Brindlecote Insurance Brokers / BB-Demo – Onboarding
Callcompleted
Brindlecote Insurance Brokers: documents · 2023-06-26 09:15
Pre-go-live call on 26 Jun 2023. Tobias Renwick confirmed the final data load, afternoon training for about twenty-two or twenty-three people, and a four business hour support response. Brindlecote asked practical questions and raised no concerns.
What was said
What this says
Current to 11 Oct 26Pre-go-live call on 26 Jun 2023. Tobias Renwick confirmed the final data load, afternoon training for about twenty-two or twenty-three people, and a four business hour support response. Brindlecote asked practical questions and raised no concerns.
What happened: Tobias confirmed the data was cleaned and the final load run, with training at 14:00 and go-live the next morning. Ed Duckworth and Toby Underwood asked about attendance, materials, logins and support.
Customer view: Neither customer voiced a worry. Their questions were about logistics, and Ed agreed to mention the client-search exercise in the calendar invite.
Commercial: Tobias stated a four business hour response time for support questions, which matches the Starter service level. The call does not show which tier Brindlecote bought. Daniel was named as the day-to-day contact after onboarding.
Watch: The training audience was the top twenty brokers and ops, so adoption beyond that group is not covered. The call does not show who owns the relationship beyond Daniel.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Tobias Renwick runs training at 14:00 and a final connector load that night.
- Daniel takes over day-to-day contact after go-live.
Risks
Current to 9 Oct 26- Adoption is planned for the top twenty brokers and ops only, so wider uptake is untested.
Opportunities
Current to 9 Oct 26- Early adopters asking complex questions could drive wider use across the brokerage.
Transcript
Tobias Renwick NoneMorning. The data's been cleaned and I've run the final load. Everything is ready for training this afternoon.
Ed Duckworth NoneBrilliant. How many people are joining?- Tobias Renwick NoneYou said the top twenty brokers and ops, so I'm expecting about twenty-two or twenty-three. I'll keep it practical: ten minutes on the interface, ten on searching, ten on reading results, and then we open it up for questions.
Toby Underwood NoneShould we send any materials in advance?- Tobias Renwick NoneNo, it's better to learn by doing. But you could tell them to think of a client they know well, and I'll show them how to search for that client and see the full picture.
- Ed Duckworth NoneI'll mention that in the calendar invite.
- Tobias Renwick NoneGood. One thing to set expectations: some people will get it immediately and start asking complex questions. Others will need a bit more time. That's normal. The important thing is they know they can ask us anything.
- Toby Underwood NoneFair enough. What time is training?
- Tobias Renwick NoneTwo o'clock this afternoon. Should be done by three. Then you're live tomorrow morning, right?
- Ed Duckworth NoneYeah, tomorrow morning.
- Tobias Renwick NonePerfect. I'll do a final connector load tonight, make sure everything's current, and you'll wake up to a live brain.
- Toby Underwood NoneHow do people log in?
- Tobias Renwick NoneThey'll get a link and a password. It's a simple web interface, no software to install. They can log in from any browser.
- Ed Duckworth NoneOkay. And after go-live, what's support look like?
- Tobias Renwick NoneYou've got four business hours response time for questions. If someone's stuck or doesn't understand how to use something, they can email support or call. Usually it's pretty quick. And if a connector fails or data gets stale, we're on it. You'll see a notification in the brain.
- Toby Underwood NoneGood. Daniel will take over from you?
- Tobias Renwick NoneDaniel's already involved. He'll be the main person you hear from. I'm here if there's a technical issue, but day-to-day, that's Daniel.
- Ed Duckworth NoneGot it. See you at two o'clock?
- Tobias Renwick NoneI'll be there. Cheers.