Pellegrin Hart Benefits - Proposal
Documentfinal Pellegrin Hart Benefits · proposal · final · 30 Mar 2026
Proposal issued 30 Mar 2026 by Jordan Pike for the Growth tier at £50k annual subscription, with total deal value of £62k including implementation. Invoicing is annual in advance on 30-day terms. It is a proposal, not an executed order form.
What it says
What this says
As at Fri 9 Oct 2026Proposal issued 30 Mar 2026 by Jordan Pike for the Growth tier at £50k annual subscription, with total deal value of £62k including implementation. Invoicing is annual in advance on 30-day terms. It is a proposal, not an executed order form.
What it is: a new-business proposal from Jordan Pike, Account Executive, US, for the Growth tier, built and run inside the customer's own Snowflake account. Stored status is final, but the text is a proposal, so it is an open item.
Commits: "The nightly refresh completes by 07:00 your local time on business days." Invoicing is "annual in advance, with quarterly billing available on request, on 30-day terms." The subscription is £50k and total deal value is £62k.
Unusual: the £50k figure matches the v2 list for Growth in the company brief, with no discount stated. The implementation fee is not itemised separately.
Not settled: the connector list, connector go-live days, the security review outcome and signature. The text names no availability percentage, P1 response time or signature date. No executed order form is shown.
As found in this document
As at Fri 9 Oct 2026- Price£50,000Source: the AI read of this record
- Annual subscription, Growth£50,000Source: the AI read of this record
- Total deal value, including the one-off implementation fee£62,000Source: the AI read of this record
- Invoicingannual in advance, with quarterly billing available on request, on 30-day termsSource: the AI read of this record
- Nightly refreshcompletes by 07:00 your local time on business daysSource: the AI read of this record
- Connector deliveryAny connector promised in the order form carries a commitment to be live within an agreed number of daysSource: the AI read of this record
The document
Body
Pellegrin Hart Benefits - Proposal
Prepared by Jordan Pike, Account Executive, US, BG-Demo. Issued 30 Mar 2026. Status: final.
Context
Pellegrin Hart Benefits, based in Hartford, administers health and retirement benefits for mid-sized employers across New England. Your client-service teams handle each employer client's tickets, calls and renewals in separate systems today. To be transparent, that means a lot of manual reconciling before anyone can answer a simple question about a client.
This proposal sets out how BG-Demo's B-Glass, on the Growth tier, would put those views in one place, inside your own Snowflake account.
What you told us you need
- One view of each employer client across tickets, calls and renewal dates.
- Client-service teams that can ask plain questions and get answers grounded in your own data.
- Data that stays in your environment, with a security review you can trust.
What we propose
Read the whole document (2,871 characters)
| Element | Detail |
|---|---|
| Tier | Growth |
| Deal type | New business |
| Scope | Several teams, with the connectors your client-service work depends on |
| Capabilities | Pages, chat and search, plus the dashboards builder |
| Cadence | Quarterly business reviews with your customer success manager, Hollie Grieve |
| Deployment | Built and run inside your own Snowflake account |
The nightly refresh completes by 07:00 your local time on business days, so your teams start each morning on current data.
Investment
| Item | Amount |
|---|---|
| Annual subscription, Growth | £50k |
| Total deal value, including the one-off implementation fee | £62k |
The total deal value of £62k covers the first year's subscription together with the fixed-fee implementation. The annual subscription price is £50k. Invoicing is annual in advance, with quarterly billing available on request, on 30-day terms.
How the implementation runs
- Connect. We agree the list of source systems with your team and bring them into the brain.
- Prove. We run the brain on your own data so your client-service leads can test real questions.
- Hand over. We train your teams and set the first review with Hollie Grieve.
Any connector promised in the order form carries a commitment to be live within an agreed number of days.
Security and data
Here's where we are: your security team can review how the brain is built before anything goes live. We will answer their questions directly and plainly, including anything that needs a follow-up. Your data stays in your Snowflake account throughout.
Next steps
- Your team confirms the scope and the list of connectors.
- Your security team starts its review, with our support.
- BG-Demo prepares the order form under the master services agreement.
What would make this a yes? Tell me what is still open and I will pick it up straight away.
Thanks, Jordan
Unusual terms
As at Fri 9 Oct 2026- Proposal only, not executed
- Implementation fee not itemised