Pelham Rowe Insurance Brokers - Proposal v1
Documentdraft Pelham Rowe Insurance Brokers: documents · proposal · draft · 2023-12-13
Draft Starter-tier proposal from Tom Ashdown dated 13 Dec 2023. It quotes £28k total in year one, including a £22k annual subscription, and about four weeks to go-live. It states no availability or P1 response time.
What it says
What this says
Current to 11 Oct 26Draft Starter-tier proposal from Tom Ashdown dated 13 Dec 2023. It quotes £28k total in year one, including a £22k annual subscription, and about four weeks to go-live. It states no availability or P1 response time.
What it is: A Starter-tier proposal from Tom Ashdown, Account Executive, dated 13 Dec 2023 and headed "Draft: for discussion". It is not an order form and binds no one.
Commits: Nothing contractual. It quotes "£28k total in year one", a £22k annual subscription, "About four weeks from signature to go-live" and a check-in every six months.
Unusual: It says "Renews at the same price unless something changes" while also saying a first-year discount is built in. The £22k subscription equals the v2 Starter list, which the brief dates from 1 Dec 2025, so it sits oddly against a 2023 date.
Not settled: No availability, P1 response, refresh deadline or service credit is stated. No signature or executed order form appears here, so whether Pelham Rowe signed on these terms is not shown.
As found in this document
Current to 9 Oct 26- Price£28,000Source: object_read:doc_121_001
- Price, year one£28,000 total in year oneSource: object_read:doc_121_001
- Subscription£22,000 annuallySource: object_read:doc_121_001
- Renewal priceRenews at the same price unless something changesRenews at the same price unless something changes · Source: object_read:doc_121_001
- Go-live timelineAbout four weeks from signature to go-liveAbout four weeks from signature to go-live · Source: object_read:doc_121_001
- Check-inA check-in call every six monthsSource: object_read:doc_121_001
- SupportEmail supportSource: object_read:doc_121_001
The document
Body
Pelham Rowe Insurance Brokers - Proposal v1
Draft: for discussion
What We're Proposing
The company brain is a straightforward AI layer on top of your data. You ask questions in plain English, and it pulls answers from your CRM, email, calls, and any other systems you connect. It runs inside your own cloud account, so your data stays put.
For an insurance broking team like yours, it means your brokers can stop flicking between systems and just ask: "Which lapsed policies do we have this month?" or "Show me renewals by premium value."
Starter: What It Includes
- Pages and chat interface (ask questions, get instant answers)
- Search across your systems
- Access for your core team
- Connection to four of your data sources
- A check-in call every six months
- Email support
We set it up, train your team, and get out of the way.
Timeline
About four weeks from signature to go-live. We'll work round your schedule. You can start within two weeks if that works.
Cost
Read the whole document (1,610 characters)
£28k total in year one. That's your implementation and your first-year subscription (£22k annually). Renews at the same price unless something changes. First-year discount is built into this quote.
What Happens Next
- Let us know if this sounds right for Pelham Rowe
- Send over a quick overview of your Salesforce setup, call recording, and email systems
- We'll send you a formal order form to sign (under our standard Master Service Agreement)
- You sign it, we kick off in the following week
No pressure on timescales; let me know what suits.
Prepared by: Tom Ashdown Date: 13 Dec 2023
Unusual terms
Current to 9 Oct 26- Renewal at the same price unless something changes
- First-year discount built into the quote
- Subscription figure equals the v2 Starter list despite 2023 date