Fenmoor Specialty Underwriting / BB-Demo – Check In
Callcompleted
Fenmoor Specialty Underwriting: documents · 2026-06-08 16:45
Check-in on 8 Jun 2026. Callum Reid credits the 07:00 refresh with cutting oversight work from a week to about a day and a half, but asks what the higher renewal price buys and cannot sign.
What was said
What this says
Current to 10 Oct 26Check-in on 8 Jun 2026. Callum Reid credits the 07:00 refresh with cutting oversight work from a week to about a day and a half, but asks what the higher renewal price buys and cannot sign.
What happened: Daniel Okafor spoke with Callum Reid alone, three weeks before the renewal on 1 Jul 2026. Callum said he needs a clear view before then.
Customer view: the same core group uses the brain and newer starters ask Callum instead. He accepts a quote on the week-to-a-day-and-a-half improvement for the renewal pack.
Commercial: Callum does not hold budget and the signers are on the commercial side. Daniel has no new figure yet and promised it in writing by the middle of the following week.
Watch: Callum asked what is in it for them if the price rises. The evidence does not show the renewal outcome.
Themes
Current to 9 Oct 26Theme
Renewal value and price
Importance
renewal
Sentiment
mixed
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Daniel Okafor to send Callum a short note on the time saved to check by Friday.
- Daniel Okafor to confirm the renewal figure in writing to Callum by the middle of the following week.
- Daniel Okafor to send session options for newer starters for the next fortnight.
Risks
Current to 9 Oct 26- Callum Reid cannot sign and the budget holders were not on the call.
- Callum may be asked by a syndicate why 40 seats are paid for and only a third used.
- The new renewal figure was not yet confirmed, so a slip would hurt trust.
Opportunities
Current to 9 Oct 26- Callum will stand behind the improvement from a week to about a day and a half for the renewal pack.
- A short session for newer starters and a list of opened dashboards can show value for the higher price.
Transcript
Daniel Okafor NoneHello Callum, thanks very much for your time. I think it's just the two of us today, so I'll not wait for anyone else. Can you hear me alright?
Callum Reid NoneLoud and clear. Bit of a rush, I've come straight out of a binder review, so forgive me if I'm brisk. What I need is a clear view of where we are before the renewal. That's the main thing.- Daniel Okafor NoneThat's absolutely fine, and it's exactly what I had down for the agenda. I'll keep it tight. Three things really: how the team is finding it, what the numbers look like, and then the first of July and what we need to do before it.
- Callum Reid NoneGood. Go on then.
- Daniel Okafor NoneSo, how is the team finding it? Not the dashboard stats, I mean in your own words. Are your underwriters reaching for it, or is it still mainly you and a couple of others?
- Callum Reid NoneHonest answer, it's the same core group. The people who got used to it in the first year still use it every day. The newer starters, they ask me, and I end up asking the brain on their behalf. Which is fine for me, I don't mind, but it's not the point, is it?
- Daniel Okafor NoneNo, I hear you. Mm. And I think that shows in the usage. Active users are sitting in the low teens, a touch down on the previous quarter, but only a touch. Against forty licensed users, that's headroom more than anything. There's plenty of room for the newer people.
- Callum Reid NoneForty seats, and we use a third of them. Yes. I know. That's a capacity-provider question as well, to be fair. If a syndicate asks why we're paying for forty and using a handful, I need an answer.
- Daniel Okafor NoneFair challenge, and I'd rather we dealt with it head on than let it sit. Can I come at it from the other direction? What are the questions your people are asking most? Because that tells us where the value is.
- Callum Reid NoneBordereaux queries, mostly. Which submissions sit behind a line on a bordereau, what's the claims position on a given binder, who touched it last in the CRM. The oversight stuff. The auditors and the capacity providers come in with a list and we used to spend a week on it.
- Daniel Okafor NoneRight. And does it still take a week?
- Callum Reid NoneNo. A day, maybe a day and a half. That's the honest improvement. A lot of that is the 07:00 refresh. When the numbers are right at seven, I'm not chasing anyone before the first call.
- Daniel Okafor NoneThat's useful to hear, and I'd like to write that down properly for the renewal pack. A week down to a day and a half, in your own words. Is that something you'd be comfortable having in front of the people who sign the contract?
- Callum Reid NoneYes. Put it down. I'll stand behind it. Don't dress it up though, just say what it is.
- Daniel Okafor NoneI wouldn't dream of it. Just to close the loop on that, I'll draft it as two or three plain sentences and send it to you to check before it goes anywhere.
- Callum Reid NoneFine. By when?
- Daniel Okafor NoneI'll come back to you by the end of this week. Friday at the latest.
- Callum Reid NoneGood.
- Daniel Okafor NoneNow, tickets. There's been one in the last thirty days, nothing high priority. I wanted to check that one with you, because it was a how-to rather than a fault, and I'd like to be sure it was resolved the way you wanted.
