Rodenkirchen Assekuranzmakler - Proposal v1
Documentdraft Rodenkirchen Assekuranzmakler · proposal · draft · 2 Jan 2026
Draft proposal dated 2 Jan 2026 recommending the Growth tier at £48k a year, with a stated deal amount of £60k. It is unsigned and not a contract. It states no availability, P1 response or refresh terms.
What it says
What this says
As at Fri 9 Oct 2026Draft proposal dated 2 Jan 2026 recommending the Growth tier at £48k a year, with a stated deal amount of £60k. It is unsigned and not a contract. It states no availability, P1 response or refresh terms.
What it is: a draft for discussion from Matteo Ricci, Account Executive, headed "Draft for discussion, 2 Jan 2026". It recommends the Growth tier with pages, chat and search, the dashboards builder and a quarterly business review.
Commits: nothing binding. It states the subscription as "£48k a year", billed "annually in advance, or quarterly on request", and implementation as a one-off fixed fee taking eight weeks from kick-off.
Unusual: the Growth v2 list price in the brief is £50k, so £48k is below it, but the proposal gives no discount or reason. The deal amount of £60k is described as "the total value of the proposed deal" and is not broken down.
Not settled: the implementation fee, the connector count and any connector delivery dates are not stated. No service levels, signatory, start date or renewal terms appear. The evidence does not show whether the proposal was accepted or an order form followed.
As found in this document
As at Fri 9 Oct 2026- Price£47,500Source: the AI read of this record
- Annual subscription, Growth tier£47,500 a yearSource: the AI read of this record
- Deal amount£59,500Source: the AI read of this record
- Billingbilled annually in advance, or quarterly on requestSource: the AI read of this record
- Implementationone-off fixed fee and takes eight weeks from kick-offSource: the AI read of this record
The document
Body
Rodenkirchen Assekuranzmakler - Proposal v1
Draft for discussion, 2 Jan 2026
Context
Rodenkirchen Assekuranzmakler is an insurance broker serving mid-sized manufacturers across the Rhineland. Account managers currently move between programme documents, claims files and client call notes by hand. This proposal sets out how B-Viz would bring those records together in one layer that your team can query in plain language, running inside your own Snowflake account.
Proposed scope
We recommend the Growth tier. It is designed for several teams working across shared clients and includes:
- B-Viz pages, chat and search across your connected systems
- The dashboards builder, so account managers can build their own views of client programmes and claims
- A quarterly business review with your customer success manager
- The Growth connector allowance, so each core system can feed the same layer
Implementation on the Growth tier is a one-off fixed fee and takes eight weeks from kick-off.
Pricing
| Item | Amount |
|---|---|
| Annual subscription, Growth tier | £48k a year |
| Deal amount (total value of the proposed deal) | £60k |
Read the whole document (1,691 characters)
The subscription is billed annually in advance, or quarterly on request. The deal amount is the total value of the proposed deal and should be read alongside the annual subscription figure above.
Next steps
Once you have reviewed this draft, I would welcome a call to talk through the scope and any questions from your finance and operations teams. I would rather you tell me what is missing now than discover it later in the order form, so please do not hold back.
Best regards,
Matteo Ricci Account Executive, BG-Demo
Unusual terms
As at Fri 9 Oct 2026- Subscription below Growth v2 list price
- Deal amount of £59,500 not broken down