Clonvara Insurance Services / BB-Demo – Demo
Callcompleted
Clonvara Insurance Services: documents · 2025-09-02 13:00
Second demo, 2 Sep 2025. Siobhán Dunne wants broker dashboards and a clear view of connector effort. She wants Brendan to see a written proposal and says budget is his call, with a decision date of 26 Sep 2025.
What was said
What this says
Current to 11 Oct 26Second demo, 2 Sep 2025. Siobhán Dunne wants broker dashboards and a clear view of connector effort. She wants Brendan to see a written proposal and says budget is his call, with a decision date of 26 Sep 2025.
What happened: Hannah Lowe walked through connectors, then built a three-tile broker dashboard live. Siobhán asked for the claims view to be split by handler.
Customer view: She is comfortable with Growth limits, forty users and eight connectors, and expects four or five connectors at the start. She would keep dashboard builder rights to herself and her engineer.
Commercial: She likes the product but is not committing budget. Brendan holds that decision and has not yet seen the demo.
Watch: Three data fields need confirming on the customer side: first response, handler and broker naming. The first response field is already known to have two processes writing to it.
Themes
Current to 9 Oct 26Theme
Growth tier demo
Importance
upsell
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Lewis Kerr to send the written proposal and book a session with Brendan around 10 Sep 2025.
- Hannah Lowe to send the connector list and the three data fields to confirm on the day of the call.
Risks
Current to 9 Oct 26- Budget sits with Brendan, who had not yet seen the product.
- Inconsistent source fields such as first response and handler could slow implementation.
Opportunities
Current to 9 Oct 26- Growth subscription with the dashboards builder for broker managers.
- Room to add connectors later within the eight included.
Transcript
Lewis Kerr NoneGood afternoon, Siobhán. Hannah's here too. Can you hear us?
Siobhán Dunne NoneAfternoon, both. Yes, loud and clear. Sorry, I'm eating a sandwich at my desk, I've had back to back since nine.
Hannah Lowe NoneDon't mind us. Siobhán, as it's the second demo, what do you most need to leave with today?- Siobhán Dunne NoneDashboards, for the broker managers. And connectors. How does it actually get the data out of our systems and how much work is that for my engineer? She's asked me about nothing else all week.
- Hannah Lowe NoneGood, then I'll start with connectors and finish with dashboards. Sharing my screen. This is the connector page. Each source is a connector: the CRM, the helpdesk, the document store. You switch each one on, give it read access, and choose what it should pull.
- Siobhán Dunne NoneRead access only?
- Hannah Lowe NoneRead only. It never writes back to the source. I'll put that in writing, because I know your compliance people will ask.
- Siobhán Dunne NoneBrendan will. He keeps a folder of every version of everything.
- Lewis Kerr NoneWhich is why I like working with him, to be honest. Nothing gets lost.
- Hannah Lowe NoneSo for you on Growth, you'd have up to eight connectors. From what you've described, you'd probably need around four or five to begin with. That leaves room if you add something later.
- Siobhán Dunne NoneSo we'd not be bumping into a limit straight away.
- Hannah Lowe NoneNo. The connector limit is a hard one, so it's worth planning, but you've comfortable headroom. The user limit is softer, and for Growth it's forty.
- Siobhán Dunne NoneForty's fine to start. We'd be nowhere near that for a while.
- Hannah Lowe NoneGood. Now, how long does it take? The short answer is the first connector can be live quickly. The longer answer is that the time goes on agreeing what to pull and cleaning the awkward fields, like the one we found last time.
- Siobhán Dunne NoneThe first response field. Yes. My engineer's been looking at it. It's down to two different processes writing to it, it turns out. So we'll tidy that regardless.
- Hannah Lowe NoneThat's very helpful, and honestly that's what implementation is mostly about. Not the plumbing, the agreement on what the data means.
- Siobhán Dunne NoneRight. Let's do dashboards, then, because I've been looking forward to those.
- Hannah Lowe NoneDashboards builder. It's one of the things Growth adds over Starter. I'll build one live. Siobhán, tell me what a broker manager would want to see when they open it on a Monday.
- Siobhán Dunne NoneTheir top brokers by activity, any claims that have been sitting, and queries that haven't had an answer. Three things. Let's keep the brokers front and centre.
- Hannah Lowe NoneThree tiles, then. First, brokers by activity. I choose the source, group by broker, and there it is. Second, the claims tickets open for longer than a set number of days, which you choose. Third, policy queries with no reply.
- Siobhán Dunne NoneThat's quick. And can the manager change the filter themselves? Or does it come back to me?
- Hannah Lowe NoneThey can change filters on their own view without touching the dashboard itself. Only people you give builder rights to can change the dashboard. You decide who.
- Siobhán Dunne NoneGood. I'd keep that to me and my engineer at the start.
- Lewis Kerr NoneThat's sensible. Siobhán, if I can come in briefly, is there anything you've seen so far that you'd want changed?
- Siobhán Dunne NoneHonestly, the thing I'd want is the claims view split by who's handling it, not just the broker. Is that possible?
- Hannah Lowe NoneIf the handler is a field in the helpdesk, yes. If it's in someone's head, no. Do you know?
- Siobhán Dunne NoneIt's a field. I'll check it's filled in consistently, mind. Which, after the last one, I shouldn't assume.
- Hannah Lowe NoneHa. Fair. I'll add it to the list of fields to confirm. Let me recap what we have to check on your side: first response, handler, and broker naming. Three things.
- Siobhán Dunne NoneThree things. Got it.
- Lewis Kerr NoneSiobhán, from a timing point of view, where does this leave us? I'd like to confirm the plan rather than assume it.
- Siobhán Dunne NoneI think I want Brendan to see this, then a proposal in writing. I'm not committing budget, that's his call, but I'm happy to say I'd like it.
- Lewis Kerr NoneUnderstood. So I'll send the proposal, and we'd book it in with Brendan around 10 Sep 2025 so that everyone's had time to read it. The date I'm working to for a decision is 26 Sep 2025, and I'd rather it was comfortable than rushed.
- Siobhán Dunne NoneThat's fine. I'll tell him to put it in his diary.
- Hannah Lowe NoneI'll send the connector list and the three data fields in writing today, so your engineer has them. Anything else?
- Siobhán Dunne NoneNo, that was grand. Thanks a million, both.
- Lewis Kerr NoneThanks, Siobhán. Speak soon.
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