Saltdean Hart Insurance Brokers - QBR
Documentfinal Saltdean Hart Insurance Brokers · QBR deck · final · 19 Oct 2025
Quarterly business review deck from Marcus Bell for a Growth account with 40 licensed users and about seven active a month. Use is narrow, support is quiet and the term ended 21 Nov 2025. It states contracted annual recurring revenue of £40k.
What it says
What this says
As at Fri 9 Oct 2026Quarterly business review deck from Marcus Bell for a Growth account with 40 licensed users and about seven active a month. Use is narrow, support is quiet and the term ended 21 Nov 2025. It states contracted annual recurring revenue of £40k.
What it is: a customer-facing QBR deck presented by Marcus Bell, dated 19 Oct 2025, filed under the customer's QBRs folder and stored as final. It is a review, not a contract.
What it says: "Active users average a little over seven in a typical month" against 40 licensed seats. Use is "concentrated in a small group", and Marcus proposes two working sessions and a review of licensed users "before the renewal order form is prepared".
Service: no tickets in the last month, no overdue invoices, and refresh and availability "within the Growth service levels". No figures for either are stated.
Not settled: the deck gives £40k as contracted annual recurring revenue, which is below the v1 Growth list of £44k, and does not say why. It does not show the renewal outcome, and it hands commercial terms to Priya Raman. The term end of 21 Nov 2025 is now past, so the deck is stale.
As found in this document
As at Fri 9 Oct 2026- Date end21 Nov 2025Source: the AI read of this record
- Date renewal21 Nov 2025Source: the AI read of this record
Body
Saltdean Hart Insurance Brokers - QBR
Quarterly business review, 19 Oct 2025 Presented by Marcus Bell, Customer Success Manager, BG-Demo
Agenda
- Where the account stands
- Usage this quarter
- Support and service
- Value so far
- Renewal and next steps
Account summary
| Item | Detail |
|---|---|
| Tier | Growth |
| Customer since | 22 Nov 2024 |
| Current term ends | 21 Nov 2025 |
| Licensed users | 40 |
| Contracted annual recurring revenue | £40k |
| Account owner | Priya Raman |
Usage
I've pulled the numbers for the quarter.
- Active users average a little over seven in a typical month. That is up slightly on the prior quarter.
- That is still a small share of the licensed seats, so there is plenty of headroom inside the Growth allowance.
- Use is concentrated in a small group. We would like to see the account executives and the claims team asking questions more evenly across the team.
Support and service
- No support tickets were raised in the last month, and none were high priority.
- No invoices are overdue.
- Nightly refresh and availability have been within the Growth service levels.
Value so far
Read the whole document (1,979 characters)
- The brain has given the account executives and the claims team one place to ask about clients, calls and tickets without reconciling systems by hand.
- The regular users are the best evidence of that. The job now is to widen the group.
What we suggest
- Run two short working sessions, one for the account executives and one for the claims team, focused on the questions they ask most often.
- Agree who in each team will champion the brain day to day.
- Review the number of licensed users against real need before the renewal order form is prepared.
Renewal and next steps
- The current term ends on 21 Nov 2025. Priya will cover the commercial terms of the renewal with you.
- I will send a short usage summary after the working sessions.
- Shall we book half an hour next week to agree dates?
Thanks, Marcus