Brindlecote Insurance Brokers / BB-Demo – Check In
Callcompleted
Brindlecote Insurance Brokers: documents · 2023-10-27 11:30
Ed Duckworth reported about five people active daily on Starter, used for broker renewal prep, with no issues. He said no plans to upgrade or add connectors. Daniel Okafor planned a further check-in in about six months.
What was said
What this says
Current to 11 Oct 26Ed Duckworth reported about five people active daily on Starter, used for broker renewal prep, with no issues. He said no plans to upgrade or add connectors. Daniel Okafor planned a further check-in in about six months.
What happened: Daniel Okafor checked in with Ed Duckworth, Head of Insight, on 2023-10-27. Ed said about five team members had been active every day for the past month.
Customer view: Brokers use the brain for renewal prep, pulling claims history and recent calls before a client conversation. Ed reported no data quality or performance problems.
Commercial: Ed said the fifteen users are enough and the connector limit is not a constraint, so there is no upgrade appetite. A custom report request can be met with dashboards, which Daniel noted sit at Growth tier.
Watch: Value is concentrated in renewal prep, and Ed wanted no new data sources for now. The evidence does not show how many people sit behind the daily users.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Daniel Okafor to check in on value again in about six months.
Risks
Current to 9 Oct 26- Use is concentrated in broker renewal prep, so value rests on one use case.
- No new connectors or teams are planned, so deeper roots are not yet building.
Opportunities
Current to 9 Oct 26- Dashboards builder at Growth tier could meet the custom reporting request if the need grows.
Transcript
Daniel Okafor NoneHi Ed. How are you? Just checking in: how's the brain doing? How's the team using it?
Ed Duckworth NoneReally well, Daniel. Actually surprised by how much people are getting into it. We've had about five team members active every day for the past month.- Daniel Okafor NoneThat's brilliant. What are they using it for most?
- Ed Duckworth NoneMainly what we built it for: renewal prep. A broker looks up a client, sees their claims history and recent calls, and that's their talking points for the call. Saves a lot of admin.
- Daniel Okafor NoneHow often would you say each person's using it?
- Ed Duckworth NoneEvery day for the active ones. The less active people maybe once a week. But everyone who's tried it gets the value pretty quickly.
- Daniel Okafor NoneThat's good to hear. Have you hit any issues? Data quality, performance, anything?
- Ed Duckworth NoneNo, it's all been smooth. Data looks good. One person asked if they could run a custom report, but it's something we can do with the dashboards, so we don't need a special query.
- Daniel Okafor NoneGood. At Growth tier, you get the dashboard builder, so you could build that report yourself. But for now, Starter is working well?
- Ed Duckworth NoneYeah, no plans to upgrade. The fifteen users are enough and we're not hitting the connector limit.
- Daniel Okafor NoneExcellent. As we move into the back half of the year, are there any other data sources you'd want to connect? Other systems that might be useful?
- Ed Duckworth NoneNot right now. We've got what we need. Maybe down the line, but this is doing the job.
- Daniel Okafor NoneFair enough. I'm just going to come back to you in about six months, probably around March, just to check in on value and make sure everything's still working well. Sound good?
- Ed Duckworth NoneYeah, that's fine. Cheers, Daniel.
- Daniel Okafor NoneBest wishes. Speak soon, Ed.