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Brindlecote Insurance Brokers

Documents

What the paper says

Document roll-up

As at Fri 9 Oct 2026

Brindlecote is on an executed Starter order form signed 18 May 2026 at £20k for 1 Jun 2026 to 31 May 2027, under the MSA and DPA signed 19 May 2023. Both drafts are superseded. Two minor wording conflicts remain, on billing basis and refresh time zone.

Executed: the order form signed 18 May 2026 renews B-Viz Starter at £20k for 1 Jun 2026 to 31 May 2027, with 15 licensed users and 4 data connectors. It sits under the master services agreement and data processing agreement, both signed 19 May 2023.

History: earlier signed order forms of 19 May 2023, 28 May 2024 and 16 May 2025 each priced Starter at £20k for a one-year term. All three terms have ended.

Price: the 18 May 2026 order form equals the v1 Starter list and shows no uplift or discount. Under the price book, the renewal after 31 May 2027 is due to move to the v2 Starter list, +12.8%.

Open items: two documents are stored as draft, the Proposal v1 of 17 Apr 2023 and the Master Services Agreement v2 of 4 May 2023. Both were superseded on 19 May 2023, and the draft MSA's terms match the signed MSA.

Contradictions: both proposals, of 17 Apr 2023 and 20 Apr 2023, bill the subscription on a calendar year, while the executed order forms run from 1 Jun 2023 to 31 May 2024 and on the same cycle after. The executed paper governs.

The 19 May 2023 order form sets the nightly refresh by 07:00 UK local time, while the signed MSA and the later order forms say customer local time. The current order form uses customer local time.

Commitments:

  • Availability 99.5%, with service credits of 5% of one month's fees.
  • P1 first response within 4 business hours.
  • Nightly refresh by 07:00 customer local time on business days.
  • Net 30 days from invoice, annual subscription invoiced in advance.
  • Termination for convenience at contract end with 90 days' notice, under the signed MSA.
  • Under the DPA, BG-Demo helps with data subject rights requests, notifies new sub-processors and gives an indemnity in clause 6 with no stated cap.

Gaps: all 10 documents were read. No document names the customer signatory, the connectors or their go-live dates, or shows whether the 2023 onboarding plan reached go-live.

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

Executed terms

As at Fri 9 Oct 2026
  • BillingNet 30 days from invoice. Annual subscription is invoiced in advance of the renewal term.Source: doc_011_010
  • End2027-05-31Source: doc_011_010
  • Price£19,500Source: doc_011_010
  • Service levels["Availability 99.5%", "P1 first response 4 business hours", "Service credits 5% of one month's fees", "Nightly refresh by 07:00 customer local time on business days"]Source: doc_011_010
  • Start2026-06-01Source: doc_011_010
  • Term months12Source: doc_011_010

Documents

Updated 9 Oct 26

10 documents in 3 folders; 2 drafts hang on their executed paper.

  • commercial
  • delivery
  • presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list
Documentsmade from

Contradictions

As at Fri 9 Oct 2026
DocumentAgainstWhat differs
Brindlecote Insurance Brokers - ProposalBrindlecote Insurance Brokers - Order Form (signed)The proposal bills the subscription in advance on a calendar year; the executed order form runs from 1 Jun 2023 to 31 May 2024.
Brindlecote Insurance Brokers - Order Form (signed)Brindlecote Insurance Brokers - Master Services Agreement (signed)The 19 May 2023 order form sets the nightly refresh by 07:00 UK local time; the signed MSA says customer local time.

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

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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.

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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.

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