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Clonvara Insurance Services - QBR

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Clonvara Insurance Services: documents logo Clonvara Insurance Services: documents · qbr_deck · final · 2026-03-22

BB-Demo's QBR deck for Clonvara Insurance Services, dated 22 Mar 2026. Growth tier, 40 licensed users, roughly ten active. States contracted annual recurring revenue of £41,800 and a term to 31 Oct 2026. Not a contract; it sets up the renewal conversation.

What it says

What this says

Current to 11 Oct 26

BB-Demo's QBR deck for Clonvara Insurance Services, dated 22 Mar 2026. Growth tier, 40 licensed users, roughly ten active. States contracted annual recurring revenue of £41,800 and a term to 31 Oct 2026. Not a contract; it sets up the renewal conversation.

What it is: a customer-facing quarterly business review written by Amara Obi, Customer Success Manager. It reports adoption, support and risks, and plans actions for the next quarter.

States: "Contracted annual recurring revenue: £41,800" and "Current term runs to 31 Oct 2026". These are BB-Demo's own statements in a deck, not the executed order form, and should be checked against it.

Usage: active users "roughly ten" of 40 licensed, "more than doubled" on the prior quarter. The deck flags possible concentration in a few people but does not say who asks the questions.

Not settled: no renewal price, no v2 list price effect, no user or connector change and no signatory is stated. The deck is dated 22 Mar 2026, so its figures are not current as of today. Whether the renewal conversation led by Lewis Kerr has started is not shown.

AI · claude-sonnet-5-5 · 11 Oct 2026

As found in this document

Current to 9 Oct 26
  • Date end31 Oct 2026Source: object_read:doc_025_011
  • Date start1 Nov 2025Source: object_read:doc_025_011

The document

Body

Clonvara Insurance Services - QBR

Quarterly business review, prepared by Amara Obi, Customer Success Manager, BB-Demo. Review date: 22 Mar 2026.

Where we are

  • Customer since 1 Nov 2025, on the Growth tier.
  • Contracted annual recurring revenue: £41,800.
  • Licensed users: 40.
  • Current term runs to 31 Oct 2026.
  • Account owner: Lewis Kerr. Customer Success Manager: Amara Obi.

What you bought the brain for: seeing broker activity, policy queries and claims tickets together, in one place, inside your own Snowflake account.

Usage: here's what the numbers say

MeasurePosition
Licensed users40
Active users, 30-day averageroughly ten
Change in active users against the prior quartermore than doubled

Active use has more than doubled since the previous quarter, which is the strongest sign that the teams are asking the brain rather than reconciling systems by hand. Roughly a quarter of the licensed users are active in a typical month, so there is plenty of headroom inside the licence you already have.

Value

Read the whole document (3,046 characters)
  • Broker activity, policy queries and claims tickets now sit in one searchable layer, so a question that used to need three exports is a single question.
  • More people are asking questions, not just the early champions. That spread matters more than any single headline number.
  • Nothing in the data tells us yet which team gets the most value. That is a question for the next conversation, and we would like your view on it.

Support and service

  • Two support tickets in the last 30 days.
  • No high-priority tickets in the last 30 days.
  • No overdue invoices. Billing is clean.

There are no service-level concerns to report. Both tickets were routine and are closed or moving.

Risks and watch points

  • Breadth of adoption. Growth in active users is encouraging, but with only a quarter of licences in regular use we want to make sure it is not concentrated in a handful of people. We will look at who asks the questions, and flag any key-person dependence.
  • Records and connectors. Nothing is flagged today. We will keep checking that every connected source keeps loading, so the brain does not go stale unnoticed.
  • Renewal timing. The term ends on 31 Oct 2026. We would rather start that conversation early and on the back of this usage than be driven by a notice date.

Plan for the next quarter

ActionOwnerTiming
Ask who else should have access, especially claims and underwriting colleaguesAmara Obi with Clonvara Insurance ServicesNext month
Run a short enablement session for teams not yet activeAmara ObiWithin the quarter
Review which sources and dashboards the teams rely on mostAmara ObiBefore the next QBR
Open the renewal conversation and confirm terms for the next termLewis KerrWell ahead of 31 Oct 2026

Next step

Let's get the next QBR in the diary before the end of the quarter, with the renewal and any change in users or connectors on the agenda.

Best, Amara

Documentsmade from

Unusual terms

Not yet analysedThe unusual terms of object_read:doc_025_011 are empty: the record found none.

BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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