Cuckfield Insurance Brokers - Proposal v1
Documentdraft Cuckfield Insurance Brokers · proposal · draft · 2023-12-14
Draft Starter proposal for Cuckfield Insurance Brokers, dated 14 Dec 2023. First year investment £26k, then £20k a year. Availability 99.5%, P1 response 4 business hours. It is a proposal, not executed paper.
What it says
What this says
Current to 13 Oct 26Draft Starter proposal for Cuckfield Insurance Brokers, dated 14 Dec 2023. First year investment £26k, then £20k a year. Availability 99.5%, P1 response 4 business hours. It is a proposal, not executed paper.
What it is: a draft proposal marked "DRAFT, Please review and confirm" for the Starter tier, 15 named users, four connectors (CRM, calls, emails, helpdesk) and a 12 month term. It was created and last modified on 14 Dec 2023.
Commits: nothing binding. It sets out a first year investment of £26k and an annual subscription of £20k from year 2, with availability 99.5% and P1 response of 4 business hours.
Unusual: implementation is folded into the first-year fee rather than priced separately. Service terms otherwise match the standard Starter offer.
Not settled: the evidence does not show whether the customer accepted, or whether an order form followed. The sign-off names Priya Raman, while the author is recorded as Tom Ashdown. No start or end dates are stated.
As found in this document
Current to 9 Oct 26- Price£25,500Source: object_read:doc_198_001
- First year investment£25,500Source: object_read:doc_198_001
- Annual subscription (from year 2)£19,500Source: object_read:doc_198_001
- BillingYour annual subscription is billed in advanceYour annual subscription is billed in advance · Source: object_read:doc_198_001
- Contract term12 monthsSource: object_read:doc_198_001
- Availability99.5%Source: object_read:doc_198_001
- Data refreshnightly, complete by 07:00 your local time on business daysnightly, complete by 07:00 your local time on business days · Source: object_read:doc_198_001
- P1 support response4 business hoursSource: object_read:doc_198_001
- Service credits5% of one month's fee for availability breaches5% of one month's fee for availability breaches · Source: object_read:doc_198_001
- Check-inevery six monthsSource: object_read:doc_198_001
The document
Body
Cuckfield Insurance Brokers, Proposal v1
DRAFT, Please review and confirm
Summary
Commercial insurance brokers like Cuckfield Insurance often spend hours each week reconciling customer information across CRM, email, calls and helpdesk systems. This proposal outlines how the company brain will connect these systems into one queryable layer, so your team gets instant answers without manual work.
Scope
Tier: Starter
Named users: 15
Data connectors: 4 (CRM, calls, emails, helpdesk)
Features: Pages, chat, search
Contract term: 12 months
We will conduct a check-in with you every six months to track adoption and support any enhancements.
Pricing
| Item | Cost |
|---|---|
| First year investment | £26k |
| Annual subscription (from year 2) | £20k |
The first-year fee includes implementation and data integration. Your annual subscription is billed in advance.
Service Levels
- Availability: 99.5%
- Data refresh: nightly, complete by 07:00 your local time on business days
- P1 support response: 4 business hours
- Service credits: 5% of one month's fee for availability breaches
Next Steps
Read the whole document (1,337 characters)
Please review this proposal and confirm it aligns with your requirements. We will then proceed to the order form and security review.
Best, Priya Raman Account Executive, BB-Demo
Unusual terms
Current to 9 Oct 26- implementation bundled into first-year fee