Clonvara Insurance Services / BB-Demo – Qbr
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Clonvara Insurance Services: documents · 2026-03-23 12:15
Quarterly review with Clonvara. Active users more than doubled, tickets were few and answered in time, and every connector is loading. Brendan Moran asked what the £41,800 buys, and Amara Obi committed to a written value case before renewal.
What was said
What this says
Current to 11 Oct 26Quarterly review with Clonvara. Active users more than doubled, tickets were few and answered in time, and every connector is loading. Brendan Moran asked what the £41,800 buys, and Amara Obi committed to a written value case before renewal.
What happened: Amara reported active users more than doubled on the previous quarter, around ten active against forty licensed. Two tickets, none high priority, both answered inside Growth entitlement.
Customer view: Brendan wants comfort that the subscription is controlled and worth the money, as he expects to be asked by the board. Siobhán and Aoife raised no complaints.
Commercial: the expansion was kept separate at the customer's request. Compliance and finance users were named as possible new users, which is headroom.
Watch: the value case is promised before the renewal. Aoife is the admin and runs the Monday check, so there is some key-person dependence.
Themes
Current to 9 Oct 26Theme
Growth QBR and value
Importance
renewal
Sentiment
positive
Voice
decision-maker
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Amara Obi sends the permissions note and the value case outline.
- Siobhán Dunne gives Amara two or three examples, especially the broker one.
- Amara Obi sends the invite for the next QBR a quarter from now.
Risks
Current to 9 Oct 26- Brendan Moran expects to be asked by the board what the subscription delivers, so a weak value story would put the renewal at risk.
- Aoife Tuohy is the only admin and runs the Monday check, which is a key-person dependence.
Opportunities
Current to 9 Oct 26- Compliance and finance users named by Siobhán and Brendan could use more of the forty licensed seats.
- More dashboards are planned for the next review, showing customer investment.
Transcript
Amara Obi NoneHello, everyone. Can you all see my screen? Good. Amara here, for anyone who needs the reminder, I'm your customer success manager. Thanks for the time, it's the lunchtime slot so I'll be quick and keep to the clock.
Siobhán Dunne NoneGrand, Amara. Lovely to see everyone. Aoife's here as well, she's the one who knows the numbers best.
Brendan Moran NoneGood afternoon. I have the quarterly summary you circulated. Is that the version on screen?- Amara Obi NoneIt is, Brendan, the one from this morning. Lewis is on too, but mostly to listen. First question for you all: what does good look like this quarter?
- Siobhán Dunne NoneFor me, brokers served well, and the team asking the brain instead of asking Aoife. That's the test. And what's the source of truth, always, so that when someone quotes a number we know where it came from.
- Brendan Moran NoneFrom my side, comfort that this is controlled and that we are getting value for the subscription. I will be asked.
- Amara Obi NoneGood, that gives me the shape. So, here's what the numbers say. Active users have more than doubled against the previous quarter. You're licensed for forty and you're running around ten active in a typical month, so you've a lot of headroom.
- Siobhán Dunne NoneWhich is the underwriting team coming in. Cian's been bringing them through. It was a handful before Christmas.
- Amara Obi NoneRight, and that's the pattern I like, because it's several people asking, not one person asking a large share. Questions asked are up with it. Can I show you who's asking what, at a team level?
- Brendan Moran NonePlease. Team level is sufficient.
- Amara Obi NoneSo broker activity and claims linkage are the two heavy areas, then policy queries. The pages built are doing most of the work, and Aoife has built a couple of dashboards, which is the investment I always point to.
Aoife Tuohy NoneTwo so far. I'd like to do more, but I'm cautious, I'd rather not overstate what we've built. They're fine, they're not finished.- Amara Obi NoneThat's honest and I'll take it. Tickets next. Two in the quarter, none high priority. Both answered inside what Growth entitles you to. Anything from your side that felt slow?
- Siobhán Dunne NoneNo, nothing. The one about the connector, it was sorted quickly.
- Aoife Tuohy NoneAgreed. Nothing to flag.
- Amara Obi NoneBrilliant. Now, one thing I never let go unmentioned at a QBR: records indexed. Nothing's flat, every connector is loading. Aoife, you've got the Monday check going?
- Aoife Tuohy NoneEvery Monday, yes. It's become a habit.
- Brendan Moran NoneMay I ask about value in plain terms? We are paying £41,800 a year. If I were asked by the board what we get for that, what would you say?
- Amara Obi NoneFair, and I'd rather you asked. Three things. One, time: the reconciling across the CRM, the helpdesk and the call notes that someone used to do by hand now takes a question. Two, spread: it's no longer one analyst, it's a team. Three, control, it all sits in your own Snowflake account. I'd also like to put a proper value case in writing before the renewal, with real examples from Siobhán's team.
- Brendan Moran NoneI would welcome that. Thank you.
- Siobhán Dunne NoneI can give you two or three examples. The broker one especially.
Lewis Kerr NoneIf I may, just a short note from the commercial side. There's the expansion we've been discussing, and it's separate from this review. Nothing is needed from anyone today. I'll keep it in a different conversation so this stays about usage.- Brendan Moran NoneThat is appreciated, Lewis. Kindly keep it separate.
- Amara Obi NoneWho else should have access? That's my question for the next quarter. Compliance, finance? Who'd ask the brain something useful if they could?
- Siobhán Dunne NoneShane, definitely, on the compliance side. He asks me for reports I could just point him to a page for.
- Brendan Moran NoneAnd Gráinne, possibly. For supplier and invoicing queries. I would want to be clear what she can see.
- Amara Obi NoneAbsolutely, access is controlled by Aoife as admin, so you decide. I'll write up a short note on how permissions work, so you've got it for the folder.
- Brendan Moran NoneThank you. I do keep a folder of everything.
- Amara Obi NoneI've heard. Right, let's get the next QBR in the diary. I'd suggest a quarter from now. Does that suit?
- Siobhán Dunne NoneWorks for me. Send the invite and I'll move things around.
- Aoife Tuohy NoneAnd me.
- Amara Obi NoneSummary of actions: I send the permissions note and the value case outline, Siobhán gives me examples, Aoife keeps up the Monday check and we look at more dashboards next time. Anything I've missed?
- Brendan Moran NoneNo. Thank you, Amara. Kind regards to all.
- Siobhán Dunne NoneThanks a million, everyone.
- Amara Obi NoneBest, all. Speak soon.
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