Maelbeek Assurances - Proposal
Documentfinal Maelbeek Assurances: documents · proposal · final · 2025-11-20
Proposal from Lewis Kerr for a Starter implementation: £22,000 annual subscription plus £6,000 implementation, £28,000 total Year 1. States availability 99.5% and P1 first response within 4 business hours. A proposal, not an executed order form.
What it says
What this says
Current to 11 Oct 26Proposal from Lewis Kerr for a Starter implementation: £22,000 annual subscription plus £6,000 implementation, £28,000 total Year 1. States availability 99.5% and P1 first response within 4 business hours. A proposal, not an executed order form.
What it is: a version 1 proposal dated 20 Nov 2025, written by Lewis Kerr, Account Executive, for Maelbeek Assurances. Its stored status is final, but the text says a formal order form and Master Services Agreement will follow, so it is an open item.
Commits: "Availability 99.5%; first response on P1 issues within 4 business hours". Payment terms are "30 days from invoice", and the subscription "begins on your go-live date, targeted for early February".
Unusual: the proposal promises "Quarterly check-ins", whereas the standard Starter tier has a six-monthly check-in. The £22,000 matches the v2 list price for Starter.
Not settled: the document does not show whether the proposal was accepted or an order form signed. Contract signature is only targeted for "early January", and no signatory is named on the customer side.
As found in this document
Current to 9 Oct 26- Price£28,000Source: object_read:doc_028_002
- Availability99.5%Source: object_read:doc_028_002
- P1 first responsewithin 4 business hoursSource: object_read:doc_028_002
- Annual subscription (Starter)£22,000Source: object_read:doc_028_002
- Implementation (Starter, 4 weeks, up to 4 connectors)£6,000Source: object_read:doc_028_002
- Total Year 1£28,000Source: object_read:doc_028_002
- Payment terms30 days from invoiceSource: object_read:doc_028_002
- Subscription startbegins on your go-live date, targeted for early Februarybegins on your go-live date, targeted for early February · Source: object_read:doc_028_002
- Check-insYour BB-Demo CSM will touch base each quarterYour BB-Demo CSM will touch base each quarter · Source: object_read:doc_028_002
The document
Body
Maelbeek Assurances, Proposal
Executive Summary
Maelbeek Assurances manages client relationships, renewals and complaints across multiple systems. The Company Brain brings these together into one searchable, unified view, giving your teams the insight to act faster on client needs.
This proposal outlines a Starter implementation for your team.
The Opportunity
Your teams cross-reference client files, renewal dates and complaint history across different platforms. A single AI-queryable view would reduce manual work and surface at-risk renewals faster.
The Company Brain is a data integration layer, built in your own Snowflake account, that indexes your CRM, emails, calls and documents. Your teams ask it questions in natural language and get answers instantly.
Scope: Starter Tier
The Starter plan is built for one team, up to 15 users and 4 connectors:
Read the whole document (2,406 characters)
- Indexed sources: up to 4 systems (CRM, email, call recorder, documents)
- Users included: 15 concurrent users, soft limit
- Features: Chat-based search, saved pages, admin dashboard
- Support: Availability 99.5%; first response on P1 issues within 4 business hours
- Quarterly check-ins: Your BB-Demo CSM will touch base each quarter
Commercial Terms
| Item | Cost |
|---|---|
| Company Brain – Starter (annual) | £22,000 |
| Implementation – Starter (4 weeks, up to 4 connectors) | £6,000 |
| Total Year 1 | £28,000 |
- Implementation fee covers onboarding, connector setup and testing. Once live, your team's admin can manage connectors and add new users.
- Annual subscription renews each year and covers all software, infrastructure and ongoing support.
- Payment terms: 30 days from invoice.
The subscription begins on your go-live date, targeted for early February.
Timeline
- Proposal review: within 2 weeks
- Contract signature: early January
- Kickoff and discovery: early February
- Go-live: late February (approximately 4 weeks from kickoff)
Next Steps
We will send a formal order form and Master Services Agreement for your signature. Once signed, we will schedule a kickoff call with your team.
To put a number on it, your Year 1 investment is £28,000, including setup and the annual subscription. Expansion, additional users or connectors, can be discussed once you see the value.
Kind regards, Lewis
Unusual terms
Current to 9 Oct 26- Quarterly check-ins on Starter
- Subscription starts on go-live date