Pellegrin Hart Benefits / BB-Demo – Demo
Callcompleted
Pellegrin Hart Benefits · 2026-03-11 16:30
Allison Pereira, Monica Starling and Jasmine Coleman saw the brain on their own sample data. Interest was strong. Allison wants proof on messy data and a price to take to leadership; Growth was quoted at sixty-two thousand pounds.
What was said
What this says
Current to 13 Oct 26Allison Pereira, Monica Starling and Jasmine Coleman saw the brain on their own sample data. Interest was strong. Allison wants proof on messy data and a price to take to leadership; Growth was quoted at sixty-two thousand pounds.
What happened: Theo Gallagher demoed client pages, renewal lists, a one-year client summary, role-based access and cross-client search on 11 Mar 2026.
Customer view: Jasmine said she was sold on review prep. Monica's access question was answered. Allison tied pattern detection to open enrollment.
Commercial: Allison asked for proof on messy data and a number for leadership. Jordan Pike restated the Growth proposal at sixty-two thousand pounds, implementation included, with a 12 May 2026 closing target.
Watch: Open enrollment timing is still a condition. Leadership approval has not happened, and the evidence does not show who signs.
Themes
Current to 9 Oct 26Theme
Demo and proposal price
Importance
upsell
Sentiment
positive
Voice
decision-maker
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Jordan Pike to set a short follow-up with Allison and send the written proposal with the breakdown.
- Theo Gallagher to send Monica the access model and connector prerequisites document later that week.
- Agree a close date Allison can hit against the 12 May 2026 target.
Risks
Current to 9 Oct 26- Allison needs proof on messy data and a number before taking it to the leadership team.
- Timing must avoid the open enrollment season.
- Access control and security review could slow sign-off.
Opportunities
Current to 9 Oct 26- Growth tier proposal with implementation included, and strong user enthusiasm from review prep and pattern detection.
- Role-based access answers Monica's admin concern.
Transcript
Jordan Pike NoneHi everyone, can you hear me okay? I see Allison and Monica. Jasmine, I think you're just joining.
Jasmine Coleman NoneHi, yes, sorry, I was stuck on a client call that ran over. I'm here now.
Allison Pereira NoneNo problem at all. Okay, quick one from my side before we start: we've got a few renewals landing in the next couple of weeks, so this is very timely. What's the signal, right? That's what I keep asking my team.- Jordan Pike NoneLove it. Here's the agenda, one line: Theo walks you through the brain on a sample of your own client data, you ask anything, and we leave time for next steps. We have the full hour, so I'll keep an eye on the clock.
Theo Gallagher NoneThanks, Jordan. Hello all. Before I share my screen, one thing so we're clear about what you're looking at. The brain is built and run inside your own Snowflake account. Nothing leaves your environment, and what you'll see today is a view over the sample sources we connected last week.
Monica Starling NoneThat's good to hear. That was the first question I'd have had, to be honest.- Theo Gallagher NoneUnderstood, and we can evidence that in writing afterwards. Okay, sharing now. Can you see a page with a list of employer clients down the left?
- Allison Pereira NoneYes, I see it. That's our client list?
- Theo Gallagher NoneIt is, built from your CRM records. If I open one of these employers, you get one page. The tickets from the helpdesk, the calls from the call recorder, the emails, and the renewal date, all in one view.
- Allison Pereira NoneOkay, that's the thing. That's exactly what I want my team to stop assembling by hand. Can we see that by client? Like, a whole portfolio sorted by who renews soonest?
- Theo Gallagher NoneYes. Give me a moment. I'll ask the brain directly. Which clients renew in the next quarter and have open tickets.
- Theo Gallagher NoneSo you get an answer in plain language, and underneath it the list, and each line links back to the source record. That last part matters. Every claim points to where it came from.
- Jasmine Coleman NoneMm. Can I ask something? When I'm prepping for a renewal review with an employer, I usually spend, what, half a morning reading old emails. Would it summarise the last year for one client?
