Saltdean Hart Insurance Brokers

All 12 documents read. The executed order form of 8 Nov 2024 sets Growth at £40k net a year for 22 Nov 2024 to 21 Nov 2025. No executed document covers any later term, and both renewal proposals leave price and seats open.

Executed: Three documents were signed on 8 Nov 2024: the Order Form (signed), the Master Services Agreement (signed) and the Data Processing Agreement (signed). The order form sets the Growth subscription at £40k net a year after a 10% first-term discount, plus a one-off £12k implementation fee.

Executed term: The order form runs from 22 Nov 2024 to 21 Nov 2025, billed annually in advance with payment within 30 days. The discount applies to the first term only, against a list price of £44k.

Open items:

• The draft Master Services Agreement v2 of 24 Oct 2024 was superseded by the executed copy on 8 Nov 2024. Its terms match the executed paper.
• Proposal v1 of 7 Oct 2024 and the Proposal of 10 Oct 2024 both quote £40k a year, with £52k as a total deal value that includes implementation.
• Renewal Proposal v1 of 9 Sep 2025 is an internal draft and sets no price.
• The Renewal Proposal of 12 Sep 2025 has the document status final but is a proposal. It leaves the price, seat count and any discount open.

Contradictions: The signed Master Services Agreement gives P1 first response as 1 hour, while the signed order form says 1 business hour. The agreement says renewal needs a new or amended order form, while the order form says only that the customer success manager handles renewal.

Renewal price: The QBR deck of 19 Oct 2025 and both renewal proposals restate £40k as the contracted figure. The executed order form ties that price to the first term only.

Commitments: The executed order form commits to 99.5% availability, a 1 business hour P1 first response and a nightly refresh complete by 07:00 on business days. Service credits are 10% of one month's fee and cover availability only, not data freshness.

Commitments that continue: These order form terms applied to the term that ended on 21 Nov 2025. The executed Data Processing Agreement obligations run with the Master Services Agreement.

Gaps: As of 9 Oct 2026, no document shows a renewal order form, an amendment or the price for any term after 21 Nov 2025. Whether Saltdean Hart Insurance Brokers renewed, and on what terms, cannot be established from these documents.

Usage: The QBR decks and renewal proposals report that roughly six to seven of the 40 licensed users are active.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026