Cuckfield Insurance Brokers / BB-Demo – Demo
Callcompleted
Cuckfield Insurance Brokers · 2023-11-16 11:00
On 16 Nov 2023 Annette Pocock and Josie Packham saw the brain on a sample of their records and heard Starter pricing of £26k for year one. A formal proposal and a January call were agreed.
What was said
What this says
Current to 13 Oct 26On 16 Nov 2023 Annette Pocock and Josie Packham saw the brain on a sample of their records and heard Starter pricing of £26k for year one. A formal proposal and a January call were agreed.
What happened: Tom Ashdown and Tobias Renwick demonstrated chat, search and dashboards on a sample of Cuckfield's policy and client records. Josie said they do a lot of that work manually today.
Customer view: Annette asked about connectors, cost, urgent data needs and what happens if BB-Demo ceases operations. Josie said they would need time to think, as it was a lot.
Commercial: Starter was quoted at £6,000 implementation plus £20k a year, £26k in year one. Growth was mentioned as the route to eight connectors.
Watch: Annette said a lot of data lives in Excel, which Tobias called trickier to connect. Giles, the Managing Director, was not on the call.
Themes
Current to 9 Oct 26Theme
Starter demo and pricing
Importance
neutral
Sentiment
mixed
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Tom Ashdown to send the formal proposal, pricing, timeline and contract template by Friday of that week.
- Tom Ashdown to book a walkthrough call for early January with Annette Pocock and Giles.
Risks
Current to 9 Oct 26- The Managing Director, Giles, was not on the call, so the budget holder has not yet seen the demo.
- Spreadsheet data may be hard to connect and could slow the four-week implementation or limit the value shown.
Opportunities
Current to 9 Oct 26- Growth, with eight connectors and dashboards, is a natural step if four connectors prove too few.
- More frequent syncs were raised as an add-on for urgent same-day data needs.
Transcript
Tom Ashdown NoneHi Annette, Josie, can you both hear me okay?
Annette Pocock NoneYes, we can hear you fine.
Tobias Renwick NoneAudio is clear on this end.- Tom Ashdown NonePerfect. How have you both been? How's the week treating you?
- Annette Pocock NonePretty busy actually, couple of new briefs came through, so we've had our heads down.
- Tom Ashdown NoneGood stuff, more work coming in. Right, so what we want to do today is walk you through the brain running on your actual data. We've set up a sample of your policy and client records, so you'll see exactly how it works for Cuckfield.
- Tobias Renwick NoneTo be precise, the brain is a query layer that sits on your Snowflake data warehouse. It queries your data directly, nothing gets copied elsewhere. You retain full control.
Josie Packham NoneSo you're not storing our information on your side at all?- Tobias Renwick NoneCorrect. The brain executes the query against your Snowflake and returns the result. Your data never leaves your infrastructure.
- Tom Ashdown NoneLet me share my screen here. Okay, so this is the interface, it's a chat box. You ask a question in plain English and the brain answers. No code, no SQL. For instance, 'Show me all commercial policies renewing in the next quarter with premium over £50k,' and it pulls that back immediately.
- Annette Pocock NoneAnd it's searching across multiple systems?
- Tom Ashdown NoneYes. At Starter you get four connectors: typically your policy system, accounting, email, and one more. Growth gives you eight, adding call data, Slack, that kind of thing.
- Tobias Renwick NoneThe trade-off is that Starter covers your core operations and answers about 80% of the questions people ask. Growth adds richer context, analysing conversations, email threads. Most of the value is in the core four connectors.
- Josie Packham NoneWhat systems do you normally see insurance brokers using?
- Tom Ashdown NoneUsually the policy system is main, Salesforce if they've got the budget, or a specialist insurance system. Then accounting, Xero, that kind of thing. And data ends up scattered in spreadsheets and email.
- Annette Pocock NoneYeah, that's us. Custom policy system, and quite a bit lives in Excel.
