Rodenkirchen Assekuranzmakler / BG-Demo – Negotiation
Callcompleted
Rodenkirchen Assekuranzmakler · 30 Jan 2026 12:30
Rodenkirchen Assekuranzmakler is happy with the product but the price must work for the partners. Ralf Hoffmann signs once the wording is clean. A first-term-only discount was explained, with renewal at list.
What was said
What this says
As at Fri 9 Oct 2026Rodenkirchen Assekuranzmakler is happy with the product but the price must work for the partners. Ralf Hoffmann signs once the wording is clean. A first-term-only discount was explained, with renewal at list.
What happened: Ralf said most points were still open. Scope is agreed, the proposal is with the customer, and the open point is commercial.
Customer view: Nadine Schröder asked for flexibility on the first term. Ralf asked what happens at renewal because he does not want a surprise.
Commercial: Owen Tallis said a discount applies to the first term only and that at renewal the price moves to list. Ralf signs, but the finance director reviews the wording and is strict about the notice period.
Watch: The written split of figures was promised for the previous week and was still owed. Whether the start can follow later is unconfirmed pending finance.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Matteo Ricci to send the written split with first term and renewal side by side today.
- Matteo to send two decision meeting options, copying Nadine, this week.
- Owen Tallis to confirm with finance that the start follows signature.
Risks
As at Fri 9 Oct 2026- The partners may push back on price, and the commercial point is still open.
- The finance director is strict about the notice period and may delay sign-off.
- The written split of figures was already late.
Opportunities
As at Fri 9 Oct 2026- Ralf says he will sign once the wording is clean and the partners are happy.
- Clear renewal terms set now can prevent a price surprise later.
Transcript
Owen TallisHello all. Thanks for making the time. Where does this deal stand against 20 Feb 2026? I'd like to know what's still open before we talk about anything else.
Ralf HoffmannAfternoon. Most of it is open, to be honest. We're happy with the product, but the price needs to work for the partners.
Matteo RicciGood afternoon Owen, Ralf, Nadine. I'd like to restate what's agreed so far, and what isn't. The scope is agreed, the proposal is with you, and the open point is commercial.- Owen TallisRight. What's the next dated step?
- Matteo RicciA written split of the figures, which I'd promised for last week, and then a decision meeting with the partners.
- Owen TallisGood. Let's make sure that split goes out today, not tomorrow. Ralf, who signs?
- Ralf HoffmannI sign, and our finance director reviews the wording before it goes anywhere. He's strict about the notice period.
- Owen TallisThen we'll send him the wording early. I'd rather he sees it before the meeting than in it.
Nadine SchröderOwen, the team would like some flexibility on the first term. The partners will ask about it.- Owen TallisWe can offer a discount for the first term only. That's the limit, and it ends at renewal, so the partners need to know that from the start.
- Ralf HoffmannThat's clear. And what happens at renewal? I don't want a surprise.
- Owen TallisAt renewal, the price moves to list. There's no second discount. Let's not discount twice, because that's how deals go wrong for everyone.
- Matteo RicciI'll put that in writing, with the first term and the renewal side by side, so nobody is guessing.
- Ralf HoffmannGood. Then I'll take that to the partners. If they're happy, I'll sign once the wording is clean.
- Owen TallisLet's book the decision meeting for before the close date. Matteo, can you set it up this week?
- Matteo RicciYes. I'll send two options by email, and I'll copy Nadine so the team can plan around it.
- Nadine SchröderOne question from me. If the partners want the start later, can the first term start later too?
- Owen TallisThe start follows the signature, not the calendar. Let me confirm that with finance before I say anything more.
- Matteo RicciOwen's right, and I'd rather not promise a date that finance hasn't agreed. I'll confirm it in writing.
- Ralf HoffmannFine. I'll trust that. Just make sure it's in the wording, Matteo.
- Owen TallisLast point. We'll have one named contact on our side for the commercial terms, which is Matteo. Nadine handles the day-to-day.
- Ralf HoffmannThat suits us. Nadine knows the work and Matteo knows the paperwork.
- Matteo RicciAgreed. Thank you, Ralf. I'll send the written split today, and the two meeting options.
- Owen TallisThanks, all. Speak soon.
- Nadine SchröderThank you, everyone. Bye.
- Ralf HoffmannGoodbye.