Fenmoor proposal - where we stand after our call
Email thread Fenmoor Specialty Underwriting: documents · sales
Priya Raman chased the Growth proposal with a decision date of 17 Jun 2024. Richard Thorne replied that he sees the first-year total but wants the recurring annual cost set out separately on one page for the board.
What was said
What this says
Current to 10 Oct 26Priya Raman chased the Growth proposal with a decision date of 17 Jun 2024. Richard Thorne replied that he sees the first-year total but wants the recurring annual cost set out separately on one page for the board.
Ask: Richard wants the ongoing annual cost shown on its own, apart from the single first-year total. He asks for one page.
Customer view: he is a short, consistent buyer focused on what goes to the board. He leaves the underwriters' needs to Callum.
Next: Priya has not yet given him a split of one-off and recurring cost, a point he has now raised more than once.
The thread
Updated 9 Oct 26Messages
Priya Raman 8 May 2024 10:43Hi Callum, hi Richard, Thanks for your time on the call - really useful to hear how the capacity-provider oversight questions land on your team week to week. Quick recap of where we stand, to keep momentum: the proposal for the Growth tier is with you both. It covers the subscription and the one-off implementation in a single total, and it is built around the one view of submissions, bordereaux queries, claims tickets and CRM activity that Callum described. The date we are working towards for a decision is 17 Jun 2024, which leaves room for your internal review and for anything Louise needs to see on the contract side. Two things would help me from here: - Richard, are you comfortable that the proposal gives you the all-in picture you need, or is there a line you would like broken out differently? - Callum, is there anything from the demo on your own data that you would like me to repeat for the underwriters before then? Happy to make this easy - if it is simpler, I can walk either of you through the document in twenty minutes. Best, Priya
Richard Thorne 8 May 2024 11:18Priya, Thank you for the summary. What does this cost us, all in? I can see the single total for the first year. Please set out separately what recurs annually after the implementation, so I can see the ongoing cost on its own. I will need to take that to the board, so I would like it kept simple: one page if possible. Callum will advise on whether the underwriters need anything further from you. Regards, Richard Thorne