Brindlecote Insurance Brokers / B-Brain – Renewal
Callcompleted
Brindlecote Insurance Brokers: documents · 2025-04-25 13:30
Renewal call for year three. Brindlecote stays on Starter at £19,500 on unchanged terms, praises the brain and says it is happy to stay as is. Order form to be sent the same day; signature not yet shown.
What was said
What this says
Current to 11 Oct 26Renewal call for year three. Brindlecote stays on Starter at £19,500 on unchanged terms, praises the brain and says it is happy to stay as is. Order form to be sent the same day; signature not yet shown.
What happened: Daniel Okafor and Nell Ashcombe took Ed Duckworth, Ravi Atherton and Zoe Nuttall through a short renewal conversation ahead of the term end. Price and terms were confirmed as unchanged.
Customer view: Ed said the brain is part of how the team works. Ravi said they were happy to stay as is, and Zoe asked only about terms and the order form.
Commercial: Starter stays at £19,500, annual in advance, net thirty, for a new twelve-month term. Nell promised the order form the same day; the call does not show it being signed.
Watch: Nell mentioned some Enterprise features coming down to Starter, which is a light prompt for a later upgrade conversation. No upsell was raised.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Nell Ashcombe to send the renewal order form and Daniel Okafor to confirm signature so there is no gap in service.
Risks
Current to 9 Oct 26- The order form was promised the same day but the call does not show it signed, so the renewal is not yet executed.
Opportunities
Current to 9 Oct 26- Features brought down from Enterprise to Starter could open a later upgrade conversation.