- Amount
- $124,000
- Weighted
- $62,000
- Expected close
- Fri, Nov 2738d
- Probability
- 50%
- Owner
- Dana Okafor
- Age
- 70 days
Next step
Pricing review with CFO
Thu, Oct 22 · In 2 days
Upcoming3
Pinecrest — pricing review with CFO
Thu, Oct 22 · 10:30 AM–11:15 AM · Video call
History4
Met Amara Lewis: claims workshop with 6 adjusters, pilot scope agreed
Dana Okafor
Drafted quote Q-2042 for Pinecrest Insurance ($124,000)
Dana Okafor
Moved to Proposal
Dana Okafor
Created Pinecrest Insurance — Claims analytics ($124,000)
Dana Okafor
Pricing for the CFOJulian Reyes · 1 message · 4 days ago
Julian Reyes
Dana — please bring a two-year option and a phased rollout option to Thursday. I'd like to see the per-claim cost at our volumes.
- Dana OkaforPinned
Claims workshop went well: six adjusters, pilot scope agreed for the auto line. Julian (CFO) wants a two-year option and a phased rollout option at Thursday's pricing review.
- Dana Okafor
Underwriting deal lost on timing; keep claims analytics separate and revisit underwriting in Q2 2027.
- Q-2042.pdf355 KB · Dana Okafor · Oct 19
- Northbeam proposal — Pinecrest Insurance.pdf2.1 MB · Dana Okafor · Sep 14
- Mutual action plan.xlsx318 KB · Dana Okafor · Aug 31
- Discovery notes — Pinecrest Insurance.docx281 KB · Dana Okafor · Aug 17
| Product | Qty | Unit price | Billing | Total |
|---|---|---|---|---|
| Core platformNB-CORE | 1 | $24,000.00 | year | $24,000.00 |
| Analyst seatNB-SEAT-A | 45 | $1,200.00 | seat / year | $54,000.00 |
| Viewer seatNB-SEAT-V | 100 | $240.00 | seat / year | $24,000.00 |
| Warehouse syncNB-WH-SYNC | 1 | $9,600.00 | year | $9,600.00 |
| Audit log and retentionNB-AUDIT | 1 | $3,600.00 | year | $3,600.00 |
| Premium supportNB-SUP-PREM | 1 | $12,000.00 | year | $12,000.00 |
| Team training dayNB-TRAIN | 2 | $3,200.00 | one-time | $6,400.00 |
- Subtotal
- $133,600.00
- Recurring · one-time
- $127K · $6.4K
- Q4 signing incentive
- −$9,600.00
- Total
- $124,000.00