Kirkhope Insurance Services / BB-Demo – Demo
Callcompleted
Kirkhope Insurance Services · 2026-09-18 15:00
Sophie Ling and Theo Gallagher demonstrated the brain on sample broker data to Karl Tennison on 18 Sep 2026. Karl said it is the workflow he needs. Starter was scoped and a proposal promised by end of week.
What was said
What this says
Current to 13 Oct 26Sophie Ling and Theo Gallagher demonstrated the brain on sample broker data to Karl Tennison on 18 Sep 2026. Karl said it is the workflow he needs. Starter was scoped and a proposal promised by end of week.
What happened: Sophie Ling and Theo Gallagher demonstrated the brain on sample broker data to Karl Tennison on 18 Sep 2026. Karl was the only customer attendee.
Customer view: Karl said the single-view search is the workflow he needs because he currently jumps between systems. He asked how the brain recognises a claims issue and had no technical questions.
Commercial: Sophie scoped Starter with 15 users, four connectors and about four weeks of implementation. A proposal with Starter pricing was promised by end of week.
Watch: No price was quoted on this call, and the evidence does not show who else at Kirkhope signs.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Sophie Ling to send a Starter proposal with pricing and scope by end of week.
- Sophie Ling to catch up with Karl after the proposal to see if he wants to move forward.
Risks
Current to 9 Oct 26- Only Karl attended, so the evidence does not show who else holds budget or sign-off.
- The demo used sample data, so value on Kirkhope's own data is not yet shown.
Opportunities
Current to 9 Oct 26- A new Starter subscription with a fixed-fee implementation for the broker relations team.
- Further connectors can be added later if the team outgrows the four included.
Transcript
Sophie Ling NoneKarl, can you hear me?
Karl Tennison NoneYes, loud and clear.- Sophie Ling NoneGreat. I've got Theo here, he's also a Solutions Engineer. We're going to show you how the brain works with broker data.
Theo Gallagher NoneHi Karl. So what I'm going to do is walk you through a couple of real scenarios. We've loaded in sample broker relationship data, CRM notes, policy records, call transcripts, and you'll see how you ask a question and get answers from all those sources at once.- Karl Tennison NoneGood, yeah. Show me what you've got.
- Theo Gallagher NoneI'm sharing my screen now. So let's say a broker calls asking about cover under a particular policy. I search the brain for that broker and that policy. It brings back call transcripts where that's been discussed, the CRM notes with the history, the policy details themselves. Everything ranked by relevance.
- Karl Tennison NoneRight. So I can see the call and the notes and the policy all in one place?
- Theo Gallagher NoneExactly. Click on any result and you drill in. So if I click this call transcript, I see the full conversation, the timestamp, I can even listen to the recording. The brain's pulling that all together from your different systems.
- Karl Tennison NoneThat's, yeah, that's the workflow we need. Right now I'm jumping between systems.
- Theo Gallagher NoneAnd here's the other powerful thing. I can search for questions like, show me all interactions with this broker in the last three months where a claims issue came up. The brain parses all your data and brings back only the relevant bits.
- Karl Tennison NoneHow does it know what's a claims issue?
- Theo Gallagher NoneIt learns from your data and your language. As your team uses it and gives feedback, it gets smarter. But even on day one, it's pulling based on keywords and context from your systems.
- Sophie Ling NoneSo the setup. You'd have Starter tier: that includes your main systems, call recordings, CRM, whatever you need. One team, up to fifteen users. You'd get our standard security review too.
- Karl Tennison NoneFifteen users would cover my whole team and then some.
- Theo Gallagher NoneRight. And we include four connectors: so your CRM, call system, underwriting system, and one more. If you need more later, we can add them.
- Karl Tennison NoneHow long's the implementation?
- Sophie Ling NoneFor Starter, about four weeks. We handle the technical side. You give us access to your systems and help us understand what matters most to your team.
- Karl Tennison NoneAnd you train us?
- Theo Gallagher NoneAbsolutely. We work with you throughout. By the time you go live, your team's comfortable asking questions.
- Karl Tennison NoneThis feels pretty straightforward.
- Sophie Ling NoneIt is. Once it's live, your team just starts asking questions. The brain handles the rest. Any technical questions?
- Karl Tennison NoneNot really. What's the next step?
- Sophie Ling NoneI'll put together a proposal with Starter pricing and scope. And then we can discuss if everything makes sense and get you an order form.
- Karl Tennison NoneWhen would that be?
- Sophie Ling NoneI can have that to you by end of week. Then we'll catch up again and see if you want to move forward.
- Karl Tennison NoneSounds good. Thanks Sophie, thanks Theo.
- Theo Gallagher NoneThanks, Karl. Speak soon.