Kinbasket Insurance Brokers - Proposal
Documentfinal Kinbasket Insurance Brokers · proposal · final · 23 Dec 2025
Proposal from Sophie Ling dated 23 Dec 2025 for the Growth tier: £44k Year 1 subscription, £56k total first-year investment, 99.5% uptime, 1 business hour urgent response. Unsigned; it is an open item, not a contract.
What it says
What this says
As at Fri 9 Oct 2026Proposal from Sophie Ling dated 23 Dec 2025 for the Growth tier: £44k Year 1 subscription, £56k total first-year investment, 99.5% uptime, 1 business hour urgent response. Unsigned; it is an open item, not a contract.
What it is: a proposal for Growth tier subscription and an 8-week implementation, filed as final but asking the customer to "approve this proposal and return a signed copy". It is not an executed order form.
Commits: Year 1 subscription £44k, total first-year investment £56k, renewing at £44k from year 2, payable in advance. Service table: 99.5% uptime, 1 business hour urgent response, nightly refresh by 07:00 local time.
Unusual: the Year 1 and renewal price is £44k, while the v2 Growth list for new business is £50k. The refresh line names 07:00 Vancouver time, which is not the standard customer-local wording.
Not settled: the text does not show a signature, an order form, a start date or a discount. The evidence does not show whether the customer accepted, so contracted terms must come from any executed order form.
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£56,000, including the 8-week implementation programmeSource: the AI read of this record
- Renewal from year 2renews at £44,000, payable in advanceSource: the AI read of this record
- System availability99.5% uptimeSource: the AI read of this record
- Urgent response time1 business hourSource: the AI read of this record
- Data freshnessnightly refresh by 07:00 local timeSource: the AI read of this record
- Data refreshautomated nightly update by 07:00 Vancouver time, business daysSource: the AI read of this record
- Service creditsapply in the unlikely event of an availability breachSource: the AI read of this record
- TimelineEight weeks from contract signature to go-liveSource: the AI read of this record
The document
Body
Kinbasket Insurance Brokers - Proposal
Executive Summary
This proposal sets out the BG-Demo Growth tier subscription and implementation for Kinbasket Insurance Brokers. You will gain a single, AI-queryable layer spanning your CRM, call recordings, emails and support systems, enabling your teams to access insights in minutes instead of hours of manual data reconciliation.
Context
Commercial insurance broking demands rapid, accurate access to client interactions held across multiple platforms. Whether underwriting, managing claims or meeting compliance obligations, your teams spend significant time gathering and reconciling data manually. A unified query layer eliminates this friction.
Scope: Growth Tier
The Growth tier provides:
- Users: 40 seats across multiple teams
- Connectors: 8 integrations to your systems
- Capabilities: unified search, conversational chat, custom pages and a dashboards builder
- Engagement: quarterly business review meetings and six-monthly check-ins
- Data refresh: automated nightly update by 07:00 Vancouver time, business days
Commercial Terms
Read the whole document (1,976 characters)
| Element | Cost |
|---|---|
| Year 1 subscription | £44k |
| Total first-year investment | £56k |
This includes our 8-week implementation programme, covering discovery, security review, connector setup and testing.
From year 2, the annual subscription renews at £44k, payable in advance.
Service Commitment
| Commitment | Growth tier |
|---|---|
| System availability | 99.5% uptime |
| Urgent response time | 1 business hour |
| Data freshness | nightly refresh by 07:00 local time |
Service credits apply in the unlikely event of an availability breach.
Timeline
Eight weeks from contract signature to go-live.
Next Steps
Please approve this proposal and return a signed copy, and we'll proceed to the master service agreement and order form for execution.
Regards, Sophie Ling Account Executive BG-Demo
Unusual terms
As at Fri 9 Oct 2026- Priced at £44,000, below the £50,000 v2 Growth list
- Year 2 renewal held at £44,000
- Refresh deadline stated as 07:00 Vancouver time