Clonvara Insurance Services / BB-Demo – Check In
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Clonvara Insurance Services: documents · 2026-04-23 12:30
Siobhán Dunne reports brokers are being served faster and usage is growing. Her one worry is audit lineage. No tickets were raised in thirty days, and she wants underwriting added and a regional broker dashboard built.
What was said
What this says
Current to 11 Oct 26Siobhán Dunne reports brokers are being served faster and usage is growing. Her one worry is audit lineage. No tickets were raised in thirty days, and she wants underwriting added and a regional broker dashboard built.
What happened: Amara Obi introduced herself as the new customer success contact and asked what good looks like. Siobhán said serving brokers faster is the goal, with policy, claims and the last conversation in one place.
Customer view: Active people are up by more than a third on the previous quarter, driven by word of mouth after a spring session. Her worry is being able to show an inspector the source and refresh behind a number.
Commercial: Clonvara is licensed for forty users, so there is headroom, and underwriting is a likely next team. Connecting the claims system would use connector room on Growth.
Watch: Silence on tickets and one slow dashboard unreported suggests she under-reports issues. The renewal was only mentioned in passing.
Themes
Current to 9 Oct 26Theme
Adoption growth and audit lineage
Importance
praise
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Amara Obi to send the lineage note and the session invite on the day of the call.
- Amara Obi to run a dashboards builder session with a regional template within a couple of weeks.
- Amara Obi to send review slots so the next review is booked.
Risks
Current to 9 Oct 26- Siobhán Dunne is worried about showing audit lineage to an inspector and needs it in writing.
- She did not report a slow broker dashboard, so small issues may go unseen.
Opportunities
Current to 9 Oct 26- Underwriting access would extend use within the forty licensed users.
- Adding the claims system as a source would use connector room on Growth.
Transcript
Amara Obi NoneHi Siobhán, can you hear me alright?
Siobhán Dunne NoneI can, yeah, grand. Hello, hello. Sorry, I've got half a sandwich on the go here, bear with me.- Amara Obi NoneNot at all, it's half twelve, you're allowed. Good to see you. So, just so I introduce myself properly, I'm Amara, I look after Clonvara on the customer success side, and Lewis is still your contact for anything commercial. I thought we'd use this half hour to ask what good looks like for you this quarter, and then I'll show you what the numbers say.
- Siobhán Dunne NoneLovely. Grand, so, what good looks like. I'd say the brokers being served faster is the big one. Let's keep the brokers front and centre, that's why we bought it.
- Amara Obi NoneRight. And when you say faster, do you mean the policy queries, or the claims tickets, or the lot?
- Siobhán Dunne NoneThe lot, really, but mostly the moment a broker rings and someone on the team needs the policy, the recent claims and the last conversation all in one place. Before, that was three systems and a lot of apologising.
- Amara Obi NoneMm, that's the thing we hear a lot. Okay, here's what the numbers say. Over the last thirty days you've averaged somewhere around ten or eleven active people a day, and that's up by more than a third on the previous quarter. So that's a good direction.
- Siobhán Dunne NoneThat tracks. We had the two new people in the broker support team start using it properly after the session we did in the spring, and then it sort of spread by word of mouth.
- Amara Obi NoneBrilliant. Now, you're licensed for forty, so there's plenty of headroom. Who else should have access? I'm thinking about underwriting, and maybe whoever looks after the claims side.
- Siobhán Dunne NoneUnderwriting, yes, I'd like that. Claims is a bit more delicate. What's the source of truth for claims in the brain, is it the helpdesk tickets or the claims system itself?
- Amara Obi NoneAt the moment it's the claims tickets coming through the helpdesk, plus whatever you've connected from the policy side. If you wanted the claims system itself as a source, that's a conversation about connectors, and you've got room on Growth for that.
- Siobhán Dunne NoneRight, right. Because I'll be honest, my one worry is the audit trail. If an inspector asks how a number got onto a page, I want to be able to point at the source and the refresh and say, there, that's where it came from.
- Amara Obi NoneThat's fair, and it's a good worry to have. The pages show the source and the last refresh time, and the nightly refresh is done by seven in the morning your time on business days. I can send you a short note on exactly how lineage shows up, so you've got it in writing.
- Siobhán Dunne NonePlease do. Thanks a million. I'd forward it to my data engineer as well, he'll want to poke at it.
- Amara Obi NoneOf course. Next, support. I can see nothing raised in the last thirty days, no tickets at all, which either means it's running smoothly or you're not telling me things.
- Siobhán Dunne NoneHa. No, honestly, it's been quiet. A couple of weeks ago one of the brokers' dashboards looked a bit slow but it sorted itself out, so I didn't bother anyone.
- Amara Obi NonePlease do bother us, that's what we're here for. Even a small one, I'd rather see it. Okay, so what would you want to have built by the next review? Anything the team is asking for that isn't there?
- Siobhán Dunne NoneMm. A proper view of broker activity by region would be great. We've got the data, I just haven't had the time to put it together. Maybe I could get someone from your side to walk the team through the dashboards builder again?
- Amara Obi NoneYes, absolutely. It's part of Growth, so no extra cost. I'll set up a short session for the team in the next couple of weeks and bring a template for regional views so you're not starting from a blank page.
- Siobhán Dunne NoneThat would be ideal. And I'd love for it to be a version everyone agrees is the version, you know? I hate when two people have two copies of the same chart.
- Amara Obi NoneSame. We'll publish it once, from the brain, and everyone links to that one. No copies.
- Siobhán Dunne NoneGrand. Anything else on your list?
- Amara Obi NoneJust the renewal, which is still a way off, so no pressure. I'll get it in the diary and we'll talk properly nearer the time. For now, let's get the next review booked as well.
- Siobhán Dunne NonePerfect. Send me a few slots and I'll pick one. Thanks, Amara, this was useful.
- Amara Obi NoneThank you, Siobhán. I'll send the note on lineage and the session invite today. Enjoy the rest of the sandwich. Best, Amara.
- Siobhán Dunne NoneWill do. Bye now.
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