Tarnbeck Insurance Brokers - Proposal v1
Documentdraft Tarnbeck Insurance Brokers · proposal · draft · 2024-11-11
Draft proposal dated 11 Nov 2024 for the Starter tier. Year 1 is £26k (implementation and first-year subscription), then £20k per annum, invoiced annually in advance on net thirty-day terms. No availability or P1 response figure is stated.
What it says
What this says
Current to 13 Oct 26Draft proposal dated 11 Nov 2024 for the Starter tier. Year 1 is £26k (implementation and first-year subscription), then £20k per annum, invoiced annually in advance on net thirty-day terms. No availability or P1 response figure is stated.
What it is: a BB-Demo proposal to Tarnbeck Insurance Brokers for the Starter tier, marked "Draft, v1" and dated 11 Nov 2024. It is not a contract, and the text names no customer signatory.
Commits: "Year 1: £26k (implementation and first-year subscription)" and "Subsequent years: £20k per annum". Billing is "Invoiced annually in advance" with "Net thirty-day payment terms". It is "Valid for thirty days from the date above."
Unusual: the £20k matches the v1 Starter list price in the brief. The proposal does not break out implementation from subscription in Year 1.
Not settled: no service levels, connector counts, user numbers or go-live dates are stated. Whether an order form followed is not shown here, and an executed order form would override this draft on price and terms.
As found in this document
Current to 9 Oct 26- Price£25,500Source: object_read:doc_171_001
- Year 1 price£25,500 (implementation and first-year subscription)£25,500 (implementation and first-year subscription) · Source: object_read:doc_171_001
- Subsequent years price£19,500 per annumSource: object_read:doc_171_001
- BillingInvoiced annually in advanceSource: object_read:doc_171_001
- Payment termsNet thirty-day payment termsSource: object_read:doc_171_001
- Proposal validityValid for thirty days from the date above.Valid for thirty days from the date above. · Source: object_read:doc_171_001
The document
Body
Tarnbeck Insurance Brokers, Proposal
Status: Draft, v1 Date: 11 November 2024
Executive Summary
We propose delivering the Company Brain – Starter tier to Tarnbeck Insurance Brokers, enabling your team to access client renewals, claims and policy data through a unified search interface.
The brain will help you:
- Quickly answer client questions across renewals and claims
- Reduce time switching between systems
- Build institutional memory through searchable conversations and documents
About the Solution
Company Brain – Starter provides search, pages and chat across your CRM, emails, call recordings and documents. The platform includes a defined set of data connectors and user licences, with six-monthly check-ins and support from our Customer Success team.
Implementation
We will integrate your key systems including your CRM, email, call recordings and documents. The implementation process takes several weeks and covers data mapping, security review and user training.
Investment
Year 1: £26k (implementation and first-year subscription)
Subsequent years: £20k per annum
- Invoiced annually in advance
- Net thirty-day payment terms
Read the whole document (1,542 characters)
Next Steps
- Your internal review and feedback
- Security questions with your IT team (if needed)
- Execution of our Master Services Agreement
- Implementation kickoff (upon signature)
Please review internally and let us know your feedback by end of November.
Prepared by: BB-Demo Limited
Valid for thirty days from the date above.