Tarnbeck Insurance Brokers / BB-Demo – Check In
Callcompleted
Tarnbeck Insurance Brokers · 2025-11-10 12:00
On 10 Nov 2025 Rachael Dixon told Daniel Okafor the brain is useful, the team asks its own questions and data seems fresh. She is happy where they are and did not take up expansion; renewal is due at the end of January.
What was said
What this says
Current to 13 Oct 26On 10 Nov 2025 Rachael Dixon told Daniel Okafor the brain is useful, the team asks its own questions and data seems fresh. She is happy where they are and did not take up expansion; renewal is due at the end of January.
What happened: Daniel checked in on value, data freshness and admin experience. Rachael reported the renewals and claims page is used a few times a week and more people are asking their own questions.
Customer view: She said nothing had worried the team on freshness and nothing felt clunky. Abbie is comfortable with user management.
Commercial: Daniel said the contract renews at the end of January and he would open a formal renewal conversation in the New Year. He floated expanding to another part of the business and Rachael said they were happy where they are for now.
Watch: The call was friendly but brief, with no price or value discussion. The evidence does not show who else at Tarnbeck would sign the renewal.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Daniel Okafor to open the formal renewal conversation with Rachael Dixon in the New Year, ahead of the end of January renewal.
Risks
Current to 9 Oct 26- Rachael declined expansion for now, so growth at renewal is not signalled.
- No renewal terms, price or wider sponsor were discussed before the end of January renewal.
Opportunities
Current to 9 Oct 26- More advisors are starting to use the brain, which supports a value case at renewal.
Transcript
Daniel Okafor NoneHi Rachael, thanks so much for making time this afternoon. How have you been?
Rachael Dixon NoneGood, Daniel, thanks. Busy but good. The brain's been quite useful actually.- Daniel Okafor NoneThat's lovely to hear. So I wanted to check in: see how things are going with the team, whether you're getting value, and if there's anything you need from us. How is the team finding it?
- Rachael Dixon NoneWell, Abbie's got a couple of your people using it now. We've built that page, what did we call it, the renewals and claims one we talked about in the training?
- Daniel Okafor NoneOh great, yes. So you're running that every morning now?
- Rachael Dixon NoneNot quite every morning, but a few times a week at least. And people are actually asking their own questions now rather than relying on me to dig things up. That's the bit I'm most pleased about.
- Daniel Okafor NoneThat's exactly it, that's the magic, right? You're getting your team independent. And you're asking more questions than you were three months ago, if the usage data is right?
- Rachael Dixon NoneYeah, definitely more. Abbie's jumped on it pretty quickly and even a couple of the advisors are having a go.
- Daniel Okafor NoneThat's wonderful. Just to close the loop, is the data feeling fresh to you? Are you seeing calls and emails come through pretty promptly?
- Rachael Dixon NoneYes, seems to be fine. Nothing that's worried us.
- Daniel Okafor NonePerfect. And on the admin side: are there any features you've wished you had, or anything that's felt a bit clunky?
- Rachael Dixon NoneNot that I can think of. It's been pretty straightforward. Abbie seems comfortable with the user management stuff.
- Daniel Okafor NoneBrilliant. Well, as we head into the end of the year, I wanted to make sure you're all set. Your contract renews at the end of January, and I'll reach out in the New Year with a formal renewal conversation. But in the meantime, if anything changes, or if you want to chat about expanding to another part of the business, you know where I am.
- Rachael Dixon NoneThanks Daniel. I think we're happy where we are for now, but I appreciate that.
- Daniel Okafor NoneExcellent. Thanks again for your time, Rachael. Best wishes, Daniel.