Kelbrook Mutual Insurance - QBR
Documentfinal Kelbrook Mutual Insurance · QBR deck · final · 5 Jun 2025
Final QBR deck prepared by Marcus Bell for a Growth customer. It states contracted annual recurring revenue of £56k, 80 licensed users with a little under a fifth active, and a term ending 16 Jan 2026. It is a review, not a contract.
What it says
What this says
As at Fri 9 Oct 2026Final QBR deck prepared by Marcus Bell for a Growth customer. It states contracted annual recurring revenue of £56k, 80 licensed users with a little under a fifth active, and a term ending 16 Jan 2026. It is a review, not a contract.
What it is: a quarterly review written by the Customer Success Manager, dated 5 Jun 2025. It reads usage as headroom: "Eighty licences against a modest active group means there is plenty of headroom."
Commits: nothing contractual. It restates the term "17 Jan 2024 to 16 Jan 2026" and says Marcus will send the formal renewal notice. The action plan assigns training, champions, dashboards and a value measure.
Unusual: the deck calls £56k "Contracted annual recurring revenue" but cites no order form, so it should be checked against the executed paper and invoices. It also says the customer bought on a two-year term.
Not settled: the deck gives no team-by-team usage split and no measured time saving. It is over a year old at the as-of date and says nothing about the renewal outcome, price under the v2 list, or later usage.
As found in this document
As at Fri 9 Oct 2026- Date end16 Jan 2026Source: the AI read of this record
- Date renewal16 Jan 2026Source: the AI read of this record
- Date start17 Jan 2024Source: the AI read of this record
The document
Body
Kelbrook Mutual Insurance - QBR
Quarterly business review, Growth tier Prepared by Marcus Bell, Customer Success Manager, BG-Demo Review date: 5 Jun 2025 Account owner: Tom Ashdown Status: Final
Agenda
- Where the account stands
- How B-Viz is being used
- Support and service over the last month
- The value your teams are getting
- What we suggest for the next quarter
- Looking ahead to renewal
I've pulled the numbers from the B-Viz usage reports and our support records. Happy to jump on a call to go through any of it.
Account snapshot
| Item | Detail |
|---|---|
| Organisation | Kelbrook Mutual Insurance, Leeds |
| Industry | Mutual insurance for schools, churches, charities and community buildings |
| Customer since | 17 Jan 2024 |
| Tier | Growth |
| Current term ends | 16 Jan 2026 |
| Contracted annual recurring revenue | £56k |
| Licensed users | 80 |
| Teams covered | Member services, underwriting and claims |
| Invoices | None overdue |
Read the whole document (6,305 characters)
Kelbrook bought Growth on a two-year term so that member services, underwriting and claims can see each member's policies, claims and calls together. That is still the heart of the account, and the rest of this review is measured against it.
Usage: the headline
- Licensed users: 80.
- Average daily active users over the last thirty days are a little under a fifth of the licensed number.
- Compared with the previous quarter, activity is essentially flat, with a very slight dip. Nothing has moved sharply in either direction.
How I read it. Eighty licences against a modest active group means there is plenty of headroom. The people who use B-Viz seem to use it steadily, but it hasn't yet spread across the three teams the way the original business case intended. That is the main opportunity for this quarter, more than any problem with the product.
Usage: by team
I don't have a clean team-by-team split in the figures behind this deck, so I'd rather not guess. What I can say from the account history:
- Member services is the natural home for the combined view of a member's policies, claims and calls.
- Underwriting benefits when the claims history sits next to the policy, without a manual reconciliation.
- Claims gains most when call notes and claim records can be asked about together.
One thing I'd like to agree with you on the call: which team you feel is getting the most from B-Viz today, and which one is lagging. That will shape the plan below.
Support and service
| Measure | Last thirty days |
|---|---|
| Tickets raised | Four |
| High-priority tickets | None |
| Overdue invoices | None |
Four tickets in a month is a light, healthy level for an account of this size. With no high-priority tickets, there is nothing to escalate. I'd still like to read the four together with you to check that none of them points at a gap in training rather than a one-off question.
Service commitments for Growth apply as usual: the standard availability level, the Growth first-response time for priority issues, and the nightly refresh finishing before the start of your business day.
Value delivered
What Kelbrook set out to achieve, and where we are:
- One view of the member. Policies, claims and calls are queryable in one place instead of being reconciled by hand across systems. This is in place.
- Fewer hand-offs between teams. Staff can ask B-Viz rather than ask a colleague in another department. This is working for the regular users; wider take-up would increase the benefit.
- Confidence in the data. The nightly refresh runs without complaint, and no tickets have been raised about stale data.
What the evidence does not yet show: I don't have a measured time saving or a before-and-after figure for Kelbrook. I'd like us to agree one simple measure together, so that the value case is something you can put in front of your own leadership rather than something we assert.
Opportunities for the next quarter
- Widen the user base. Offer short, practical sessions for member services and claims, built around the questions those teams already ask each day.
- Name team champions. One person in each of the three teams to share good questions and tips with colleagues.
- Build a few shared dashboards. The Growth tier includes the dashboards builder, and a small set of agreed views for each team often gives new users an easy way in.
- Agree a value measure. One or two numbers that show what B-Viz is saving, reviewed at each QBR.
Risks and watch points
- Concentration of use. If a small group is asking most of the questions, the value depends on those individuals. Widening use protects against that.
- Quiet adoption. Few tickets and flat activity can simply mean things are fine, but it can also mean people have settled into old habits. A conversation with each team will tell us which.
- Renewal timing. The current term ends on 16 Jan 2026, so the renewal conversation needs a clear value story well before then.
Action plan
| Action | Owner | Timing |
|---|---|---|
| Walk through the four recent tickets together | Marcus Bell with your service lead | Within the next couple of weeks |
| Agree which teams get training sessions | Marcus Bell with your operations contact | Before the next QBR |
| Choose team champions | Kelbrook | Within the next month |
| Set up a first set of shared dashboards | Marcus Bell | After the training sessions |
| Agree a value measure | Marcus Bell with your sponsor | Before the next QBR |
| Commercial questions on the term | Tom Ashdown | As and when you wish |
Looking ahead to renewal
- Current term: 17 Jan 2024 to 16 Jan 2026.
- Contracted annual recurring revenue: £56k.
- I will send the formal renewal notice ahead of the term end, as we do for every customer, and the commercial conversation sits with Tom Ashdown.
- The most useful thing we can do between now and then is show wider use and a clear value measure, so the decision is easy for your team.
Next steps
- Shall we book 30 minutes to go through this deck and the four tickets?
- Tell me which teams you'd like to prioritise for training.
- I'll share the updated usage report before the next review.
Thanks, Marcus
Unusual terms
As at Fri 9 Oct 2026- Two-year term stated
- Contracted annual recurring revenue of £55,800 stated without an order form reference