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Clonvara Insurance Services: documents · 2026-09-01 13:30
Brendan Moran, the Chief Operating Officer, said he cannot defend 40 Growth licences when about seven people use them, and asked what a smaller arrangement might look like. The contract ends on 31 Oct 2026.
What was said
What this says
Current to 11 Oct 26Brendan Moran, the Chief Operating Officer, said he cannot defend 40 Growth licences when about seven people use them, and asked what a smaller arrangement might look like. The contract ends on 31 Oct 2026.
What happened: Amara Obi opened with the usage fall: about seven active users against forty licensed, down by more than a third on the previous quarter. Brendan accepted the numbers and asked why.
Customer view: He values having broker, policy and claims information in one place for compliance, but he is accountable for the spend. He asked for the options for a smaller arrangement, while stressing he was not asking for it yet.
Commercial: The order form says Growth at £46,800 a year, and that is what has been invoiced. He wants every option tied to the executed order form, not a draft.
Watch: Amara will gather who had access and who stopped, send a usage picture and propose a refresher. The pricing owner needs to join the next conversation, and the contract end is close.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Amara Obi to get the list of who had access, who used it and who stopped, and send the usage picture early next week.
- Amara Obi to propose a refresher date and put the next review in the diary before the end of the month.
- Bring the pricing owner into the next conversation with options set against the executed order form.
Risks
Current to 9 Oct 26- Usage of about seven active users against forty licensed may lead to a downsized or lost Growth renewal when the contract ends on 31 Oct 2026.
- The same small group does most of the asking, so value rests on few people.
- The reason for the drop is not yet known, so a fix cannot be targeted.
Opportunities
Current to 9 Oct 26- A refresher with the people who stopped could restore usage if the cause is habit.
- He likes having broker, policy and claims information in one place, which gives a compliance value case to build on.
Transcript
Amara Obi NoneAfternoon, Brendan. Can you hear me?
Brendan Moran NoneI can, thank you. Good afternoon, Amara.- Amara Obi NoneGood. Thanks for making the time. Just the two of us today, Siobhán had a clash. How's the week been?
- Brendan Moran NoneBusy, but orderly. Month end is always a little crowded for us. And you?
- Amara Obi NoneSame. So I'll get to it, because I'd rather not bury it. I looked at the usage this morning and it has dropped. We're averaging about seven active users in the last month against forty licensed, and that's down by more than a third on the previous quarter.
- Brendan Moran NoneYes. I had seen the dashboard you sent. It concerns me, I will be honest.
- Amara Obi NoneIt concerns me too, and I don't want to dress it up. Here's what the numbers say: fewer people, fewer questions, and the same small group doing most of the asking.
- Brendan Moran NoneDo you know why?
- Amara Obi NoneNot yet, and I won't guess in front of you. What I can say is that there's been one ticket this month, nothing urgent, and the invoices are all up to date on your side, so I'm not seeing a breakdown or a complaint. It looks more like people drifting away.
- Brendan Moran NoneDrifting is not very reassuring when the contract ends on 31 Oct 2026.
- Amara Obi NoneNo, it isn't, and that's precisely why I wanted to talk now rather than in October.
- Brendan Moran NoneLet me say how I look at it. I signed this on the strength of Siobhán's case. From a compliance point of view I like having the broker, policy and claims information in one place. But I am accountable for the spend, and I cannot defend forty licences if a handful of people use them.
- Amara Obi NoneThat's a completely fair position. Can I ask a couple of things? Who used to use it who doesn't now? And has anything changed in the team recently, a reorganisation, people moving?
- Brendan Moran NoneA little movement, nothing dramatic. I would have to ask Siobhán who has been pulled onto other work. I do not want to speak for her.
- Amara Obi NoneUnderstood. I'll ask her directly and I'll bring you a plain list: who had access, who used it, who stopped. No judgement, just the picture.
- Brendan Moran NoneThat would be helpful. And I would like to know what a smaller arrangement might look like, if that were the sensible outcome. I am not asking for it today. I am asking to understand the options.
- Amara Obi NoneI'll be careful here, because pricing is Lewis's area and I'd rather he confirmed anything in writing. What I can do is make sure he joins the next conversation and that you see the options set out against your executed order form, not a draft.
- Brendan Moran NoneGood. Which version are we looking at is, as you may have noticed, my favourite question.
- Amara Obi NoneIt has been noted. The order form says Growth at £46,800 a year, and that's what has been invoiced. I'll make sure everything we send ties back to that.
- Brendan Moran NoneThank you. One more thing. If the team's use has fallen, I would like to know whether that is people not needing it, or people not knowing how to use it.
- Amara Obi NoneThat's the right question. I'd suggest a short refresher with the people who stopped, and I'll ask them what got in the way. If it's habit, we can fix that. If it's genuinely not useful for their job, then that's something you should know before you renew.
- Brendan Moran NoneAgreed. Please do it soon.
- Amara Obi NoneThis week I'll speak to Siobhán and get the list. Early next week I'll send you the usage picture and a proposed refresher date, and I'll put the next review in the diary before the end of the month. Does that work?
- Brendan Moran NoneIt does. Thank you, Amara. I appreciate you raising it plainly.
- Amara Obi NoneBest to say it early. Thanks, Brendan. Speak soon.