Delaunay Brisset Courtage / BG-Demo – Discovery
Callcompleted
Delaunay Brisset Courtage · 29 Dec 2025 14:45
Discovery call on 2025-12-29. Claire Vasseur and Laurent Brisset described fragmented client data. Matteo Ricci proposed Growth at £50k plus £12k implementation and a demo next week. No decision was recorded.
What was said
What this says
As at Fri 9 Oct 2026Discovery call on 2025-12-29. Claire Vasseur and Laurent Brisset described fragmented client data. Matteo Ricci proposed Growth at £50k plus £12k implementation and a demo next week. No decision was recorded.
What happened: Matteo Ricci ran a 39-minute discovery call with Claire Vasseur (Head of Operations) and Laurent Brisset (Managing Director).
Customer view: Claire hunts across Salesforce, spreadsheets, email and SharePoint for a client's full history. Laurent wants to know which clients are profitable or at risk, and does this manually.
Commercial: Matteo recommended Growth at £50k annually plus £12k implementation, £56k in year one, with 40 users, eight connectors and a security review. Claire asked what happens after year one, and Matteo said renewal is at the Growth annual rate.
Watch: Matteo said live in eight weeks including a security review, while also saying the review is built into the implementation fee. The evidence does not show a demo being held or any decision.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Matteo Ricci to send demo dates and confirm the proposal in writing to Claire Vasseur and Laurent Brisset.
Risks
As at Fri 9 Oct 2026- Regulated broking buyers will scrutinise the security review and what it covers.
- No budget, timeline or decision process was stated, so the opportunity is early stage.
Opportunities
As at Fri 9 Oct 2026- Growth subscription with implementation across Salesforce, email, SharePoint and accounting.
- Add-ons such as extra connectors or users, which Matteo Ricci mentioned for later.
Transcript
Matteo RicciGood afternoon, Claire, Laurent, thanks for making time. How are you both?
Claire VasseurGood afternoon, Matteo. We're keen to understand what the brain can do for insurance broking.- Matteo RicciPerfect. Let me start with Claire, you're in operations. Where are the pain points right now?
- Claire VasseurIt's the data fragmentation. We have client information in Salesforce, renewals and claims in our workaround spreadsheets, correspondence in email, policy documents in SharePoint. If someone asks me about a client's full history: renewals, claims, risk changes, I'm hunting across all of it.
Laurent BrissetAnd I need to understand which clients are profitable, which relationships are at risk of churning. That intelligence should come from your data, Salesforce, our accounting system, but instead I'm doing it manually.- Matteo RicciI understand. This is exactly what we're built for, especially for regulated broking houses. You connect Salesforce, your email, SharePoint, your accounting system, maybe a broker portal. The brain then makes all of that searchable and queryable. Claire asks 'what's the renewal history for Acme?' and gets it in seconds. Laurent asks 'which clients have had claims in the last two years and premium below fifty thousand' and gets a report.
- Claire VasseurHow many systems can you connect?
- Matteo RicciFor a business like yours, I'd recommend Growth. Eight connectors, so Salesforce, email, SharePoint, your accounting platform, maybe a client portal and a couple more.
- Laurent BrissetWhat does Growth cost?
- Matteo RicciGrowth is fifty thousand annually, twelve thousand for implementation. So fifty-six thousand first year. We get you live in eight weeks, and that includes a security review. Insurance regulation is important to us, I would rather you heard this from me up front.
- Claire VasseurHow many people can use it?
- Matteo RicciForty users. Your teams, underwriting, renewals, claims, management.
- Laurent BrissetAnd the security review, what does that entail?
- Matteo RicciWe audit how your data moves, how it's encrypted, who has access. We make sure you meet your regulator's standards. It's built into the twelve thousand.
- Claire VasseurWhat happens after the first year?
- Matteo RicciYou renew at the Growth annual rate. You can add connectors, add users, change the SLA if you need to. But the core contract is straightforward.
- Laurent BrissetOkay. What's the next step?
- Matteo RicciI'd like to schedule a demo, show you how it works with your actual Salesforce data and sample correspondence. And then we can discuss implementation timing and any other questions. When would suit?
- Claire VasseurNext week is good for us.
- Matteo RicciPerfect. I'll send some dates and we'll get something in the diary. Let me confirm everything in writing first, yes?
- Laurent BrissetThat sounds good.