Clonvara Insurance Services / B-Brain – Training
Callcompleted
Clonvara Insurance Services: documents · 2025-12-19 09:45
Laura Penhaligon trained underwriter Cian Farrell and admin Aoife Tuohy on search, chat and pages. Cian found it more useful than expected but worries he is the only one who knows how it works.
What was said
What this says
Current to 11 Oct 26Laura Penhaligon trained underwriter Cian Farrell and admin Aoife Tuohy on search, chat and pages. Cian found it more useful than expected but worries he is the only one who knows how it works.
What happened: Laura ran an 81 minute training on 19 Dec 2025. Cian built a broker page, used chat across CRM and helpdesk data, and tested cross-source questions.
Customer view: Cian said it was more useful than he thought and would use it for renewals first. The brain declined to invent a loss ratio, which Laura treated as a good result.
Commercial: A loss ratio sits in a spreadsheet, so it is a possible new connector later. A second session with the other underwriters was proposed for the new year.
Watch: Cian is a single champion and says so himself. The open helpdesk ticket shows data untidiness at the customer, not a brain fault.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Laura Penhaligon to send the slides, the three habits and a one page guide.
- Laura to agree a second, shorter session with the underwriters in the new year, co-hosted by Cian.
- Laura to raise the loss ratio source with the customer.
Risks
Current to 9 Oct 26- Cian Farrell is the only underwriter trained so far, which makes him a key-person risk for adoption.
- Broker loss ratio data is not in any connected source, so one question could not be answered.
Opportunities
Current to 9 Oct 26- A second session with the other underwriters could widen use beyond one person.
- A loss ratio source could become an additional connector later.