Tarnbeck Insurance Brokers / BB-Demo – Onboarding
Callcompleted
Tarnbeck Insurance Brokers · 2025-03-03 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
Current to 13 Oct 26Tarnbeck'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
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Daniel to run a use-case session with Rachael Dixon and Abbie Gaskarth on how to get more of the team asking questions.
Risks
Current to 9 Oct 26- 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
Current to 9 Oct 26- Technical setup is healthy, so a clear use-case session could drive quick adoption across more of the team.
Transcript
Callie Brennan NoneHi Abbie, Rachael. Thanks for the time. Just a quick check-in on how things are going with the brain.
Abbie Gaskarth NoneYeah, it's all technically working. No issues with the refresh or anything.- Callie Brennan NoneGood. And is the team using it?
Rachael Dixon NoneWe've had a few people log in. Abbie, you've done a bit more than us?- Abbie Gaskarth NoneYeah, 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 Brennan NoneIt 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 Dixon NoneRight. But we haven't set that up?
- Callie Brennan NoneIt's not something to set up. You just ask it. The brain works it out.
- Abbie Gaskarth NoneOkay. I wasn't sure if we needed to do something first.
- Callie Brennan NoneNo, you're all set. The data's there, the connectors are live. You just start asking questions.
- Rachael Dixon NoneI 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 Brennan NoneThat'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 Gaskarth NoneOkay. Well, technically everything seems fine.
- Callie Brennan NoneAnd there's nothing breaking? No error messages or slow queries?
- Abbie Gaskarth NoneNo, it's responsive. When I poke around, it's fast.
- Callie Brennan NoneGreat. And the refresh is still running nightly?
- Abbie Gaskarth NoneYes. I checked this morning and it went through fine.
- Callie Brennan NonePerfect. 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 Dixon NoneHow long does that usually take?
- Callie Brennan NoneDepends. 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 Gaskarth NoneOkay. I think we're good from a technical angle.
- Callie Brennan NoneRight. I'll update Daniel that everything's working smoothly on my end. And he'll be in touch next week. Cheers, both.
- Rachael Dixon NoneThanks, Callie.
- Abbie Gaskarth NoneThanks.