Wattlebrook Insurance Services - Proposal
Documentfinal Wattlebrook Insurance Services: documents · proposal · final · 2026-02-05
Proposal from Tom Ashdown for a Starter tier company brain: £22,000 annual subscription plus £6,000 implementation, £28,000 in Year 1, with renewal at £22,000 from Year 2. It is a proposal, not an executed order form. It states no availability or P1 response figures.
What it says
What this says
Current to 11 Oct 26Proposal from Tom Ashdown for a Starter tier company brain: £22,000 annual subscription plus £6,000 implementation, £28,000 in Year 1, with renewal at £22,000 from Year 2. It is a proposal, not an executed order form. It states no availability or P1 response figures.
What it is: a proposal dated 5 Feb 2026, prepared by Tom Ashdown for Wattlebrook Insurance Services in Sydney. It offers one team (underwriting) up to 15 users and four connectors, with a four-week implementation.
Commits: nothing binding on its own. It sets out price, scope and a six-monthly check-in, and its next steps end with "Sign the Order Form and Master Service Agreement".
Unusual: Year 2 renewal is stated at the same £22,000 as Year 1. No discount is shown.
Not settled: the start date is "To be confirmed on contract signature". The text gives no availability, response time, refresh deadline, service credit, payment terms or connector delivery dates. The evidence does not show whether an order form was signed.
As found in this document
Current to 9 Oct 26- Price£22,000Source: object_read:doc_032_002
- Company Brain Starter (annual)£22,000Source: object_read:doc_032_002
- Implementation Starter£6,000Source: object_read:doc_032_002
- Total Year 1£28,000Source: object_read:doc_032_002
- Renewal from Year 2From Year 2 onwards, annual renewal at £22,000.From Year 2 onwards, annual renewal at £22,000. · Source: object_read:doc_032_002
- Implementation duration4 weeksSource: object_read:doc_032_002
- Users and connectorsup to 15 users, four data connectorsup to 15 users, four data connectors · Source: object_read:doc_032_002
- Check-indedicated six-monthly check-inSource: object_read:doc_032_002
The document
Body
Wattlebrook Insurance Services, Proposal
Date: 5 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 (2,017 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- Year 2 renewal fixed at £22,000
- Start date left open until contract signature