Wekiwa Springs Insurance Brokers / BG-Demo – Proposal
Callcompleted
Wekiwa Springs Insurance Brokers · 17 Aug 2026 15:15
Proposal call on 17 Aug 2026 with Tanya Reyes. Starter fits one team. She wants security answers, a price breakdown and a connector list in writing. She would not promise the 28 Aug 2026 close.
What was said
What this says
As at Fri 9 Oct 2026Proposal call on 17 Aug 2026 with Tanya Reyes. Starter fits one team. She wants security answers, a price breakdown and a connector list in writing. She would not promise the 28 Aug 2026 close.
What happened: Jordan Pike took Tanya Reyes through a Starter proposal. The deal sits at £28k in the CRM, and Jordan could not say whether that includes implementation.
Customer view: Tanya named three systems and said the renewals spreadsheet "worries me most". She wants security answers and on-time renewals before any commitment.
Commercial: Jordan wants to hold 28 Aug 2026 as the expected close. Tanya said she could get it to the partners but promised nothing. Growth was discussed and set aside for now, since only one team is involved.
Watch: Finance will ask whether the figure is the whole number. The security review and the agency system connector are open, and her last vendor hid things until signing.
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 the price breakdown, security pack and written connector list, including the agency system.
- Tanya Reyes to take the proposal to her partners.
- Jordan Pike to book a follow-up slot the week after the call.
Risks
As at Fri 9 Oct 2026- Security review by the customer's IT contact is open and could delay the expected close.
- It is unclear whether the £28,000 CRM figure includes implementation, and finance will ask.
- Tanya Reyes would not commit to the 28 Aug 2026 close date.
Opportunities
As at Fri 9 Oct 2026- Starter fits the one team now, with Growth as a later upgrade if more teams join.
- Live before renewal season would address the lagging renewals spreadsheet.
Transcript
Jordan PikeHi Tanya, can you hear me okay? Good afternoon.
Tanya ReyesHi Jordan, yes, loud and clear. Sorry, I'm a few minutes late, the office line kept dropping out.- Jordan PikeNo problem at all. Let me give you the agenda so we don't wander. Here's where we are: I'll take you through the proposal, then we talk about what would make this a yes for you. Forty minutes, and we're on time.
- Tanya ReyesThat works for me. I've got someone from claims who might pop in at the end, if that's okay.
- Jordan PikeTotally fine. The more people who touch renewals, the better. Last time you said the brokers are running on three separate systems.
- Tanya ReyesYeah. The agency system, the email, and the spreadsheet the account managers keep for renewals. Honestly the spreadsheet worries me most. It's always a week behind.
- Jordan PikeRight, and that lag is exactly what we fix. For the proposal, you'd start on Starter. One team, fifteen users, four connectors. The deal is sitting at £28,000 in your CRM right now.
- Tanya ReyesOkay. Is that the whole number, or is more coming later?
- Jordan PikeGood question, and to be transparent I don't want to guess. I'll check whether the £28,000 includes the implementation fee, and I'll send you the breakdown after this call.
- Tanya ReyesPlease. My finance people will ask that first, I promise you.
- Jordan PikeHa, they always do. So, what would make this a yes on your side? Give me the honest version.
- Tanya ReyesMm. Security first. Our IT contact wants to know where the data sits and who can see it. And I need renewals to show up on time, not on a Friday afternoon when somebody remembers.
- Jordan PikeThat's the right order. BG-Demo runs inside your own Snowflake account, so your data stays under your control. I'll send the security pack so your IT team can read it directly. Don't take my word for it.
- Tanya ReyesThat helps. We'd like to be live before the renewal season starts, if that's realistic.
- Jordan PikeIt's realistic if we sign in time. The date I'd like to hold is Friday 28 August 2026, which is the expected close on the deal. Does that work for your partners?
- Tanya ReyesFriday the twenty-eighth. Hm. I think I can get it in front of them before then. I'm not promising anything yet.
- Jordan PikeFair enough. Let me share my screen, the proposal summary is on this page.
- Tanya ReyesGot it. The tier table looks clear. Growth is the one above, what's the real difference?
- Jordan PikeGrowth is several teams, forty users, eight connectors, plus the dashboards builder and quarterly reviews. If you grow into it, we'd talk then. For what you described, Starter fits.
- Tanya ReyesYeah, that's what I thought. We only have the one team on this for now.
- Jordan PikeExactly. Okay, next steps. I send the breakdown and the security pack today, you take the proposal to your partners, and we pick a follow-up slot next week.
- Tanya ReyesSounds good. Oh, and can you put the connector list in writing? The agency system especially.
- Jordan PikeAbsolutely, I'll include it in the same email.
- Tanya ReyesSorry, I lost you for a second there. Is the security pack a PDF or a link?
- Jordan PikeA link, with a PDF copy. And if your security team finds a gap, I want to hear about it from them, straight, so we can talk about it.
- Tanya ReyesGood. That's what I'd want too. Our last vendor hid things from us until the contract was signed.
- Jordan PikeThat's not how we work. Let's keep it that way, Tanya.
- Jordan PikeOkay, we're at the hour mark, so let me wrap. Thanks for the time, Tanya. Talk soon.
- Tanya ReyesThanks Jordan, bye.