Saltdean Hart Insurance Brokers - Onboarding Plan
Documentfinal Saltdean Hart Insurance Brokers · onboarding plan · final · 24 Nov 2024
BG-Demo's final, version 1 onboarding plan for the Growth tier, prepared 24 Nov 2024 by Callie Brennan. It states a contracted subscription of £40k a year with 40 licensed users, and a nightly refresh complete by 07:00 on business days. It states no availability or P1 response figure.
What it says
What this says
As at Fri 9 Oct 2026BG-Demo's final, version 1 onboarding plan for the Growth tier, prepared 24 Nov 2024 by Callie Brennan. It states a contracted subscription of £40k a year with 40 licensed users, and a nightly refresh complete by 07:00 on business days. It states no availability or P1 response figure.
What it is: a five-phase plan from access and kickoff to handover, written by Callie Brennan for the customer. It restates the subscription as "The contracted subscription is £40k a year, with 40 licensed users, under the order form that runs to 21 Nov 2025."
Commits: connectors are kept within "up to eight connectors", and the first refresh must confirm "the nightly refresh completes by 07:00 on business days". The customer must supply written access before kickoff.
Unusual: the £40k figure sits below the v1 Growth list of £44k, which suggests a first-term discount, though the plan does not say so. It also flags a single customer admin as a risk and asks for a second admin at kickoff.
Not settled: the plan is not the order form and does not give the service levels, the P1 response time, connector go-live dates or payment terms. It names no customer people; project lead and administrator are "To be agreed at kickoff by role". The renewal date comes from the order form it cites, not from this document.
As found in this document
As at Fri 9 Oct 2026- Date end21 Nov 2025Source: the AI read of this record
- Date start22 Nov 2024Source: the AI read of this record
- Price£39,600Source: the AI read of this record
- Contracted subscription£39,600 a year, with 40 licensed usersSource: the AI read of this record
- Connector allowanceup to eight connectorsSource: the AI read of this record
- Nightly refreshcompletes by 07:00 on business daysSource: the AI read of this record
- Customer accesswritten access or credentials for each source, sent before the kickoff, not afterSource: the AI read of this record
The document
Body
Saltdean Hart Insurance Brokers - Onboarding Plan
Status: Final. Version 1. Prepared 24 Nov 2024 by Callie Brennan, Implementation Consultant, BG-Demo.
1. Purpose
This plan sets out how we get B-Glass live for Saltdean Hart Insurance Brokers on the Growth tier, from the start of the subscription on 22 Nov 2024 to a first refresh the team can trust and an admin who can run things alone. The contracted subscription is £40k a year, with 40 licensed users, under the order form that runs to 21 Nov 2025.
2. People
Read the whole document (4,048 characters)
| Role | Name | Responsibility |
|---|---|---|
| Implementation Consultant, BG-Demo | Callie Brennan | Connecting sources, mapping fields, first refresh, setup note |
| Account Executive, BG-Demo | Priya Raman | Commercial questions and the order form |
| Customer success manager, BG-Demo | Marcus Bell | Adoption after go-live, check-ins and the renewal conversation |
| Project lead, customer | To be agreed at kickoff by role | Day-to-day decisions and access |
| Systems administrator, customer | To be agreed at kickoff by role | Credentials and permissions for each source |
| Account executives and claims team leads, customer | By role | Early users and feedback on answers |
3. Phases
Phase 1: Access and kickoff
Before we switch on the refresh, nothing is connected without written access.
What I need from your side is:
- the list of systems the account executives and claims team work in every day
- a named administrator for each system
- written access or credentials for each source, sent before the kickoff, not after
- confirmation of who will be the brain admin on your side
Done when: every source on the list has written access in place and the kickoff has been held.
Phase 2: Connect and map
- Connect the sources in priority order, starting with the ones the claims team and account executives use most.
- Map fields and check each mapping against real records before we call it done.
- Keep within the connector allowance of the Growth tier, which is up to eight connectors.
Done when: each connector loads and the mappings have been checked against sample records with your project lead.
Phase 3: First refresh
- Run the first full refresh and review record counts source by source.
- Agree any corrections to mappings and re-run where needed.
- Confirm the nightly refresh completes by 07:00 on business days.
Done when: the first refresh lands cleanly and your project lead has signed off the results.
Phase 4: Users and training
- Invite users up to the 40 licensed seats, starting with the account executives and the claims team.
- Run short working sessions on asking questions of the brain, using your own data and your own cases.
- Set up the first dashboards with the team that will use them.
Done when: the first group of users is asking questions without help from us.
Phase 5: Handover
- Hand over a written setup note covering sources, mappings, schedules and known limits.
- Walk your admin through running a re-sync and adding a user.
- Introduce Marcus Bell as the ongoing contact for adoption and check-ins.
Done when: your admin can run the day-to-day tasks alone and the setup note has been received.
4. Risks and dependencies
| Risk | Why it matters | Mitigation |
|---|---|---|
| Credentials arrive late | Connectors cannot start without written access | Request all access before kickoff and chase weekly |
| A source system changes during setup | A connector may stop loading | Tell us before any change to a connected system |
| Single admin on the customer side | One person leaving would stall support | Name a second admin at kickoff |
| Low early usage | Value is hard to see without questions being asked | Start with named champions in each team |
5. How we will know it is working
- Every agreed source is connected and refreshing nightly.
- Users are asking questions regularly, and not only one or two people.
- Your admin can explain what is connected and what is not.
Thanks, Callie
Unusual terms
As at Fri 9 Oct 2026- Subscription £39,600 a year, below the v1 Growth list of £44,000