Kronfeld Assekuranz / BG-Demo – Onboarding
Callcompleted
Kronfeld Assekuranz · 7 May 2026 08:15
Kronfeld Assekuranz reports a good first stretch after go-live, with a learning curve. Stefanie Lange plans another dozen claims users plus a couple in back-office, inside the 40 licensed seats.
What was said
What this says
As at Fri 9 Oct 2026Kronfeld Assekuranz reports a good first stretch after go-live, with a learning curve. Stefanie Lange plans another dozen claims users plus a couple in back-office, inside the 40 licensed seats.
What happened: Hamza Akhtar checked in on the 7 May 2026 call after go-live. Stefanie said the team is exploring the brain and asked how to save a search. Hamza said data refreshes were clean and queries were running well.
Customer view: Stefanie expects claims to be sold once they see the speed of one search across a broker's records. Philipp Schulz asked about refreshes and performance, and who to escalate data quality issues to.
Commercial: Growth is licensed for 40 users, so the extra claims and back-office users fit within it. The call gives no sign of a need for more seats or connectors yet.
Watch: Saving a search was not obvious to users. Hamza also handed the relationship to Daniel, the CSM, for adoption and value, with a quarterly check-in to follow.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Philipp Schulz to send Hamza Akhtar the next batch of usernames for activation by mid-week.
- Stefanie Lange to walk claims through the search interface and the questions they can ask.
- Daniel, the CSM, to schedule the first quarterly check-in with the customer.
Risks
As at Fri 9 Oct 2026- Saving a search was not obvious to users, so early adoption may stall on small usability gaps.
Opportunities
As at Fri 9 Oct 2026- Claims and back-office rollout would deepen use of the Growth subscription within its 40 licensed users.
Transcript
Hamza AkhtarRight, so we just went live. How's it been from your end?
Stefanie LangeIt's good, yeah. The team's been exploring it. Bit of a learning curve but people are getting it.- Hamza AkhtarGood. Any questions coming up?
- Stefanie LangeHow do you save a search? A couple of people wanted to bookmark something and it wasn't obvious.
- Hamza AkhtarRight, so we've got save as a dashboard feature, you can build a custom dashboard from a search result and come back to it. I'll send Philipp a quick guide to share with the team.
Philipp SchulzUseful. Have you heard anything on the data side? Is everything refreshing okay?- Hamza AkhtarAll clean so far. Portal, CRM, calls, email, all flowing nightly. Record counts are stable.
- Philipp SchulzAny performance issues?
- Hamza AkhtarNope, queries are running fine. We're monitoring compute usage and it's well within what we'd expect.
- Stefanie LangeWhat's the plan for rolling this out to claims and the rest of the team?
- Hamza AkhtarHow many people are you thinking?
- Stefanie LangeMaybe another dozen in claims, a couple in back-office.
- Hamza AkhtarYou're licensed for 40, so you've got plenty of headroom. Philipp, if you send me the next batch of usernames, we can activate them by mid-week.
- Philipp SchulzI'll get those sorted.
- Hamza AkhtarAnd do a quick session with claims to show them the search interface and what kind of questions they can ask about complaints and brokers?
- Stefanie LangeYeah, I can walk them through it. Honestly, once they see the speed, getting everything about a broker in one search instead of clicking through three systems, they'll be sold.
- Hamza AkhtarThat's usually what happens. Right, so one more thing, we're now in the steady-state phase. You'll get a quarterly check-in with Daniel, our CSM. First one will be next week, quick sync on what's working, what we might improve.
- Stefanie LangeThat sounds good.
- Hamza AkhtarAnd after this week, if there's a technical issue, Philipp's the point of contact still, but you'll also be reaching out to Daniel for anything on the adoption or value side.
- Philipp SchulzMakes sense. Who should I escalate to if there's a data quality issue?
- Hamza AkhtarFlag it to me. One-hour response on urgent stuff. If it's widespread, say, a whole connector is broken, we get it fixed immediately.
- Philipp SchulzOkay. Anything else?
- Hamza AkhtarJust keep an eye on adoption. How many searches are people running, which data sources are they using most. We can use that to inform future features and optimizations.
- Stefanie LangeWill do.
- Hamza AkhtarRight. Next week Daniel will reach out to schedule the quarterly check-in. In the meantime, Philipp: next batch of users by mid-week, and let me know if anything comes up. Cheers, both.