Cuckfield Insurance Brokers

Cuckfield Insurance Brokers has two Starter proposals, a draft of 14 Dec 2023 and a final of 19 Dec 2023, both quoting £26k for year one and £20k a year after. No executed order form is held, so no terms are contracted on paper.

Executed: no document for Cuckfield Insurance Brokers has a stored status of executed. Every executed term is therefore unknown from these records, and neither proposal binds either party.

Open items: the Proposal v1 of 14 Dec 2023 is stored as draft. The Proposal of 19 Dec 2023 is stored as final, but its text still asks the customer to confirm acceptance, so it is an open offer, not a contract.

Scope in both: Starter tier, 15 named users, 4 connectors (CRM, calls, emails, helpdesk), a 12 month term and a six-monthly check-in. Both quote a first-year investment of £26k including implementation, then £20k a year from year 2.

Service levels in both proposals: 99.5% availability, nightly refresh complete by 07:00 local time on business days, P1 response of 4 business hours, and credits of 5% of one month's fee for availability breaches only.

Contradictions: the two proposals agree on price, scope and service levels. Billing wording differs: the 14 Dec 2023 draft says the subscription is billed in advance, while the 19 Dec 2023 final says billed in advance on each anniversary.

Both proposals name Priya Raman, Account Executive, at sign-off while the stored author is Tom Ashdown. This is the same in both documents, so ownership of the proposals is unclear rather than contradictory.

Commitments: none are live from documents, because nothing is executed. The proposal figures and service levels are offers only.

Gaps: these records do not show whether Cuckfield Insurance Brokers accepted either proposal or who signed. They also do not show an order form, a start or end date, or a renewal date.

Without a start date, these records cannot say which price book applies at renewal. The next step is to find the executed order form, which would override both proposals on price and terms.

AI · claude-opus-5-5 · 13 Oct 2026