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Wekiwa Springs Insurance Brokers

Documents

What the paper says

Document roll-up

As at Fri 9 Oct 2026

Wekiwa Springs Insurance Brokers has two Starter tier proposals and no executed paper. The 10 Aug 2026 draft and the 13 Aug 2026 final proposal both state a £22k annual subscription and a £28k total deal value. Neither explains the £6,000 gap.

Executed: No document for Wekiwa Springs Insurance Brokers is executed, so there is no contracted price, term, billing or service level. Both documents held are proposals prepared by Jordan Pike, Account Executive, US.

Open items: The final proposal of 13 Aug 2026 offers the Starter tier for one team as new business, at a £22k annual subscription and a £28k total deal value. It sets no term, start date, discount, signatory or payment terms.

The draft proposal of 10 Aug 2026 states the same two figures. It says the teams and connectors in scope still need agreeing and records no customer response.

Contradictions: The two proposals do not disagree on price, as both give £22k and £28k. Neither explains the £6,000 gap between them, so a customer could read the two figures as one price.

Commitments: None. Neither proposal sets availability, P1 response, refresh deadline, connector dates or billing, and nothing binds until an order form is executed.

Gaps: Both documents were read, so this roll-up covers everything held. The records do not show whether the customer replied to either proposal or whether the connectors in scope were agreed.

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

Executed terms

As at Fri 9 Oct 2026
  • Service levels[]

Documents

Updated 9 Oct 26

2 documents in 1 folders; 1 drafts hang on their executed paper.

  • 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

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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.

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