B-Glass
Lewis Kerr

Fulbourn Underwriting / BG-Demo – Demo

Callcompleted

Fulbourn Underwriting logo Fulbourn Underwriting · 6 Dec 2024 16:15

Second demo for Fulbourn Underwriting. Octavia Blake saw a two-second query across all files and asked how data quality is checked. She says they are close to ready and will respond to a proposal before Christmas.

What was said

What this says

As at Fri 9 Oct 2026

Second demo for Fulbourn Underwriting. Octavia Blake saw a two-second query across all files and asked how data quality is checked. She says they are close to ready and will respond to a proposal before Christmas.

What happened: Hannah Lowe showed a complex query across all Fulbourn files, answered in two seconds. Octavia then probed data quality, release changes and what happens when something breaks.

Customer view: Octavia is positive and called the speed impressive. Nicholas, who was not on the call, had asked for more on performance and data quality, so he is the person still to convince.

Commercial: Lewis Kerr tied freshness service credits and Premium support to Enterprise. He promised a clean proposal this week and aimed for signature by the sixth of February, for a spring go-live.

Watch: Octavia's concern is that search across thousands of open files must be fast. The weekly data quality report and the stated response times become expectations the contract must match.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
Enterprise demo, performance and quality
Importance
upsell
Sentiment
positive
Voice
champion

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Lewis Kerr to send a clean proposal that week.
  • Octavia Blake to review it with Nicholas Fairbairn and reply before Christmas.
  • Lewis Kerr to aim for signature by the sixth of February.

Risks

As at Fri 9 Oct 2026
  • Nicholas Fairbairn was not on the call and still wanted proof on performance and data quality.
  • The customer will review the proposal before Christmas, which may slip the target signature date.

Opportunities

As at Fri 9 Oct 2026
  • Octavia Blake says Fulbourn is close to ready for the Enterprise tier with Premium support.

Transcript

  1. Lewis Kerr
    Lewis Kerr
    Octavia, thanks for taking another call on this. How are you feeling after the last session?
  2. Octavia Blake
    Octavia Blake
    Really positive. Nicholas wanted to see a few more things, though, mainly around performance and data quality.
  3. Lewis Kerr
    Lewis Kerr
    Totally fair. Hannah's going to walk through those in detail today. Hannah?
  4. Hannah Lowe
    Hannah Lowe
    Thanks. So today I want to show you performance: how fast the brain responds to queries: and data quality, making sure your historical data loaded correctly. Let me start with a performance test.
  5. Octavia Blake
    Octavia Blake
    Good. We have thousands of open files. If the brain takes ages to search across all of them, it's not going to help anyone.
  6. Hannah Lowe
    Hannah Lowe
    Right. Let me run a complex query across all your files: this is looking for open matters with a specific broker mentioned, any pricing concerns, and activity in the last month. On your data volume.
  7. Octavia Blake
    Octavia Blake
    How long?
  8. Hannah Lowe
    Hannah Lowe
    Two seconds. Full results. That's across every file, every email, every call note in the system.
  9. Octavia Blake
    Octavia Blake
    Okay, that's impressive.
  10. Hannah Lowe
    Hannah Lowe
    The short answer is it scales. The longer answer is it depends on your query complexity, but we've tested against accounts with your volume and it holds up.
  11. Lewis Kerr
    Lewis Kerr
    And if you ever hit performance limits, that's something we monitor proactively. If we see an issue, we reach out.
  12. Octavia Blake
    Octavia Blake
    What about data quality? How do I know the data's loaded correctly? Do you validate against the source systems?
  13. Hannah Lowe
    Hannah Lowe
    Good question. We do record counts, how many records came from each source, how many made it into the brain. You get a weekly data quality report. We also sample-check data from the source system against what you see in the brain, make sure the mapping's right.
  14. Octavia Blake
    Octavia Blake
    And if data doesn't match? If something's missing or corrupted?
  15. Hannah Lowe
    Hannah Lowe
    We'd identify it, get in touch, and either fix it or let you know what the issue is on your end: say, a system changed API, broke the connector. We don't hide data issues.
  16. Lewis Kerr
    Lewis Kerr
    And again, on Enterprise, if data freshness is an issue, meaning data didn't load overnight, you get service credits.
  17. Octavia Blake
    Octavia Blake
    Right. What about when you release updates or new features? How does that affect us?
  18. Hannah Lowe
    Hannah Lowe
    We do rolling updates, you'll get new features every month or so. There's no downtime, and your queries keep working. We communicate changes before they land.
  19. Octavia Blake
    Octavia Blake
    Okay. And if something breaks?
  20. Hannah Lowe
    Hannah Lowe
    Enterprise gets premium support, that's a named engineer, thirty-minute response on critical issues. We've got a proper incident response process.
  21. Lewis Kerr
    Lewis Kerr
    That's covered in the premium support add-on. Included with Enterprise.
  22. Octavia Blake
    Octavia Blake
    Alright. I think we're getting close to being ready. What happens now?
  23. Lewis Kerr
    Lewis Kerr
    We finalize the commercial terms: the all-in investment, the implementation timeline, any custom service levels you need. I'll send you a clean proposal this week. You review with Nicholas, and then we can have a final negotiation call and get to signature.
  24. Octavia Blake
    Octavia Blake
    When?
  25. Lewis Kerr
    Lewis Kerr
    By the sixth of February if we can. That gives you a spring go-live.
  26. Octavia Blake
    Octavia Blake
    Okay. Send the proposal. We'll review and get back to you before Christmas.
  27. Lewis Kerr
    Lewis Kerr
    Perfect. Cheers, Octavia. Speak soon.
  28. Hannah Lowe
    Hannah Lowe
    Thanks, Octavia. Speak soon.

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