Wattlebrook Insurance Services - Proposal v1
Documentdraft Wattlebrook Insurance Services: documents · proposal · draft · 2026-02-02
Draft Starter tier proposal dated 2 Feb 2026 from Tom Ashdown. Prices the subscription at £22,000 a year plus £6,000 implementation, £28,000 total for Year 1. It states no availability or P1 response terms, and is not executed.
What it says
What this says
Current to 11 Oct 26Draft Starter tier proposal dated 2 Feb 2026 from Tom Ashdown. Prices the subscription at £22,000 a year plus £6,000 implementation, £28,000 total for Year 1. It states no availability or P1 response terms, and is not executed.
What it is: a draft proposal, marked "DRAFT" in the text, prepared by Tom Ashdown for Wattlebrook Insurance Services, Sydney. It proposes a Starter tier subscription for the underwriting team with four connectors and up to 15 users.
Commits: nothing binding. It quotes "Company Brain – Starter (annual)" at £22,000, implementation at £6,000 and "Total Year 1" at £28,000, with renewal at £22,000 from Year 2.
Unusual: the proposal states no discount, service levels or connector delivery dates. The £22,000 figure matches the v2 Starter list in the company brief.
Not settled: the start date is "To be confirmed on contract signature". The text does not show whether the customer accepted, and an Order Form and MSA are still listed as next steps. Any executed order form would override these figures.
As found in this document
Current to 9 Oct 26- Price£22,000Source: object_read:doc_032_001
- Starter subscription (annual)£22,000Source: object_read:doc_032_001
- Implementation - Starter£6,000Source: object_read:doc_032_001
- Total Year 1£28,000Source: object_read:doc_032_001
- Renewal from Year 2annual renewal at £22,000Source: object_read:doc_032_001
- Implementation duration4 weeksSource: object_read:doc_032_001
- Implementation start dateTo be confirmed on contract signatureTo be confirmed on contract signature · Source: object_read:doc_032_001
The document
Body
Wattlebrook Insurance Services, Proposal v1
DRAFT
Date: 2 February 2026
Prepared for: Wattlebrook Insurance Services, Sydney
Prepared by: Tom Ashdown, Account Executive, BB-Demo
Executive Summary
Wattlebrook Insurance Services has an opportunity to unify data from broker submissions, claims queries and internal notes into a single queryable layer. The Company Brain will allow your underwriting team to search and cross-reference submissions and claims in seconds, reducing time spent reconciling information across spreadsheets and systems.
Business Context
Today, your team works across a CRM, a submissions system and a claims system. Each holds part of the picture. Underwriters must switch between systems to answer questions like "How many small-business claims has this broker submitted in the last six months?" and "What was the outcome of similar submissions?"
The Company Brain solves this by building one AI-queryable interface over all three systems, running inside your own Snowflake data warehouse.
Proposed Solution
Read the whole document (2,031 characters)
Starter tier subscription: one team (underwriting), up to 15 users, four data connectors (CRM, submissions system, claims system, email), with pages, chat search and a dedicated six-monthly check-in.
Scope
- Connector setup to your CRM, submissions system, claims system and email
- User provisioning (up to 15 users)
- Four weeks of implementation support
- Six-monthly check-in and usage review
Pricing
| Item | Cost |
|---|---|
| Company Brain – Starter (annual) | £22,000 |
| Implementation – Starter | £6,000 |
| Total Year 1 | £28,000 |
From Year 2 onwards, annual renewal at £22,000.
Implementation Timeline
- Duration: 4 weeks
- Start date: To be confirmed on contract signature
- Delivery: BB-Demo Implementation Consultant
Next Steps
- Review this proposal with your team
- Schedule a call to answer questions
- Sign the Order Form and Master Service Agreement
We look forward to partnering with Wattlebrook.
Unusual terms
Current to 9 Oct 26- Draft proposal, not executed
- No service levels stated
- No connector delivery dates stated