Tarnbeck Insurance Brokers / BG-Demo – Onboarding
Callcompleted
Tarnbeck Insurance Brokers · 3 Mar 2025 09:00
Tarnbeck's technical setup works and the nightly refresh runs, but Rachael Dixon and Abbie Gaskarth say they are not sure what the brain is for. Callie Brennan handed use cases to a colleague, Daniel.
What was said
What this says
As at Fri 9 Oct 2026Tarnbeck's technical setup works and the nightly refresh runs, but Rachael Dixon and Abbie Gaskarth say they are not sure what the brain is for. Callie Brennan handed use cases to a colleague, Daniel.
What happened: Callie Brennan checked in on the brain with Rachael Dixon and Abbie Gaskarth on 3 Mar 2025. Abbie confirmed no refresh errors and fast queries.
Customer view: Few people have logged in. Abbie said she was not sure what they were supposed to use it for, and Rachael said the team was unsure what it was for beyond seeing all the data in one place.
Commercial: Value is not yet understood, which is an early adoption risk to the first renewal. Questions asked is the best measure of value and the customer has not started asking.
Watch: Callie deferred use cases to Daniel's call the following week. The evidence does not show who Daniel is or whether that call happened.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Daniel to run a use-case session with Rachael Dixon and Abbie Gaskarth on how to get more of the team asking questions.
Risks
As at Fri 9 Oct 2026- The team does not know what to use the brain for, so questions asked may stay low ahead of the first renewal.
- Use-case guidance was left to a colleague's later call, with nothing in the evidence confirming it happened.
Opportunities
As at Fri 9 Oct 2026- Technical setup is healthy, so a clear use-case session could drive quick adoption across more of the team.
Transcript
Callie BrennanHi Abbie, Rachael. Thanks for the time. Just a quick check-in on how things are going with the brain.
Abbie GaskarthYeah, it's all technically working. No issues with the refresh or anything.- Callie BrennanGood. And is the team using it?
Rachael DixonWe've had a few people log in. Abbie, you've done a bit more than us?- Abbie GaskarthYeah, I've poked around. But honestly, I'm not sure what we're supposed to be using it for yet. Like, I can see the data, but is it meant to answer specific questions we ask it?
- Callie BrennanIt can, yeah. You'd ask it questions about your data and it'll pull the answer. Like, 'show me all calls from November' or 'which clients called this month'. Something like that.
- Rachael DixonRight. But we haven't set that up?
- Callie BrennanIt's not something to set up. You just ask it. The brain works it out.
- Abbie GaskarthOkay. I wasn't sure if we needed to do something first.
- Callie BrennanNo, you're all set. The data's there, the connectors are live. You just start asking questions.
- Rachael DixonI think that's where we got a bit stuck. We weren't sure what it was for, beyond just being able to see all the data in one place.
- Callie BrennanThat's something Daniel will help with when he calls next week. He's better placed to talk through use cases with you. My side is making sure the tech works, and that's all good.
- Abbie GaskarthOkay. Well, technically everything seems fine.
- Callie BrennanAnd there's nothing breaking? No error messages or slow queries?
- Abbie GaskarthNo, it's responsive. When I poke around, it's fast.
- Callie BrennanGreat. And the refresh is still running nightly?
- Abbie GaskarthYes. I checked this morning and it went through fine.
- Callie BrennanPerfect. So when Daniel calls, you'll have a chance to talk about how to get more of the team using it. At the moment it sounds like you're still in the discovery phase, which is normal.
- Rachael DixonHow long does that usually take?
- Callie BrennanDepends. Some teams click with it straight away. Others take a few weeks to find their rhythm. But Daniel will be able to help you with that.
- Abbie GaskarthOkay. I think we're good from a technical angle.
- Callie BrennanRight. I'll update Daniel that everything's working smoothly on my end. And he'll be in touch next week. Cheers, both.
- Rachael DixonThanks, Callie.
- Abbie GaskarthThanks.