Amara Obi

Clonvara Insurance Services / B-Brain – Qbr

Callcompleted

Clonvara Insurance Services: documents logo Clonvara Insurance Services: documents · 2026-09-23 08:30

QBR with Brendan Moran and Aoife Tuohy: just under ten active users against forty licensed, steady after a refresher. Brendan wants value evidence and written terms before the contract ends on 31 Oct 2026; Lewis Kerr will send right-sized options.

What was said

What this says

Current to 11 Oct 26

QBR with Brendan Moran and Aoife Tuohy: just under ten active users against forty licensed, steady after a refresher. Brendan wants value evidence and written terms before the contract ends on 31 Oct 2026; Lewis Kerr will send right-sized options.

What happened: At the 23 Sep 2026 QBR, Amara reported just under ten active users against forty licensed, still down on the previous quarter but less sharply than before. Aoife said some analysts had used their own extracts and two came back after the refresher.

Customer view: Brendan wants evidence of value and a clear view of where things stand before the contract ends. He wants everything in writing against the executed terms and will not treat silence as assent.

Commercial: Lewis proposed sizing seats to actual use and will send options, exclusive of VAT, co-termed to the renewal date of 1 Nov 2026. Brendan will put forward someone from compliance, which is a possible new group of users.

Watch: Questions come mainly from Siobhán and Aoife, which is a key-person risk. Connectors loaded nightly and three small tickets were not high priority.

AI · claude-sonnet-5-5 · 11 Oct 2026

Themes

Current to 9 Oct 26
Theme
QBR and renewal sizing
Importance
renewal
Sentiment
mixed
Voice
decision-maker

Who was there

B-Brain

Them

Follow-up

Next steps

Current to 9 Oct 26
  • Lewis Kerr to send written options, exclusive of VAT, within the week.
  • Amara Obi to run Brendan Moran's chosen case end to end and write up actions the same day.
  • Amara Obi and Lewis Kerr to book a further review well before 31 Oct 2026.

Risks

Current to 9 Oct 26
  • Usage is still far below the forty licensed seats, so a downsized renewal is likely to be discussed.
  • A small number of people ask most of the questions, which is a key-person risk.
  • Brendan Moran will not agree anything outside the contract on a call, and the contract ends on 31 Oct 2026.

Opportunities

Current to 9 Oct 26
  • Brendan will put someone from compliance forward, and Amara sees headroom in claims and compliance.
  • A real regulator or broker query chosen by Brendan can be run end to end to show the value.

Transcript

Not yet analysedThe transcript has not been written yet.

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