Penwortham Mutual - Proposal
Documentfinal Penwortham Mutual: documents · proposal · final · 2026-04-02
Proposal dated 2 Apr 2026 from Matteo Ricci for the Enterprise tier: annual subscription £119k, implementation £30k over 12 weeks, 30-minute P1 response, Net 30 days. Terms were valid for 30 days, and the document is not an executed order form.
What it says
What this says
Current to 11 Oct 26Proposal dated 2 Apr 2026 from Matteo Ricci for the Enterprise tier: annual subscription £119k, implementation £30k over 12 weeks, 30-minute P1 response, Net 30 days. Terms were valid for 30 days, and the document is not an executed order form.
What it is: a sales proposal prepared by Matteo Ricci, Account Executive, for Penwortham Mutual. It offers "Company Brain – Enterprise tier" with 150 licensed users, 20 data connectors, SSO and SCIM, Premium support and a "30-minute P1 response SLA".
Commits: nothing binding. It states an annual subscription of £119k, implementation of £30k and a total investment of £149k, with "Net 30 days" payment.
Unusual: the subscription figure is above the v2 Enterprise list price in the brief, and the text does not explain the difference or state a discount. Terms were "valid for 30 days from the date above", so the offer has lapsed on its own wording.
Not settled: there is no signature, start date, renewal date or availability figure. The evidence does not show whether Penwortham Mutual accepted, so this is an open item, not contracted paper.
As found in this document
Current to 9 Oct 26- Price£118,750Source: object_read:doc_097_003
- Annual subscription£118,750Source: object_read:doc_097_003
- Implementation cost (12 weeks)£30,000Source: object_read:doc_097_003
- Total investment£148,750Source: object_read:doc_097_003
- Payment termsNet 30 daysSource: object_read:doc_097_003
- P1 response30-minute P1 response SLASource: object_read:doc_097_003
- Offer validityvalid for 30 days from the date abovevalid for 30 days from the date above · Source: object_read:doc_097_003
The document
Body
PENWORTHAM MUTUAL
Proposal
Prepared by: Matteo Ricci, Account Executive Date: 2 April 2026
Executive Summary
This proposal outlines a comprehensive solution enabling Penwortham Mutual to unify member operations and partner scheme data across the organisation, allowing multiple teams to answer questions and make decisions faster.
The Opportunity
Penwortham Mutual's member operations, partner management and finance teams work with disconnected systems. A single queryable interface will show member data, partner scheme performance and operational metrics together, removing manual reconciliation and enabling faster decision-making.
Proposed Solution
Company Brain – Enterprise tier
An AI-queryable platform built inside your Snowflake instance, allowing your teams to ask natural-language questions across integrated CRM, support ticket, member, and finance data.
What is included:
- 150 licensed users
- 20 data connectors
- Executive sponsor and quarterly business reviews
- Premium support and 30-minute P1 response SLA
- Single sign-on (SSO) and SCIM user provisioning
- Security review and compliance support
Read the whole document (1,753 characters)
Commercial terms:
- Annual subscription: £119k
- Implementation cost (12 weeks): £30k
- Total investment: £149k
- Payment terms: Net 30 days
Implementation Timeline
A 12-week engagement including system design, connector provisioning, data validation, team training and go-live support.
Commercial Commitment
These terms are valid for 30 days from the date above. We recommend scheduling a decision meeting with your board or finance committee to confirm budget and timeline.
Please let Matteo Ricci know if you have questions or wish to proceed.
Unusual terms
Current to 9 Oct 26- Subscription figure differs from v2 Enterprise list
- Offer valid for 30 days only