Sjöviken Försäkring / BB-Demo – Discovery
Callcompleted
Sjöviken Försäkring: documents · 2026-08-19 12:15
Discovery call with Linnéa Holmberg and Anders Nyqvist. Broker data is scattered and they need audit trails as a regulated insurer. Matteo quoted Growth at £62k for the first year; the second-year price is to follow in writing.
What was said
What this says
Current to 11 Oct 26Discovery call with Linnéa Holmberg and Anders Nyqvist. Broker data is scattered and they need audit trails as a regulated insurer. Matteo quoted Growth at £62k for the first year; the second-year price is to follow in writing.
What happened: Matteo Ricci ran discovery with Linnéa Holmberg, Head of Broker Relations, and Anders Nyqvist, Chief Operating Officer. Anders confirmed the decision point in the new year is still the plan.
Customer view: Linnéa said answering a simple broker question would take days and there is no single view of anything. Anders said audit trails are required on every decision.
Commercial: Matteo quoted Growth at £62k for the first year, implementation included. He declined to give the second-year figure until the demo, promising it in writing.
Watch: Anders's regulatory point sits closer to Enterprise, which is aimed at regulated buyers, than to Growth. The evidence does not show whether the demo has been held or a date fixed.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Matteo Ricci to confirm the demo date and bring Theo, the solutions engineer.
- Matteo Ricci to send the second-year subscription price in writing after the demo.
Risks
Current to 9 Oct 26- The second-year price was not given and is promised in writing after the demo, so it may surprise them.
- Growth was quoted although the audit and regulatory need may call for Enterprise features such as SSO and SCIM.
Opportunities
Current to 9 Oct 26- A regulated buyer with about thirty brokers and scattered CRM, claims and invoice data is a clear fit for the brain.
- Audit trails could justify an Enterprise tier with security review support.
Transcript
Matteo Ricci NoneHi Linnéa, Anders. Good to have you both on the call. How's everything with you?
Linnéa Holmberg NoneVery well, thanks. Good to see you.
Anders Nyqvist NoneYeah, all good here.- Matteo Ricci NoneRight. So just to confirm the timeline, you mentioned mid-January as a decision point. Is that still what you're working to?
- Anders Nyqvist NoneThat's the plan, yes.
- Matteo Ricci NoneGood. So what I'd like to do today is understand a bit more about your operation. You sell through brokers. How many partners are we talking about?
- Linnéa Holmberg NoneAbout thirty, maybe a few more now. They send us business, we handle the underwriting and claims on our end.
- Matteo Ricci NoneAnd how does the data flow work at the moment? Where does the broker information live?
- Linnéa Holmberg NoneMostly in our CRM, but honestly it's scattered. They send spreadsheets, we import some of it, the rest sits in email or in our underwriting system.
- Matteo Ricci NoneSo if your finance team wanted to know which broker was strongest this quarter, what would that process look like?
- Linnéa Holmberg NoneIt would take days. You'd have to pull from the CRM, then check the claims system, then match against invoices. We don't have a single view of anything.
- Matteo Ricci NoneSo speed is one problem. Anders, you mentioned regulation. What does that look like for you?
- Anders Nyqvist NoneWe're a regulated insurance business, so we need audit trails on everything. Every decision has to be logged and traceable.
- Matteo Ricci NoneRight. So speed and control, and compliance.
- Anders Nyqvist NoneExactly.
- Matteo Ricci NoneThat's what we solve. BB-Demo sits on top of your systems, CRM, underwriting, claims, whatever you use, and gives you one searchable layer. You ask a question once, it pulls the answer from everywhere, and everything is logged.
- Linnéa Holmberg NoneAnd the audit piece works?
- Matteo Ricci NoneCompletely. Every query is tracked. So for Growth tier: that's several teams, dashboards, quarterly reviews with us, the first year is sixty-two thousand all-in. That includes implementation and the first year's subscription.
- Anders Nyqvist NoneAnd the second year?
- Matteo Ricci NoneThen it's subscription only, so it's lower. But I'd rather confirm the exact number in writing once we've done the demo and you're closer to a decision.
- Linnéa Holmberg NoneThat's fair.
- Matteo Ricci NoneSo the next step would be a demo. We'd show you the platform running on a sample of your data. Early October work for you both?
- Linnéa Holmberg NoneYes, that works for us.
- Matteo Ricci NoneBrilliant. I'll bring Theo, our solutions engineer. He'll walk you through the interface, the connector setup, all the detail. I'll send calendar invites.
- Anders Nyqvist NoneSounds good.
- Matteo Ricci NoneBest regards.