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Kentmere Underwriting - Proposal

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Kentmere Underwriting logo Kentmere Underwriting · proposal · final · 30 Dec 2024

A final-status proposal from Lewis Kerr for a company-wide Enterprise subscription, dated 30 Dec 2024. It states an annual contract value of £110k and a deal amount of £140k, billed annually in advance on thirty-day terms. It states no availability or P1 response figure.

What it says

What this says

As at Fri 9 Oct 2026

A final-status proposal from Lewis Kerr for a company-wide Enterprise subscription, dated 30 Dec 2024. It states an annual contract value of £110k and a deal amount of £140k, billed annually in advance on thirty-day terms. It states no availability or P1 response figure.

What it is: a sales proposal, not a contract. It says the order form will be issued "under our master services agreement once terms are agreed", so it is an open item until an executed order form is seen.

Commits: it states "the annual contract value is £110k" and a separate "Deal amount" of £140k, described as the total value of the deal as recorded for this proposal. Billing is annual in advance, in pounds sterling, on thirty-day terms.

Unusual: the deal amount sits £30k above the annual contract value and the document does not itemise the difference. The scope lists Enterprise features and a twelve-week implementation with security review support, but no fee for it.

Not settled: no signature, start date, term length, renewal date, availability, P1 response time, refresh deadline or service credit is stated. The VAT position is left to the order form. The stored status is final, but the proposal does not show that the customer accepted it.

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

As found in this document

As at Fri 9 Oct 2026
  • Price£110,000Source: the AI read of this record
  • Annual contract value£110,000Source: the AI read of this record
  • Deal amount£140,000Source: the AI read of this record
  • BillingBilling is annual in advance, in pounds sterling, on thirty-day terms.Source: the AI read of this record
  • ImplementationImplementation is a fixed, one-off fee and runs for twelve weeksSource: the AI read of this record

The document

Body

Kentmere Underwriting: Enterprise proposal

Status: Final

Date: 30 Dec 2024

Prepared for: Kentmere Underwriting, London

Prepared by: Lewis Kerr, Account Executive, BG-Demo

Context

Kentmere Underwriting is a managing general agent for property and terrorism risks. This proposal sets out a company-wide Enterprise subscription to B-Viz, so that teams can ask questions across the CRM, calls, emails and finance records in plain English, without reconciling those systems by hand.

To put a number on it, the annual contract value is £110k.

Proposed scope

  • Everything in the Growth tier, including the dashboards builder and quarterly business reviews
  • Single sign-on and SCIM provisioning
  • An executive sponsor from BG-Demo
  • The Enterprise user and connector allowances, applied company-wide
  • Security review support during implementation

Implementation

Implementation is a fixed, one-off fee and runs for twelve weeks, including support for your security review.

Pricing

ItemValue
TierEnterprise
Annual contract value£110k
Deal amount£140k
Deal typeNew business
Read the whole document (1,688 characters)

The annual contract value is the yearly subscription. The deal amount is the total value of the deal as recorded for this proposal. Billing is annual in advance, in pounds sterling, on thirty-day terms. We will confirm the VAT position on the order form.

Next steps

  • Confirm scope, company-wide rollout and start date with your team
  • Book the security review with our solutions team
  • Issue the order form under our master services agreement once terms are agreed

Kind regards,

Lewis Kerr

Account Executive, BG-Demo

Documentsmade from

Unusual terms

As at Fri 9 Oct 2026
  • Deal amount £140,000 above annual contract value
  • VAT position deferred to order form

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

Help & Support

Open as a page

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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