Brindlecote Insurance Brokers - Onboarding Plan
Documentfinal Brindlecote Insurance Brokers · onboarding plan · final · 4 Jun 2023
A BG-Demo onboarding plan for the Starter tier, filed as final. It sets a four-week implementation from a 1 Jun 2023 contract start across four phases. It states no price, availability figure, P1 response time or connector dates.
What it says
What this says
As at Fri 9 Oct 2026A BG-Demo onboarding plan for the Starter tier, filed as final. It sets a four-week implementation from a 1 Jun 2023 contract start across four phases. It states no price, availability figure, P1 response time or connector dates.
What it is: an implementation plan for B-Viz Starter at Brindlecote Insurance Brokers, created and last modified on 4 Jun 2023. It is not a contract, so it carries no price.
Commits: the plan sets four phases over four weeks, with BG-Demo teams owning setup, engineering, training and go-live. Customer IT is co-owner of the data connection phase: "Connect customer-approved data systems."
Unusual: nothing off the standard terms. Support is only described as "per Starter tier service levels during standard business hours", with no figures.
Not settled: the document does not name the connectors, give dates for them, or name a customer sponsor or signatory. It does not show whether go-live happened. It is a 2023 document, so it is stale for current adoption questions.
As found in this document
As at Fri 9 Oct 2026- Date start1 Jun 2023Source: the AI read of this record
- Implementation periodfour weeks from contract start on 1 Jun 2023Source: the AI read of this record
- Supportper Starter tier service levels during standard business hoursSource: the AI read of this record
- Go-liveEnd of Week 4Source: the AI read of this record
Body
Brindlecote Insurance Brokers - Onboarding Plan
Version: 1
Overview
This plan outlines the implementation of B-Viz – Starter tier for Brindlecote Insurance Brokers. Implementation period: four weeks from contract start on 1 Jun 2023.
Implementation Phases
Phase 1: Setup and Handover
Timeline: Week 1 Owner: BG-Demo Implementation Team
Kick-off meeting with Customer sponsor. Confirm administrator access and primary contact. Document all systems and data sources for connection. Provision initial user accounts. Identify connector priorities.
Milestone: Setup complete; data sources confirmed
Phase 2: Data Connection
Timeline: Week 2–3 Owner: BG-Demo Engineering and Customer IT
Connect customer-approved data systems. Test data flow and nightly indexing. Validate data completeness and quality. Resolve any access or permission issues.
Milestone: All connectors live and indexing
Phase 3: User Training
Timeline: Week 3–4 Owner: BG-Demo Success Team
Read the whole document (1,808 characters)
Deliver product training to initial user group. Establish key search queries and saved views. Validate core use cases from broker operations. Gather customer feedback and adjust configuration.
Milestone: Users trained and confident
Phase 4: Go-Live
Timeline: End of Week 4 Owner: BG-Demo Success Team
Activate full user access across the platform. Monitor early usage and system performance. Address urgent issues. Schedule first monthly check-in.
Milestone: Live in production; adoption tracking begins
Success Measures
All approved connectors live and syncing; initial user cohort active; no critical incidents; clear roadmap for next phase.
Support
Ongoing support available per Starter tier service levels during standard business hours.