Muskwa Insurance Group / BG-Demo – Discovery
Callcompleted
Muskwa Insurance Group · 31 Mar 2026 09:30
Discovery with a 15-person commercial insurance brokerage whose policy, claims and renewal data sits in separate places. Jordan Pike pitched Growth at £62k for implementation and the first year, and a technical demo was agreed.
What was said
What this says
As at Fri 9 Oct 2026Discovery with a 15-person commercial insurance brokerage whose policy, claims and renewal data sits in separate places. Jordan Pike pitched Growth at £62k for implementation and the first year, and a technical demo was agreed.
What happened: Alexa Fraser and Dylan Tremblay described manual cross-referencing of policy records, correspondence and claims. Jordan proposed Growth and a technical demo on their data.
Customer view: Both see the pain as real and agreed to the demo. Neither reacted to the £62k figure on the call.
Commercial: This is a new-business opportunity for Growth, with eight weeks of implementation and a decision targeted for mid-July.
Watch: The systems to connect were not yet known, and Jordan said he wanted to understand the tech stack first.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Jordan Pike to schedule the technical demo with a Solutions Engineer and send an agenda.
- Jordan Pike to follow with a proposal ahead of the mid-July decision target.
Risks
As at Fri 9 Oct 2026- The customer's systems and connectors were not yet scoped, so the fit is unproven.
- Neither customer participant responded to the £62,000 price on the call.
Opportunities
As at Fri 9 Oct 2026- Growth tier with the dashboards builder for underwriting and renewals teams.
- A single natural-language view across policy, claims and correspondence data.
Transcript
Jordan PikeGood morning. Jordan Pike here from BG-Demo. Thanks for taking the time. So I wanted to understand your business a bit better, and then we can explore whether the brain is a fit. Alexa, Dylan, what's the shape of your operation?
Alexa FraserWe're a commercial insurance brokerage. We place policies for small businesses and professionals, and we manage renewals and claims for our clients.- Jordan PikeGot it. And how many people are on your team?
Dylan TremblayWe've got about fifteen in house: underwriting, client service, claims administration. Pretty lean operation.- Jordan PikeOK. And where does it get painful right now? What questions come up that take a lot of digging to answer?
- Alexa FraserA lot of it is manual. A client calls with a question about their policy, and we're pulling information from multiple places: the policy record, past correspondence, claims history. It's not in one view.
- Dylan TremblayAnd renewals are the same. We have a list of renewals in one system, but if a client contacts us with a question, we have to cross-reference their claims history, coverage gaps, all of that. It's time-consuming.
- Jordan PikeThat's a pain point the brain is built for. So the idea is: you'd connect your client database, your policy system, claims, and internal notes. Then you can ask it 'show me renewals due in the next month for clients with open claims', and it gives you that.
- Alexa FraserIn one query?
- Jordan PikeExactly. One query, natural language. You can also build dashboards for your underwriting or renewals team to look at every day.
- Dylan TremblayWhat kind of systems can you connect to?
- Jordan PikeWe can integrate with your CRM, your policy admin system, claims handling software, basically anything that has an API or a database. I'd want to understand your tech stack before we go further, but in general, we're quite flexible.
- Alexa FraserAnd what's the cost?
- Jordan PikeSo for a business your size, I'm thinking Growth tier. That's £62,000 all-in for implementation and your first year. Implementation is eight weeks, and then it's an annual subscription after that.
- Dylan TremblayWhat does Growth include?
- Jordan PikeGrowth is up to forty users, eight connectors. You get quarterly check-ins with your success manager and access to the dashboards builder. You'd have a dedicated person from our team helping you build out the right dashboards for your business.
- Alexa FraserOK. So next steps would be a demo, I suppose?
- Jordan PikeYeah. I'd like to get Hannah, our Solutions Engineer, involved for a technical demo on your data. We'd want to understand your systems a bit better, and then she can show you exactly how the brain works with your policies and claims. Shall I get that on the calendar?
- Dylan TremblayYeah, let's do that.
- Jordan PikeGreat. I'll get that scheduled and send you an agenda. We're looking at getting to a decision around mid-July, so that gives us time to do the demo, answer questions, and get a proposal in front of you. Sound good?
- Alexa FraserSounds good. Thanks, Jordan.
- Jordan PikeThanks, both. Speak soon.