Wattlebrook Insurance Services / BB-Demo – Negotiation
Callcompleted
Wattlebrook Insurance Services: documents · 2026-02-26 09:15
Wattlebrook's chief executive confirmed Starter at £28,000 all-in for year one and agreed to proceed. The annual cost after year one was left to a formal quote, and the order form was due the same day.
What was said
What this says
Current to 11 Oct 26Wattlebrook's chief executive confirmed Starter at £28,000 all-in for year one and agreed to proceed. The annual cost after year one was left to a formal quote, and the order form was due the same day.
What happened: Tom Ashdown ran a negotiation call to confirm terms. Jess Mitchell said the team was happy to move ahead, and Mitchell Gallagher confirmed the commercial side.
Commercial: Year one is £28,000 covering implementation and the first year subscription, on a twelve month term. Lachlan Hutchinson asked what the annual cost is afterwards and Owen Tallis gave no figure, only the same tier carrying forward.
Customer view: Jess needs current data for claims and submissions. Tom confirmed the nightly refresh completes by 07:00, and said standard Starter support runs in business hours.
Watch: The recurring figure was not stated on the call, so the formal quote must make it explicit. The order form was due back by mid-March for implementation to start on schedule.
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 formal quote and order form, addressed to Lachlan Hutchinson, the same day.
- Lachlan Hutchinson to return the signed order form by mid-March so implementation starts on schedule.
Risks
Current to 9 Oct 26- The annual subscription figure after year one was not stated, which could surprise the customer at the first renewal.
- Data currency matters for claims and submissions, so a missed 07:00 refresh would be felt quickly.
Opportunities
Current to 9 Oct 26- Faster support was mentioned as an add-on if standard business hours support proves too slow for the customer.
Transcript
Tom Ashdown NoneMorning Jess, Mitchell, Lachlan, thanks for making the time. Owen's here from our sales team. I think we're pretty close on the deal, just want to make sure everyone's aligned on the terms and next steps.
Jess Mitchell NoneYeah, we've reviewed everything and we're happy to move ahead. Mitchell just wanted to hop on to confirm the commercial side.
Mitchell Gallagher NoneRight. So, Starter tier, and the all-in price for year one is 28000, correct?- Tom Ashdown NoneThat's right. That's the implementation and the first year subscription, all-in.
Lachlan Hutchinson NoneAnd what's the annual cost after that?
Owen Tallis NoneThe subscription component continues annually. Tom will send a formal quote with the exact annual figure, but it's the same tier carrying forward.- Jess Mitchell NoneOK. And we'd start the implementation when?
- Tom Ashdown NoneAs soon as you sign the order form. We'd kick off within a couple of weeks, so if we get you signed in early March, we're looking at mid-April go-live.
- Mitchell Gallagher NoneWhat if we need support during the implementation?
- Tom Ashdown NoneOur implementation team is embedded with you for the four weeks. And once you're live, support is included in Starter, we respond during business hours. If you need something faster, there are add-ons, but standard support covers most needs.
- Lachlan Hutchinson NoneAnd the contract term?
- Owen Tallis NoneTwelve months. So if you're live mid-April, the contract would run through to mid-April next year.
- Jess Mitchell NoneThat works for us. One thing, how does the data refresh work? We need pretty current data for claims and submissions.
- Tom Ashdown NoneEvery night we refresh all your connectors by 07:00 in the morning, so you're always working with the day's data.
- Jess Mitchell NonePerfect. Mitchell, are you happy?
- Mitchell Gallagher NoneYeah, let's do it. When do we get the paperwork?
- Tom Ashdown NoneI'll send a formal quote and order form by end of today. Lachlan, I'll address it to you, but I'll copy Jess and Mitchell. Once you've reviewed it, just let me know and we'll get it signed.
- Lachlan Hutchinson NoneWhat's the turnaround, how long do you need?
- Owen Tallis NoneWe'd like it back by mid-March so we can kick off implementation on schedule.
- Lachlan Hutchinson NoneNo problem. I'll chase it internally and get it back to you.
- Tom Ashdown NonePerfect. Cheers all. I'll get the quote over within the hour.
- Owen Tallis NoneThanks, folks. Speak soon.