Pellegrin Hart Benefits - Proposal v1
Documentdraft Pellegrin Hart Benefits · proposal · draft · 25 Mar 2026
Internal draft proposal for the Growth tier, dated 25 Mar 2026. Subscription is £50k annual in advance; deal amount is £62k total first-term value including implementation. It is a draft, not a contract or executed order form.
What it says
What this says
As at Fri 9 Oct 2026Internal draft proposal for the Growth tier, dated 25 Mar 2026. Subscription is £50k annual in advance; deal amount is £62k total first-term value including implementation. It is a draft, not a contract or executed order form.
What it is: a draft proposal by Jordan Pike, marked "This draft is for internal review before it goes to Pellegrin Hart Benefits". It covers the Growth tier, connecting CRM, call recorder, mailboxes and helpdesk.
Commits: nothing binding. It states "The annual subscription price is £50k" and a deal amount of £62k that "is not an annual price". Payment terms are the standard BG-Demo terms, with quarterly billing on request.
Unusual: the draft says the scope and price are settled, yet its open points include "Check the wording on the implementation fee before this goes out". It also gives no figures for availability, first response or refresh time.
Not settled: the first sources to connect, whether a security review is needed, and the billing frequency. The evidence does not show that it was sent or signed.
As found in this document
As at Fri 9 Oct 2026- Price£50,000Source: the AI read of this record
- Growth subscription£50,000, annual, billed in advanceSource: the AI read of this record
- Deal amount (total value, first term)£62,000Source: the AI read of this record
- ImplementationOne-off fixed-fee implementation, included in the deal amountSource: the AI read of this record
- Payment termsStandard BG-Demo terms. Quarterly billing is available on request.Source: the AI read of this record
The document
Body
Pellegrin Hart Benefits - Proposal v1
Draft | Prepared by Jordan Pike, Account Executive, US, BG-Demo | Dated 25 Mar 2026
This draft is for internal review before it goes to Pellegrin Hart Benefits. Open points are listed at the end.
Context
Pellegrin Hart Benefits is a third-party administrator of health and retirement benefits for mid-sized employers across New England, based in Hartford. Your client-service teams work for many employer clients at once. Today, each client's tickets, calls and renewals sit in separate systems, so building a full picture of one employer means checking several places by hand.
To be transparent, this proposal covers one thing: giving those teams a single place to ask questions across that data.
What we propose
BG-Demo would build B-Glass for Pellegrin Hart Benefits on the Growth tier. The brain is one AI-queryable layer over your CRM, calls, emails and tickets. It is built and run inside your own Snowflake account, so your data stays in your environment.
What your teams get:
Read the whole document (3,207 characters)
- Pages, chat and search across the connected sources
- The dashboards builder, so client-service leads can build their own views of each employer client
- Quarterly business reviews with your customer success manager, Hollie Grieve
- The Growth user allowance and the Growth connector allowance
- The standard Growth service levels for availability and first response, with the nightly refresh complete before your business day starts
Scope of the implementation
The implementation is a fixed-fee, one-off piece of work. It covers:
- Connecting your CRM, your call recorder, your mailboxes and your helpdesk to the brain
- Loading and checking the first data so your teams can ask real questions on their own records
- Training for the client-service teams and the administrators
- A hand-over to Hollie Grieve for adoption and the quarterly reviews
Any connector beyond the Growth allowance can be added later as an add-on.
Pricing
| Item | Amount |
|---|---|
| Growth subscription, annual, billed in advance | £50k |
| One-off fixed-fee implementation, included in the deal amount | Included |
| Deal amount (total value, first term) | £62k |
The annual subscription price is £50k. The deal amount of £62k is the total value of the deal and includes the one-off implementation fee. It is not an annual price. From the second year, the subscription is the annual price only.
Payment terms are the standard BG-Demo terms. Quarterly billing is available on request.
Proposed next steps
- Jordan Pike to review this draft with the BG-Demo deal team
- Share the final proposal with your sponsor at Pellegrin Hart Benefits
- Agree the list of sources to connect first
- Prepare the order form under the BG-Demo MSA
Open points
- Confirm with your team which sources should go live first
- Confirm whether a security review is needed before signature
- Confirm the preferred billing frequency
- Check the wording on the implementation fee before this goes out
Here's where we are: the scope and the price are settled in this draft. The open points above are what stand between this and a final proposal.
Thanks, Jordan
Unusual terms
As at Fri 9 Oct 2026- Deal amount includes one-off implementation fee
- Draft says price settled but flags implementation fee wording