Following up on discovery

Email thread

Matteo Ricci sent a £62k Growth proposal. Lars Bach, Managing Director, said it is within range but he needs the security section first and will not sign before the end of April.

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What was said

What this says

As at Fri 9 Oct 2026

Matteo Ricci sent a £62k Growth proposal. Lars Bach, Managing Director, said it is within range but he needs the security section first and will not sign before the end of April.

Ask: Matteo asked what the regulator needs to see and proposed a call before 12 May 2026, when the decision is due. Lars said Growth is within the range discussed internally.

Customer view: security evidence is the blocker, and he set a clear no-signing window until the end of April.

Next: the security section is owed. The proposal is open, and the evidence does not show a call being agreed.

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

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The thread

Updated 9 Oct 26

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Messages2

First message2026-04-09

Last message2026-04-10

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Messages

Matteo Ricci 9 Apr 2026 09:29
to Mette Kjær, Lars Bach
Dear Mette, dear Lars, Thank you for the discovery session. I would rather you heard this from me directly: the proposal for Growth is £62,000, and I'd like to confirm the next steps in writing before we meet. What does your regulator need to see from a tool like this? I want to make sure the proposal answers that. Could we agree a call before 12 May 2026, when the decision is due? Best regards, Matteo
Lars Bach 10 Apr 2026 12:19
to Matteo Ricci
Matteo, Thank you. Growth is within the range we discussed internally, but I need the security section before I can commit. We will not sign anything before the end of April. Lars Bach Managing Director, Mariager Forsikringsmægler

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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

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Data	Records
Organisations	300
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Calls	2,593
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Documents	1,582
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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.

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