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Clonvara Insurance Services - Renewal Proposal

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Clonvara Insurance Services: documents logo Clonvara Insurance Services: documents · renewal_proposal · final · 2026-08-28

Final renewal proposal from Lewis Kerr, dated 28 Aug 2026, for the Growth tier at £55,000 a year, billed annually in advance on 30-day terms. It is not an order form. It openly flags low seat usage against 40 licensed users and links signing to an adoption review.

What it says

What this says

Current to 11 Oct 26

Final renewal proposal from Lewis Kerr, dated 28 Aug 2026, for the Growth tier at £55,000 a year, billed annually in advance on 30-day terms. It is not an order form. It openly flags low seat usage against 40 licensed users and links signing to an adoption review.

What it is: a renewal proposal for the term following the current one, which ends on 31 Oct 2026. It is a proposal, not executed paper, and the order form is still to be issued.

Commits: it sets out Growth tier, 40 licensed users, an annual price of £55,000 and billing annually in advance on 30-day terms. Prices exclude VAT, and Growth service levels and quarterly business reviews "continue as they are today".

Unusual: the text states contracted annual recurring revenue of £46,800, so the proposed price is higher than that figure. It also says "only a minority of your licensed seats are in regular use" and offers to resize the renewal.

Not settled: the text gives no active user count, no discount, no start date beyond "after 31 Oct 2026" and no signature. Whether the user count or price will change is left open.

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_015
  • Date renewal31 Oct 2026Source: object_read:doc_025_015
  • Date start1 Nov 2025Source: object_read:doc_025_015
  • Price£55,000Source: object_read:doc_025_015
  • TierGrowthSource: object_read:doc_025_015
  • Licensed users40Source: object_read:doc_025_015
  • Annual price£55,000Source: object_read:doc_025_015
  • BillingAnnually in advance, 30-day termsAnnually in advance, 30-day terms · Source: object_read:doc_025_015
  • VATPrices are shown excluding VAT, which is added at the applicable ratePrices are shown excluding VAT, which is added at the applicable rate · Source: object_read:doc_025_015
  • Service levelsthe Growth service levels and quarterly business reviews continue as they are todaythe Growth service levels and quarterly business reviews continue as they are today · Source: object_read:doc_025_015

The document

Body

Clonvara Insurance Services - Renewal Proposal

Prepared by: Lewis Kerr, Account Executive, BB-Demo Prepared on: Friday 28 August 2026 Status: Final Customer: Clonvara Insurance Services, Dublin Customer success manager: Amara Obi

1. Context

Clonvara Insurance Services has run the company brain on the Growth tier since 1 Nov 2025. You bought it to see broker activity, policy queries and claims tickets together in one place, inside your own Snowflake account.

Your current term ends on 31 Oct 2026. This proposal sets out what we suggest for the renewal term that follows, so that there is no gap in service.

2. Where the account stands

  • Contract: Growth tier, with 40 licensed users. Contracted annual recurring revenue is currently £46,800.
  • Payments: no overdue invoices.
  • Support: a small number of tickets in the last month, none of them high priority.
  • Usage: this is the point we want to be straightforward about. The average number of active users has fallen compared with the prior quarter, and is now well below the 40 licensed users. To put a number on it, only a minority of your licensed seats are in regular use.
Read the whole document (3,040 characters)

We would rather raise that now than at signing. A renewal is only worth having if your teams are getting value from the brain, and the usage trend says there is work to do on adoption.

3. Proposal

ItemDetail
TierGrowth
Licensed users40
Deal typeRenewal
Annual price£55,000
BillingAnnually in advance, 30-day terms
VATPrices are shown excluding VAT, which is added at the applicable rate

The renewal term would start straight after the current term ends on 31 Oct 2026, and the Growth service levels and quarterly business reviews continue as they are today.

4. What we would do alongside the renewal

We do not want to ask you to renew on a seat count your teams are not using. Alongside this proposal, Amara Obi will:

  1. Review with you which teams and brokers were meant to be using the brain and who has not yet been given access.
  2. Check that every connected source is still loading, since a source that stops loading is a common reason for use to tail off.
  3. Agree a short adoption plan, with named people on your side, before the renewal is signed.

If, after that review, the right number of users is lower than the current allowance, tell us. I would rather size the renewal to the usage than quote something that does not hold up.

5. Next steps

StepOwnerTiming
Walk through this proposal and the usage pictureLewis Kerr and ClonvaraOver the coming weeks
Adoption review and planAmara ObiBefore signing
Confirm any change to users or scopeClonvaraBefore signing
Issue the order form for signatureLewis KerrOnce scope is agreed
Renewal term startsBB-DemoAfter 31 Oct 2026

I'll send the order form over as soon as the scope is confirmed.

Kind regards, Lewis

Lewis Kerr Account Executive, BB-Demo

Documentsmade from

Unusual terms

Current to 9 Oct 26
  • Proposed price above stated contracted figure of £46,800
  • Signing tied to an adoption review and plan
  • Offer to resize users to match usage

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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B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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Calls784
Email threads1,169
Support tickets449
Documents477
Deals117
Invoices101
Events49
News items56

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