Wekiwa Springs Insurance Brokers / BG-Demo – Discovery
Callcompleted
Wekiwa Springs Insurance Brokers · 17 Jul 2026 14:30
Discovery with the Director of Client Service and the President. Starter is the likely fit at a working £28k. The President is cost-focused and wants a defensible value case, a written breakdown, and a decision by the end of August.
What was said
What this says
As at Fri 9 Oct 2026Discovery with the Director of Client Service and the President. Starter is the likely fit at a working £28k. The President is cost-focused and wants a defensible value case, a written breakdown, and a decision by the end of August.
What happened: Jordan Pike ran discovery with Tanya Reyes and Curtis Mayhew. Tanya described information scattered across the management system, shared drives, email and a spreadsheet. Starter was proposed for one client service team.
Customer view: Curtis questioned the price for a firm of their size and asked what it costs in hours. He said he did not want a number the firm could not defend. Tanya estimated roughly a couple of days a week across the team, not precisely.
Commercial: The working number is £28k for Starter, implementation included. Four connectors fit Starter exactly, but premium billing via the accounting system needs checking. Curtis wants the proposal early, ahead of the expected close on Fri 28 Aug 2026.
Watch: Curtis is the cost gate and wants a value case. Tanya said she would check access with IT and expects no blocker, and about six users is her estimate.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Jordan Pike to send Curtis the written split of subscription and implementation.
- Jordan to send the proposal ahead of the end of August decision.
- Arrange a demo on the firm's own data, with Tanya Reyes checking access with IT.
Risks
As at Fri 9 Oct 2026- Curtis Mayhew finds the price high for a firm of their size and wants a value case he can defend.
- The accounting system for premium billing may be a separate source, putting the fourth connector in question.
- The decision is due by the end of August when the budget cycle closes, so timing is tight.
Opportunities
As at Fri 9 Oct 2026- A Starter new-business deal with a defined scope of four connectors and about six users.
- Claims history and renewal-date questions give a clear first use case for B-Viz.
Transcript
Jordan PikeHi Tanya, hi Curtis. Afternoon. Can you both hear me okay?
Tanya ReyesWe can. Hi Jordan, nice to meet you. Curtis is just getting seated.
Curtis MayhewHello. I'm here. Apologies, we ran late from the last meeting.- Jordan PikeNo problem at all. So, to be transparent, this is a discovery call. I want to understand the work your team does day to day, and whether B-Viz would help. We have about forty-five minutes, so we're good.
- Curtis MayhewThat's fine. Tanya runs the client side. I'm more interested in the cost and whether it's worth it.
- Tanya ReyesCurtis, let me go first. We're a commercial broker, so most of our questions are about renewals and claims, and where the information lives.
- Jordan PikeRight, that's great. Where does it live today?
- Tanya ReyesAcross too many places. The management system, shared drives, email, and a spreadsheet that one person keeps. When a client calls, we spend ages piecing it together.
- Curtis MayhewIt's a lot of time. Honestly, I'd like to know what it costs us in hours.
- Jordan PikeGood question. Do you have a sense of how many hours a week that is?
- Tanya ReyesRoughly a couple of days a week across the team. It's not precise.
- Curtis MayhewLet's be careful with that. I don't want us to put a number to it that we can't defend.
- Jordan PikeFair. We'll find it out together. Let's talk about what's in scope. One team, Starter plan?
- Tanya ReyesStarter, probably. We're a single client service team, not the whole company. But I don't know the users yet.
- Curtis MayhewLet's be precise about the price. What's the cost, all in, for a first year?
- Jordan PikeThe working number is £28,000 for Starter, implementation included. I'll break out the subscription and the one-off in writing, so you have the split.
- Curtis MayhewHmm. For a firm our size, that's a lot. What do you get for it?
- Jordan PikeYou get a single team on B-Viz, four connectors, pages, chat and search, and a six-monthly check-in. Let's see if that matches what you need.
- Curtis MayhewFour connectors. Which ones would you connect?
- Tanya ReyesThe management system, email, the shared drives, and probably the accounting system for premium billing.
- Jordan PikeThat's four, which fits Starter exactly. But I'd check the premium billing point before we commit.
- Curtis MayhewSorry, I had to take a call. Where were we?
- Jordan PikeConnectors. Tanya mentioned the management system and email. Are those the main ones?
- Tanya ReyesYes, plus shared drives. Honestly, the claims history is the hardest thing to find.
- Jordan PikeThat's a classic use for B-Viz. Who would use it day to day?
- Tanya ReyesMy account managers, and me. Maybe six people at most in practice.
- Curtis MayhewThat's a small group. I'd like to understand whether the value is the time saved, or the risk we avoid.
- Tanya ReyesBoth, I'd say. If we miss a renewal date, that's a real problem for clients.
- Jordan PikeRight. That's a good place to think about value. Renewal dates, claims history, client questions. Let's list those.
- Curtis MayhewI'm back. Sorry about that. Let me be frank: we'll need the decision made by the end of August, because our budget cycle closes then.
- Jordan PikeUnderstood. The expected close we have is Friday 28 August 2026. Does that match your timing?
- Curtis MayhewIt does. But I'd like the proposal before then, not on the last day.
- Jordan PikeAgreed. Let's aim for the proposal earlier, so you've got time to review it.
- Tanya ReyesThat sounds good. I'll check with our IT group on access, but I don't think it's a blocker.
- Jordan PikeGood. If IT has questions, our solutions engineer can answer them. Would you like a demo on your own data?
- Tanya ReyesYes, absolutely. On our own data, not a sample.
- Curtis MayhewAgreed. But keep it short. My time is limited.
- Jordan PikeOkay, recap. You've got the working number at £28,000, a demo on your own data, and a decision by the end of August. And Tanya's checking access with IT.
- Curtis MayhewThat's correct. Send me the breakdown in writing.
- Tanya ReyesThank you, Jordan.
- Curtis MayhewGood. Speak soon.
- Jordan PikeThanks, both. Talk soon, bye.
- Tanya ReyesBye, everyone.