Cuckfield Insurance Brokers / BB-Demo – Discovery
Callcompleted
Cuckfield Insurance Brokers · 2023-10-16 09:00
Annette Pocock and Giles Hammond described client, claims and quote data scattered across HubSpot, email and spreadsheets. After the Starter price, Giles said they would like to move forward and asked for a proposal.
What was said
What this says
Current to 14 Oct 26Annette Pocock and Giles Hammond described client, claims and quote data scattered across HubSpot, email and spreadsheets. After the Starter price, Giles said they would like to move forward and asked for a proposal.
What happened: On the 16 Oct 2023 discovery call, Tom Ashdown walked Annette Pocock (Head of Operations) and Giles Hammond (Managing Director) through the brain. Giles said they would like to move forward before the call ended.
Customer view: Annette called their data fragmented. Giles said finding policy details, claims history and previous quotes was costing them time whenever a client rang.
Commercial: Tom quoted Starter at £6,000 implementation over four weeks, then £20k a year, and Giles totalled the first year himself. Fifteen users were discussed, with six-monthly check-ins after launch.
Watch: Giles raised security because they hold sensitive client information. Tom said the layer runs inside their own Snowflake account and a security review comes before signing. The call shows no signed paper, only a promised proposal.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to send the proposal and meet Annette and Giles within a couple of weeks.
Risks
Current to 9 Oct 26- Giles raised data security for sensitive client information, so the Starter proposal needs to answer it clearly.
Opportunities
Current to 9 Oct 26- A Starter subscription with HubSpot and email connectors, with room to add users or connectors later.
Transcript
Tom Ashdown NoneMorning Annette and Giles. Thanks for making the time. How's your week going so far?
Annette Pocock NoneMorning. Yeah, it's busy but good.
Giles Hammond NoneMorning, Tom.- Tom Ashdown NoneSo I want to understand more about how you're managing client data and quote handling, and then talk through how we might help. Sound okay?
- Annette Pocock NoneYeah, go on.
- Tom Ashdown NoneGreat. So you're a commercial insurance broker, what systems are you using today?
- Annette Pocock NoneWe've got a CRM, we use spreadsheets a lot for client information and claims tracking, email obviously, and we've got a few quotes stored in different places. It's not, well, it's fragmented.
- Giles Hammond NoneAnd it's costing us. When a client calls, we spend time finding their policy details, claims history, previous quotes. It's all over the place.
- Tom Ashdown NoneWhat's the CRM?
- Annette Pocock NoneHubSpot. We've had it for a couple of years now. But we've also got stuff in email, spreadsheets, a filing system, you name it.
- Tom Ashdown NoneOkay. So what if you could connect HubSpot, your email, maybe a couple of other data sources, and ask a single question across all of it? Like, show me all interactions with this client?
- Giles Hammond NoneThat would save us time. How does it work?
- Tom Ashdown NoneIt's a layer we build inside your Snowflake account, your own data warehouse. You give it access to HubSpot, email, whatever systems you want, and it becomes searchable. One question, one answer.
- Annette Pocock NoneHow many of us could use it?
- Tom Ashdown NoneStarter is fifteen users. So you could bring in admin, client relations, someone from management, whoever needs to pull client information fast.
- Giles Hammond NoneAnd what about data security? We handle sensitive client information.
- Tom Ashdown NoneIt runs inside your Snowflake account, so the data doesn't move. Everything's encrypted and we go through a full security review before you sign anything.
- Annette Pocock NoneThat's good to know. What's the investment?
- Tom Ashdown NoneImplementation is six thousand. Four weeks. Then the subscription is nineteen and a half thousand a year.
- Giles Hammond NoneSo twenty-five and a half first year?
- Tom Ashdown NoneThat's it.
- Annette Pocock NoneWhat does the four weeks involve from our side?
- Tom Ashdown NoneNot much, really. We get your Snowflake set up, connect HubSpot and email, do a bit of training. Should be fairly seamless.
- Giles Hammond NoneAnd support after launch?
- Tom Ashdown NoneSix-monthly check-ins with our team. If anything's not working right, you get support.
- Giles Hammond NoneOkay. I think we'd like to move forward. What happens next?
- Tom Ashdown NoneI'll send you a proposal and we can get together in a couple of weeks to talk through it properly. Sound okay?
- Giles Hammond NoneYeah, that works.
- Tom Ashdown NoneCheers both. Speak soon.