Brindlecote Insurance Brokers / BB-Demo – Renewal
Callcompleted
Brindlecote Insurance Brokers: documents · 2026-04-27 11:15
Daniel Okafor and Nell Ashcombe offered Brindlecote a like-for-like Starter renewal at £19,500. Ravi Atherton, Ed Duckworth and Zoe Nuttall raised no blockers; Ravi wants to review the paperwork before signing.
What was said
What this says
Current to 11 Oct 26Daniel Okafor and Nell Ashcombe offered Brindlecote a like-for-like Starter renewal at £19,500. Ravi Atherton, Ed Duckworth and Zoe Nuttall raised no blockers; Ravi wants to review the paperwork before signing.
What happened: Daniel opened the renewal conversation and Nell confirmed same tier, same price, one-year term. Zoe asked about invoicing and was told the invoice arrives the morning the contract starts.
Customer view: Ed said people are asking questions on their own, which was not happening before. Ravi said the team is getting value.
Commercial: Ed asked about Growth. Nell advised Starter is the right fit while only the renewals team uses the brain, and left Growth for a later renewal or anytime in between.
Watch: Nothing was signed on the call, and Ravi wants to read the paperwork first. Use is confined to the renewals team, which Ed says is most of the current user base.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Daniel Okafor sends the renewal order form to Ravi Atherton that week.
- Daniel Okafor gives Ed Duckworth what he needs to share the renewal internally.
- Zoe Nuttall expects the invoice on the morning the new term starts.
Risks
Current to 9 Oct 26- The order form was not signed on the call and Ravi Atherton wants to review it first.
- Use sits with the renewals team and a couple of others, so the value case is narrow.
- Ed Duckworth wants to share the renewal details with his team before everyone is comfortable.
Opportunities
Current to 9 Oct 26- Ed Duckworth asked about Growth, which gives 40 users, 8 connectors and the dashboards builder.
- Other teams in the business do not yet know about the brain, which leaves room for a wider rollout.
Transcript
Daniel Okafor NoneHi all, thanks for taking the time. Good to have Zoe on the call too, Ravi, Ed, how have you been?
Ravi Atherton NoneGood, busy as always. What's this about?- Daniel Okafor NoneSo your contract with us runs through the end of May, and I wanted to sit down and talk about what's next. How's the brain working out for you?
Ed Duckworth NoneIt's solid. We're using it regularly for renewals now. The team finds it saves time, people are asking questions on their own, which wasn't happening before.- Daniel Okafor NoneThat's brilliant. So it's changed how you work. What sort of questions are people asking?
- Ed Duckworth NoneMostly: show me this client's calls and claims in the last year. Or: who are my at-risk clients coming up for renewal. The second one's huge for us.
- Daniel Okafor NoneThat's exactly what we built it for. And Ravi, from an operations perspective, has it changed how your team works?
- Ravi Atherton NoneEd spends less time pulling data, which is good. We're asking more questions because it's so easy. So yeah, I'd say we're getting value.
- Daniel Okafor NoneExcellent. So here's the thing, you're on Starter now at nineteen thousand five hundred a year. Contract ends 31 May, renewal on 1 June. We'd like to continue.
Nell Ashcombe NoneAnd Zoe, just to give you the numbers, same tier, same price. Nineteen thousand five hundred.
Zoe Nuttall NoneSame as we're paying now?- Nell Ashcombe NoneExactly the same. No change.
- Ravi Atherton NoneOkay. And we'd get the same support?
- Daniel Okafor NoneYes. Daniel stays your CSM: that's me: and you get a quarterly check-in where we'll talk about usage, any questions you have, and how you're getting on. And obviously you can reach out to us anytime.
- Ed Duckworth NoneThat sounds reasonable. What about, would there be any reason to upgrade? To Growth?
- Nell Ashcombe NoneGrowth is if you want to bring in more teams: you'd get forty users instead of fifteen, eight connectors instead of four, and you'd get the dashboards builder so you can build more complex views.
- Ravi Atherton NoneSo right now, is anyone outside renewals using the brain?
- Ed Duckworth NoneNot really. It's mostly the renewals team, Ravi and I and a couple of others. Rest of the business doesn't know about it yet.
- Nell Ashcombe NoneThen Starter's the right fit for now. If you decide to grow, we can talk about it at your next renewal or anytime in between.
- Zoe Nuttall NoneSo what do I need to do from a finance perspective?
- Daniel Okafor NoneI'll send over the renewal paperwork, just to close the loop with what we've discussed. Same tier, same price, one-year term. You'll sign the order form and we're good.
- Zoe Nuttall NoneOkay. And when would we be invoiced?
- Daniel Okafor NoneThe morning the contract starts, 1 June. Invoice will come through and it's payable on your normal terms.
- Ravi Atherton NoneSounds good. I'd like to review the paperwork before we sign, but I don't see any blockers.
- Nell Ashcombe NonePerfect. Daniel will get that to you this week. Any questions before we wrap?
- Ed Duckworth NoneJust, I'll want to share the renewal details with the team, make sure everyone's comfortable we're continuing.
- Daniel Okafor NoneAbsolutely. No problem at all. I'll get you everything you need to share.
- Nell Ashcombe NoneBrilliant. I'm really pleased we're continuing. The work you're doing with the brain on renewals, it's exactly the outcome we're after. Cheers, all.
- Zoe Nuttall NoneThanks. I'll look for that paperwork.
- Daniel Okafor NoneCheers, everyone. Speak soon.