Maelbeek Assurances - Proposal v1
Documentdraft Maelbeek Assurances: documents · proposal · draft · 2025-11-17
Draft Starter proposal from Lewis Kerr: Starter subscription £22,000 a year plus £6,000 implementation, £28,000 total Year 1. Availability 99.5%, P1 first response within 4 business hours, payment 30 days from invoice. Not an executed contract.
What it says
What this says
Current to 11 Oct 26Draft Starter proposal from Lewis Kerr: Starter subscription £22,000 a year plus £6,000 implementation, £28,000 total Year 1. Availability 99.5%, P1 first response within 4 business hours, payment 30 days from invoice. Not an executed contract.
What it is: a proposal marked "Status: Draft", created and last modified on 17 Nov 2025, written by Lewis Kerr, Account Executive. It sets out a Starter implementation for one team and says a formal order form and Master Services Agreement will follow.
Commits: if accepted, the commercial table gives "Company Brain – Starter (annual) | £22,000" and "Implementation – Starter (4 weeks, up to 4 connectors) | £6,000". Service terms are "Availability 99.5%; first response on P1 issues within 4 business hours" and payment is "30 days from invoice".
Unusual: the text offers "Quarterly check-ins", while the standard Starter tier has a six-monthly check-in. Timeline words are loose: "early January" signature and "early February" go-live, with no firm dates.
Not settled: the document does not show whether the customer signed or accepted. Any executed order form would override these figures and terms. It carries no signature block and no named customer contact.
As found in this document
Current to 9 Oct 26- Price£22,000Source: object_read:doc_028_001
- Starter subscription£22,000 (annual)Source: object_read:doc_028_001
- Implementation£6,000 (4 weeks, up to 4 connectors)£6,000 (4 weeks, up to 4 connectors) · Source: object_read:doc_028_001
- Total Year 1£28,000Source: object_read:doc_028_001
- Availability99.5%Source: object_read:doc_028_001
- P1 first responsewithin 4 business hoursSource: object_read:doc_028_001
- Payment terms30 days from invoiceSource: object_read:doc_028_001
- Subscription startbegins on your go-live date, targeted for early Februarybegins on your go-live date, targeted for early February · Source: object_read:doc_028_001
The document
Body
Maelbeek Assurances, Proposal v1
Status: Draft
Executive Summary
Maelbeek Assurances manages client relationships, renewals and complaints across multiple systems. The Company Brain brings these together into one searchable, unified view, giving your teams the insight to act faster on client needs.
This proposal outlines a Starter implementation for your team.
The Opportunity
Your teams cross-reference client files, renewal dates and complaint history across different platforms. A single AI-queryable view would reduce manual work and surface at-risk renewals faster.
The Company Brain is a data integration layer, built in your own Snowflake account, that indexes your CRM, emails, calls and documents. Your teams ask it questions in natural language and get answers instantly.
Scope: Starter Tier
The Starter plan is built for one team, up to 15 users and 4 connectors:
Read the whole document (2,424 characters)
- Indexed sources: up to 4 systems (CRM, email, call recorder, documents)
- Users included: 15 concurrent users, soft limit
- Features: Chat-based search, saved pages, admin dashboard
- Support: Availability 99.5%; first response on P1 issues within 4 business hours
- Quarterly check-ins: Your BB-Demo CSM will touch base each quarter
Commercial Terms
| Item | Cost |
|---|---|
| Company Brain – Starter (annual) | £22,000 |
| Implementation – Starter (4 weeks, up to 4 connectors) | £6,000 |
| Total Year 1 | £28,000 |
- Implementation fee covers onboarding, connector setup and testing. Once live, your team's admin can manage connectors and add new users.
- Annual subscription renews each year and covers all software, infrastructure and ongoing support.
- Payment terms: 30 days from invoice.
The subscription begins on your go-live date, targeted for early February.
Timeline
- Proposal review: within 2 weeks
- Contract signature: early January
- Kickoff and discovery: early February
- Go-live: late February (approximately 4 weeks from kickoff)
Next Steps
We'll send a formal order form and Master Services Agreement for your signature. Once signed, we'll schedule a kickoff call with your team.
To put a number on it, your Year 1 investment is £28,000, including setup and the annual subscription. Expansion, additional users or connectors, can be discussed once you see the value.
Kind regards, Lewis
Unusual terms
Current to 9 Oct 26- Quarterly check-ins rather than six-monthly
- Go-live targeted for early February, no fixed date