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Kelbrook Mutual Insurance - Order Form (signed)

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Kelbrook Mutual Insurance logo Kelbrook Mutual Insurance · order form · executed · 3 Jan 2024

Executed Growth order form signed 3 Jan 2024, running 17 Jan 2024 to 16 Jan 2026. Availability 99.5%, P1 first response 1 business hour. Annual recurring charges are £56k, with a £12k one-off implementation fee.

What it says

What this says

As at Fri 9 Oct 2026

Executed Growth order form signed 3 Jan 2024, running 17 Jan 2024 to 16 Jan 2026. Availability 99.5%, P1 first response 1 business hour. Annual recurring charges are £56k, with a £12k one-off implementation fee.

What it is: the executed order form under the MSA for the Growth tier, signed by Tom Ashdown for BG-Demo and an unnamed authorised signatory for the customer. It states "this executed Order Form applies" over any earlier draft or quote.

Commits: the recurring lines are billed annually, in advance, with payment terms of 30 days. Service levels are 99.5% availability, 1 business hour P1 response and nightly refresh "Complete by 07:00 customer local time on business days".

Unusual: a two-year term rather than annual, a 5% first-term discount on the subscription, and four packs of additional users. The £124k total contract value includes the implementation fee and is not an annual price.

Not settled: the end date of 16 Jan 2026 is before the as-of date. The document does not say what happened at renewal, and it does not name the customer signatory or their role. Renewal is described only as a separate conversation led by the customer success manager.

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

As found in this document

As at Fri 9 Oct 2026
  • Date end16 Jan 2026Source: the AI read of this record
  • Date signed3 Jan 2024Source: the AI read of this record
  • Date start17 Jan 2024Source: the AI read of this record
  • Price£55,800Source: the AI read of this record
  • Availability99.5%Source: the AI read of this record
  • P1 first response1 business hourSource: the AI read of this record
  • Nightly refreshComplete by 07:00 customer local time on business daysSource: the AI read of this record
  • Service credit10% of one month's fee, for availability onlySource: the AI read of this record
  • Subscription price£44,000 list, 5% discount, £41,800 net, recurring, annualSource: the AI read of this record
  • Additional users4 x Additional 10 users at £3,500, £14,000 net, recurring, annualSource: the AI read of this record
  • Implementation fee£12,000 one-offSource: the AI read of this record
  • Total contract value£123,600 over the two-year term, including the implementation feeSource: the AI read of this record
  • BillingRecurring lines billed annually, in advance, at the start of each contract yearSource: the AI read of this record
  • Payment terms30 days from the invoice dateSource: the AI read of this record

The document

Body

Kelbrook Mutual Insurance - Order Form (signed)

Status: Executed Version: 1 Order date: 3 Jan 2024

This Order Form is made under the Master Services Agreement between BG-Demo and Kelbrook Mutual Insurance. It records what the customer has bought, what it costs and how it is billed. Where this Order Form differs from the MSA or from any earlier draft or quote, this executed Order Form applies.

1. Parties

SupplierCustomer
OrganisationBG-DemoKelbrook Mutual Insurance
LocationLondonLeeds
Commercial ownerTom Ashdown, Account ExecutiveAuthorised signatory (see section 8)
Customer success managerMarcus Belln/a

2. Background

Kelbrook Mutual Insurance is a mutual insurer of schools, churches, charities and community buildings across the UK, owned by its members. It is buying B-Viz so that member services, underwriting and claims can see each member's policies, claims and calls together, in one layer built and run inside the customer's own Snowflake account.

3. Term

Read the whole document (4,098 characters)
ItemDetail
Subscription tierGrowth
Start date17 Jan 2024
End date16 Jan 2026
LengthTwo years

The subscription runs for the full two-year term above. Renewal is a separate conversation, led by the customer success manager, ahead of the end date.

4. Order lines

SKUDescriptionQtyUnit priceDiscountNetType
SUB-GROWTHB-Viz – Growth1£44k5%£42kRecurring, annual
ADD-USERS-10Additional 10 users4£3,5000%£14kRecurring, annual
IMP-GROWTHImplementation – Growth (eight weeks, up to eight connectors)1£12k0%£12kOne-off

The discount on the Growth subscription applies to the first term only.

5. Commercial summary

ItemAmount
Annual recurring charges (subscription and additional users)£56k
One-off implementation fee£12k
Total contract value over the two-year term, including the implementation fee£124k

The total contract value is the whole value of this order across the term and includes the one-off implementation fee. It is not an annual price. The annual price of the recurring lines is £56k.

All amounts are in pounds sterling.

6. Billing and payment

  1. The recurring lines are billed annually, in advance, at the start of each contract year.
  2. The implementation fee is invoiced once, as a single charge.
  3. Payment terms are 30 days from the invoice date.
  4. Amounts are stated net of discount as shown in section 4.

7. Service levels

The following service levels apply to the Growth tier under this Order Form.

MeasureCommitment
Availability99.5%
P1 first response1 business hour
Nightly refreshComplete by 07:00 customer local time on business days
Service credit10% of one month's fee, for availability only

Service credits under this Order Form are given for availability. Data freshness is not a credited measure on the Growth tier. The user allowance is the standard Growth allowance, increased by the additional users bought in section 4.

8. Implementation

BG-Demo will carry out the Growth implementation, a fixed-fee engagement lasting eight weeks and covering up to eight connectors into the customer's Snowflake account. The customer will give timely access to the source systems and the people who know them. The fixed fee covers the scope in this section only.

9. General

  1. This Order Form, together with the MSA, is the entire agreement for the products and services listed.
  2. Changes must be agreed in writing and signed by both parties.
  3. This Order Form is executed on the date shown below and takes effect on the start date in section 3.

10. Signatures

For BG-DemoFor Kelbrook Mutual Insurance
NameTom AshdownAuthorised signatory
TitleAccount ExecutiveAuthorised signatory for the customer
Date3 Jan 20243 Jan 2024
SignatureSignedSigned
Documentsmade from

Unusual terms

As at Fri 9 Oct 2026
  • Two-year term
  • 5% first-term discount on Growth subscription
  • Four additional 10-user packs

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

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