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Check-in notes

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Fenmoor Specialty Underwriting: documents logo Fenmoor Specialty Underwriting: documents · cs

Daniel Okafor sent his notes of the 20 Dec 2024 check-in with Callum Reid. Usage and refresh timing are described as healthy and Callum's needs are listed. There is no customer response in the thread.

What was said

What this says

Current to 10 Oct 26

Daniel Okafor sent his notes of the 20 Dec 2024 check-in with Callum Reid. Usage and refresh timing are described as healthy and Callum's needs are listed. There is no customer response in the thread.

Ask: Callum wants cleaner bordereaux answers without manual reconciliation, a view of who uses the brain by team, and something to show the syndicates about oversight.

Customer view: the needs are relayed by Daniel, not written by Callum. The thread holds no reply, so agreement with the notes is not shown.

Next: Daniel committed to a usage-by-team view in the first week back in the new year and a check of how much of the licensed Growth allowance is in use.

AI · claude-sonnet-5-5 · 10 Oct 2026

The thread

Updated 9 Oct 26
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First message2024-12-20
Last message2024-12-20

Messages

  1. Daniel Okafor
    Daniel Okafor 20 Dec 2024 14:25
    to Callum Reid
    Hello Callum, Thank you for making time for the check-in today, and for being so direct about what you need from the brain. Just to close the loop, here are my notes so we are both working from the same page. Where things stand - Usage keeps climbing. More of your people are logging in and asking questions than in the previous quarter, which is a healthy sign this long after go-live. - No tickets have been raised this past month, and nothing is outstanding on the invoicing side. - The nightly refresh has been landing ahead of 07:00 on business days, which I know is the point at which you want the dashboards to be right. What you told me you need - Cleaner answers on bordereaux queries without anyone on your team having to reconcile things by hand. - A clear view of who on the underwriting side is using the brain and who is not, so you can decide where to spend time. - Something you can show the syndicates if they ask how Fenmoor keeps oversight tight. What I will do - Pull together a simple view of usage by team, and I'll come back to you by the first week back in the new year. - Check how much of your licensed user allowance is actually in use, as you have room on the Growth tier and I would like us to be sure it is being put to good work before we talk about anything else. - Keep you posted if anything changes on the data refresh side. If I have got anything wrong or missed something, tell me and I will correct it. Have a good Christmas, and please pass my thanks to the team. How is everyone finding it, by the way? I would value your honest read. Best wishes, Daniel Daniel Okafor Customer Success Manager, BB-Demo

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