Clonvara Insurance Services / BB-Demo – Renewal
Callcompleted
Clonvara Insurance Services: documents · 2026-08-10 13:45
Renewal call on 10 Aug 2026 with the COO present. Brendan Moran queried about nine active users against forty licences and a £55,000 CRM deal against the £46,800 executed price. He wants a written breakdown and a value case.
What was said
What this says
Current to 11 Oct 26Renewal call on 10 Aug 2026 with the COO present. Brendan Moran queried about nine active users against forty licences and a £55,000 CRM deal against the £46,800 executed price. He wants a written breakdown and a value case.
What happened: Lewis Kerr and Amara Obi met Siobhán Dunne and Brendan Moran, the COO, who was new to the conversation. Brendan confirmed the executed order form dated 1 Nov 2025 as the only document.
Customer view: Siobhán said the brain is useful but fewer people use it than hoped. Brendan said the value case matters more than the price.
Commercial: the executed order form governs at £46,800 a year. The £55,000 is a deal opened in the CRM, and Lewis will send a written breakdown. Brendan will not discuss figures until he has it.
Watch: the contract ends on 31 Oct 2026 and Brendan wants no surprises. Keep scope honest to usage.
Themes
Current to 9 Oct 26Theme
Renewal scope and value case
Importance
renewal
Sentiment
mixed
Voice
decision-maker
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Lewis sends a written breakdown of the £55,000 deal, exclusive of VAT and co-termed to the renewal date.
- Amara sets up a compliance session on a real query using Clonvara's own data.
- Amara and Siobhán agree three or four questions for a value review before the 1 Nov 2026 renewal.
Risks
Current to 9 Oct 26- Brendan sees forty licences against about nine active users and will not discuss figures until he has a written breakdown.
- The £55,000 CRM deal differs from the £46,800 executed price and could read as a price rise if poorly explained.
- Usage is down a little on the previous quarter and concentrated in a small group.
Opportunities
Current to 9 Oct 26- Siobhán wants the brain to be the source of truth for regulator queries, which could bring in Brendan's compliance team.
- Claims handling was named as a team that should have access.
Transcript
Amara Obi NoneHello, hello. Can everyone hear me all right?
Siobhán Dunne NoneLoud and clear, Amara. Hi Lewis. Brendan's just coming in, I can see him in the lobby.
Lewis Kerr NoneGood afternoon, all. Audio's fine this end.
Brendan Moran NoneGood afternoon. Apologies, I was finishing a supplier review. Before we start, can I just confirm which documents everyone has in front of them? I have the executed order form dated 1 Nov 2025 and nothing since.- Lewis Kerr NoneThat's the one I'm working from as well, Brendan. Executed copy, signed, no drafts alongside it.
- Brendan Moran NoneGood. Then let's do this properly.
- Amara Obi NoneLovely. For anyone who hasn't had much of me yet, I'm Amara, I'm the customer success manager for Clonvara, so adoption and the renewal conversation sit with me. I'm fairly new to the account, so I'll say where I'm leaning on notes rather than memory. What would good look like for you from today?
- Brendan Moran NoneQuite simply, no surprises. The contract ends on 31 Oct 2026, and I would like to know what renewing involves well before then, not the week before.
- Lewis Kerr NoneThat's fair, and it's why I wanted this call early. To confirm what you want to buy and by when: the current subscription is Growth, forty licensed users, at £46,800 a year, and it renews on 1 Nov 2026. Is the intention to renew like for like?
- Brendan Moran NoneI'd say the intention is to keep the option open. From a compliance point of view the brain has been useful. Siobhán will tell you more about whether it is useful enough.
- Siobhán Dunne NoneGrand, so, honest answer. It's useful. The broker activity view alongside the policy queries and the claims tickets, that's what we bought it for and it still does that. What I'd say is that fewer of us are in it day to day than I'd have hoped.
- Amara Obi NoneHere's what the numbers say, and I'll be straight about it. Over the last month we're averaging around nine active users against forty licensed, and that's down a little on the previous quarter. Questions asked are holding up better than the user count, which tells me a smaller group is using it quite heavily.
- Siobhán Dunne NoneThat's about right. It's me, Aoife, a few of the underwriting analysts, and the brokers' team lead when she needs something.
- Brendan Moran NoneForty licences and nine people. You will understand why I raise it.
- Amara Obi NoneI would raise it too. Can I ask who else should have access? Claims handling, perhaps, or the compliance team?
- Siobhán Dunne NoneClaims, yes. Compliance, honestly, Brendan, that could be you and your team. What's the source of truth for a regulator query? I'd like that to be the brain, not three spreadsheets.
- Brendan Moran NoneI take the point. I would want to see it demonstrated against a real query, not described.
- Amara Obi NoneEasy enough. I'll set up a short session for your team on that, using your own data.
- Lewis Kerr NoneCan I come in on the commercial side? There's a renewal deal open in our system at £55,000. I don't want to quote what's in it from memory, so I'll send a written breakdown, exclusive of VAT, and co-termed to your renewal date.
- Brendan Moran NoneForgive me, that is quite a different number from £46,800. Which version are we looking at?
- Lewis Kerr NoneUnderstood. The executed order form governs what you pay today, and that's £46,800 a year. The £55,000 is the deal value we've opened for the renewal, and I need to set out exactly what makes it up before anyone reacts to it. That's my action.
- Brendan Moran NoneThank you. I will not discuss figures until I have that in writing and I can compare it with the executed copy.
- Siobhán Dunne NoneAnd I'd say, Lewis, to be fair to Brendan, I can't commit anything on budget, that's his call. But I'd want the renewal to reflect how many of us actually use it.
- Lewis Kerr NoneNoted. I won't push anything the usage doesn't support. If the right answer is to keep the current scope, that's a perfectly sensible outcome.
- Amara Obi NoneCan I add one practical thing? There's been only one ticket in the last month and nothing urgent, so I'm not hearing frustration. It reads to me as quiet rather than unhappy, but I'd rather check that than assume.
- Siobhán Dunne NoneQuiet is fair. Nobody's complaining. They're just busy.
- Brendan Moran NoneThen the value case matters more than the price. Show me what the brain has saved us, or answered faster than before.
- Amara Obi NoneThat's exactly what I'll bring to the next review. Let's get that in the diary, with Siobhán and Aoife helping me pick the three or four questions that mattered most.
- Siobhán Dunne NoneI can do that. I'll send you a list this week.
- Lewis Kerr NoneSo, to put a number on next steps: I send the written breakdown, Amara sets up the compliance session and the value review, and we reconvene before the renewal date on 1 Nov 2026.
- Brendan Moran NoneAgreed. Kindly keep me copied on everything, and send me the documents in order. Thank you all.
- Amara Obi NoneWill do. Thanks, everyone, speak soon.
- Siobhán Dunne NoneThanks a million, all. Bye now.
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