Wattlebrook Insurance Services / B-Brain – Onboarding
Callcompleted
Wattlebrook Insurance Services: documents · 2026-04-17 10:00
Technical onboarding for Wattlebrook on Starter with 15 users and two live connectors, CRM and ticketing. Brodie Kennedy took the admin session and Jess Mitchell accepted Starter's all-or-nothing permissions. No concerns were raised.
What was said
What this says
Current to 11 Oct 26Technical onboarding for Wattlebrook on Starter with 15 users and two live connectors, CRM and ticketing. Brodie Kennedy took the admin session and Jess Mitchell accepted Starter's all-or-nothing permissions. No concerns were raised.
What happened: Hamza Akhtar walked Brodie Kennedy and Jess Mitchell through the admin panel, connector status, user management and the status page on 17 Apr 2026. Both connectors, CRM and ticketing, showed as live.
Customer view: Brodie asked what happens if a connector stops and how it is monitored. Jess confirmed that Starter's lack of granular permissions is fine because everyone works with the same data.
Commercial: Hamza mentioned Growth's team-level access control, but Jess did not pick it up. No price, rival or renewal sentence came up.
Watch: Starter's four-hour first-response SLA was stated to the customer, and connector breakage is the main failure mode they asked about. Training with Marcus was set for early May.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Hamza Akhtar to send the admin panel link, status page link and admin guide the same day.
- Marcus to run team training in early May once the data looks good.
Risks
Current to 9 Oct 26- A broken connector is the failure the customer asked about, and Starter carries a four-hour first-response SLA.
- Only two connectors are live, so the brain's depth depends on CRM and ticketing data staying healthy.
Opportunities
Current to 9 Oct 26- Growth's team-level access control was offered but not needed yet; it becomes relevant if more teams join.