Saltdean Hart Insurance Brokers - QBR
Documentfinal Saltdean Hart Insurance Brokers · QBR deck · final · 21 Apr 2025
A final quarterly business review deck for Saltdean Hart on the Growth tier, dated 21 Apr 2025. It states contracted annual recurring revenue of £40k, 40 licensed users and a term ending 21 Nov 2025, with usage rising from a small base.
What it says
What this says
As at Fri 9 Oct 2026A final quarterly business review deck for Saltdean Hart on the Growth tier, dated 21 Apr 2025. It states contracted annual recurring revenue of £40k, 40 licensed users and a term ending 21 Nov 2025, with usage rising from a small base.
What it is: a customer-facing QBR deck prepared by Marcus Bell, dated 21 Apr 2025 and marked "Status: Final". It reviews adoption, health and next-quarter actions.
States: "Contracted annual recurring revenue: £40k" and "Licensed users: 40", with the term ending "21 Nov 2025". These are the deck's own figures, not an executed order form.
Usage: "Around six or seven" average active users against 40 licensed, described as "A small minority" in regular use. The deck flags key-person fragility if a few people ask most questions.
Not settled: the deck sets no service levels, no renewal price and no commitment from the customer. It is dated well before the as-of date, so it does not show the current position or the renewal outcome.
As found in this document
As at Fri 9 Oct 2026- Date end21 Nov 2025Source: the AI read of this record
Body
Saltdean Hart Insurance Brokers - QBR
Quarterly business review, Growth tier Prepared by Marcus Bell, Customer Success Manager, BG-Demo Date: 21 Apr 2025 Status: Final
Where we are
- Customer since 22 Nov 2024, on the Growth tier.
- Contracted annual recurring revenue: £40k.
- Licensed users: 40.
- Current term ends on 21 Nov 2025.
- Account executive: Priya Raman. Customer success manager: Marcus Bell.
Why you bought the brain
Saltdean Hart bought Growth for two groups: the account executives and the claims team. The aim was to stop people reconciling the CRM, emails and claims records by hand and to ask the brain instead.
Usage this quarter
| Measure | What we see |
|---|---|
| Average active users over the last thirty days | Around six or seven |
| Change against the prior quarter | Up sharply |
| Licensed users | 40 |
| Share of licence in regular use | A small minority |
The direction is good. More people are asking questions than last quarter, and the rise is steady rather than a one-off spike. The honest picture is that most of the licence is still unused, and that is where the opportunity sits.
Value and health
Read the whole document (2,838 characters)
- Support tickets in the last thirty days: none.
- High priority tickets: none.
- Overdue invoices: none.
- Nothing has been raised with us about data freshness or connectors.
A quiet support queue is a good sign here because usage is rising alongside it.
What is working
- The early adopters are coming back, which tells us the answers are useful to them.
- The Growth dashboards builder is available to the whole team and is a natural next step for the claims team.
- Payments are on time and the account is commercially healthy.
What we want to improve
- Widen the base. Most of the 40 licensed users have not yet logged in regularly.
- Avoid depending on a handful of enthusiastic users. If a few people ask most of the questions, the value is fragile.
- Give the claims team a clearer reason to use the brain day to day.
Plan for next quarter
| Action | Owner | Timing |
|---|---|---|
| Short walkthrough for account executives who have not yet logged in | Marcus Bell | Within the next few weeks |
| Review with the claims team of the questions they ask most, and a first dashboard built around them | Marcus Bell | Before the next review |
| Share a simple usage summary with Saltdean Hart leadership | Marcus Bell | Next month |
| Keep Priya Raman informed so the renewal conversation is grounded in real use | Marcus Bell and Priya Raman | Ongoing |
Looking ahead
The term ends on 21 Nov 2025. If the rise in active users carries on, the renewal conversation should be easy. If it stalls, we would rather know early and put the effort into adoption than wait until the notice period. Happy to jump on a call whenever suits.
Thanks, Marcus