Saltdean Hart Insurance Brokers - Renewal Proposal v1
Documentdraft Saltdean Hart Insurance Brokers · renewal proposal · draft · 9 Sep 2025
Internal draft renewal proposal by Priya Raman dated 9 Sep 2025 for a Growth subscription ending 21 Nov 2025. Pricing is not set; £40k is the baseline. Active users average around six of 40 licensed, so the draft holds back a price until the reason is understood.
What it says
What this says
As at Fri 9 Oct 2026Internal draft renewal proposal by Priya Raman dated 9 Sep 2025 for a Growth subscription ending 21 Nov 2025. Pricing is not set; £40k is the baseline. Active users average around six of 40 licensed, so the draft holds back a price until the reason is understood.
What it is: an internal draft, marked "Draft, for internal review before it goes to the customer". It proposes renewing Growth for a further annual term with the scope unchanged.
Commits: nothing binding. It states no availability, P1 response time or refresh deadline, and it sets no renewal price: "Pricing is not set in this draft."
Unusual: the usage concern. Active users "average around six", down about a quarter on the prior quarter, against 40 licensed users, with no support tickets. The draft reads this as possible silence rather than satisfaction.
Not settled: the renewal price, who owns the decision at the customer, and why use has fallen. It is dated 9 Sep 2025, so it is stale against the later as-of date, and the evidence does not show whether it became a customer-ready proposal or how the renewal ended.
As found in this document
As at Fri 9 Oct 2026- Date end21 Nov 2025Source: the AI read of this record
- Date renewal21 Nov 2025Source: the AI read of this record
- Price£39,600Source: the AI read of this record
- Proposed scopeRenew the Growth subscription for a further annual term from the end of the current oneSource: the AI read of this record
- PricingPricing is not set in this draftSource: the AI read of this record
The document
Body
Saltdean Hart Insurance Brokers - Renewal Proposal v1
Draft, for internal review before it goes to the customer. Prepared by Priya Raman, Account Executive, BG-Demo Date: 9 Sep 2025
Context
Saltdean Hart, a Brighton commercial insurance broker, joined BG-Demo on 22 Nov 2024 on the Growth tier, for its account executives and claims team. The current term ends on 21 Nov 2025, so the renewal needs to be agreed in good time to keep momentum.
Current position
| Item | Detail |
|---|---|
| Tier | Growth |
| Contracted annual recurring revenue | £40k |
| Licensed users | 40 |
| Contract end | 21 Nov 2025 |
| Payment record | No overdue invoices |
| Support | No tickets in the last thirty days |
What the usage tells us
The account has been quiet and well behaved: invoices are paid and nothing has been raised with support. The usage picture is less comfortable. Active users now average around six, which is down by about a quarter on the prior quarter, and it is a small share of the 40 licensed users.
Read the whole document (2,771 characters)
A fall in usage with no tickets can be silence rather than satisfaction, so this draft treats it as something to understand before we put a price in front of the customer.
Proposal
- Renew the Growth subscription for a further annual term from the end of the current one.
- Keep the scope as it is: the Growth user allowance, the Growth connector allowance, the dashboards builder and quarterly reviews.
- Pricing is not set in this draft. The current contracted figure of £40k is the baseline, and the renewal figure will follow once we have spoken to the customer about how they use the brain.
Open points
- Why has active use fallen? Candidates are a change of team, a change in how claims work is done, or simply that the early enthusiasts have moved on. We do not yet know which.
- Who at Saltdean Hart owns the decision, and are they close to day-to-day use of the brain?
- Does the claims team want to keep the brain, and would a smaller user count suit them better than the full licence?
- Is there anything the customer would want from us before they commit to another term?
Next steps
| Step | Owner | Timing |
|---|---|---|
| Review usage by team with the customer success manager | Priya Raman and Marcus Bell | This week |
| Speak to the main contacts at Saltdean Hart about value and plans | Priya Raman | Next week |
| Agree adoption actions that Marcus Bell can run before the term ends | Marcus Bell | Following that conversation |
| Turn this draft into a customer-ready proposal | Priya Raman | Once the open points above are answered |
If we can get this over the line well before 21 Nov 2025, we protect both the relationship and the revenue. Happy to make this easy for the customer.
Best, Priya
Unusual terms
As at Fri 9 Oct 2026- Draft with no renewal price set
- Possible smaller user count raised as an open point