Merrow Gate Insurance Brokers / BG-Demo – Discovery
Callcompleted
Merrow Gate Insurance Brokers · 11 Feb 2025 14:45
Jade Riley and Nicola Shaw described fragmented client data and a compliance need for an audit trail. Lewis Kerr quoted Starter and agreed a demo; Jade said she is interested.
What was said
What this says
As at Fri 9 Oct 2026Jade Riley and Nicola Shaw described fragmented client data and a compliance need for an audit trail. Lewis Kerr quoted Starter and agreed a demo; Jade said she is interested.
What happened: Lewis ran discovery with Jade and Nicola. Jade described a fragmented set of CRM, email and spreadsheets, with the renewal team cross-checking by hand.
Customer view: Nicola raised compliance and the need to show an audit trail, and asked twice about Snowflake and about insurance clients. Jade said "Okay, I'm interested" and agreed to a demo.
Commercial: Lewis positioned the Starter package, four weeks to implement, up to four connectors and fifteen users, and quoted twenty-five and a half for the first year, implementation plus subscription. No written price figure was given on the call.
Watch: The quote was spoken and is not a proposal or order form. Nicola, as Managing Director, was engaged but did not commit.
Themes
As at Fri 9 Oct 2026Theme
Fragmented data, audit trail
Importance
upsell
Sentiment
positive
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Lewis Kerr to send a scheduling poll the day after the call for a demo of about an hour.
- Jade Riley and Nicola Shaw to send a summary of their teams and systems to tailor the demo.
Risks
As at Fri 9 Oct 2026- The spoken first-year price is not backed by a written proposal in the record.
- Nicola's compliance and audit-trail need may require more than Starter offers, and the call does not test it.
Opportunities
As at Fri 9 Oct 2026- A Starter implementation and subscription for a team that wants one place for client history.
- Renewal tracking is the use case Jade and Nicola's team would feel first.
Transcript
Lewis KerrHi, can you hear me okay?
Jade RileyYeah, coming through loud and clear. Give us a second, Nicola's just pulling up the Zoom link.
Nicola ShawSorry, I'm here. Hi Lewis.- Lewis KerrNo problem at all. Thanks both of you for making the time. How's the week been?
- Jade RileyYou know, the usual, bit mad actually. Insurance broking doesn't really slow down.
- Lewis KerrI can imagine. Right, so today I just want to understand what you're working with at the moment, what's working well and where you're feeling the pinch. Jade, shall we start with you? How are your teams currently getting to the information they need?
- Jade RileySo we've got our CRM system that holds all the client data, we use a few different systems actually, email in Microsoft, some stuff in spreadsheets. Honestly, it's a bit fragmented. When someone wants to know the history of a client: you know, all the calls we've had, the communications, it takes a while to piece it together.
- Lewis KerrThat's something we see quite a bit. Pulling data from separate systems manually. And is that slowing down your team, or is it just a friction point?
- Jade RileyIt's both really. Our renewal team spend a lot of time cross-checking things that should probably be in one place. And our relationship managers, they're spending time on admin that they could spend on the client.
- Nicola ShawIt's also a compliance thing for us, isn't it Jade? We need to be able to show an audit trail.
- Lewis KerrThat's important. So you need all your data centralised, searchable, and with a clear history. That's pretty much what the brain does, it's a layer that sits on top of your systems and makes everything queryable in one place. You keep the data inside your own Snowflake account, nothing leaves.
- Jade RileySo we'd connect our CRM, email, that sort of thing?
- Lewis KerrYes, exactly. You'd plug in the systems that have your client information, CRM, calls, emails, and the brain indexes all of it. Then your teams can ask questions: show me all the interactions with this client in the last six months, or flag renewals that haven't been touched in ninety days.
- Nicola ShawAnd this runs in our own Snowflake warehouse?
- Lewis KerrThat's right. Your data stays inside your controls. We just provide the AI layer and the connectors. It's quite secure by design.
- Jade RileyThat sounds like it could solve the fragmentation problem. How long does it take to get going?
- Lewis KerrFor a team at your stage, we typically run a four-week implementation with our Starter package. That covers everything: connectors, training, the whole setup. You're live and running queries within a month.
- Nicola ShawAnd what does that cost?
- Lewis KerrTo put a number on it: twenty-five and a half for the first year, all in. That's implementation plus the subscription.
- Jade RileyWhat's included in the Starter?
- Lewis KerrYou get up to four connectors: so your CRM, email, calls, something else if you need it, and up to fifteen users on the platform. It's designed for teams like yours that want to keep it focused but really drive adoption. You get six-monthly check-ins with us as well.
- Nicola ShawDo you have any clients in insurance?
- Lewis KerrWe do, yeah. I probably shouldn't go into too much detail about them, but I can tell you that brokers are finding the biggest value is in spotting renewals early and keeping teams aligned on client history. That's where the manual work currently lives.
- Jade RileyOkay, I'm interested. What's the next step?
- Lewis KerrGreat. What I'd like to do is set up a quick demo, we'll run through the interface on some dummy data so you can get a feel for it. That'll probably take about an hour. Does that make sense?
- Jade RileyYeah, let's do it.
- Lewis KerrPerfect. I'll send a doodle out tomorrow for next month. In the meantime, if there's any detail you want to send over, even just a quick summary of what your teams do and the systems you use, that helps us tailor the demo.
- Nicola ShawWe'll get that over to you.
- Lewis KerrBrilliant. Thanks both. Speak soon.
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