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Finding a time for the QBR

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

Logistical thread to fix a quarterly business review. Callum Reid replied the same day with timing limits, asked for the agenda in advance and said he would bring two team leads. No commercial position is stated.

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Current to 10 Oct 26

Logistical thread to fix a quarterly business review. Callum Reid replied the same day with timing limits, asked for the agenda in advance and said he would bring two team leads. No commercial position is stated.

Ask: Daniel Okafor wanted a review in the diary well before the contract end on 30 Jun 2025. Callum wants an hour that avoids month-end bordereaux, on Tuesdays or Thursdays before 11:00.

Customer view: Callum is engaged and practical. He is bringing the two team leads who answer the capacity-provider queries, so they will give frontline views on what works.

Next: Daniel owes slots and an agenda, which Callum wants before the session.

AI · claude-sonnet-5-5 · 10 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2025-05-14
Last message2025-05-15

Messages

  1. Daniel Okafor
    Daniel Okafor 14 May 2025 12:39
    to Callum Reid
    Hello Callum, Thank you for your time on the last call. Just to close the loop, I'd like to get the next quarterly business review into the diary so we have it done well before the contract end on 30 Jun 2025. I'd suggest an hour with you and anyone from your team who leans on the brain day to day. I can walk through how it has been used since go-live, what the capacity-provider questions have looked like, and where we could make it more useful for your underwriters. Could you let me know which days suit you best over the next couple of weeks? Mornings tend to work well for me, but I'll fit around your bordereaux cycle. Best wishes, Daniel
  2. Callum Reid
    Callum Reid 14 May 2025 13:19
    to Daniel Okafor
    Daniel, What I need is an hour that doesn't clash with month-end bordereaux. Tuesdays and Thursdays are the quietest for us. Mornings, before 11:00 if possible. I'll bring two of my team leads. They are the ones answering the capacity-provider queries, so they will have views on what is working and what isn't. Agenda by when? I'd like to see it ahead of the session so I can tell them what to prepare. Callum
  3. Daniel Okafor
    Daniel Okafor 15 May 2025 08:58
    to Callum Reid
    Callum, Thank you, that's very helpful. I'll come back to you by the end of tomorrow with a couple of specific Tuesday and Thursday morning slots, and I'll send the agenda at the same time. The outline so far is: usage since go-live and who is asking the questions, the support tickets you've raised and how they were handled, how the licences are being used across the teams, and what you'd like the brain to do better for the oversight work. If there is anything you want added, tell me and I'll build it in. How is the team finding it at the moment? Anything you'd like me to look at before we meet, I'm happy to do so. Best wishes, Daniel

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