Wattlebrook Insurance Services / BG-Demo – Proposal
Callcompleted
Wattlebrook Insurance Services · 9 Feb 2026 09:00
Tom Ashdown gave Jess Mitchell and Chief Executive Mitchell Gallagher a verbal Starter quote of £28k a year all-in. Both were positive and said it sounded fair. Procurement sign-off was expected in two to three weeks.
What was said
What this says
As at Fri 9 Oct 2026Tom Ashdown gave Jess Mitchell and Chief Executive Mitchell Gallagher a verbal Starter quote of £28k a year all-in. Both were positive and said it sounded fair. Procurement sign-off was expected in two to three weeks.
What happened: Tom Ashdown took Jess Mitchell and Chief Executive Mitchell Gallagher through the Starter offer on 9 Feb 2026. Jess called the demo solid and said joining broker submissions with claims data is what they are missing.
Commercial: Tom quoted 28000 a year all-in, covering platform and implementation, annual and billed upfront. Mitchell said Starter is plenty to start with and that the terms sound fair.
Watch: Tom described support as four-hour email response, whereas Starter's commitment is four business hours. The evidence does not show a written proposal, an order form or a signature.
Next: Tom was to send the proposal and MSA that day. Jess expected two weeks for sign-off, possibly three.
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 proposal and MSA on the day of the call.
- Jess Mitchell to arrange procurement and finance sign-off, expected in two to three weeks.
- Tom Ashdown to hold a question call the following week if needed.
Risks
As at Fri 9 Oct 2026- The all-in 28000 figure bundles platform and implementation, so the proposal needs to show what each covers.
- Support was described as a four-hour response, which may set a different expectation from four business hours.
- Go-live depends on the customer giving access to systems and confirming connectors quickly.
Opportunities
As at Fri 9 Oct 2026- Tom Ashdown raised more users and more connectors as topics for the six-month check-ins.
- The Chief Executive is directly engaged and called Starter plenty to start with.
Transcript
Tom AshdownJess, Mitchell, morning. Hope you're having a good week. So you've both had a look at the demo, how are you feeling about it?
Jess MitchellYeah, it's solid. The ability to join broker submissions with our claims data is exactly what we're missing. Before we go further though, Mitchell wants to understand the commercial piece.
Mitchell GallagherYeah. What's the investment and when could we be live?- Tom AshdownRight, no drama. So we're looking at Starter tier for you, which is 28000 a year all-in. That covers the platform, the implementation, four weeks, and then you're on six-month check-ins with us after that. No hidden costs, no surprises.
- Jess MitchellFour weeks is tight. How much of that is down to us?
- Tom AshdownFirst week we scope your systems: broker data, claims data, your internal stuff. Then we build the connectors. You should be on your side giving us access to those systems and confirming what you want connected. Training and go-live in week four.
- Mitchell GallagherAnd if we sign now, when does that land us?
- Tom AshdownCouple of weeks to contract, so mid-March go-live. Late March at worst. Depends how quickly you can get us access and confirm your connectors.
- Jess MitchellThat's doable. What does Starter include in terms of headroom, users, systems?
- Tom AshdownStarter's one team, 15 users, four connectors. For you that's broker submissions, claims database, customer accounts, and your internal ticketing system.
- Mitchell GallagherThat's plenty to start with. What's the contract, annual?
- Tom AshdownAnnual, billed upfront. You get six-month check-ins with me: we make sure you're using it, we spot any issues, and we plan for the next bit. Could be more users, more connectors, whatever you need.
- Jess MitchellWhat about support if we run into problems?
- Tom AshdownEmail support, four-hour response time. You can escalate to me if you need to. I'm here if something's not working right.
- Mitchell GallagherThat sounds fair. What do you need from us to get the ball rolling?
- Tom AshdownI'll send you the proposal and MSA today. You'll need sign-off from whoever handles procurement and finance on your side. How long does that usually take?
- Jess MitchellTwo weeks if Mitchell signs off quickly. Could be three if we have questions.
- Tom AshdownFair enough. I'll send it all over today and let you have a look. We can set up a call next week if you've got questions, and get you over the line.
- Mitchell GallagherSounds good. Send it through and we'll take a look.
- Tom AshdownCheers, Mitchell, Jess. Speak soon.