B-Viz
Kelbrook Mutual Insurance logo

Renewal order form for signature

Email thread

Kelbrook Mutual Insurance logo Kelbrook Mutual Insurance · sales

Tom Ashdown sent the Growth renewal order form showing £116k. Malcolm Hebden replied that he needs the term, dates and breakdown, cannot sign without the board, and questions whether 80 users is right.

What was said

What this says

As at Fri 9 Oct 2026

Tom Ashdown sent the Growth renewal order form showing £116k. Malcolm Hebden replied that he needs the term, dates and breakdown, cannot sign without the board, and questions whether 80 users is right.

Ask: Malcolm wants the term stated with start and end dates, and £116k shown against it. He asked how it compares year by year with the £56k currently paid, and whether anything is one-off.

Customer view: He cannot sign a multi-year commitment without the board and asked what happens if the board has not met by 16 Jan 2026. He also asked for BG-Demo's view on whether 80 users is right.

Next: Tom owes the breakdown and a position on timing. Marcus Bell may supply usage information.

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

The thread

Updated 9 Oct 26
Typesales
Messages2
First message2026-01-12
Last message2026-01-12

Messages

  1. Tom Ashdown
    Tom Ashdown 12 Jan 2026 12:48
    to Malcolm Hebden
    Hi Malcolm, Hope you're well. I've attached the renewal order form for Kelbrook's Growth subscription, ready for signature. Your current term ends on 16 Jan 2026 and I'm aiming to have it closed by Wednesday 14 Jan 2026, so there's no gap in service for the team. The total value on the form is £116,000. I'll confirm the exact breakdown of that figure for you, rather than rely on memory, and I'll send it across today so you can see what sits behind it. For reference, your current contracted annual figure is £55,800 and the licence covers 80 users. I know you like to see how the numbers line up over the whole term, so I'll make sure the breakdown shows that clearly. If it helps, I'm happy to put something in the diary this week to go through it together. Leave that with me and let me know if anything on the form looks off. Best, Tom
  2. Malcolm Hebden
    Malcolm Hebden 12 Jan 2026 15:44
    to Tom Ashdown
    Dear Tom, Thank you for the order form. I have read it, and I have some questions before I can take it any further. First, what does that commit us to, and for how long? I would like the term stated plainly, with its start and end dates, and I would like the £116,000 shown against that term. I do not accept a figure without its base. Please tell me whether it is the total for the whole term, or includes anything one-off, and how it compares year by year with the £55,800 we currently pay annually. Over the full term, please. Second, I cannot sign a multi-year commitment without the board. Given how close we are to 16 Jan 2026, I would like to know what happens if the board has not been able to consider it by then. I would rather agree that with you now than find out afterwards. Third, I understand from Rebecca that use of the system has fallen recently. These are members' money, not ours, and I need to be able to say to the board what we are getting for it and whether 80 users is the right number. I would be grateful for your view on that, and for whatever Marcus can provide. I will not be deciding anything today. Please send the breakdown you mentioned and I will review it with that in mind. 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