Tarnbeck Insurance Brokers - Proposal
Documentfinal Tarnbeck Insurance Brokers · proposal · final · 14 Nov 2024
Proposal dated 14 Nov 2024 for B-Glass Starter tier. Year 1 investment is £26k including implementation and first-year subscription, then £20k per annum invoiced annually in advance, net thirty days. Valid for thirty days; not an executed contract.
What it says
What this says
As at Fri 9 Oct 2026Proposal dated 14 Nov 2024 for B-Glass Starter tier. Year 1 investment is £26k including implementation and first-year subscription, then £20k per annum invoiced annually in advance, net thirty days. Valid for thirty days; not an executed contract.
What it is: a BG-Demo proposal to Tarnbeck Insurance Brokers for the Starter tier, covering CRM, email, call recordings and documents. It is stored as final, but the text is a proposal with next steps still open, including "Execution of the Master Services Agreement".
Commits: pricing only, as proposed. "Year 1 Investment: £26k (includes implementation and first-year subscription)" and "Subsequent years: £20k per annum, invoiced annually in advance", with "Net thirty days from invoice".
Unusual: the proposal states no service levels, connector dates or user numbers, and the validity window of thirty days has long passed.
Not settled: whether the order form was signed and on what terms. The executed order form, not this proposal, decides contracted price and terms. The £20k matches the v1 Starter list, which would move to the v2 list at a first renewal on or after 1 Jul 2026.
As found in this document
As at Fri 9 Oct 2026- Price£25,500Source: the AI read of this record
- Year 1 investment£25,500 (includes implementation and first-year subscription)Source: the AI read of this record
- Subsequent years£19,500 per annum, invoiced annually in advanceSource: the AI read of this record
- Payment termsNet thirty days from invoiceSource: the AI read of this record
- Proposal validityvalid for thirty days from the date of issueSource: the AI read of this record
The document
Body
Tarnbeck Insurance Brokers, Proposal
Date: 14 November 2024
Executive Summary
We propose delivering B-Glass – Starter tier to Tarnbeck Insurance Brokers, enabling your team to access client renewals, claims data and policy information through a single, unified search interface.
Our solution will help you:
- Answer client questions about renewals and claims quickly, without switching systems
- Reduce time spent reconciling data across multiple tools
- Build institutional knowledge that your team can search and retrieve
The Solution
B-Glass – Starter delivers search, pages and chat across your CRM, email, call recordings and documents. You'll have a fixed number of user licences and data connectors, alongside support and six-monthly strategic reviews with our Customer Success team.
Implementation and Scope
We will integrate your core business systems: your CRM (client records and renewal data), email (client communications), call recordings (client conversations) and documents (policies and claims files).
The implementation process takes several weeks, covering data integration, security review and user training.
Commercial Terms
Read the whole document (1,776 characters)
Year 1 Investment: £26k (includes implementation and first-year subscription)
Subsequent years: £20k per annum, invoiced annually in advance
Payment terms: Net thirty days from invoice
Next Steps
- Internal review of this proposal
- Clarification of any security or technical questions with your IT team
- Execution of the Master Services Agreement
- Coordination of implementation start
Please confirm your feedback by end of November so we can move forward together.
Prepared by: BG-Demo Limited
This proposal is valid for thirty days from the date of issue.
Unusual terms
As at Fri 9 Oct 2026- No service levels stated
- No connector delivery dates stated