Kirkhope Insurance Services / BG-Demo – Proposal
Callcompleted
Kirkhope Insurance Services · 8 Oct 2026 15:45
On 8 Oct 2026 Karl Tennison and Anne Kirkhope said Starter is right for them. Sophie Ling quoted year one pricing, but the stated total does not match its parts, and the renewal-rate promise needs checking.
What was said
What this says
As at Fri 9 Oct 2026On 8 Oct 2026 Karl Tennison and Anne Kirkhope said Starter is right for them. Sophie Ling quoted year one pricing, but the stated total does not match its parts, and the renewal-rate promise needs checking.
What happened: On 8 Oct 2026 Sophie Ling took Karl Tennison and Anne Kirkhope, Managing Director, through Starter terms. Both said they had reviewed everything and Anne said it is right for them.
Commercial: Sophie quoted twenty-eight thousand for year one, made up of six thousand implementation and nineteen thousand five hundred subscription. The stated total does not match its two parts, and £20k is the v1 Starter list, not the v2 list of £22k for new business.
Watch: Sophie said renewal would be at the same annual rate with terms unchanged. Check that against the price book and the first-term discount rule before the order form goes out.
Next: Sophie planned to send the proposal and order form that afternoon and wanted signature by mid-November. The evidence does not show it was sent or signed.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Sophie Ling to check the quoted figures against the price book before sending the proposal and order form.
- Karl and Anne to review the order form and aim to sign by mid-November.
- Sophie Ling to schedule a kick-off with Karl and someone from IT once signed.
Risks
As at Fri 9 Oct 2026- The quoted total of twenty-eight thousand does not match the six thousand and nineteen thousand five hundred parts, so the order form may be queried.
- £19,500 is the v1 Starter list, while the v2 list of £22,000 applies to new business.
- Sophie said renewal would be at the same annual rate with terms unchanged, which may conflict with the price book.
Opportunities
As at Fri 9 Oct 2026- Signature by mid-November would allow a December implementation start.
- Anne, as Managing Director, is on the call and said Starter is right for them, so sign-off sits in the room.
Transcript
Sophie LingHi Karl, hi Anne. How are you both?
Karl TennisonGood, good. We've reviewed everything.
Anne KirkhopeYes, I think this is right for us.- Sophie LingThat's brilliant to hear. So you're happy with Starter: the four-week implementation, four connectors, fifteen users?
- Karl TennisonYes. It covers what we need. And the pricing?
- Sophie LingRight. So the deal is twenty-eight thousand total for year one. That's six thousand implementation and then nineteen thousand five hundred for the annual subscription.
- Anne KirkhopeAnd that's locked in for the first year?
- Sophie LingYes. The subscription renews annually. So if you come up for renewal next year, you'd renew at that annual rate, terms stay the same.
- Karl TennisonWhen would we need to sign?
- Sophie LingNo rush at all. But if we can get something signed by mid-November, that gives us a clean start in December to do the implementation properly.
- Anne KirkhopeThat's fine. What happens once we sign?
- Sophie LingThen I'll be your account owner. I'll schedule a kick-off call with you, Karl, and someone from your IT team. We'll map your systems, confirm the connectors, understand your data. From there it's four weeks of implementation. I'll be in touch regularly and we'll get you trained up.
- Karl TennisonIs there anything we need to do in advance?
- Sophie LingJust give us access to the systems we're connecting, CRM, call system, underwriting. And have someone from IT available for questions. That's basically it.
- Anne KirkhopeI think we're good then.
- Sophie LingBrilliant. I'll send you the formal proposal and the order form this afternoon. Have a look over them, run it past anyone you need to. When you're ready to sign, just let me know.
- Karl TennisonWill do. And if we have questions?
- Sophie LingRing me anytime. I'm here to help.
- Anne KirkhopeThanks Sophie.
- Sophie LingCheers. Speak soon.