Merrow Gate Insurance Brokers / BB-Demo – Demo
Callcompleted
Merrow Gate Insurance Brokers: documents · 2025-03-19 10:30
Demo of the brain on a sample of Merrow Gate's Salesforce, call recorder and helpdesk. Jade Riley and Luke Allott were receptive, asked about security and exit, and agreed to bring in their Finance Director after the proposal.
What was said
What this says
Current to 11 Oct 26Demo of the brain on a sample of Merrow Gate's Salesforce, call recorder and helpdesk. Jade Riley and Luke Allott were receptive, asked about security and exit, and agreed to bring in their Finance Director after the proposal.
What happened: Lewis Kerr and Hannah Lowe ran the 19 Mar 2025 demo on a sample of Merrow Gate's own data. Jade asked how commitments could be tracked, and Luke asked about keyword search inside recordings.
Customer view: Jade said the commitment tracking was useful and welcomed early warning on quiet renewals. Luke raised security because his board will ask, and Jade asked what happens if they stop using it.
Commercial: Lewis quoted Starter with four connectors and four weeks of implementation. Year one was quoted at twenty-eight thousand pounds, then £20k per year on renewal.
Watch: The Finance Director, Beth, is not yet involved and signature depends on her and the IT security review. The call does not show whether the proposal was sent or accepted.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Lewis Kerr sends the proposal and security questionnaire the same day.
- Jade Riley brings the Finance Director into a signing call the following week.
Risks
Current to 9 Oct 26- The board and IT will scrutinise security, so the questionnaire must be answered before signature.
- The Finance Director is not yet engaged and could challenge the quoted price.
Opportunities
Current to 9 Oct 26- Email was confirmed in scope, which completes the four Starter connectors.
- Early warning on quiet renewals is a use case Jade valued and could support a later upgrade.
Transcript
Lewis Kerr NoneCan everyone hear me okay?
Jade Riley NoneYes, clear on this end.- Lewis Kerr NoneGood. Hannah, you're live?
Hannah Lowe NoneI'm here.- Lewis Kerr NoneBrilliant. Right, how's your week been, Jade?
- Jade Riley NoneBusy, end of quarter rush. But looking forward to this.
- Lewis Kerr NoneNo drama. So today Hannah's going to show you the brain running on your actual data. You'll see how it pulls your Salesforce, your call recordings, and your helpdesk tickets into one layer you can ask questions of. Sound good?
Luke Allott NoneYeah, that's exactly what we want to see.- Hannah Lowe NoneRight. I've loaded a sample from your test environment. We've indexed your Salesforce, your call recorder, and your helpdesk into the brain overnight. The short answer is we can now ask it questions in plain English and it searches across all three at once. Let me show you. I'm going to ask: show me all renewal conversations from the last quarter where anyone mentioned compliance or regulation.
- Hannah Lowe NoneAnd it's found thirty-two conversations matching that. You can drill down into any one, like this call here from January where your team discussed GDPR with a client. You can listen back to the moment, see what was promised, track whether you've delivered.
- Jade Riley NoneThat's really useful. We lose track of those commitments.
- Luke Allott NoneCan you search inside the recordings themselves? Like, keyword search?
- Hannah Lowe NoneExactly. By keyword, by customer, by sentiment. You can also ask who's handled the most renewals in a period and which of those accounts have gone quiet. The brain tells you one of your team members touched twenty-three renewals last month, and six of those haven't had contact for two weeks.
- Jade Riley NoneThat person's your best closer, but early warning like that would be really good.
- Lewis Kerr NoneThat's the win we see a lot. You're asking the data you already own to do the work instead of doing it by hand. So on Starter you get the brain, a pages feature for your team to pin reports, and direct chat with it. We'd set up four connectors, Salesforce, your call recorder, your tickets, and email.
- Jade Riley NoneEmail's definitely in scope for us.
- Lewis Kerr NoneDone. Four weeks implementation. The all-in for year one is twenty-eight thousand pounds, then nineteen thousand five hundred per year renewal.
- Luke Allott NoneWhat about security? Our board will ask.
- Hannah Lowe NoneThe short answer is it runs inside your own Snowflake warehouse. You control the data, you control access, we never see it. The longer answer is we have a security questionnaire we walk through with your IT team before signature.
- Jade Riley NoneAnd if we stop using it?
- Hannah Lowe NoneYour data stays in Snowflake. You own it. Nothing locked in.
- Lewis Kerr NoneSo next steps. I'll send you a proposal today with scope and terms, and the security questionnaire so your IT team can look it over. Then once you've reviewed, we set up a call with you and your finance team to sign.
- Jade Riley NoneThat works for us. I'll get Beth, our Finance Director, looped in for next week.
- Lewis Kerr NoneI'll send it this afternoon. Any questions before then, just give me a shout.
- Jade Riley NoneWill do. Cheers, Lewis. Thanks, Hannah.
- Hannah Lowe NoneThanks. Speak soon.