Wekiwa Springs Insurance Brokers - Proposal
Documentfinal Wekiwa Springs Insurance Brokers · proposal · final · 13 Aug 2026
Proposal dated 13 Aug 2026 from Jordan Pike for the Starter tier for one team. It states an annual subscription of £22k and a total deal value of £28k. It is a proposal, not executed paper, and states no service levels.
What it says
What this says
As at Fri 9 Oct 2026Proposal dated 13 Aug 2026 from Jordan Pike for the Starter tier for one team. It states an annual subscription of £22k and a total deal value of £28k. It is a proposal, not executed paper, and states no service levels.
What it is: a customer-facing proposal, stored as final, prepared by Jordan Pike, Account Executive, US. It proposes "the Starter tier for one team to start" as new business.
Price: the table gives an annual subscription of £22k and a total deal value of £28k. The text says the total "is larger than the annual subscription, so please read the two figures separately".
Commits: nothing binding. It is not an order form and sets no availability, P1 response time, refresh deadline, connector date or payment terms.
Not settled: the proposal does not explain the £6,000 gap between the two figures. It does not state a term, start date, discount or signatory, and the evidence does not show whether the customer has replied. It is an open item until an executed order form exists.
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
Body
Wekiwa Springs Insurance Brokers - Proposal
Status: Final Date: 13 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 (1,410 characters)
Next steps
This proposal is final and ready for your review. What would make this a yes for your team? I am happy to walk through any part of it on a call.
Thanks, Jordan Pike Account Executive, US, BG-Demo