Ostwalder Versicherungsmakler / BG-Demo – Demo
Callcompleted
Ostwalder Versicherungsmakler · 2 Jan 2026 09:15
Demo held 2 Jan 2026 with Miriam Theisen. Matteo Ricci quoted Growth at £44k a year plus £12k implementation. She wants a mid-February close; a proposal was promised for mid-next week.
What was said
What this says
As at Fri 9 Oct 2026Demo held 2 Jan 2026 with Miriam Theisen. Matteo Ricci quoted Growth at £44k a year plus £12k implementation. She wants a mid-February close; a proposal was promised for mid-next week.
What happened: Matteo Ricci and Hannah Lowe demoed the brain to Miriam Theisen, Head of Broker Operations. Hannah showed the policy view, search, chat and the dashboards builder.
Customer view: Miriam asked about users and connectors, pricing, whether eight weeks depends on data access, and support. She wants clarity on the solution before quarter-end and a mid-February close.
Commercial: Matteo positioned Growth at 40 users and eight connectors. He quoted £44k per year and £12k fixed implementation. Both are quoted prices, not an executed order form.
Watch: the timeline is tight. Matteo said proposal next week, security review and order form by end of January, implementation early February. The evidence does not show who signs or whether procurement is involved.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Matteo Ricci to send the formal proposal to Miriam Theisen by mid-next week.
- Arrange the security review with the customer's IT team, then the order form by end of January.
Risks
As at Fri 9 Oct 2026- The timeline to a mid-February close is tight and depends on a proposal, a security review and customer IT access.
- The evidence does not show who signs, so procurement or finance may add steps.
Opportunities
As at Fri 9 Oct 2026- A new Growth subscription at £44,000 with £12,000 implementation across several teams.
- Later growth in users, connectors or teams once live.
Transcript
Matteo RicciGood morning, Miriam. Thanks for the time. So just to confirm the decision timeline: you mentioned mid-February as a target to have something in place?
Miriam TheisenYes, that's the idea. We want to have clarity on the solution before quarter-end, so we can plan the implementation.- Matteo RicciPerfect. That gives us a bit of runway. Hannah's going to walk through the brain, that's our company data layer. It sits inside your Snowflake account and turns your client records, your policies, your commission data into one queryable interface. Shall Hannah take it from here?
Hannah LoweThanks. What we've built is a way for your brokers to ask questions across systems without jumping between them. Let me share my screen. This is a policy view: you can see the client name, the policy terms, any related claims, commission rates. All in one search result.- Miriam TheisenAnd this is pulling live data each time?
- Hannah LoweNightly refresh, complete by 07:00. So you're always querying yesterday's data. To be precise, that's a hard service commitment we make across all tiers.
- Hannah LoweSay you needed to find all clients in a particular industry with claims above a certain value in the last quarter. You'd build that filter here, no SQL. You've got search, you've got chat, you've got the dashboards builder on Growth tier: that one lets you build visual reports, KPI tracking, all self-service.
- Miriam TheisenHow many users and connectors are we talking?
- Matteo RicciGrowth tier is 40 users, eight connectors. That's the right fit for you: several teams, probably your operations, your underwriting, maybe compliance.
- Hannah LoweEach user gets a login, they see the same data universe. You can track who's asking what in the audit log, which matters for regulated businesses.
- Miriam TheisenWhat's the pricing?
- Matteo RicciGrowth subscription is £44,000 per year. Implementation is £12,000 fixed. That's eight weeks to get everything connected and running live.
- Miriam TheisenEight weeks, is that dependent on us getting your data access?
- Hannah LoweThe timeline assumes you've given us credentials by week one. So your IT team needs to be ready to grant access to your systems. Once they do, we do the configuration work. You don't need to build anything.
- Matteo RicciThe commitment is annual, paid in advance. You'd renew after twelve months. If you grow: more users, more connectors, new teams, we can talk about upgrading.
- Miriam TheisenWhat happens if something breaks or we have questions during the eight weeks?
- Hannah LoweYou've got a support path to us. We've got documentation for your team, and Hannah, sorry, me, I'm available for technical questions. For a Growth customer, you also get quarterly QBRs with us to review usage and value.
- Matteo RicciSo from here, the next step is I'd pull together a formal proposal. Scope, price, timeline, the legal terms. I'd send that over for you to review. If you're happy with it, we'd do a security review with your IT team, just making sure you're comfortable with how we access your data, and then we get an order form signed.
- Matteo RicciDoes that feel like the right path?
- Miriam TheisenYes, that makes sense. When would we see the proposal?
- Matteo RicciI'd rather you heard it from me if there's any issue with timing, but I should have it to you by mid-next week. Then you can review it with whoever needs to sign off, procurement, your finance team.
- Miriam TheisenThat works. And if we're moving toward a mid-February close, does that feel achievable?
- Matteo RicciYes. Proposal next week, security review and order form by end of January, implementation starts early February. That's tight but doable.
- Miriam TheisenGood. I think that's all I need for now. Thanks very much.
- Matteo RicciCheers, Miriam. I'll get that proposal over and we'll be in touch. Best regards.