Wattlebrook Insurance Services / BG-Demo – Negotiation
Callcompleted
Wattlebrook Insurance Services · 26 Feb 2026 09:15
Wattlebrook's chief executive confirmed Starter at £28k all-in for year one and agreed to proceed. The annual cost after year one was left to a formal quote, and the order form was due the same day.
What was said
What this says
As at Fri 9 Oct 2026Wattlebrook's chief executive confirmed Starter at £28k all-in for year one and agreed to proceed. The annual cost after year one was left to a formal quote, and the order form was due the same day.
What happened: Tom Ashdown ran a negotiation call to confirm terms. Jess Mitchell said the team was happy to move ahead, and Mitchell Gallagher confirmed the commercial side.
Commercial: Year one is £28k covering implementation and the first year subscription, on a twelve month term. Lachlan Hutchinson asked what the annual cost is afterwards and Owen Tallis gave no figure, only the same tier carrying forward.
Customer view: Jess needs current data for claims and submissions. Tom confirmed the nightly refresh completes by 07:00, and said standard Starter support runs in business hours.
Watch: The recurring figure was not stated on the call, so the formal quote must make it explicit. The order form was due back by mid-March for implementation to start on schedule.
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 formal quote and order form, addressed to Lachlan Hutchinson, the same day.
- Lachlan Hutchinson to return the signed order form by mid-March so implementation starts on schedule.
Risks
As at Fri 9 Oct 2026- The annual subscription figure after year one was not stated, which could surprise the customer at the first renewal.
- Data currency matters for claims and submissions, so a missed 07:00 refresh would be felt quickly.
Opportunities
As at Fri 9 Oct 2026- Faster support was mentioned as an add-on if standard business hours support proves too slow for the customer.
Transcript
Tom AshdownMorning Jess, Mitchell, Lachlan, thanks for making the time. Owen's here from our sales team. I think we're pretty close on the deal, just want to make sure everyone's aligned on the terms and next steps.
Jess MitchellYeah, we've reviewed everything and we're happy to move ahead. Mitchell just wanted to hop on to confirm the commercial side.
Mitchell GallagherRight. So, Starter tier, and the all-in price for year one is 28000, correct?- Tom AshdownThat's right. That's the implementation and the first year subscription, all-in.
Lachlan HutchinsonAnd what's the annual cost after that?
Owen TallisThe subscription component continues annually. Tom will send a formal quote with the exact annual figure, but it's the same tier carrying forward.- Jess MitchellOK. And we'd start the implementation when?
- Tom AshdownAs soon as you sign the order form. We'd kick off within a couple of weeks, so if we get you signed in early March, we're looking at mid-April go-live.
- Mitchell GallagherWhat if we need support during the implementation?
- Tom AshdownOur implementation team is embedded with you for the four weeks. And once you're live, support is included in Starter, we respond during business hours. If you need something faster, there are add-ons, but standard support covers most needs.
- Lachlan HutchinsonAnd the contract term?
- Owen TallisTwelve months. So if you're live mid-April, the contract would run through to mid-April next year.
- Jess MitchellThat works for us. One thing, how does the data refresh work? We need pretty current data for claims and submissions.
- Tom AshdownEvery night we refresh all your connectors by 07:00 in the morning, so you're always working with the day's data.
- Jess MitchellPerfect. Mitchell, are you happy?
- Mitchell GallagherYeah, let's do it. When do we get the paperwork?
- Tom AshdownI'll send a formal quote and order form by end of today. Lachlan, I'll address it to you, but I'll copy Jess and Mitchell. Once you've reviewed it, just let me know and we'll get it signed.
- Lachlan HutchinsonWhat's the turnaround, how long do you need?
- Owen TallisWe'd like it back by mid-March so we can kick off implementation on schedule.
- Lachlan HutchinsonNo problem. I'll chase it internally and get it back to you.
- Tom AshdownPerfect. Cheers all. I'll get the quote over within the hour.
- Owen TallisThanks, folks. Speak soon.