Wattlebrook Insurance Services / BB-Demo – Proposal
Callcompleted
Wattlebrook Insurance Services: documents · 2026-02-09 09:00
Tom Ashdown gave Jess Mitchell and Chief Executive Mitchell Gallagher a verbal Starter quote of £28,000 a year all-in. Both were positive and said it sounded fair. Procurement sign-off was expected in two to three weeks.
What was said
What this says
Current to 11 Oct 26Tom Ashdown gave Jess Mitchell and Chief Executive Mitchell Gallagher a verbal Starter quote of £28,000 a year all-in. Both were positive and said it sounded fair. Procurement sign-off was expected in two to three weeks.
What happened: Tom Ashdown took Jess Mitchell and Chief Executive Mitchell Gallagher through the Starter offer on 9 Feb 2026. Jess called the demo solid and said joining broker submissions with claims data is what they are missing.
Commercial: Tom quoted 28000 a year all-in, covering platform and implementation, annual and billed upfront. Mitchell said Starter is plenty to start with and that the terms sound fair.
Watch: Tom described support as four-hour email response, whereas Starter's commitment is four business hours. The evidence does not show a written proposal, an order form or a signature.
Next: Tom was to send the proposal and MSA that day. Jess expected two weeks for sign-off, possibly three.
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 proposal and MSA on the day of the call.
- Jess Mitchell to arrange procurement and finance sign-off, expected in two to three weeks.
- Tom Ashdown to hold a question call the following week if needed.
Risks
Current to 9 Oct 26- The all-in 28000 figure bundles platform and implementation, so the proposal needs to show what each covers.
- Support was described as a four-hour response, which may set a different expectation from four business hours.
- Go-live depends on the customer giving access to systems and confirming connectors quickly.
Opportunities
Current to 9 Oct 26- Tom Ashdown raised more users and more connectors as topics for the six-month check-ins.
- The Chief Executive is directly engaged and called Starter plenty to start with.
Transcript
Tom Ashdown NoneJess, Mitchell, morning. Hope you're having a good week. So you've both had a look at the demo, how are you feeling about it?
Jess Mitchell NoneYeah, it's solid. The ability to join broker submissions with our claims data is exactly what we're missing. Before we go further though, Mitchell wants to understand the commercial piece.
Mitchell Gallagher NoneYeah. What's the investment and when could we be live?- Tom Ashdown NoneRight, no drama. So we're looking at Starter tier for you, which is 28000 a year all-in. That covers the platform, the implementation, four weeks, and then you're on six-month check-ins with us after that. No hidden costs, no surprises.
- Jess Mitchell NoneFour weeks is tight. How much of that is down to us?
- Tom Ashdown NoneFirst week we scope your systems: broker data, claims data, your internal stuff. Then we build the connectors. You should be on your side giving us access to those systems and confirming what you want connected. Training and go-live in week four.
- Mitchell Gallagher NoneAnd if we sign now, when does that land us?
- Tom Ashdown NoneCouple of weeks to contract, so mid-March go-live. Late March at worst. Depends how quickly you can get us access and confirm your connectors.
- Jess Mitchell NoneThat's doable. What does Starter include in terms of headroom, users, systems?
- Tom Ashdown NoneStarter's one team, 15 users, four connectors. For you that's broker submissions, claims database, customer accounts, and your internal ticketing system.
- Mitchell Gallagher NoneThat's plenty to start with. What's the contract, annual?
- Tom Ashdown NoneAnnual, billed upfront. You get six-month check-ins with me: we make sure you're using it, we spot any issues, and we plan for the next bit. Could be more users, more connectors, whatever you need.
- Jess Mitchell NoneWhat about support if we run into problems?
- Tom Ashdown NoneEmail support, four-hour response time. You can escalate to me if you need to. I'm here if something's not working right.
- Mitchell Gallagher NoneThat sounds fair. What do you need from us to get the ball rolling?
- Tom Ashdown NoneI'll send you the proposal and MSA today. You'll need sign-off from whoever handles procurement and finance on your side. How long does that usually take?
- Jess Mitchell NoneTwo weeks if Mitchell signs off quickly. Could be three if we have questions.
- Tom Ashdown NoneFair enough. I'll send it all over today and let you have a look. We can set up a call next week if you've got questions, and get you over the line.
- Mitchell Gallagher NoneSounds good. Send it through and we'll take a look.
- Tom Ashdown NoneCheers, Mitchell, Jess. Speak soon.