Pelham Rowe Insurance Brokers

Period: this digest rests on one read, an email thread dated 24 May 2026. No calls, tickets or news items from the quarter are recorded.

Invitation: Alice Brewer invited Naomi Fordham to a BG-Demo webinar on 18 Jun 2026 about getting more value from data connectors and dashboards. The read treats it as a marketing invitation.

Customer view: there is no reply in the thread, so Naomi's interest and whether she attended are not shown. The read marks her voice as champion and the sentiment as neutral.

Opportunity: the topic touches connectors and the dashboards builder, which could open an adoption conversation with Naomi. The read states no next step.

Open at the end: nothing is recorded as open. The evidence does not show any renewal, price, support or usage matter in this quarter.

Webinar invitation: the one read is an email thread dated 26 Feb 2026. Alice Brewer invites Danny Sargent to a BG-Demo webinar on 19 Mar 2026 about how insurance brokers use data to streamline operations and improve decision-making.

Customer view: the thread holds no reply, so Danny's interest is not shown. Danny is an Account Handler, so this is a user-level contact.

Open at the end: no next step is stated. The evidence does not show whether Danny attended the webinar, and it shows nothing on renewal, price, usage, support or sentiment towards BG-Demo for the quarter.

Period: this digest rests on one read, a news item dated 16 Oct 2025. No calls, email threads or tickets fall in the quarter.

News: Insurance Broker News reported that Pelham Rowe Insurance Brokers is cutting its workforce as part of an operational restructuring. The item gives no figures and does not say which teams are affected.

What it may mean: the read rates the item as medium significance. Fewer staff may mean fewer people using B-Viz, which the item does not quantify.

Open at the end: the evidence does not show which teams are affected or whether the champion is still in role. The read suggests asking at the next call.

Period: this digest rests on one read, the 10 Jan 2024 negotiation call on the Starter proposal. No other call, email thread, ticket or news item is dated in the quarter.

Negotiation: Tom Ashdown walked Geoffrey Rowe and Naomi Fordham through the proposal, with Owen Tallis joining. Geoffrey said cost was where they were stuck and that IT spend is scrutinised.

Customer ask: he wanted to understand the value proposition better. He asked for a ten or fifteen percent discount, clearly for year one only.

Value case: Naomi described claims staff ringing round several systems and missing things. The read notes clear time savings for the claims team, and about ten to twelve users, within the 15 included in Starter.

Commitments: Owen and Tom agreed to send a revised year-one-only proposal the next day, with a confirmation call on the Friday. Implementation was put at four weeks from signature, with go-live before the February planning cycle.

Open at the end: the read does not show the proposal price or the revised figure. The evidence does not show whether the deal was signed. The risk is that it stalls if the revised figure misses the discount Geoffrey named.

Discovery: Tom Ashdown arranged a first chat by email on 2 Nov 2023. On the 6 Nov 2023 call Naomi Fordham, Head of Operations, described client data scattered across HubSpot, Zendesk, Microsoft 365 and Xero.

Demo: Naomi accepted a demo on her own data by email on 7 Nov 2023. The 28 Nov 2023 demo with Tobias Renwick drew a strong reaction from Danny Sargent, an Account Handler, while Naomi asked about accuracy, data quality and commitment.

Proposal: On the 18 Dec 2023 call Tom quoted £26k all-in for year one on Starter. Geoffrey Rowe, Managing Director, asked whether the price was negotiable, called Naomi the champion and asked for a draft order form.

Renewal price: Tom said only that it would rise a little with inflation and feature updates, giving no figure. The 18 Dec 2023 call read flags this as a likely source of friction at first renewal.

Open at the end: Geoffrey replied on 20 Dec 2023 that the company would review internally and give feedback in a couple of weeks. The evidence does not show the feedback, a signed order form, a budget or a competitor.