- Tobias Renwick NoneThat's really common. We can build a connector to most systems if you have the documentation. Spreadsheets are trickier, the honest answer is you'd want to consolidate that data into one place first.
- Tom Ashdown NoneSo let me show you a real query. I'm going to ask, 'Which clients have three or more active policies, and what's our total exposure?' And watch what it does: it searches across client records, policies, pulls back client names, counts, and sums.
- Annette Pocock NoneHow quickly does that actually return?
- Tobias Renwick NoneTypically seconds. The data is indexed, so a query like that is quite fast.
- Tom Ashdown NoneAnd then you can drill in. If you see a name you recognise, you ask follow-ups...'Tell me everything about this client: policies, dates, any complaints.' The whole picture from across your systems.
- Josie Packham NoneThat's actually useful. We do a lot of that manually at the moment.
- Tom Ashdown NoneThat's the value, time back for your team. The other feature is dashboards. You can build live dashboards: your book by sector, by size, by renewal date. Very visual.
- Tobias Renwick NoneAnd importantly, you don't need to be technical. We have a visual builder: you drag fields in, choose chart types, set filters.
- Annette Pocock NoneCan multiple people use it at the same time?
- Tom Ashdown NoneAbsolutely. Starter includes 15 users. You set permissions by role, so an underwriter sees everything, but an account handler sees only their own clients.
- Tobias Renwick NoneThere's also a search function if you just want to search the brain rather than ask a question. It's like a smart search across all your systems at once.
- Tom Ashdown NoneOn implementation, we're looking at four weeks. We configure the connectors, load your historical data, and train your team. Pretty hands-on through the process.
- Annette Pocock NoneRight. And what does that cost?
- Tom Ashdown NoneSo the implementation is £6,000, that's fixed. And then the subscription is £19,500 a year. So year one all in is £25,500. After that, it's £19,500 a year to renew.
- Josie Packham NoneIs that annual only, or monthly options?
- Tom Ashdown NoneAnnual upfront is standard. We can do quarterly if you prefer, but annual is the way most do it. And we do a check-in every six months, just a call to see how you're getting on.
- Tobias Renwick NoneOne important thing, the brain needs fresh data to be useful. We refresh all your connected systems every night, so by 07:00 the next morning your data is current. If a connection breaks, we alert you immediately.
- Annette Pocock NoneWhat if something urgent comes up during the day?
- Tom Ashdown NoneSo the nightly refresh means you're on yesterday's data until 07:00. We can do more frequent syncs, hourly or even real-time, but that's usually an add-on. For most brokers, once a night is perfect.
- Tobias Renwick NoneOn uptime, we guarantee 99.5% availability. That's about 22 minutes of downtime a month. If we breach it, you get a 5% credit on the subscription fee.
- Annette Pocock NoneAnd what happens to the data if something happens to BB-Demo itself?
- Tobias Renwick NoneWe have a data escrow clause in the contract. If BB-Demo ceases operations, your data is returned to your Snowflake account in a format you can query. You maintain access.
- Tom Ashdown NoneOkay, so that's the outline. Any other questions at this point? Do you want to have a go at asking it something yourselves?
- Josie Packham NoneMaybe after we've had a chance to think about it. It's quite a lot.
- Tom Ashdown NoneYeah, totally fair. So I'll send you over a formal proposal: it'll have all the pricing, timeline, what's in Starter, and the contract template. You can review it and share it with Giles, is he your Managing Director?
- Annette Pocock NoneYes, that's right.
- Tom Ashdown NonePerfect. So we can have another call in January to walk through it, answer any questions, and see where you want to go. Sound good?
- Annette Pocock NoneYes, that sounds good.
- Tom Ashdown NoneBrilliant. I'll get that over by end of week, Friday at the latest. And we'll get something in the diary for early January. Cheers, Annette, Josie.
- Josie Packham NoneThanks, Tom.
- Tobias Renwick NoneThanks both. Speak soon.
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