Kinbasket Insurance Brokers - Proposal v1
Documentdraft Kinbasket Insurance Brokers · proposal · draft · 18 Dec 2025
Draft proposal from Sophie Ling for the Growth tier: Year 1 subscription £44k, total first-year investment £56k including the 8-week implementation. Uptime 99.5%, urgent first response 1 business hour. Not an executed order form.
What it says
What this says
As at Fri 9 Oct 2026Draft proposal from Sophie Ling for the Growth tier: Year 1 subscription £44k, total first-year investment £56k including the 8-week implementation. Uptime 99.5%, urgent first response 1 business hour. Not an executed order form.
What it is: a draft proposal dated 18 Dec 2025, filed in the customer's Proposals folder. It asks Kinbasket to "confirm this proposal" before an order form and master service agreement follow.
Commits: nothing binding. It states "Year 1 subscription | £44k", "Total first-year investment | £56k" and "Renewal: £44k annually, in advance". Service levels listed are uptime 99.5% and first response (urgent) 1 business hour.
Unusual: the refresh line reads "data updates nightly by 07:00 Vancouver time on business days", a non-UK time zone. The £44k matches the v1 Growth list price, although the document is dated after the v2 list took effect for new business.
Not settled: the evidence does not show whether it was accepted, signed or superseded. Only an executed order form fixes price and terms, and none is in this record.
As found in this document
As at Fri 9 Oct 2026- Price£44,000Source: the AI read of this record
- Year 1 subscription£44,000Source: the AI read of this record
- Total first-year investment£56,000Source: the AI read of this record
- Renewal£44,000 annually, in advanceSource: the AI read of this record
- Uptime99.5%Source: the AI read of this record
- First response (urgent)1 business hourSource: the AI read of this record
- Data freshnessnightly refreshSource: the AI read of this record
- Refreshdata updates nightly by 07:00 Vancouver time on business daysSource: the AI read of this record
- Implementation8-week delivery including discovery, security review, connectors setup and testingSource: the AI read of this record
The document
Body
Kinbasket Insurance Brokers - Proposal v1
Draft
Executive Summary
This proposal sets out the BG-Demo Growth tier for Kinbasket Insurance Brokers. You will gain a single, queryable layer over your CRM, call recordings, emails and support systems, enabling teams to find insights in minutes instead of hours of manual reconciliation.
Context
Commercial insurance broking depends on rapid access to client interactions across multiple systems. A unified query layer saves time and reduces the risk of missed detail when underwriting, claims handling or compliance reviews are underway.
Scope: Growth Tier
The Growth tier gives you:
- Users: 40 seats across multiple teams
- Integrations: 8 data connectors to your choice of systems
- Tools: unified search, chat, pages and a dashboards builder
- Support: quarterly business reviews and six-monthly check-ins
- Refresh: data updates nightly by 07:00 Vancouver time on business days
Pricing and Term
| Item | |
|---|---|
| Year 1 subscription | £44k |
| Total first-year investment | £56k |
The first-year total includes the implementation programme (8 weeks).
Read the whole document (1,631 characters)
Renewal: £44k annually, in advance.
Service Levels
| Metric | Growth tier |
|---|---|
| Uptime | 99.5% |
| First response (urgent) | 1 business hour |
| Data freshness | nightly refresh |
Implementation
8-week delivery including discovery, security review, connectors setup and testing.
Next Steps
Please confirm this proposal and we'll move to the order form and master service agreement.
Regards, Sophie Ling Account Executive, BG-Demo
Unusual terms
As at Fri 9 Oct 2026- Refresh deadline set to Vancouver time
- Renewal price stated in the proposal