Cuckfield Insurance Brokers - Proposal
Documentfinal Cuckfield Insurance Brokers · proposal · final · 19 Dec 2023
Starter-tier proposal created 19 Dec 2023: £26k for the first year including implementation, then £20k a year. It quotes 99.5% availability and a P1 response of 4 business hours. It asks for acceptance and is not an order form.
What it says
What this says
As at Fri 9 Oct 2026Starter-tier proposal created 19 Dec 2023: £26k for the first year including implementation, then £20k a year. It quotes 99.5% availability and a P1 response of 4 business hours. It asks for acceptance and is not an order form.
What it is: a sales proposal from BG-Demo to Cuckfield Insurance Brokers for the Starter tier, with 15 named users and 4 connectors (CRM, calls, emails, helpdesk). It is signed off by Priya Raman, Account Executive, while the stored author is Tom Ashdown.
Commits: "The first-year fee includes implementation and data integration." The annual subscription is £20k from year 2, billed in advance on each anniversary, on a 12 month term with a six-monthly check-in.
Service levels: 99.5% availability, nightly refresh complete by 07:00 local time on business days, P1 response of 4 business hours, and credits of 5% of one month's fee for availability breaches only.
Not settled: the file is stored as final, but the text asks the customer to confirm acceptance. It does not show who signed, whether the terms were accepted, or what an executed order form says. The executed order form would override these figures.
As found in this document
As at Fri 9 Oct 2026- Price£25,500Source: the AI read of this record
- Contract term12 monthsSource: the AI read of this record
- Annual subscription (from year 2)£19,500Source: the AI read of this record
- Billingbilled in advance on each anniversarySource: the AI read of this record
- Availability99.5%Source: the AI read of this record
- Data refreshnightly, complete by 07:00 your local time on business daysSource: the AI read of this record
- P1 support response4 business hoursSource: the AI read of this record
- Service credits5% of one month's fee for availability breachesSource: the AI read of this record
- Check-inevery six monthsSource: the AI read of this record
The document
Body
Cuckfield Insurance Brokers, Proposal
Summary
Commercial insurance brokers like Cuckfield Insurance often spend hours each week reconciling customer information across CRM, email, calls and helpdesk systems. This proposal outlines how B-Glass will connect these systems into one queryable layer, so your team gets instant answers without manual work.
Scope
Tier: Starter
Named users: 15
Data connectors: 4 (CRM, calls, emails, helpdesk)
Features: Pages, chat, search
Contract term: 12 months
We will conduct a check-in with you every six months to track adoption and support any enhancements.
Pricing
| Item | Cost |
|---|---|
| First year investment | £26k |
| Annual subscription (from year 2) | £20k |
The first-year fee includes implementation and data integration. Your annual subscription is billed in advance on each anniversary.
Service Levels
- Availability: 99.5%
- Data refresh: nightly, complete by 07:00 your local time on business days
- P1 support response: 4 business hours
- Service credits: 5% of one month's fee for availability breaches
Next Steps
Read the whole document (1,277 characters)
Please confirm your acceptance of these terms and we will proceed to the order form and security review.
Best, Priya Raman Account Executive, BG-Demo
Unusual terms
As at Fri 9 Oct 2026- Implementation bundled into a single first-year fee