Cuckfield Insurance Brokers / BG-Demo – Discovery
Callcompleted
Cuckfield Insurance Brokers · 16 Oct 2023 09:00
Annette Pocock and Giles Hammond described client, claims and quote data scattered across HubSpot, email and spreadsheets. After the Starter price, Giles said they would like to move forward and asked for a proposal.
What was said
What this says
As at Fri 9 Oct 2026Annette Pocock and Giles Hammond described client, claims and quote data scattered across HubSpot, email and spreadsheets. After the Starter price, Giles said they would like to move forward and asked for a proposal.
What happened: On the 16 Oct 2023 discovery call, Tom Ashdown walked Annette Pocock (Head of Operations) and Giles Hammond (Managing Director) through the brain. Giles said they would like to move forward before the call ended.
Customer view: Annette called their data fragmented. Giles said finding policy details, claims history and previous quotes was costing them time whenever a client rang.
Commercial: Tom quoted Starter at £6,000 implementation over four weeks, then £20k a year, and Giles totalled the first year himself. Fifteen users were discussed, with six-monthly check-ins after launch.
Watch: Giles raised security because they hold sensitive client information. Tom said the layer runs inside their own Snowflake account and a security review comes before signing. The call shows no signed paper, only a promised proposal.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Tom Ashdown to send the proposal and meet Annette and Giles within a couple of weeks.
Risks
As at Fri 9 Oct 2026- Giles raised data security for sensitive client information, so the Starter proposal needs to answer it clearly.
Opportunities
As at Fri 9 Oct 2026- A Starter subscription with HubSpot and email connectors, with room to add users or connectors later.
Transcript
Tom AshdownMorning Annette and Giles. Thanks for making the time. How's your week going so far?
Annette PocockMorning. Yeah, it's busy but good.
Giles HammondMorning, Tom.- Tom AshdownSo I want to understand more about how you're managing client data and quote handling, and then talk through how we might help. Sound okay?
- Annette PocockYeah, go on.
- Tom AshdownGreat. So you're a commercial insurance broker, what systems are you using today?
- Annette PocockWe've got a CRM, we use spreadsheets a lot for client information and claims tracking, email obviously, and we've got a few quotes stored in different places. It's not, well, it's fragmented.
- Giles HammondAnd it's costing us. When a client calls, we spend time finding their policy details, claims history, previous quotes. It's all over the place.
- Tom AshdownWhat's the CRM?
- Annette PocockHubSpot. We've had it for a couple of years now. But we've also got stuff in email, spreadsheets, a filing system, you name it.
- Tom AshdownOkay. So what if you could connect HubSpot, your email, maybe a couple of other data sources, and ask a single question across all of it? Like, show me all interactions with this client?
- Giles HammondThat would save us time. How does it work?
- Tom AshdownIt's a layer we build inside your Snowflake account, your own data warehouse. You give it access to HubSpot, email, whatever systems you want, and it becomes searchable. One question, one answer.
- Annette PocockHow many of us could use it?
- Tom AshdownStarter is fifteen users. So you could bring in admin, client relations, someone from management, whoever needs to pull client information fast.
- Giles HammondAnd what about data security? We handle sensitive client information.
- Tom AshdownIt runs inside your Snowflake account, so the data doesn't move. Everything's encrypted and we go through a full security review before you sign anything.
- Annette PocockThat's good to know. What's the investment?
- Tom AshdownImplementation is six thousand. Four weeks. Then the subscription is nineteen and a half thousand a year.
- Giles HammondSo twenty-five and a half first year?
- Tom AshdownThat's it.
- Annette PocockWhat does the four weeks involve from our side?
- Tom AshdownNot much, really. We get your Snowflake set up, connect HubSpot and email, do a bit of training. Should be fairly seamless.
- Giles HammondAnd support after launch?
- Tom AshdownSix-monthly check-ins with our team. If anything's not working right, you get support.
- Giles HammondOkay. I think we'd like to move forward. What happens next?
- Tom AshdownI'll send you a proposal and we can get together in a couple of weeks to talk through it properly. Sound okay?
- Giles HammondYeah, that works.
- Tom AshdownCheers both. Speak soon.