Wattlebrook Insurance Services / B-Brain – Discovery
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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
B-Brain
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.