Brindlecote Insurance Brokers / B-Brain – Training
Callcompleted
Brindlecote Insurance Brokers: documents · 2023-07-12 12:45
Training call on 12 Jul 2023 with Toby Underwood and Kirsty Rigby, about two weeks after go-live. Both left comfortable with dashboards, chat queries and exports, and Tobias promised a quick-start deck and a check-in session in a month.
What was said
What this says
Current to 11 Oct 26Training call on 12 Jul 2023 with Toby Underwood and Kirsty Rigby, about two weeks after go-live. Both left comfortable with dashboards, chat queries and exports, and Tobias promised a quick-start deck and a check-in session in a month.
What happened: Tobias walked through the dashboard builder, chat queries, advanced filters, saved queries and CSV or Excel export. Kirsty said she was using the brain for renewals but not yet getting the best from it.
Customer view: Kirsty said the session was really useful and that she now knew how to use it. Toby said he felt good about supporting the team.
Commercial: Dashboards are a Growth feature in the offering map, and the call does not show which tier Brindlecote holds. Toby, as admin, manages permissions and could standardise useful dashboards as templates.
Watch: Toby is the admin and the main internal supporter, so he is a single point of dependence. Tobias promised a deck and a second session in a month, and the evidence does not show either was delivered.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Tobias Renwick sends the quick-start deck and query cheat sheet.
- Tobias Renwick holds a check-in session about a month after this call.
Risks
Current to 9 Oct 26- Toby Underwood is the sole named admin, so the team leans on one person.
- Kirsty Rigby said she was not yet getting the best out of the brain.
Opportunities
Current to 9 Oct 26- Renewal-focused dashboards built by Kirsty could become team templates and show value.