Tarnbeck Insurance Brokers / BB-Demo – Proposal
Callcompleted
Tarnbeck Insurance Brokers · 2024-11-15 11:30
Priya Raman presented the Starter proposal to Rachael Dixon and Colin Airey: £26k for the first year, 15 users, four weeks to implement. Tarnbeck will review and reply by early January; signing by 16 Jan 2025 holds the terms.
What was said
What this says
Current to 14 Oct 26Priya Raman presented the Starter proposal to Rachael Dixon and Colin Airey: £26k for the first year, 15 users, four weeks to implement. Tarnbeck will review and reply by early January; signing by 16 Jan 2025 holds the terms.
What happened: Priya recapped Tarnbeck's problem of renewals and claims data sitting in separate systems. Rachael asked about data ownership, users, setup time and support; Colin asked about cost and a longer term.
Commercial: Priya quoted £26k for the first year, covering implementation and the first year of subscription, with year two at the same commercial terms. This is a proposal quote, and the evidence does not show an executed order form.
Customer view: Rachael said 15 users covers them for now, and the team will review and reply by early January. Colin asked whether they could lock in for longer.
Watch: Priya mentioned custom dashboards, but the dashboards builder is a Growth feature, so the order form should state what Starter includes. The year-two promise of the same commercial terms is verbal, and only the executed order form binds it.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Priya Raman sends the order form to Rachael and Colin before the end of the week.
- Tarnbeck reviews it, brings in Jean from accounts on payment terms, and replies by early January.
- Signing by 16 Jan 2025 triggers implementation the following week under Callie.
Risks
Current to 9 Oct 26- The customer will only reply by early January, leaving little time before the 16 Jan 2025 signing date.
- Fifteen users covers Tarnbeck only for now, so headroom is thin from day one.
- Custom dashboards and the year-two terms were promised verbally and must match the order form.
Opportunities
Current to 9 Oct 26- Colin asked about locking in for longer, which opens a multi-year conversation.
- Rachael's remark that 15 users covers them for now points to later extra users or a higher tier.
Transcript
Priya Raman NoneHi both, thanks for making the time. How are things in Kendal this morning?
Rachael Dixon NoneGood, pretty hectic end of quarter, but we've cleared space for this. Colin's with me too.
Colin Airey NoneHello. Right, let's go through it.- Priya Raman NonePerfect. So, to recap where we've landed: you've got a huge client book across farms and rural businesses, renewals and claims queries sitting in different systems, and your team is spending time every week stitching that together by hand. The brain solves that. It sits on top of your Salesforce, your call recordings, your emails, and lets you ask one question: what's happening with client X? Any renewals, any claims, all in one place. Built on your data, running inside your own Snowflake account, so it never leaves.
- Rachael Dixon NoneAnd we own that data, do we?
- Priya Raman NoneCompletely yours. We're just the engine running inside your Snowflake. Every night we refresh all the connectors, so your Salesforce, calls, emails, all stay current. Your teams can search, chat to the brain, and we'll build custom dashboards: renewals by month, claims by type, whatever tells your story.
- Colin Airey NoneHow many people would use it?
- Priya Raman NoneOn Starter, you get 15 licensed users included. That's 15 people across Tarnbeck who can ask the brain questions.
- Rachael Dixon NoneThat covers us for now. What about the setup side, how long is this going to take?
- Priya Raman NoneFour weeks is the standard for Starter. Callie, our implementation consultant, owns it. She'll map your Salesforce, connect your call recorder and email, get all the fields lining up. On your side, Abbie, your systems person, just needs to review the mappings and sign off the first refresh before we go live.
- Rachael Dixon NoneAbbie's our person, yes. She's on it.
- Priya Raman NoneGreat. And once you're live, Daniel Okafor: our customer success manager: will check in with you every six months, make sure the brain's delivering and flag anything that's going stale.
- Colin Airey NoneOkay. Cost-wise, what are we looking at?
- Priya Raman NoneFirst year is 25,500 all-in. That's the implementation, the setup, and your first year of the subscription bundled together. Year two onwards, it's just the annual renewal at the same commercial terms.
- Rachael Dixon NoneAnd if we signed now, we lock that in?
- Priya Raman NoneYes. If the order form is signed by 16 Jan 2025, you're on the current terms, and we kick off implementation the week after. So you're up and running early February.
- Colin Airey NoneAnd that's annual, yeah? Can we lock in for longer?
- Priya Raman NoneAnnual is standard, but we're flexible. Some customers lock in two or three years, gives them certainty. Happy to discuss that, just depends what works for you.
- Rachael Dixon NoneAnd if something goes wrong: a connector breaks, or we need help, who are we ringing?
- Priya Raman NoneYou've got our support team and Daniel checking in every six months anyway. If a connector goes down, we fix it. The issues are usually straightforward: someone's changed their password, or we need to re-authenticate. We're committed to keeping you up and running.
- Colin Airey NoneFair enough. What's the next move from you?
- Priya Raman NoneI'll get the order form to both of you before end of week. You'll want to loop in Jean from accounts, she'll want to see the payment terms and the yearly spend. Any questions, just flag them and we'll sort it. Once signed, Callie will reach out to Abbie to kick off the technical side.
- Rachael Dixon NoneSounds good. We'll review and come back to you by early January.
- Priya Raman NonePerfect. To keep momentum, signing by 16 Jan would be ideal. Thanks so much, both. Speak soon.
- Colin Airey NoneWill do. Cheers, Priya.