Saltdean Hart Insurance Brokers - Renewal Proposal v1
Documentdraft Saltdean Hart Insurance Brokers: documents · renewal_proposal · draft · 2025-09-09
Draft renewal proposal prepared on 9 Sep 2025 by Priya Raman, not yet reviewed with the customer. It starts from contracted annual recurring revenue of £40k on the Growth tier with 40 licensed users. No renewal price is set.
What it says
What this says
Current to 11 Oct 26Draft renewal proposal prepared on 9 Sep 2025 by Priya Raman, not yet reviewed with the customer. It starts from contracted annual recurring revenue of £40k on the Growth tier with 40 licensed users. No renewal price is set.
What it is: an internal draft renewal proposal for a Growth customer whose term ends on 21 Nov 2025. It says "Not yet reviewed with the customer."
Commits: nothing. It states "No renewal price has been set in this draft" and that any change in scope or user count "would be agreed with Saltdean Hart before an order form is issued."
Unusual: the concern is use, not service. It notes no support tickets and no overdue invoices, but active people are "small against the 40 licensed users" and have fallen against the previous quarter.
Not settled: who owns the renewal decision at the customer, the right user count, the session date and whether the proposal goes as a document or on a call. The date is well before the as-of date, so the outcome is not shown here.
As found in this document
Current to 9 Oct 26- Date end21 Nov 2025Source: object_read:doc_089_010
- Date renewal21 Nov 2025Source: object_read:doc_089_010
- Price£39,600Source: object_read:doc_089_010
- Renewal priceNo renewal price has been set in this draft.No renewal price has been set in this draft. · Source: object_read:doc_089_010
- Scope or user count changeAny change in scope or user count would be agreed with Saltdean Hart before an order form is issued.Any change in scope or user count would be agreed with Saltdean Hart before an order form is issued. · Source: object_read:doc_089_010
- Term end21 Nov 2025Source: object_read:doc_089_010
The document
Body
Saltdean Hart Insurance Brokers - Renewal Proposal v1
Draft. Prepared on Tuesday 9 September 2025 by Priya Raman, Account Executive, BB-Demo. Not yet reviewed with the customer. Esther Quaye is the customer success manager on the account.
Where we are
Saltdean Hart Insurance Brokers has been a BB-Demo customer since 22 Nov 2024, on the Growth tier. The current term ends on 21 Nov 2025. This draft sets out how we would like to approach the renewal, to keep momentum well ahead of the end date.
| Item | Current position |
|---|---|
| Tier | Growth |
| Contracted annual recurring revenue | £40k |
| Licensed users | 40 |
| Term end | 21 Nov 2025 |
| Deal type | Renewal |
What we have seen this term
- The brain has been bought for the account executives and the claims team, and it has been stable: no support tickets and no overdue invoices.
- Day-to-day use is the concern. The number of people active in a typical month is small against the 40 licensed users, and it has fallen against the previous quarter.
- Silence on the ticket side, together with falling use, is something we want to understand rather than assume is good news.
Proposed approach
Read the whole document (2,431 characters)
- Hold a working session with the account executives and the claims team to find out which questions they now ask the brain, and which they still answer by hand.
- Agree whether the licensed user count still matches the people who need the brain, or whether the renewal should be sized differently.
- Bring a short value summary to the renewal conversation, so the decision rests on what the brain has done for the business.
- Keep the renewal on the Growth tier unless the session shows a better fit.
Pricing
The starting point is the current contracted annual recurring revenue of £40k. No renewal price has been set in this draft. Any change in scope or user count would be agreed with Saltdean Hart before an order form is issued.
Open points
- Confirm who at Saltdean Hart owns the renewal decision on their side.
- Confirm the right user count for the next term.
- Agree a date for the working session with Esther.
- Decide whether the proposal goes out as a document or is walked through on a call first.
Next steps
- Priya and Esther to align on the session agenda this week.
- Issue a final proposal once the open points are settled, well before 21 Nov 2025.
Happy to make this easy for everyone involved.
Best, Priya
Unusual terms
Current to 9 Oct 26- Draft not reviewed with customer
- No renewal price set