- Callum Reid NoneWhich one was that? Remind me. We don't raise many.
- Daniel Okafor NoneOne of your team asking how to filter a dashboard by binder year, rather than by inception date. It was answered the same day, I believe. Someone on our support side walked them through it.
- Callum Reid NoneAh, yes, that's one of the newer lads. It was fine. It did make me think though. If that's a how-to, we should be doing a short session for the newer people. Half an hour. Not a big training day.
- Daniel Okafor NoneI'd love to do that. It goes straight at the point you made about forty seats. If we get the newer starters comfortable with the dashboards and the chat, the usage follows. I can run it myself, remotely, whenever suits.
- Callum Reid NoneNext fortnight would be better than this one. Quarter-end bordereaux are due, my people are flat out.
- Daniel Okafor NoneThat makes sense. I'll put some options in an email and you choose. Nothing fixed until you say.
- Callum Reid NoneRight. Now the renewal. Where do we stand on that? Because I looked at the date in my diary and it's closer than I'd like.
- Daniel Okafor NoneIt is close. The contract runs to 30 Jun 2026 and the renewal falls on 1 Jul 2026. So we're inside the ninety days, and that's squarely mine to manage. I should have a proper renewal conversation with you and the people on your side who sign.
- Callum Reid NoneSign, yes. That isn't me. Budget's not mine. I'll tell you what I need from the brain, and whether it does the job. Anything about the contract itself goes to the commercial side here.
- Daniel Okafor NoneUnderstood, and that's the way I'd like to do it. Can I check one thing so I'm not guessing? You're on Growth, forty-four thousand a year on the order form, and that matches what's been invoiced. Does that line up with what you have?
- Callum Reid NoneI wouldn't know the invoice side. But forty-four, yes, that's the number I remember from the original conversation. Sounds right.
- Daniel Okafor NoneGood. And I'll be straightforward about this, because I'd rather you heard it from me. You signed under the earlier price book, so at this first renewal the list price moves to the newer one. I don't have the exact new figure for you today and I'm not going to guess it. I'll confirm it in writing.
- Callum Reid NoneYou wrote to us about that. January, wasn't it? Back at the start of the year. We saw the notice.
- Daniel Okafor NoneThat's right, all customers on the earlier book were told at the start of the year, so it shouldn't be a surprise. But a notice and a number in front of you are different things. That's what I owe you.
- Callum Reid NoneBy when?
- Daniel Okafor NoneLet me check with our commercial team and come back to you by the middle of next week. I'd rather give you a date I can keep.
- Callum Reid NoneMidweek next week. Fine. And send it to me and I'll pass it on. Don't send it to the whole team.
- Daniel Okafor NoneOf course. Just you, and you pass it on.
- Callum Reid NoneWhat I'm after, since we're here, is whether we get anything more for the money. Not asking for a discount. I'm asking, if the price is going up, what's in it for us?
- Daniel Okafor NoneThat's a reasonable thing to ask. What I can say is that Growth already carries the quarterly review with me, and the dashboards builder. A fair few of your dashboards were built by your own team, which tells me there's real investment on your side. What I'd like us to do is show that investment back to your colleagues in the renewal pack.
- Callum Reid NoneFine. Show me the dashboards that get opened. The ones that nobody opens, I'd retire.
- Daniel Okafor NoneYes, I can pull that. Which are opened, by whom, how often. And honestly I think it's a good tidy-up in any case. Less clutter for the newer starters.
- Callum Reid NoneAgreed. Anything else from your side? I've got a call at five.
- Daniel Okafor NoneTwo small things and then I'll let you go. First, the connectors. Are all of them loading as you'd expect? Nothing changed in the CRM or the claims system on your side recently?
- Callum Reid NoneNothing that I know of. Claims system is the same. The CRM, they tidied some fields a while back but nothing since.
- Daniel Okafor NoneOkay. I'll look at the records indexed this week to make sure they're still climbing and nothing has gone flat quietly. If it has, I'll tell you before you find out.
- Callum Reid NonePlease. That's the thing I can't have. A dashboard that looks right and isn't.
- Daniel Okafor NoneCompletely understand. Second, who is going to be on the renewal conversation from your side? So I can put a time in everyone's diary rather than chasing.
- Callum Reid NoneMe, and the commercial side. I'll find out who and tell you. Probably the week after you come back with the number.
- Daniel Okafor NoneThat works. So to close the loop. One: I send you the short note on the week-to-a-day-and-a-half point by Friday. Two: I send options for a half-hour session for the newer starters, next fortnight. Three: the confirmed renewal figure in writing by the middle of next week. Four: the dashboard usage list, alongside that. Have I missed anything?
- Callum Reid NoneNo, that's it. If the figure slips, tell me early.
- Daniel Okafor NoneI will. Thank you, Callum, really, and I'll speak to you soon.
- Callum Reid NoneCheers. Bye.
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