Clonvara Insurance Services / BB-Demo – Check In
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Clonvara Insurance Services: documents · 2026-06-25 08:45
Check-in on 25 Jun 2026 with Siobhán Dunne. Usage is up slightly but concentrated in her team. She cannot commit budget and agreed to build a value note ahead of the 1 Nov 2026 renewal.
What was said
What this says
Current to 11 Oct 26Check-in on 25 Jun 2026 with Siobhán Dunne. Usage is up slightly but concentrated in her team. She cannot commit budget and agreed to build a value note ahead of the 1 Nov 2026 renewal.
What happened: Amara Obi reviewed usage, one high-priority ticket and the renewal. Siobhán said the ticket was handled and she had no complaint about the response.
Customer view: Siobhán wants more people asking the brain first. She called the user growth modest and said underwriting is slow to change habit.
Commercial: Growth at £46,800 a year, invoicing clean, renewal on 1 Nov 2026. Siobhán cannot commit budget, which sits with people above her.
Watch: question volume still leans on her team and her data engineer, a key-person risk before renewal. Forty licences against about eleven active users is headroom if claims and broker services adopt.
Themes
Current to 9 Oct 26Theme
Usage breadth and renewal prep
Importance
renewal
Sentiment
neutral
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Amara pulls the usage data and Siobhán supplies the stories for a short value note.
- Amara sends the usage chart with its definition in one email and options for the next QBR.
Risks
Current to 9 Oct 26- Questions asked are concentrated in Siobhán's team and her data engineer, a key-person risk before the 1 Nov 2026 renewal.
- Siobhán cannot commit budget, so the buying decision sits with people above her who were not on the call.
Opportunities
Current to 9 Oct 26- Forty Growth licences against about eleven active users leaves headroom if claims and broker services adopt.
- A value note built on claims ticket trends and broker use gives Siobhán the case to take upstairs.
Transcript
Amara Obi NoneMorning Siobhán. Can you hear me okay?
Siobhán Dunne NoneMorning, Amara. Yes, loud and clear. Sorry for the early slot, I'm in before the phones start.- Amara Obi NoneNot at all, I'm a morning person to a fault. Is the weather as grim over there as it is here?
- Siobhán Dunne NoneSoft rain and a grey sky, so yes, a perfectly normal day in Dublin.
- Amara Obi NoneRight. Thanks for doing this. Quick agenda from me: usage, the one ticket we had, and what the next quarter looks like for you. What would good look like by the end of the summer?
- Siobhán Dunne NoneGrand, so for me it's more people asking the brain first and the data team second. Right now I'm still the human search engine for half the building.
- Amara Obi NoneThat's useful, and it ties to what I'm seeing. Here's what the numbers say: active users are up a little on last quarter, eleven or so on average. Modest, but moving the right way.
- Siobhán Dunne NoneModest is fair. I'd hoped for more after underwriting came on, but they're slow to change a habit.
- Amara Obi NoneIt's common. Habit change shows up in the numbers a quarter late. You've got forty licences and you're using a quarter of them, so there's headroom if the people are there.
- Siobhán Dunne NoneMm. And who's asking the most questions? Is it me and my data engineer, or has it spread?
- Amara Obi NoneHonest answer, it's still weighted towards your team. I wouldn't call it a risk yet, but I'd want it spread wider before the renewal. If it all hangs on two people, that's fragile.
- Siobhán Dunne NoneNo, that's a fair point and I'd rather hear it from you than discover it. I'll think about who in claims and broker services could be champions.
- Amara Obi NoneLovely. Now the ticket. There was one in the last month and it was marked high priority, so I wanted to check you were happy with how it was handled.
- Siobhán Dunne NoneI was, yes. It was something that mattered to the brokers, so I flagged it hard, and it was dealt with. I won't say it was painless, but nobody dropped it.
- Amara Obi NoneGood. If anything about the response felt slow to you, tell me now and I'll take it back to the support team, it's no trouble.
- Siobhán Dunne NoneNo, I'd say it was fine. Let's keep it in the same file as the good days.
- Amara Obi NoneNoted. On the commercial side, nothing's changed: you're on Growth at £46,800 a year, invoicing is clean, nothing overdue. The renewal is 1 Nov 2026, so I'll come back to you in the summer with a proper conversation, and the notice will go out well ahead.
- Siobhán Dunne NoneRight. And again, I can't commit budget, that's with the people above me. What I can do is give you what I need to make the case internally. What would help?
- Amara Obi NoneA short value note. A few questions the brain answered that would have taken someone half a day, and who asked them. I can pull the usage, you bring the stories.
- Siobhán Dunne NoneI can do that. Claims ticket trends are my best example, let's keep the brokers front and centre in it.
- Amara Obi NonePerfect. Anything else on your list before we wrap?
- Siobhán Dunne NoneOnly a version question: when I show the usage chart upstairs, is it the same definition as the last one you sent? I don't want two numbers for one thing.
- Amara Obi NoneSame definition, active means did something in the brain. I'll put the chart and the definition in one email so they travel together.
- Siobhán Dunne NoneGrand, so that's me happy. Thanks a million, Amara.
- Amara Obi NoneBrilliant. Let's get the next QBR in the diary, I'll send options. Best, Amara. Speak soon.
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