Wattlebrook Insurance Services - Proposal v1
Documentdraft Wattlebrook Insurance Services · proposal · draft · 2 Feb 2026
Draft Starter tier proposal dated 2 Feb 2026 from Tom Ashdown. Prices the subscription at £22k a year plus £6,000 implementation, £28k total for Year 1. It states no availability or P1 response terms, and is not executed.
What it says
What this says
As at Fri 9 Oct 2026Draft Starter tier proposal dated 2 Feb 2026 from Tom Ashdown. Prices the subscription at £22k a year plus £6,000 implementation, £28k total for Year 1. It states no availability or P1 response terms, and is not executed.
What it is: a draft proposal, marked "DRAFT" in the text, prepared by Tom Ashdown for Wattlebrook Insurance Services, Sydney. It proposes a Starter tier subscription for the underwriting team with four connectors and up to 15 users.
Commits: nothing binding. It quotes "B-Glass – Starter (annual)" at £22k, implementation at £6,000 and "Total Year 1" at £28k, with renewal at £22k from Year 2.
Unusual: the proposal states no discount, service levels or connector delivery dates. The £22k figure matches the v2 Starter list in the company brief.
Not settled: the start date is "To be confirmed on contract signature". The text does not show whether the customer accepted, and an Order Form and MSA are still listed as next steps. Any executed order form would override these figures.
As found in this document
As at Fri 9 Oct 2026- Price£22,000Source: the AI read of this record
- Starter subscription (annual)£22,000Source: the AI read of this record
- Implementation - Starter£6,000Source: the AI read of this record
- Total Year 1£28,000Source: the AI read of this record
- Renewal from Year 2annual renewal at £22,000Source: the AI read of this record
- Implementation duration4 weeksSource: the AI read of this record
- Implementation start dateTo be confirmed on contract signatureSource: the AI read of this record
The document
Body
Wattlebrook Insurance Services, Proposal v1
DRAFT
Date: 2 February 2026
Prepared for: Wattlebrook Insurance Services, Sydney
Prepared by: Tom Ashdown, Account Executive, BG-Demo
Executive Summary
Wattlebrook Insurance Services has an opportunity to unify data from broker submissions, claims queries and internal notes into a single queryable layer. B-Glass will allow your underwriting team to search and cross-reference submissions and claims in seconds, reducing time spent reconciling information across spreadsheets and systems.
Business Context
Today, your team works across a CRM, a submissions system and a claims system. Each holds part of the picture. Underwriters must switch between systems to answer questions like "How many small-business claims has this broker submitted in the last six months?" and "What was the outcome of similar submissions?"
B-Glass solves this by building one AI-queryable interface over all three systems, running inside your own Snowflake data warehouse.
Proposed Solution
Read the whole document (2,005 characters)
Starter tier subscription: one team (underwriting), up to 15 users, four data connectors (CRM, submissions system, claims system, email), with pages, chat search and a dedicated six-monthly check-in.
Scope
- Connector setup to your CRM, submissions system, claims system and email
- User provisioning (up to 15 users)
- Four weeks of implementation support
- Six-monthly check-in and usage review
Pricing
| Item | Cost |
|---|---|
| B-Glass – Starter (annual) | £22k |
| Implementation – Starter | £6,000 |
| Total Year 1 | £28k |
From Year 2 onwards, annual renewal at £22k.
Implementation Timeline
- Duration: 4 weeks
- Start date: To be confirmed on contract signature
- Delivery: BG-Demo Implementation Consultant
Next Steps
- Review this proposal with your team
- Schedule a call to answer questions
- Sign the Order Form and Master Service Agreement
We look forward to partnering with Wattlebrook.
Unusual terms
As at Fri 9 Oct 2026- Draft proposal, not executed
- No service levels stated
- No connector delivery dates stated