Saltdean Hart Insurance Brokers - Proposal v1
Documentdraft Saltdean Hart Insurance Brokers: documents · proposal · draft · 2024-10-07
Draft proposal prepared by Priya Raman on 7 Oct 2024 for a Growth tier brain. It states an annual subscription price of £40k and a total deal amount of £52k including the one-off implementation fee. It is unsigned and has open points.
What it says
What this says
Current to 11 Oct 26Draft proposal prepared by Priya Raman on 7 Oct 2024 for a Growth tier brain. It states an annual subscription price of £40k and a total deal amount of £52k including the one-off implementation fee. It is unsigned and has open points.
What it is: a draft proposal, marked "This draft is for internal review and for a first conversation with Saltdean Hart." It is not an order form and binds no one.
Commits: Growth tier for account executives and the claims team, with "The annual price of £40k is the recurring subscription." The deal amount of £52k includes the fixed implementation fee. Subscription is invoiced annually in advance, with quarterly invoicing on request.
Unusual: nothing off the standard Growth terms. Service levels are described only as the standard Growth terms, with no figures stated.
Not settled: the list of connected systems, named users and implementation start date are open. The text does not show whether a final proposal or order form followed, so the executed paper must be checked for contracted terms.
As found in this document
Current to 9 Oct 26- Price£39,600Source: object_read:doc_089_002
- Growth subscription, annual price£39,600Source: object_read:doc_089_002
- Total deal amount£51,600 (includes the one-off implementation fee)£51,600 (includes the one-off implementation fee) · Source: object_read:doc_089_002
- BillingSubscription is invoiced annually in advance, and quarterly invoicing is available on request.Subscription is invoiced annually in advance, and quarterly invoicing is available on request. · Source: object_read:doc_089_002
- Service levelsThe standard Growth service levels applyThe standard Growth service levels apply · Source: object_read:doc_089_002
The document
Body
Saltdean Hart Insurance Brokers - Proposal v1
Draft | Prepared by Priya Raman, Account Executive, BB-Demo | 7 Oct 2024
This draft is for internal review and for a first conversation with Saltdean Hart. Some points below are still open and are listed at the end.
1. Context
Saltdean Hart Insurance Brokers is a Sussex commercial broker serving SMEs, landlords and motor fleets. Information about clients, policies, correspondence and claims sits in several systems, and the account executives and the claims team spend time reconciling them by hand before they can answer a client or a carrier.
BB-Demo proposes the company brain: one AI-queryable layer over those systems, built and run inside Saltdean Hart's own Snowflake account, so that people ask a question and get an answer rather than chasing it across tools.
2. Proposed scope
| Item | Detail |
|---|---|
| Tier | Growth |
| Teams in scope | Account executives and the claims team |
| Capabilities | Pages, chat and search, plus the dashboards builder |
| Review rhythm | Quarterly business reviews with Esther Quaye, Customer Success Manager |
| Implementation | Fixed-fee, one-off, delivered by the BB-Demo team |
Read the whole document (2,627 characters)
The Growth user allowance and connector allowance apply. We will confirm the exact list of connected systems with Saltdean Hart before the order form is drawn up.
3. Pricing
| Line | Amount |
|---|---|
| Growth subscription, annual price | £40k |
| One-off implementation fee (fixed) | Included in the deal amount below |
| Total deal amount | £52k |
The annual price of £40k is the recurring subscription. The deal amount of £52k is the total value of the deal and includes the one-off implementation fee. Subscription is invoiced annually in advance, and quarterly invoicing is available on request.
4. Service levels
The standard Growth service levels apply: the Growth availability commitment, the Growth first-response time for priority-one issues, and a nightly refresh that completes before the working day starts on business days. Service credits for availability follow the Growth terms.
5. Proposed next steps
- Review this draft internally and with Saltdean Hart's sponsor.
- Confirm the systems to connect and the people who will use the brain first.
- Issue the final proposal, then the order form under the MSA.
- Agree a start date for implementation, to keep momentum.
6. Open points in this draft
- Final list of connected systems to be confirmed with the customer.
- Named users in each team to be confirmed.
- Start date for implementation not yet agreed.
Best, Priya