Kinbasket Insurance Brokers / BG-Demo – Negotiation
Callcompleted
Kinbasket Insurance Brokers · 7 Jan 2026 09:15
Darryl Kozak, CFO, asked if £56k had any give. Owen Tallis held the all-in price. Darryl said price is not a blocker and committed to a signed order form by 22 Jan 2026, with go-live in early March.
What was said
What this says
As at Fri 9 Oct 2026Darryl Kozak, CFO, asked if £56k had any give. Owen Tallis held the all-in price. Darryl said price is not a blocker and committed to a signed order form by 22 Jan 2026, with go-live in early March.
What happened: Darryl asked whether fifty-six thousand was the floor. Owen said it is the all-in price for subscription and implementation, and asked if price was the blocker.
Customer view: Darryl said it is not a blocker and he needs to get it through finance and legal. He expects legal sign-off by the end of the week and will then sign himself.
Commercial: Jordan Pike will send the order form and MSA the same day. Eight weeks from signing gives a go-live in early March.
Watch: the deal is not closed until the executed order form is back. The evidence does not show who else at Kinbasket was involved beyond Darryl, and legal sign-off is outside his control.
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 send the order form and MSA to Darryl Kozak on 7 Jan 2026.
- Owen Tallis and Jordan Pike to chase the signed order form by 22 Jan 2026.
Risks
As at Fri 9 Oct 2026- Legal and finance approval sit outside Darryl's control and could push past 22 Jan 2026.
- The evidence does not show whether anyone besides Darryl was involved in the decision.
Opportunities
As at Fri 9 Oct 2026- Price was held with no discount and the customer called it not a blocker.
- An eight-week implementation gives a go-live in early March.
Transcript
Jordan PikeDarryl, thanks for making time. I've got Owen on the call. He handles our bigger deals.
Owen TallisHi Darryl. Have you had a chance to review the proposal?
Darryl KozakI have. The product looks solid. I just need to know, is fifty-six thousand the floor or is there any give?- Owen TallisFifty-six all-in is our price. That's subscription and implementation. Is price the blocker or is it something else?
- Darryl KozakIt's not a blocker. I just need to get it through finance and legal. How much flexibility do we have on the implementation date?
- Jordan PikeIf you sign by 22 Jan 2026, we can kick off right away. Eight weeks gets you live in early March.
- Darryl KozakThat timing works. I can get legal sign-off by end of the week. Then I'll need to sign myself, which I can do straight away after that.
- Owen TallisSo end of the week legal comes back, you sign, and you get it to us by 22 Jan 2026?
- Darryl KozakYeah. I'll have it signed and back to you by then.
- Jordan PikePerfect. I'll send the order form and MSA over today. Once you've got legal approval, just send it back to us signed.
- Owen TallisGreat. So 22 Jan 2026 is our close date. Anything else we need to lock in?
- Darryl KozakI don't think so. This works for us. Thanks.
- Owen TallisBrilliant. Thanks Darryl. Cheers.