Brindlecote Insurance Brokers / BB-Demo – Renewal
Callcompleted
Brindlecote Insurance Brokers: documents · 2025-04-25 13:30
Renewal call for year three. Brindlecote stays on Starter at £19,500 on unchanged terms, praises the brain and says it is happy to stay as is. Order form to be sent the same day; signature not yet shown.
What was said
What this says
Current to 11 Oct 26Renewal call for year three. Brindlecote stays on Starter at £19,500 on unchanged terms, praises the brain and says it is happy to stay as is. Order form to be sent the same day; signature not yet shown.
What happened: Daniel Okafor and Nell Ashcombe took Ed Duckworth, Ravi Atherton and Zoe Nuttall through a short renewal conversation ahead of the term end. Price and terms were confirmed as unchanged.
Customer view: Ed said the brain is part of how the team works. Ravi said they were happy to stay as is, and Zoe asked only about terms and the order form.
Commercial: Starter stays at £19,500, annual in advance, net thirty, for a new twelve-month term. Nell promised the order form the same day; the call does not show it being signed.
Watch: Nell mentioned some Enterprise features coming down to Starter, which is a light prompt for a later upgrade conversation. No upsell was raised.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Nell Ashcombe to send the renewal order form and Daniel Okafor to confirm signature so there is no gap in service.
Risks
Current to 9 Oct 26- The order form was promised the same day but the call does not show it signed, so the renewal is not yet executed.
Opportunities
Current to 9 Oct 26- Features brought down from Enterprise to Starter could open a later upgrade conversation.
Transcript
Daniel Okafor NoneHi everyone. Thanks for joining, this is the renewal conversation for year three. Your contract ends end of May, so we're getting ahead of it. How's everything been?
Ed Duckworth NoneReally well. No complaints. The brain is just part of how we work now.
Nell Ashcombe NoneBrilliant. So on the commercial side, you're on Starter at nineteen five a year. This year, we've refreshed our pricing for new business, but existing customers like you stay on your current price through renewal. So you're still nineteen five.
Zoe Nuttall NoneGood. Same terms as before?- Nell Ashcombe NoneExactly the same. Annual in advance, net thirty, full support. No changes.
Ravi Atherton NoneAnd the contract period?- Daniel Okafor NoneOne of June through thirty-first of May next year. Twelve months, same as always.
- Zoe Nuttall NoneOK. When can we see the order form?
- Nell Ashcombe NoneI'll send it over today. Same structure, just the new term dates. You review and sign whenever you're ready.
- Ed Duckworth NoneAny news on the product side? Anything new we should know about?
- Nell Ashcombe NoneWe've done some performance improvements, faster queries generally. We've also brought some features down from Enterprise, nothing mandatory for Starter, but available if you want them. Otherwise it's the same solid brain you know.
- Ravi Atherton NoneI think we're happy to stay as is. The tool is working.
- Daniel Okafor NonePerfect. So just to close the loop, I'll get the order form over today, you sign when ready, and we'll make sure there's no gap in service.
- Zoe Nuttall NoneSounds good. We'll get it back to you quickly.
- Nell Ashcombe NoneGreat. Thanks for renewing. We're really happy with how you're using it. Cheers, all.