Pelham Rowe Insurance Brokers - Proposal
Documentfinal Pelham Rowe Insurance Brokers · proposal · final · 2023-12-18
Unsigned Starter proposal dated 18 Dec 2023, prepared by Tom Ashdown. Quotes £20k per year plus £6,000 implementation, 99.5% availability and a 4 business hour priority response. The customer signature block is blank.
What it says
What this says
Current to 13 Oct 26Unsigned Starter proposal dated 18 Dec 2023, prepared by Tom Ashdown. Quotes £20k per year plus £6,000 implementation, 99.5% availability and a 4 business hour priority response. The customer signature block is blank.
What it is: a proposal for the Starter tier, filed as final but not executed. The customer's name, title and date lines are blank, so the evidence does not show acceptance.
Commits: "Annual subscription | £20k" and "Implementation (four weeks) | £6,000", with a first-year cost of £26k. Service levels are 99.5% uptime, a 4 business hour response and refresh "Complete by 07:00 GMT every business day".
Unusual: nothing off standard Starter terms. The £20k matches the v1 list price, and no discount is stated.
Not settled: the document names no connector go-live dates, no renewal date and no term end. Any contracted terms sit in an executed order form, which this is not.
As found in this document
Current to 9 Oct 26- Price£19,500Source: object_read:doc_121_002
- Annual subscription£19,500Source: object_read:doc_121_002
- Implementation (four weeks)£6,000Source: object_read:doc_121_002
- First-year cost£25,500Source: object_read:doc_121_002
- Subsequent years£19,500 per year, billed in advance£19,500 per year, billed in advance · Source: object_read:doc_121_002
- Service termsThirty-day service termsSource: object_read:doc_121_002
- Uptime99.5%; 5% of one month's fee credited for each month of shortfall99.5%; 5% of one month's fee credited for each month of shortfall · Source: object_read:doc_121_002
- Support4 business hour response to priority requests4 business hour response to priority requests · Source: object_read:doc_121_002
- Data refreshComplete by 07:00 GMT every business dayComplete by 07:00 GMT every business day · Source: object_read:doc_121_002
The document
Body
Pelham Rowe Insurance Brokers, Proposal
Context
Your brokers' teams work across your CRM, email, call recordings and policy databases. Manual data matching eats time better spent on underwriting and client relationships. B-Glass consolidates your four key systems into one searchable layer, accessible via chat, search and pages.
What We Deliver
Starter Tier
- AI-queryable search, chat and pages
- Four data connectors to your chosen systems
- 15 included user seats
- Six-monthly check-ins
- 99.5% availability SLA
- Nightly data refresh by 07:00 GMT
Pricing
| Item | Cost |
|---|---|
| Annual subscription | £20k |
| Implementation (four weeks) | £6,000 |
| First-year cost | £26k |
Subsequent years: £20k per year, billed in advance. Thirty-day service terms.
Service Levels
- Uptime: 99.5%; 5% of one month's fee credited for each month of shortfall
- Support: 4 business hour response to priority requests
- Data refresh: Complete by 07:00 GMT every business day
Implementation Roadmap
Four weeks from signature:
Read the whole document (1,513 characters)
- Week 1: System connections, data mapping
- Week 2–3: Build search and chat experiences, user onboarding
- Week 4: Go-live, handover to your team
Signature
For Pelham Rowe Insurance Brokers
Signature: ___________________________
Name: ________________________________
Title: ________________________________
Date: ________________________________
For BG-Demo
Tom Ashdown Account Executive 18 December 2023