Ardcarne Life Assurance / BB-Demo – Onboarding

This is the second of five booked onboarding calls with Niamh Costello, who asked 28% of recent questions. It falls on the date set for the duplicate broker records fix. It should confirm access approval, named owners and the connector sequence for the Enterprise pilot.

Context: Ardcarne is in its first weeks on an executed Enterprise order form. The kickoffs on 5 Oct 2026 and 6 Oct 2026 set one view of each broker firm as the goal, starting with CRM and helpdesk.

Approach: Ollie should bring the dated connector sequence and a clear status on access approval. He should also bring the root cause and fix date for the duplicate broker records ticket, which is due to Niamh by 19 Oct 2026.

Before the call: Ollie should check whether the dated evidence pack for Declan Furlong went out by 13 Oct 2026, and what was agreed on the 13 Oct 2026 call. Elena Novak, the CSM, is not on the invite, so he should brief her afterwards.

Watch for: the CRM change freeze, a supervisory exercise slowing approvals, and signs that Niamh is still the main person asking questions. Hold the broker dashboard request until the duplicates are fixed.

AI · claude-opus-5-5 · 11 Oct 2026