Pelham Rowe Insurance Brokers - Proposal v1
Documentdraft Pelham Rowe Insurance Brokers · proposal · draft · 2023-12-13
Draft Starter-tier proposal for Pelham Rowe Insurance Brokers, filed 13 Dec 2023 and marked not for signature. It quotes £20k per year subscription plus £6,000 implementation, £26k in total, with 99.5% availability and refresh by 07:00 GMT.
What it says
What this says
Current to 13 Oct 26Draft Starter-tier proposal for Pelham Rowe Insurance Brokers, filed 13 Dec 2023 and marked not for signature. It quotes £20k per year subscription plus £6,000 implementation, £26k in total, with 99.5% availability and refresh by 07:00 GMT.
What it is: a first proposal, headed "Draft: not for signature". It sets out the Starter tier with four connectors "to be confirmed with your team" and 15 user seats.
Commits: nothing binding, as it is an unsigned proposal. Its figures are an open offer: an annual subscription of £20k, implementation (four weeks) of £6,000, and "Year two and beyond: £20k per year."
Unusual: the proposal lists quarterly business reviews, which the brief does not include in Starter, where the check-in is six-monthly. The 07:00 GMT refresh wording also differs from the standard customer local time.
Not settled: the connector systems, seat activation and go-live window are listed as open points. The document does not show whether a final proposal or order form followed, so any executed order form would override it.
As found in this document
Current to 9 Oct 26- Price£19,500Source: object_read:doc_121_001
- Annual subscription£19,500Source: object_read:doc_121_001
- Implementation (four weeks)£6,000Source: object_read:doc_121_001
- Total£25,500Source: object_read:doc_121_001
- Year two and beyond£19,500 per yearSource: object_read:doc_121_001
- System availability99.5%Source: object_read:doc_121_001
- Nightly data refreshby 07:00 GMTSource: object_read:doc_121_001
- ConnectorsFour system connectors (to be confirmed with your team)Four system connectors (to be confirmed with your team) · Source: object_read:doc_121_001
- User seats15 user seats includedSource: object_read:doc_121_001
- Business reviewsQuarterly business reviewsSource: object_read:doc_121_001
The document
Body
Pelham Rowe Insurance Brokers, Proposal v1
Draft: not for signature
Context
Your brokers' teams work across your CRM, email, call recordings and policy databases. Time spent manually matching data between systems is time not spent on underwriting and client service. B-Glass consolidates all four into one searchable layer.
Proposed Solution
Starter Tier delivers:
- AI-queryable search and chat over your business data
- Four system connectors (to be confirmed with your team)
- 15 user seats included
- Quarterly business reviews
- 99.5% system availability
- Nightly data refresh by 07:00 GMT
Pricing
| Item | Cost |
|---|---|
| Annual subscription | £20k |
| Implementation (four weeks) | £6,000 |
| Total | £26k |
Year two and beyond: £20k per year.
Open Points
The following items are for discussion at our next meeting:
- Which four systems should we prioritise for the first wave of connectors?
- How many of your 15 seats will you activate in month one?
- What is your preferred go-live window?
Next Steps
We will schedule a call with your operations team to confirm these open points, then send you a final proposal and order form.
Read the whole document (1,280 characters)
This draft proposal is confidential and intended for internal review only.
Unusual terms
Current to 9 Oct 26- quarterly business reviews on Starter
- refresh stated as 07:00 GMT