Wekiwa Springs Insurance Brokers - Proposal v1
Documentdraft Wekiwa Springs Insurance Brokers · proposal · draft · 10 Aug 2026
Draft proposal dated 10 Aug 2026 for the Starter tier, new business. It states an annual subscription of £22k and a total deal value of £28k. Scope is not agreed, and it states no availability or P1 response figures.
What it says
What this says
As at Fri 9 Oct 2026Draft proposal dated 10 Aug 2026 for the Starter tier, new business. It states an annual subscription of £22k and a total deal value of £28k. Scope is not agreed, and it states no availability or P1 response figures.
What it is: a draft sales proposal from Jordan Pike, Account Executive, US, for one team on the Starter tier. It describes B-Viz as built and run inside the customer's own Snowflake account.
Commits: nothing binding. It lists an "Annual subscription" of £22k and a "Total deal value" of £28k, and says the total "is larger than the annual subscription". The document does not say what makes up the £6,000 difference.
Unusual: no service levels, connector dates, billing or payment terms are stated. The £22k matches the v2 Starter list price in the company brief, but the document does not say so.
Not settled: "The teams and connectors in scope still need agreeing" and the draft "will change once we settle that scope". There is no signature, no executed order form and no start or end date, so this is an open item, not contracted paper.
As found in this document
As at Fri 9 Oct 2026- Price£22,000Source: the AI read of this record
- Annual subscription£22,000Source: the AI read of this record
- Total deal value£28,000Source: the AI read of this record
The document
Body
Wekiwa Springs Insurance Brokers - Proposal
Status: Draft Date: 10 Aug 2026 Prepared for: Wekiwa Springs Insurance Brokers, Orlando Prepared by: Jordan Pike, Account Executive, US
About Wekiwa Springs Insurance Brokers
Wekiwa Springs Insurance Brokers is a commercial insurance broker for Florida contractors and hospitality businesses. This proposal sets out how B-Viz can give your teams one place to ask questions across the systems you already run.
What B-Viz does for you
B-Viz brings together your CRM, calls, emails, tickets, product usage, finance and HR data into one layer that people can query in plain language. It is built and run inside your own Snowflake account, so the data stays where your team already keeps it.
We are proposing the Starter tier for one team to start.
Commercial summary
| Item | Detail |
|---|---|
| Proposed tier | Starter |
| Deal type | New business |
| Annual subscription | £22k |
| Total deal value | £28k |
The annual subscription is the recurring fee for the Starter tier. The total deal value is the full value of the deal and is larger than the annual subscription, so please read the two figures separately.
Read the whole document (1,560 characters)
Open points
The teams and connectors in scope still need agreeing with your team. This draft will change once we settle that scope.
Next steps
Here is where we are: the proposal is ready for your team to review. I would like to walk your team through it on a call and hear what would make this a yes.
Thanks, Jordan Pike Account Executive, US, BG-Demo
Unusual terms
As at Fri 9 Oct 2026- Total deal value larger than annual subscription
- Scope still to be agreed