Follow-up on the proposal
Email thread Sauganash Specialty Insurance · sales
After a call on 24 Sep 2026, Jordan Pike set out an Enterprise proposal worth £155k in total, including implementation. Danielle Novotny wants the security pack and a three-year cost view before Glenn sees it.
What was said
What this says
As at Fri 9 Oct 2026After a call on 24 Sep 2026, Jordan Pike set out an Enterprise proposal worth £155k in total, including implementation. Danielle Novotny wants the security pack and a three-year cost view before Glenn sees it.
Ask: Danielle needs a breakdown that shows three-year cost, not only the first year, because Glenn will ask. She wants the security pack first so she can pass it to vendor management.
Customer view: she supports the plan but says she cannot commit budget without Glenn and will not push past security. The 18 Dec 2026 signing date is a target only, per Jordan.
Next: Jordan to send the security pack the next day, then the three-year comparison. The evidence does not show the proposal has been executed.
The thread
Updated 9 Oct 26Messages
Jordan Pike 24 Sep 2026 13:26Hi Danielle, Thanks for the time today. Quick recap so we're on the same page. The proposal is for Enterprise, with a total deal value of £155,000. To be transparent, that figure is the whole deal and includes the one-off implementation, so please don't read it as an annual price. I'll send the breakdown separately. Next steps on my side: the security review pack for your team, and the agency view mapped to your underwriting and claims teams. I'm pencilling in 18 Dec 2026 as the date we'd like to be signed, but that depends on security and on Glenn. What else do you need from me to take this to him? Thanks, Jordan
Danielle Novotny 24 Sep 2026 14:58Jordan, Thanks, that's helpful. The breakdown is what I need. Glenn will ask what the three-year cost looks like, so please include that, and not only the first year. I can't commit budget without him, and I won't push past the security review. Send me the security pack first and I'll get it to our vendor management people. The date is fine as a target. Let's keep this moving. Thanks, Danielle- Jordan Pike 24 Sep 2026 17:05Danielle, Understood. I'll send the security pack tomorrow and a comparison that shows the cost over three years, so Glenn has the numbers first. I'll keep the target date as a plan only until security and vendor management are done. Thanks, Jordan