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Saltdean Hart Insurance Brokers: documents logo

Order form for signature: Growth

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Saltdean Hart Insurance Brokers: documents logo Saltdean Hart Insurance Brokers: documents · sales

Priya Raman sent the Growth order form at a total deal value of £52k and asked for signature by 8 Nov 2024. Nigel Ferris will sign if a phone walkthrough of the bottom line stacks up; no signature appears in the thread.

What was said

What this says

Current to 11 Oct 26

Priya Raman sent the Growth order form at a total deal value of £52k and asked for signature by 8 Nov 2024. Nigel Ferris will sign if a phone walkthrough of the bottom line stacks up; no signature appears in the thread.

Ask: Priya wants the order form signed by Friday 8 Nov 2024 so implementation planning can begin.

Customer view: Nigel is willing to sign but not from the screen. He wants a call that takes him through the bottom line and shows the benefit for Zoe Kendrick's team and clients.

Next: Priya rings Nigel that afternoon. The evidence does not show whether he signed.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages2
First message2024-11-06
Last message2024-11-06

Messages

  1. Priya Raman
    Priya Raman 6 Nov 2024 08:59
    to Nigel Ferris
    Hi Nigel, Good to speak last week. The Growth order form is attached and ready for your signature. The total value of the deal is £51,600, and the order form sets out what that covers. To keep momentum, if we can get this over the line by Friday 8 November 2024, the team can start planning the implementation straight away and Zoe's account executives and the claims team will be up and running sooner. Happy to make this easy: if it is quicker, I can walk you through it on the phone. Best, Priya
  2. Nigel Ferris
    Nigel Ferris 6 Nov 2024 11:25
    to Priya Raman
    Priya, Thanks for sending this over. You know I'm not one for reading the small print on a screen. Give me a ring this afternoon and take me through the bottom line, and if it all stacks up I'll sign. The clients come first, so I want to be sure it helps Zoe's lot with them. Regards, Nigel

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