Wendover Kast Insurance Group

None of the three documents held for Wendover Kast Insurance Group is executed. The final Enterprise proposal of 30 Sep 2026 offers £125k a year, a £155k total deal amount including implementation. A draft v1 of 25 Sep 2026 and a security questionnaire sit alongside it.

Executed: no document is executed, so there are no contracted price, term, billing or service levels. All three documents were read: one draft and two final, by stored status.

Open items: the final proposal of 30 Sep 2026, prepared by Jordan Pike, offers Enterprise at an annual subscription of £125k and a total deal amount of £155k including the one-off implementation fee. The £155k is a first-year commitment, not an annual price.

Open items: the draft Proposal v1 of 25 Sep 2026 shows the same two figures and is marked not yet contractual. It appears superseded by the later final proposal but carries no stored marker saying so.

Open items: the security questionnaire of 19 Aug 2026, completed by Theo Gallagher, gives answers for the Enterprise evaluation. It leaves the availability level and the P1 first-response time to the order form.

Contradictions: billing differs between the proposals. The 25 Sep 2026 draft says billed annually in advance on standard payment terms; the 30 Sep 2026 final proposal adds quarterly invoicing on request and states standard thirty-day terms.

Contradictions: no price, service-level or date conflicts appear between the documents. Both proposals and the questionnaire agree on the nightly refresh by 07:00 customer local time on business days. The questionnaire and final proposal agree on service credits for availability and data freshness.

Commitments: there are no live obligations, because nothing is executed. The final proposal itself says the executed order form is the final word on any service level.

Gaps: there is no order form, draft or executed. The connector list, the live within commitments, the security review sign-off, start date and term are all unsettled. The documents do not show a customer signatory or any customer response to either proposal.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026