Clonvara Insurance Services / B-Brain – Proposal
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Clonvara Insurance Services: documents · 2025-09-10 12:00
Brendan Moran, Chief Operating Officer, reviewed the Growth proposal on 10 Sep 2025 and committed to nothing. He wants itemised lines, a quarterly option, clear service terms and legal review.
What was said
What this says
Current to 11 Oct 26Brendan Moran, Chief Operating Officer, reviewed the Growth proposal on 10 Sep 2025 and committed to nothing. He wants itemised lines, a quarterly option, clear service terms and legal review.
What happened: Lewis Kerr walked through the proposal. The total of £53,800 is the first-year figure including implementation, which Brendan confirmed is not the subscription alone.
Customer view: Brendan is careful and compliance-minded. He wants connector commitments and service levels written into the order form, and expects quick handling because brokers will not wait.
Commercial: Siobhán Dunne would accept Growth's standard service and cares most about data fresh by the morning. Lewis owes a note on refresh and credits and a revised proposal with two lines and the quarterly option.
Watch: Brendan is waiting on the revised document and has not agreed anything. The evidence does not show whether he asked for a different tier.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Lewis Kerr sends a note on the nightly refresh and service credits.
- Lewis sends a revised proposal with subscription and implementation separated and the quarterly option.
- Brendan brings in his legal colleague and the parties speak again before 26 Sep 2025.
Risks
Current to 9 Oct 26- Brendan has agreed nothing and expects service expectations to be written into the order form.
- Legal review of the order form under the master agreement could stretch the timeline to 26 Sep 2025.
Opportunities
Current to 9 Oct 26- Growth subscription with implementation as a separate itemised line.
- User add-ons later, co-termed to renewal, if usage grows.