Brindlecote Insurance Brokers / BG-Demo – Renewal
Callcompleted
Brindlecote Insurance Brokers · 27 Apr 2026 11:15
Daniel Okafor and Nell Ashcombe offered Brindlecote a like-for-like Starter renewal at £20k. Ravi Atherton, Ed Duckworth and Zoe Nuttall raised no blockers; Ravi wants to review the paperwork before signing.
What was said
What this says
As at Fri 9 Oct 2026Daniel Okafor and Nell Ashcombe offered Brindlecote a like-for-like Starter renewal at £20k. Ravi Atherton, Ed Duckworth and Zoe Nuttall raised no blockers; Ravi wants to review the paperwork before signing.
What happened: Daniel opened the renewal conversation and Nell confirmed same tier, same price, one-year term. Zoe asked about invoicing and was told the invoice arrives the morning the contract starts.
Customer view: Ed said people are asking questions on their own, which was not happening before. Ravi said the team is getting value.
Commercial: Ed asked about Growth. Nell advised Starter is the right fit while only the renewals team uses the brain, and left Growth for a later renewal or anytime in between.
Watch: Nothing was signed on the call, and Ravi wants to read the paperwork first. Use is confined to the renewals team, which Ed says is most of the current user base.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Daniel Okafor sends the renewal order form to Ravi Atherton that week.
- Daniel Okafor gives Ed Duckworth what he needs to share the renewal internally.
- Zoe Nuttall expects the invoice on the morning the new term starts.
Risks
As at Fri 9 Oct 2026- The order form was not signed on the call and Ravi Atherton wants to review it first.
- Use sits with the renewals team and a couple of others, so the value case is narrow.
- Ed Duckworth wants to share the renewal details with his team before everyone is comfortable.
Opportunities
As at Fri 9 Oct 2026- Ed Duckworth asked about Growth, which gives 40 users, 8 connectors and the dashboards builder.
- Other teams in the business do not yet know about the brain, which leaves room for a wider rollout.
Transcript
Daniel OkaforHi all, thanks for taking the time. Good to have Zoe on the call too, Ravi, Ed, how have you been?
Ravi AthertonGood, busy as always. What's this about?- Daniel OkaforSo your contract with us runs through the end of May, and I wanted to sit down and talk about what's next. How's the brain working out for you?
Ed DuckworthIt's solid. We're using it regularly for renewals now. The team finds it saves time, people are asking questions on their own, which wasn't happening before.- Daniel OkaforThat's brilliant. So it's changed how you work. What sort of questions are people asking?
- Ed DuckworthMostly: show me this client's calls and claims in the last year. Or: who are my at-risk clients coming up for renewal. The second one's huge for us.
- Daniel OkaforThat's exactly what we built it for. And Ravi, from an operations perspective, has it changed how your team works?
- Ravi AthertonEd spends less time pulling data, which is good. We're asking more questions because it's so easy. So yeah, I'd say we're getting value.
- Daniel OkaforExcellent. So here's the thing, you're on Starter now at nineteen thousand five hundred a year. Contract ends 31 May, renewal on 1 June. We'd like to continue.
Nell AshcombeAnd Zoe, just to give you the numbers, same tier, same price. Nineteen thousand five hundred.
Zoe NuttallSame as we're paying now?- Nell AshcombeExactly the same. No change.
- Ravi AthertonOkay. And we'd get the same support?
- Daniel OkaforYes. Daniel stays your CSM: that's me: and you get a quarterly check-in where we'll talk about usage, any questions you have, and how you're getting on. And obviously you can reach out to us anytime.
- Ed DuckworthThat sounds reasonable. What about, would there be any reason to upgrade? To Growth?
- Nell AshcombeGrowth is if you want to bring in more teams: you'd get forty users instead of fifteen, eight connectors instead of four, and you'd get the dashboards builder so you can build more complex views.
- Ravi AthertonSo right now, is anyone outside renewals using the brain?
- Ed DuckworthNot really. It's mostly the renewals team, Ravi and I and a couple of others. Rest of the business doesn't know about it yet.
- Nell AshcombeThen Starter's the right fit for now. If you decide to grow, we can talk about it at your next renewal or anytime in between.
- Zoe NuttallSo what do I need to do from a finance perspective?
- Daniel OkaforI'll send over the renewal paperwork, just to close the loop with what we've discussed. Same tier, same price, one-year term. You'll sign the order form and we're good.
- Zoe NuttallOkay. And when would we be invoiced?
- Daniel OkaforThe morning the contract starts, 1 June. Invoice will come through and it's payable on your normal terms.
- Ravi AthertonSounds good. I'd like to review the paperwork before we sign, but I don't see any blockers.
- Nell AshcombePerfect. Daniel will get that to you this week. Any questions before we wrap?
- Ed DuckworthJust, I'll want to share the renewal details with the team, make sure everyone's comfortable we're continuing.
- Daniel OkaforAbsolutely. No problem at all. I'll get you everything you need to share.
- Nell AshcombeBrilliant. I'm really pleased we're continuing. The work you're doing with the brain on renewals, it's exactly the outcome we're after. Cheers, all.
- Zoe NuttallThanks. I'll look for that paperwork.
- Daniel OkaforCheers, everyone. Speak soon.