Brindlecote Insurance Brokers / BB-Demo – Demo
Callcompleted
Brindlecote Insurance Brokers: documents · 2023-04-11 14:00
Demo on 11 Apr 2023 to Ed Duckworth's team. Ed asked for an order form after being quoted twenty-five thousand five hundred all-in for implementation and the first year's subscription on Starter. The evidence does not show a signature.
What was said
What this says
Current to 11 Oct 26Demo on 11 Apr 2023 to Ed Duckworth's team. Ed asked for an order form after being quoted twenty-five thousand five hundred all-in for implementation and the first year's subscription on Starter. The evidence does not show a signature.
What happened: Nell Ashcombe and Tobias Renwick demoed the chat, pages and dashboards over Salesforce, call recordings and the claims system. Ed Duckworth, Toby Underwood and Kirsty Rigby attended.
Customer view: Ed's problem is three systems and three separate searches, with Mondays eating half the morning. Ed asked for an order form with the full breakdown and said he would think about speaking to another Starter customer.
Commercial: Starter was quoted at twenty-five thousand five hundred all-in over four weeks of setup. Kirsty asked about exit; Nell said thirty days after go-live, then in for the year.
Watch: Nell said quarterly check-ins on a Starter deal. Check the executed order form for what was actually promised.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Nell Ashcombe to send Ed Duckworth the order form with the full breakdown, as promised on the call.
- Confirm the Salesforce and call recorder access Toby Underwood needs to provide before implementation.
Risks
Current to 9 Oct 26- Kirsty asked about getting out if the brain goes unused; Nell offered a thirty-day exit after go-live.
- Ed did not commit to speaking to another Starter customer, so the evidence does not show a decision on the call.
- Nell spoke of quarterly check-ins, which may differ from the Starter six-monthly check-in in the order form.
Opportunities
Current to 9 Oct 26- Starter fits the one-team need of pulling renewals, claims and broker calls into one place.
- Nell mentioned Growth with forty users if the team expands, a later upgrade path.
Transcript
Nell Ashcombe NoneHi Ed, Toby, Kirsty, thanks for joining. How's your week been? I'm Nell, and this is Tobias, our CTO. We're going to walk you through the brain today, built on your own data. What do you need to leave with?
Ed Duckworth NoneHi Nell, Tobias. Thanks for doing this. Basically we want to see if we can pull together client renewals, claims queries and our broker calls in one place. Right now it's three different systems, three separate searches. For Kirsty and the team, Mondays are just, it's half the morning gone.- Nell Ashcombe NoneYeah, that's the exact problem we solve. What you'll see is your Salesforce, your call recordings and your claims system all stitched together in one queryable layer. It sits inside your own Snowflake account.
Toby Underwood NoneSo the data stays with us? It doesn't go anywhere else?
Tobias Renwick NoneTo be precise: the data stays in your Snowflake. BB-Demo runs as a layer on top. You control access, you control the refresh, you can audit everything. Right, let me share the screen.- Nell Ashcombe NoneOkay, so this is the chat interface. You search in English...'show me all open claims for Acme with renewal coming up in June'. The brain searches all three systems at once and gives you one joined-up answer.
Kirsty Rigby NoneSo it's not giving results from each system separately?- Nell Ashcombe NoneRight, it stitches them together. One answer. We can also build dashboards: no code, just drag and drop. Let me show you.
- Tobias Renwick NoneExactly. You can build pages with widgets for open renewals, recent calls, claims by status. Everything updates on the nightly refresh.
- Ed Duckworth NoneAnd it's pulling from all three?
- Tobias Renwick NoneAll three. Every night we refresh, so you're looking at data from about twelve hours ago.
- Toby Underwood NoneWho sets up the connectors?
- Nell Ashcombe NoneWe do that in implementation, that's included. After that, you're the admin, Toby, so you'd own running them. We check in quarterly, and if anything breaks, we help fix it.
- Kirsty Rigby NoneHow many people can use this?
- Nell Ashcombe NoneOn Starter, fifteen users, that's soft. Covers one team. If you grow into Growth later, you'd get forty.
- Ed Duckworth NoneAnd the price?
- Nell Ashcombe NoneThe deal is twenty-five thousand five hundred all-in: that covers the implementation work and the first year's subscription, over four weeks of setup.
- Toby Underwood NoneHow quick can we start?
- Nell Ashcombe NoneWe'll need your Salesforce and call recorder access. If you can sort that by end of next week, we'd have you live within a month.
- Ed Duckworth NoneI think we'd like to trial this. Can you send over an order form with the full breakdown?
- Nell Ashcombe NoneAbsolutely. I'll get it to you by end of tomorrow. You'll see the total twenty-five thousand five hundred, with the implementation and first-year subscription all-in, first term in advance.
- Kirsty Rigby NoneIf we find we're not using it, can we get out of it?
- Nell Ashcombe NoneThirty days after go-live. After that you're in for the year, but if it's genuinely not working for you, let's talk. Do you want to speak to one of our other Starter customers first?
- Ed Duckworth NoneMaybe. I'll let you know. This has been really helpful, thanks both.
- Nell Ashcombe NoneCheers. I'll get that order form over. Once you're ready to sign, we'll kick off implementation with Toby. Anything else?
- Toby Underwood NoneNo, that's clear.
- Nell Ashcombe NoneGreat. Speak soon.