Tarnbeck Insurance Brokers / BG-Demo – Check In
Callcompleted
Tarnbeck Insurance Brokers · 6 Jul 2026 16:45
Routine check-in on 6 Jul 2026 with Rachael Dixon. Usage is steady, led by the renewals page and Abbie, data looks fresh and she raised no issues. The renewal is next January and was not discussed beyond a reminder.
What was said
What this says
As at Fri 9 Oct 2026Routine check-in on 6 Jul 2026 with Rachael Dixon. Usage is steady, led by the renewals page and Abbie, data looks fresh and she raised no issues. The renewal is next January and was not discussed beyond a reminder.
What happened: Daniel Okafor held a 25-minute check-in with Rachael Dixon on 6 Jul 2026. She reported steady usage, no sync problems and nothing she needed from BG-Demo.
Customer view: The renewals page is still in use, mostly by Abbie, and a couple of newer advisors have tried it. Rachael said there were no big swings up or down.
Commercial: Daniel only reminded her the renewal is next January. No price, value or competitor point came up, so the call neither strengthens nor weakens the renewal case.
Watch: Use leans on one named person, and the call gave no question volumes or user counts. The evidence does not show whether the newer advisors kept using it.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Daniel Okafor to compare usage with last year's before the 90-day renewal notice and prepare a value case for Rachael Dixon.
Risks
As at Fri 9 Oct 2026- Day-to-day use leans on one named person, Abbie, so a departure would hit adoption.
Opportunities
As at Fri 9 Oct 2026- A couple of newer advisors have started using the brain, which could widen adoption before the renewal.
Transcript
Daniel OkaforHi Rachael, thanks for picking up. How's your week been?
Rachael DixonAlright, Daniel, thanks. Summer madness as usual. How about you?- Daniel OkaforMuch the same, much the same. I wanted to check in, see how things are going with the brain. The refresher we did back in January, did that help at all?
- Rachael DixonIt did actually. We've kept the renewals page going, and Abbie's using it most days now. A couple of the newer advisors have had a go too, which is good.
- Daniel OkaforThat's great to hear. So you're holding fairly steady then, no big changes?
- Rachael DixonYeah, I'd say so. No big swings up or down. Just steady usage.
- Daniel OkaforGood. And is the data staying fresh? Any sync issues with Salesforce or the call recorder that you've run into?
- Rachael DixonNot that I've noticed. Everything seems to be there when we expect it. No complaints.
- Daniel OkaforExcellent. We've just rolled out some updates to the search function, should be a bit faster now. You might notice that when you ask questions. Other than that, I just wanted to touch base before the summer break. Is there anything you need from us, or anything I should know about?
- Rachael DixonNot that I can think of. We're ticking along pretty well.
- Daniel OkaforPerfect. Well, enjoy the rest of the summer, Rachael. Your renewal is next January, so plenty of time, but do get in touch if anything comes up. Best wishes, Daniel.