Brindlecote Insurance Brokers / B-Brain – Demo
Callcompleted
Brindlecote Insurance Brokers: documents · 2023-04-11 14:00
Demo on 11 Apr 2023 to Ed Duckworth's team. Ed asked for an order form after being quoted twenty-five thousand five hundred all-in for implementation and the first year's subscription on Starter. The evidence does not show a signature.
What was said
What this says
Current to 11 Oct 26Demo on 11 Apr 2023 to Ed Duckworth's team. Ed asked for an order form after being quoted twenty-five thousand five hundred all-in for implementation and the first year's subscription on Starter. The evidence does not show a signature.
What happened: Nell Ashcombe and Tobias Renwick demoed the chat, pages and dashboards over Salesforce, call recordings and the claims system. Ed Duckworth, Toby Underwood and Kirsty Rigby attended.
Customer view: Ed's problem is three systems and three separate searches, with Mondays eating half the morning. Ed asked for an order form with the full breakdown and said he would think about speaking to another Starter customer.
Commercial: Starter was quoted at twenty-five thousand five hundred all-in over four weeks of setup. Kirsty asked about exit; Nell said thirty days after go-live, then in for the year.
Watch: Nell said quarterly check-ins on a Starter deal. Check the executed order form for what was actually promised.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Nell Ashcombe to send Ed Duckworth the order form with the full breakdown, as promised on the call.
- Confirm the Salesforce and call recorder access Toby Underwood needs to provide before implementation.
Risks
Current to 9 Oct 26- Kirsty asked about getting out if the brain goes unused; Nell offered a thirty-day exit after go-live.
- Ed did not commit to speaking to another Starter customer, so the evidence does not show a decision on the call.
- Nell spoke of quarterly check-ins, which may differ from the Starter six-monthly check-in in the order form.
Opportunities
Current to 9 Oct 26- Starter fits the one-team need of pulling renewals, claims and broker calls into one place.
- Nell mentioned Growth with forty users if the team expands, a later upgrade path.