Call to go through the expansion terms
Email thread Clonvara Insurance Services: documents · sales
Lewis Kerr proposed a call to go through additional users on the Growth subscription. Brendan Moran, the Chief Operating Officer, is happy to proceed in principle and wants the quote in writing for compliance review first.
What was said
What this says
Current to 11 Oct 26Lewis Kerr proposed a call to go through additional users on the Growth subscription. Brendan Moran, the Chief Operating Officer, is happy to proceed in principle and wants the quote in writing for compliance review first.
Ask: Lewis wanted half an hour to cover the additional users, with a quote co-termed to the renewal and the VAT position shown.
Customer view: Brendan said the team has taken to the brain and he is happy to proceed in principle. He wants the quote in writing so he can review it for compliance and file it.
Next: Brendan offered Monday at 14:00 or Tuesday at 09:30, so Lewis needs to send the written quote and pick a slot.
The thread
Updated 9 Oct 26Messages
Lewis Kerr 23 Mar 2026 15:24Dear Brendan, Following our earlier conversation, I'd like to find half an hour to go through the additional users you want to add to the Growth subscription. To put a number on it, I'll have a quote ready before we speak, co-termed to your renewal, with the VAT position shown clearly. Usage across the team has grown nicely since the start of the year, so I think the timing is sensible. Could you suggest a couple of times later this week or early next? Kind regards, Lewis
Brendan Moran 26 Mar 2026 08:58Dear Lewis, Thank you for this. We are pleased with how the team has taken to the brain, so I am happy to proceed in principle. I could speak on Monday at 14:00 or Tuesday at 09:30. Before then, please send the quote in writing so that I can review it from a compliance point of view and put it with the rest of our contract folder. Let's do this properly. Kind regards, Brendan Moran