Saltdean Hart Insurance Brokers - Renewal Proposal
Documentfinal Saltdean Hart Insurance Brokers · renewal proposal · final · 12 Sep 2025
Renewal proposal dated 12 Sep 2025 for the Growth term ending 21 Nov 2025, citing contracted annual recurring revenue of £40k and 40 licensed users. It proposes the same tier with the seat count to be reset together, because active users are well under a fifth of seats.
What it says
What this says
As at Fri 9 Oct 2026Renewal proposal dated 12 Sep 2025 for the Growth term ending 21 Nov 2025, citing contracted annual recurring revenue of £40k and 40 licensed users. It proposes the same tier with the seat count to be reset together, because active users are well under a fifth of seats.
What it is: a renewal proposal from Priya Raman, marked "Status: Final", for a Growth term that began 22 Nov 2024 and ends 21 Nov 2025. It is a proposal, not an executed order form.
Commits: nothing binding. It says "the executed order form that governs", and that billing "stays annual in advance on standard payment terms".
Unusual: the usage section is candid. Active users "average well under a fifth of the licensed seats" and have eased back on the prior quarter, so the seat count is left open: "rather than assuming the current allowance carries over".
Not settled: the renewal price, the new seat count and any discount are not stated. The text does not show whether the renewal order form was issued or signed, and no service level figures appear.
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
- Date start22 Nov 2024Source: the AI read of this record
- Price£39,600Source: the AI read of this record
- Billingannual in advance on standard payment termsSource: the AI read of this record
- Current term end21 Nov 2025Source: the AI read of this record
- Licensed users40Source: the AI read of this record
The document
Body
Saltdean Hart Insurance Brokers - Renewal Proposal
Prepared by Priya Raman, Account Executive, BG-Demo Date: 12 Sep 2025 Status: Final
Where we are
Saltdean Hart Insurance Brokers joined BG-Demo on 22 Nov 2024 on the Growth tier, bought for the account executives and the claims team. The current term ends on 21 Nov 2025. This paper sets out how we propose to renew, so that the decision is easy to take well ahead of the end date and the brain carries on without a gap.
Your current agreement
| Item | Detail |
|---|---|
| Customer | Saltdean Hart Insurance Brokers, Brighton |
| Tier | Growth |
| Licensed users | 40 |
| Contracted annual recurring revenue | £40k |
| Term start | 22 Nov 2024 |
| Term end | 21 Nov 2025 |
| BG-Demo account owner | Priya Raman |
| Customer Success Manager | Marcus Bell |
How the brain has been used
The service has been steady and quiet. There have been no support tickets and no high priority issues in the last month, and every invoice has been paid on time.
Read the whole document (2,659 characters)
Usage is the part we want to talk through openly. Active users average well under a fifth of the licensed seats, and that figure has eased back compared with the prior quarter. The people who do use the brain use it regularly, but the base is narrower than the Growth allowance was designed for.
What we propose
- Renew the Growth subscription for the next annual term, starting straight after the current term ends on 21 Nov 2025.
- Keep the same tier, connectors and service levels, so nothing changes for the people already relying on the brain.
- Set the number of licensed users together with you, based on who actually needs access, rather than assuming the current allowance carries over.
- Agree a short adoption plan with Marcus for the account executives and the claims team, so more of the licensed seats are in regular use before the next review.
Commercial terms
The contracted annual recurring revenue today is £40k. The renewal order form will set out the price and terms for the next term, and it is the executed order form that governs, as with your current agreement. Billing stays annual in advance on standard payment terms unless you tell us you would prefer otherwise.
Next steps
- Share this proposal with the people who will sign off the renewal on your side.
- Marcus and I hold a short call to walk through usage and agree the seat count.
- We issue the renewal order form for signature, so the new term is in place before 21 Nov 2025.
Happy to make this easy: if anything here needs adjusting before it goes to your team, tell me and I will turn it round quickly to keep momentum.
Best, Priya
Unusual terms
As at Fri 9 Oct 2026- Seat count to be reset, not carried over
- Adoption plan proposed alongside renewal