Clonvara Insurance Services - QBR
Documentfinal Clonvara Insurance Services · QBR deck · final · 22 Mar 2026
BG-Demo's QBR deck for Clonvara Insurance Services, dated 22 Mar 2026. Growth tier, 40 licensed users, roughly ten active. States contracted annual recurring revenue of £42k and a term to 31 Oct 2026. Not a contract; it sets up the renewal conversation.
What it says
What this says
As at Fri 9 Oct 2026BG-Demo's QBR deck for Clonvara Insurance Services, dated 22 Mar 2026. Growth tier, 40 licensed users, roughly ten active. States contracted annual recurring revenue of £42k and a term to 31 Oct 2026. Not a contract; it sets up the renewal conversation.
What it is: a customer-facing quarterly business review written by Amara Obi, Customer Success Manager. It reports adoption, support and risks, and plans actions for the next quarter.
States: "Contracted annual recurring revenue: £42k" and "Current term runs to 31 Oct 2026". These are BG-Demo's own statements in a deck, not the executed order form, and should be checked against it.
Usage: active users "roughly ten" of 40 licensed, "more than doubled" on the prior quarter. The deck flags possible concentration in a few people but does not say who asks the questions.
Not settled: no renewal price, no v2 list price effect, no user or connector change and no signatory is stated. The deck is dated 22 Mar 2026, so its figures are not current as of today. Whether the renewal conversation led by Lewis Kerr has started is not shown.
As found in this document
As at Fri 9 Oct 2026- Date end31 Oct 2026Source: the AI read of this record
- Date start1 Nov 2025Source: the AI read of this record
Body
Clonvara Insurance Services - QBR
Quarterly business review, prepared by Amara Obi, Customer Success Manager, BG-Demo. Review date: 22 Mar 2026.
Where we are
- Customer since 1 Nov 2025, on the Growth tier.
- Contracted annual recurring revenue: £42k.
- Licensed users: 40.
- Current term runs to 31 Oct 2026.
- Account owner: Lewis Kerr. Customer Success Manager: Amara Obi.
What you bought the brain for: seeing broker activity, policy queries and claims tickets together, in one place, inside your own Snowflake account.
Usage: here's what the numbers say
| Measure | Position |
|---|---|
| Licensed users | 40 |
| Active users, 30-day average | roughly ten |
| Change in active users against the prior quarter | more than doubled |
Active use has more than doubled since the previous quarter, which is the strongest sign that the teams are asking the brain rather than reconciling systems by hand. Roughly a quarter of the licensed users are active in a typical month, so there is plenty of headroom inside the licence you already have.
Value
Read the whole document (3,046 characters)
- Broker activity, policy queries and claims tickets now sit in one searchable layer, so a question that used to need three exports is a single question.
- More people are asking questions, not just the early champions. That spread matters more than any single headline number.
- Nothing in the data tells us yet which team gets the most value. That is a question for the next conversation, and we would like your view on it.
Support and service
- Two support tickets in the last 30 days.
- No high-priority tickets in the last 30 days.
- No overdue invoices. Billing is clean.
There are no service-level concerns to report. Both tickets were routine and are closed or moving.
Risks and watch points
- Breadth of adoption. Growth in active users is encouraging, but with only a quarter of licences in regular use we want to make sure it is not concentrated in a handful of people. We will look at who asks the questions, and flag any key-person dependence.
- Records and connectors. Nothing is flagged today. We will keep checking that every connected source keeps loading, so the brain does not go stale unnoticed.
- Renewal timing. The term ends on 31 Oct 2026. We would rather start that conversation early and on the back of this usage than be driven by a notice date.
Plan for the next quarter
| Action | Owner | Timing |
|---|---|---|
| Ask who else should have access, especially claims and underwriting colleagues | Amara Obi with Clonvara Insurance Services | Next month |
| Run a short enablement session for teams not yet active | Amara Obi | Within the quarter |
| Review which sources and dashboards the teams rely on most | Amara Obi | Before the next QBR |
| Open the renewal conversation and confirm terms for the next term | Lewis Kerr | Well ahead of 31 Oct 2026 |
Next step
Let's get the next QBR in the diary before the end of the quarter, with the renewal and any change in users or connectors on the agenda.
Best, Amara