Wattlebrook Insurance Services / BB-Demo – Discovery
Callcompleted
Wattlebrook Insurance Services: documents · 2026-01-02 09:00
Tom Ashdown ran discovery on 2 Jan 2026 with Wattlebrook's chief executive and head of business systems. Submissions need three systems and about ten minutes each. Starter was quoted, and a demo was proposed for the following week.
What was said
What this says
Current to 11 Oct 26Tom Ashdown ran discovery on 2 Jan 2026 with Wattlebrook's chief executive and head of business systems. Submissions need three systems and about ten minutes each. Starter was quoted, and a demo was proposed for the following week.
What happened: Tom Ashdown held a 36 minute discovery call on 2 Jan 2026 with Mitchell Gallagher and Jess Mitchell. Wattlebrook is a small agency of about thirty staff underwriting trades and small-business insurance.
Customer view: Each submission means checking the CRM, accounting and a separate claims database, about ten minutes each. Jess added that people sometimes miss claims because they forget the claims database.
Commercial: Tom quoted Starter at six thousand for implementation over four weeks, then 22,000 annual subscription. Eight to ten users fit within the 15 included.
Watch: They have no Snowflake account yet and raised security of financial and personal data. The evidence does not show whether the demo was held.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to send the one-pager on the offering.
- Tom to schedule a demo the following week on sample insurance data.
Risks
Current to 9 Oct 26- Wattlebrook has no Snowflake account, so implementation depends on setting one up.
- The chief executive raised security of financial and personal data, which the proposal must address.
Opportunities
Current to 9 Oct 26- Starter fits eight to ten reviewers within the 15 included users, with a clear time and accuracy case.
- Connecting CRM, accounting and the claims database addresses the missed-claims problem Jess described.
Transcript
Tom Ashdown NoneMorning, Jess and Mitchell. Happy New Year. How are you both?
Mitchell Gallagher NoneHappy New Year. Good, thanks. Ready to learn about the brain.- Tom Ashdown NoneBrilliant. So I want to understand your world a bit. Jess, you're head of business systems?
Jess Mitchell NoneYeah, I manage our tech stack. CRM, accounting, a few other bits.- Tom Ashdown NoneAnd Mitchell, you're CEO. What's the size of the business?
- Mitchell Gallagher NoneWe're a small agency. About thirty staff. We underwrite trades and small-business insurance.
- Tom Ashdown NoneGot it. So walk me through your day. When a broker calls with a submission, what do you do?
- Mitchell Gallagher NoneWe look it up in the CRM, see what we know about that business. Then we check if we've had claims from them before. That usually means checking another system.
- Tom Ashdown NoneTwo systems, different logins?
- Mitchell Gallagher NoneThree systems, actually. CRM, accounting for claim history, and a separate claims database.
- Tom Ashdown NoneAnd that takes time?
- Mitchell Gallagher NoneAbout ten minutes per submission. Not a lot individually, but when you're processing thirty or forty a day, it adds up.
- Jess Mitchell NoneAnd accuracy. People sometimes miss claims because they forget to check the claims database.
- Tom Ashdown NoneThat's where the brain comes in. One query: show me this business, their claims history, and any open items. All linked.
- Mitchell Gallagher NoneHow fast?
- Tom Ashdown NoneSub-second. And it's not just speed, it's accuracy. You won't miss a claim because you forgot to check a system.
- Jess Mitchell NoneHow does it get the data from three different systems?
- Tom Ashdown NoneWe set up connectors to each system. Every night we pull fresh data and index it. You query the index.
- Mitchell Gallagher NoneIs it secure? We've got financial data, personal information.
- Tom Ashdown NoneIt lives in your own Snowflake account. You control access, you control what data gets indexed.
- Jess Mitchell NoneWe don't have Snowflake yet. Is that something we'd need to buy?
- Tom Ashdown NoneYou'd need to set up a Snowflake account. It's not expensive. Part of the implementation, we help with that.
- Mitchell Gallagher NoneWhat's the typical cost and timeline?
- Tom Ashdown NoneFor a team your size, Starter plan is a good fit. That's six thousand for implementation over four weeks, then 22,000 annual subscription.
- Jess Mitchell NoneAnd how many people would use it?
- Tom Ashdown NoneEveryone who reviews submissions. Could be eight, ten people. Starter covers fifteen users.
- Mitchell Gallagher NoneOK. This sounds promising. What's next?
- Tom Ashdown NoneI'll send a quick one-pager on the offering and we can schedule a demo for next week where I'll walk through the brain on some sample insurance data.
- Jess Mitchell NoneSounds good.