberd Point Insurance – New entity
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - crm/deal_line_items.csv deal_053_01:1 raw row
    - crm/deal_line_items.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:1 raw row
    - crm/deal_stage_history.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:3 raw row
    - +1 more
  - Halberd Point: no executed paper on file AI record
    - Halberd Point Insurance - Security Questionnaire entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - document_store/files.csv doc_053_001 raw row
    - Halberd Point security questionnaire AI record
      - Halberd Point Insurance - Security Questionnaire entity
        Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
        document_store/files.csv doc_053_001 raw row
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Enterprise discovery for insurer AI record
    - Halberd Point Insurance / BB-Demo – Discovery entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - call_recorder/calls.csv call_053_001 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Enterprise demo and security review ask AI record
    - Halberd Point Insurance / BB-Demo – Demo entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - call_recorder/calls.csv call_053_002 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Halberd Point security questionnaire AI record
    - Halberd Point Insurance - Security Questionnaire entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - document_store/files.csv doc_053_001 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Discovery call scheduling AI record
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - Discovery call, Halberd Point entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - mailbox/messages.csv thr_053_0001:1 raw row
      - mailbox/messages.csv thr_053_0001:2 raw row
      - mailbox/messages.csv thr_053_0001:3 raw row
      - mailbox/threads.csv thr_053_0001 raw row
  - +7 more
Contacts page block
- Andre Holloway entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - crm/contacts.csv per_5301:org_053 raw row
- Maria Coleman entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - crm/contacts.csv per_5302:org_053 raw row
- Nicole Carter entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - crm/contacts.csv per_5303:org_053 raw row
Open deals page block
- Halberd Point Insurance – New entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - crm/deal_line_items.csv deal_053_01:1 raw row
  - crm/deal_line_items.csv deal_053_01:2 raw row
  - crm/deal_stage_history.csv deal_053_01:1 raw row
  - crm/deal_stage_history.csv deal_053_01:2 raw row
  - crm/deal_stage_history.csv deal_053_01:3 raw row
  - +1 more
Documents page block
- Halberd Point Insurance - Security Questionnaire entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - document_store/files.csv doc_053_001 raw row
hero page block
- Halberd Point Insurance: Enterprise prospect AI record
  - Halberd Point Insurance – New entity
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - crm/deal_line_items.csv deal_053_01:1 raw row
    - crm/deal_line_items.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:1 raw row
    - crm/deal_stage_history.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:3 raw row
    - +1 more
  - Halberd Point: no executed paper on file AI record
    - Halberd Point Insurance - Security Questionnaire entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - document_store/files.csv doc_053_001 raw row
    - Halberd Point security questionnaire AI record
      - Halberd Point Insurance - Security Questionnaire entity
        Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
        document_store/files.csv doc_053_001 raw row
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Enterprise discovery for insurer AI record
    - Halberd Point Insurance / BB-Demo – Discovery entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - call_recorder/calls.csv call_053_001 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Enterprise demo and security review ask AI record
    - Halberd Point Insurance / BB-Demo – Demo entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - call_recorder/calls.csv call_053_002 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Halberd Point security questionnaire AI record
    - Halberd Point Insurance - Security Questionnaire entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - document_store/files.csv doc_053_001 raw row
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
  - Discovery call scheduling AI record
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - Discovery call, Halberd Point entity
      - Halberd Point Insurance entity
        crm/companies.csv org_053 raw row
      - mailbox/messages.csv thr_053_0001:1 raw row
      - mailbox/messages.csv thr_053_0001:2 raw row
      - mailbox/messages.csv thr_053_0001:3 raw row
      - mailbox/threads.csv thr_053_0001 raw row
  - +7 more
- Halberd Point Insurance – New entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - crm/deal_line_items.csv deal_053_01:1 raw row
  - crm/deal_line_items.csv deal_053_01:2 raw row
  - crm/deal_stage_history.csv deal_053_01:1 raw row
  - crm/deal_stage_history.csv deal_053_01:2 raw row
  - crm/deal_stage_history.csv deal_053_01:3 raw row
  - +1 more
- facts.reconciliation_t0:org_053 facts table
  - Halberd Point Insurance – New entity
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - crm/deal_line_items.csv deal_053_01:1 raw row
    - crm/deal_line_items.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:1 raw row
    - crm/deal_stage_history.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:3 raw row
    - +1 more
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
- Halberd Point Insurance entity
  - crm/companies.csv org_053 raw row
- Signals: Halberd Point Insurance signals (no model)
  - Halberd Point Insurance / BB-Demo – Proposal entity
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - call_recorder/calls.csv call_053_003 raw row
  - Halberd Point Insurance – New entity
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - crm/deal_line_items.csv deal_053_01:1 raw row
    - crm/deal_line_items.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:1 raw row
    - crm/deal_stage_history.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:3 raw row
    - +1 more
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
Key facts page block
- Halberd Point Insurance / BB-Demo – Demo entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - call_recorder/calls.csv call_053_002 raw row
- Halberd Point Insurance – New entity
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
  - crm/deal_line_items.csv deal_053_01:1 raw row
  - crm/deal_line_items.csv deal_053_01:2 raw row
  - crm/deal_stage_history.csv deal_053_01:1 raw row
  - crm/deal_stage_history.csv deal_053_01:2 raw row
  - crm/deal_stage_history.csv deal_053_01:3 raw row
  - +1 more
- facts.reconciliation_t0:org_053 facts table
  - Halberd Point Insurance – New entity
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - crm/deal_line_items.csv deal_053_01:1 raw row
    - crm/deal_line_items.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:1 raw row
    - crm/deal_stage_history.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:3 raw row
    - +1 more
  - Halberd Point Insurance entity
    - crm/companies.csv org_053 raw row
- Halberd Point Insurance entity
  - crm/companies.csv org_053 raw row
- Signals: Halberd Point Insurance signals (no model)
  - Halberd Point Insurance / BB-Demo – Proposal entity
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - call_recorder/calls.csv call_053_003 raw row
  - Halberd Point Insurance – New entity
    - Halberd Point Insurance entity
      - crm/companies.csv org_053 raw row
    - crm/deal_line_items.csv deal_053_01:1 raw row
    - crm/deal_line_items.csv deal_053_01:2 raw row
    - crm/deal_stage_history.csv deal_053_01:1 raw row
    - +1 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	75
People at customers	290
BB-Demo staff	40
Calls	784
Email threads	1,169
Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

Halberd Point Insurance

AI facts

AI opinion

Next step

Profile

Key facts

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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