B-Viz
Kelbrook Mutual Insurance logo

Booking a time to talk about the renewal

Email thread

Kelbrook Mutual Insurance logo Kelbrook Mutual Insurance · sales

Marcus Bell asked Malcolm Hebden to book a renewal call. Malcolm agreed to Thursday at 14:00, said he will decide nothing on it, and asked for the usage position on the 80 licensed users and what has changed since the last order form.

What was said

What this says

As at Fri 9 Oct 2026

Marcus Bell asked Malcolm Hebden to book a renewal call. Malcolm agreed to Thursday at 14:00, said he will decide nothing on it, and asked for the usage position on the 80 licensed users and what has changed since the last order form.

Ask: Marcus proposed a call before the term ends on 16 Jan 2026, with a usage summary a day ahead. He said Tom Ashdown would join for the commercial side.

Customer view: Malcolm welcomed the early start and rising usage. He would not sign a multi-year commitment without the board.

Next: the usage summary should show how many of the 80 licensed users are active, and the call should cover what has changed since the last order form.

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

The thread

Updated 9 Oct 26
Typesales
Messages2
First message2025-12-16
Last message2025-12-17

Messages

  1. Marcus Bell
    Marcus Bell 16 Dec 2025 13:40
    to Malcolm Hebden
    Hello Malcolm, Hope the run-up to Christmas is treating you kindly. I wanted to get something in the diary for the renewal conversation, as the current term finishes on 16 Jan 2026 and I'd rather we weren't squeezing it in at the last minute. I've pulled the numbers on how Kelbrook is using B-Viz, and the picture is a good one. Active users are up on the previous quarter, and member services, underwriting and claims are all in there asking questions of the same data. I'd like to walk you through that, and then hear what you and the board need to see before the term is settled. Here's what I'd suggest covering: - how the Growth tier has been used across the three teams since the start of the term - what is covered by the 80 licensed users and whether that still looks right - the renewal process and what paperwork you will need, and by when - any questions you have about commitments over the full term I know you like to see things properly set out, so I'll send a short usage summary a day ahead of the call. Tom Ashdown will join as well, as he looks after the commercial side. Shall we book half an hour? Thursday or Friday afternoon this week would suit me, or early next week if that's easier for you. Happy to jump on a call whenever works. Thanks, Marcus
  2. Malcolm Hebden
    Malcolm Hebden 17 Dec 2025 14:51
    to Marcus Bell
    Dear Marcus, Thank you for your note, and for starting early. I would much rather discuss the renewal in good time than against the end date of 16 Jan 2026. I was pleased to hear the usage is going the right way. As you know, I read every supplier commitment against the members' money, so I shall want to understand what the renewal commits us to, and for how long, over the full term. Please could the usage summary include the position on the 80 licensed users, so I can see how much of that we are actually using. I am not able to decide anything on the call itself, and I would not sign a multi-year commitment without taking it to the board first. I mention that now so that nobody is surprised. The purpose of the call, from my side, is to make sure I have what the board will ask for. Thursday afternoon would suit me. Could we say 14:00? If Tom can join, so much the better. I shall also want to ask what has changed since the last order form. Kind regards, Malcolm Hebden

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.

How to use the site

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

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.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

Help

Ask B

B-Viz · read-only