Wattlebrook Insurance Services / BG-Demo – Discovery
Callcompleted
Wattlebrook Insurance Services · 2 Jan 2026 09:00
Tom Ashdown ran discovery on 2 Jan 2026 with Wattlebrook's chief executive and head of business systems. Submissions need three systems and about ten minutes each. Starter was quoted, and a demo was proposed for the following week.
What was said
What this says
As at Fri 9 Oct 2026Tom Ashdown ran discovery on 2 Jan 2026 with Wattlebrook's chief executive and head of business systems. Submissions need three systems and about ten minutes each. Starter was quoted, and a demo was proposed for the following week.
What happened: Tom Ashdown held a 36 minute discovery call on 2 Jan 2026 with Mitchell Gallagher and Jess Mitchell. Wattlebrook is a small agency of about thirty staff underwriting trades and small-business insurance.
Customer view: Each submission means checking the CRM, accounting and a separate claims database, about ten minutes each. Jess added that people sometimes miss claims because they forget the claims database.
Commercial: Tom quoted Starter at six thousand for implementation over four weeks, then 22,000 annual subscription. Eight to ten users fit within the 15 included.
Watch: They have no Snowflake account yet and raised security of financial and personal data. The evidence does not show whether the demo was held.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Tom Ashdown to send the one-pager on the offering.
- Tom to schedule a demo the following week on sample insurance data.
Risks
As at Fri 9 Oct 2026- Wattlebrook has no Snowflake account, so implementation depends on setting one up.
- The chief executive raised security of financial and personal data, which the proposal must address.
Opportunities
As at Fri 9 Oct 2026- Starter fits eight to ten reviewers within the 15 included users, with a clear time and accuracy case.
- Connecting CRM, accounting and the claims database addresses the missed-claims problem Jess described.
Transcript
Tom AshdownMorning, Jess and Mitchell. Happy New Year. How are you both?
Mitchell GallagherHappy New Year. Good, thanks. Ready to learn about the brain.- Tom AshdownBrilliant. So I want to understand your world a bit. Jess, you're head of business systems?
Jess MitchellYeah, I manage our tech stack. CRM, accounting, a few other bits.- Tom AshdownAnd Mitchell, you're CEO. What's the size of the business?
- Mitchell GallagherWe're a small agency. About thirty staff. We underwrite trades and small-business insurance.
- Tom AshdownGot it. So walk me through your day. When a broker calls with a submission, what do you do?
- Mitchell GallagherWe look it up in the CRM, see what we know about that business. Then we check if we've had claims from them before. That usually means checking another system.
- Tom AshdownTwo systems, different logins?
- Mitchell GallagherThree systems, actually. CRM, accounting for claim history, and a separate claims database.
- Tom AshdownAnd that takes time?
- Mitchell GallagherAbout ten minutes per submission. Not a lot individually, but when you're processing thirty or forty a day, it adds up.
- Jess MitchellAnd accuracy. People sometimes miss claims because they forget to check the claims database.
- Tom AshdownThat's where the brain comes in. One query: show me this business, their claims history, and any open items. All linked.
- Mitchell GallagherHow fast?
- Tom AshdownSub-second. And it's not just speed, it's accuracy. You won't miss a claim because you forgot to check a system.
- Jess MitchellHow does it get the data from three different systems?
- Tom AshdownWe set up connectors to each system. Every night we pull fresh data and index it. You query the index.
- Mitchell GallagherIs it secure? We've got financial data, personal information.
- Tom AshdownIt lives in your own Snowflake account. You control access, you control what data gets indexed.
- Jess MitchellWe don't have Snowflake yet. Is that something we'd need to buy?
- Tom AshdownYou'd need to set up a Snowflake account. It's not expensive. Part of the implementation, we help with that.
- Mitchell GallagherWhat's the typical cost and timeline?
- Tom AshdownFor a team your size, Starter plan is a good fit. That's six thousand for implementation over four weeks, then 22,000 annual subscription.
- Jess MitchellAnd how many people would use it?
- Tom AshdownEveryone who reviews submissions. Could be eight, ten people. Starter covers fifteen users.
- Mitchell GallagherOK. This sounds promising. What's next?
- Tom AshdownI'll send a quick one-pager on the offering and we can schedule a demo for next week where I'll walk through the brain on some sample insurance data.
- Jess MitchellSounds good.