Clonvara Insurance Services

Expansion: On 1 Apr 2026 Lewis Kerr sent an order form for additional Growth users at £2,836, co-termed to the renewal. Brendan Moran confirmed the terms on 7 Apr 2026, but no signed copy is shown.

Billing: Rachel Dunmore sent Gráinne Lynch invoice INV-025-0003 for £2,836 on 8 Apr 2026, due 8 May 2026, asking for a PO. No reply or payment is shown.

Adoption: On 23 Apr 2026 Siobhán Dunne told Amara Obi, the new CSM, that brokers are served faster and active people are up by more than a third. She wants underwriting added and a regional broker dashboard.

Risk: Siobhán worries about showing an inspector audit lineage and asked for the source of truth for the user list. Amara's 24 Apr 2026 notes record 40 licensed users and an early renewal value case.

Support: One how-to ticket on 10 Jun 2026, on exporting dashboard data to CSV, was answered within 44 minutes; the customer reported 40 users.

Renewal: On the 25 Jun 2026 call Siobhán called user growth modest, with questions concentrated in her team and data engineer. Growth at £47k a year renews 1 Nov 2026; budget sits above her, and a value note was agreed.

Marketing: Alice Brewer sent three webinar invitations, 11 May 2026 to 25 Jun 2026, with no responses shown.

Open at the end: the signed order form, payment, the lineage note, the value note and the next QBR. Reads give renewal as 31 Oct 2026 and 1 Nov 2026.

Support, January: on 23 Jan 2026 dashboards slowed to 30 to 40 seconds after a team was activated. BG-Demo fixed the indexing and load time fell to about 8 seconds.

Support, February: on 5 Feb 2026 the claims connector stopped syncing after the customer moved to token-based authentication. BG-Demo updated the configuration and fresh data flowed again.

Support, March: on 17 Mar 2026 Aoife Tuohy asked about status filtering and was shown the dashboard builder. On 19 Mar 2026 she reported slow queries; BG-Demo found them within the normal window and suggested a cache refresh. Resolution was not confirmed.

Expansion: on 2 Mar 2026 Lewis Kerr proposed a connector add-on at £2,836 plus VAT, co-termed to renewal. Brendan said he will not sign a draft. On 23 Mar 2026 he agreed in principle to extra users and wanted the quote in writing.

QBR: on 23 Mar 2026 active users had more than doubled, about ten against forty licensed. Brendan asked what the £42k buys, and Amara Obi committed to a written value case before renewal.

Negotiation: on 31 Mar 2026 Brendan asked for price flexibility and Owen Tallis declined, as discounts apply to a first term only. Signing is pencilled for 7 Apr 2026.

Open at the end: the add-on was unsigned, go-live timing and remedy were not yet written down, the value case was owed, and Aoife is the only admin.

Contract: On 15 Oct 2025 Lewis Kerr sent the Growth order form for signature at a total deal value of £54k. Brendan Moran wanted written confirmation that support terms match the proposal, and the thread shows no reply or signature.

Billing: Invoice INV-025-0001 for £12k was issued on 20 Oct 2025 and INV-025-0002 for the Growth subscription, £42k, on 3 Nov 2025. Neither thread shows a customer reply, and the PO number questions were open.

Kickoff: On 5 Nov 2025 Siobhán Dunne wanted one view of broker activity, policy queries and claims tickets. She said she does not commit budget, and the budget holder was not on the call.

Onboarding: Calls on 12, 18 and 25 Nov 2025 created the Snowflake set-up, ran the first CRM load and loaded the helpdesk. A policy database connector timed out on 13 Nov 2025, with no confirmed fix shown.

Adoption: On 2 Dec 2025 Siobhán said use was mainly her and Aoife Tuohy. Training on 19 Dec 2025 and 29 Dec 2025 with Cian was positive, but he feared being the only one who knows it.

Open at the end: the signed order form is not evidenced, the mailbox inclusion list, the underwriting session and the second session in January were pending, and the £42k figure was not checked against paper.

Discovery: On 7 Aug 2025 Siobhán Dunne and Brendan Moran described broker, policy and claims data split across three systems. Lewis Kerr pointed to Growth and gave an indicative £54k working figure, and Brendan asked about pricing version and data location.

Demos: The 26 Aug 2025 demo on a sample extract went well, and Siobhán said the broker view would save her an evening a week. Underwriter Cian Farrell asked about role-based access; the 2 Sep 2025 demo covered connectors and a live broker dashboard.

Decision path: On 2 Sep 2025 Siobhán said budget was not hers to commit. Brendan holds it and 26 Sep 2025 was the decision marker.

Proposal: On 10 Sep 2025 Brendan reviewed the Growth proposal and agreed nothing. He wanted itemised lines, a quarterly option, service terms in the order form and legal review, and said anything not in the contract is not a commitment.

Negotiation: On 29 Sep 2025 Brendan, legal manager Shane Keane and finance head Gráinne Lynch went through the order form with Lewis and Owen Tallis. Shane wanted data liability not capped at the draft level; quarterly payment was agreed as a written exception and a first-term concession ends at renewal.

Open at the end: No order form was signed. Signature target was 17 Oct 2025, the liability position was unsettled, and Brendan would sign only the executed version. The 25 Sep 2025 email asking for a call on remaining terms shows no customer reply.

Period: this digest rests on one read, an email thread dated 11 Feb 2025. No calls, tickets or news items fall in the quarter.

Invitation: Sofia Marchetti invited Aoife Tuohy, a data engineer at Clonvara Insurance Services, to a BG-Demo webinar on 20 Feb 2025. She offered room for a colleague, or the recording if the date did not suit.

Customer view: the thread holds no customer response, so interest is not shown. The read makes no renewal or commercial point, and it rates the sentiment as neutral.

Open at the end: the offer needed a reply to Sofia, and the thread shows no outcome. The read notes that hands-on events are a low-effort way to engage a technical contact on the customer side.