- Theo Gallagher NoneLet's try it. I'll pick this client and ask for a summary of the last year: issues raised, what was promised, and anything unresolved.
- Theo Gallagher NoneThere. It lists three themes, and it flags one thing that looks like a promise made on a call that never got a follow-up email. You'd want a person to check that, but it's a good starting point.
- Jasmine Coleman NoneOh, that's, yeah. That's the one that always bites us. Somebody says yes on a call and then it just evaporates.
- Allison Pereira NoneRight. Which is why I said before open enrollment, please. If we're going to do this, it can't be a project that lands in the middle of the busy season.
- Jordan Pike NoneTo be transparent, that's a fair concern, and I'd rather we plan around it than promise something loose. We'll put a clear timeline in the proposal and you can test it against your calendar.
- Monica Starling NoneCan I come in on the admin side? Who sees what? Some of our employer clients are sensitive. Not every account manager should see every client's tickets.
- Theo Gallagher NoneGood question, and it's one I want to answer carefully. Access follows roles that you define. I can show you the settings page, but I'd separate two things. What the tool supports today, which I can show. And how you'd want to map your teams to it, which we'd do together during setup.
- Theo Gallagher NoneSo here, you can see groups. You'd assign an account manager group to certain clients and the rest simply don't appear for them.
- Monica Starling NoneOkay. And if someone moves teams? Because that happens, a lot.
- Theo Gallagher NoneThen an admin changes the group and the view updates. You'd be the admin, as I understand it. It's a few clicks, not a ticket to us.
- Monica Starling NoneGood. That's what I wanted to hear.
- Allison Pereira NoneOkay, so, bullets for me. One: renewals by client in one list. Two: a summary I can trust for review prep. Three: not everyone sees everything. What else can it do? What would surprise us?
- Theo Gallagher NoneI'll show you one more. Search. Say a client mentions a concern about a plan change on a call. You can ask across calls and emails for every time that came up, in any client.
- Theo Gallagher NoneAnd you see it grouped. Four clients raised something similar, so it's a pattern, not a one-off. Pattern detection like that is where our customers tend to find value they didn't plan for.
- Allison Pereira NoneHm. That's really the open enrollment story. If five clients are asking the same question, I want to know before the fifth one calls.
- Jasmine Coleman NoneAnd then we write one answer instead of five. Yeah.
- Jordan Pike NoneI'm at about the twenty minute mark of the hour on my side, we've got time. Any hesitations so far? What would make this a yes for you?
- Allison Pereira NoneHonestly, two things. One, proof it works on our messy data, not a clean sample. Two, price, because I've got to take it up to the leadership team. I never take something upstairs without a number.
- Jordan Pike NoneFair. On the number, where we are is a Growth tier proposal, sixty-two thousand pounds all-in, implementation included. I'll put the breakdown in writing so nobody has to guess. On your first point, Theo?
- Theo Gallagher NoneWhat you saw today is your data, so it was already messy, and you could see where it was. A few records had missing fields, and the brain showed them as gaps rather than hiding them. During setup we'd list those gaps with owners, so you know what to fix at the source.
- Monica Starling NoneWhich would be me, probably. Okay. That's honest at least.
- Allison Pereira NoneOkay. Let's do this. Jordan, can you set up a short follow-up, just me and you, to go over the proposal? And Theo, can you send Monica whatever she needs on access and the connectors?
- Theo Gallagher NoneYes. I'll send Monica a short document with the access model and the connector prerequisites, with the control references so your security folks can check them. Would later this week work?
- Monica Starling NoneThat works. Thank you.
- Jordan Pike NoneAnd I'll send the proposal, with the target we've discussed of closing by 12 May 2026. If that's tight, tell me. I'd rather we set a date you can hit.
- Allison Pereira NoneOkay, understood. Thanks, everyone, this was really useful.
- Jasmine Coleman NoneThanks all. Yeah, I'm sold on the review prep thing already.
- Jordan Pike NoneGreat. Thanks, all. Talk soon.
Callsmade from