Brindlecote: next steps
Email thread Brindlecote Insurance Brokers: documents · sales
After a first conversation, Nell Ashcombe asks Ed Duckworth for sample claims and renewals data. Ravi Atherton, COO, says he is quite interested but will review contract and pricing with finance before signing.
What was said
What this says
Current to 11 Oct 26After a first conversation, Nell Ashcombe asks Ed Duckworth for sample claims and renewals data. Ravi Atherton, COO, says he is quite interested but will review contract and pricing with finance before signing.
Ask: Nell wants a sample of the data Brindlecote would query, so BB-Demo can confirm the connectors needed and then draft a proposal with timing and costs.
Customer view: Ravi is positive and sees a cut in manual reconciliation. He expects the sample within a couple of days of 29 Mar 2023.
Next: finance review of contract and pricing is a gate before signature, so the proposal should be ready for that review.
The thread
Updated 9 Oct 26Messages
Nell Ashcombe 27 Mar 2023 08:31Hi Ed and Ravi Thanks for yesterday's conversation. The way you're thinking about connecting renewals, claims and call data makes a lot of sense, and I think the brain could be useful to the team. Next steps: Ed, could you share a sample of the data you'd want to query? Even a few records from your claims and renewals tables would let us confirm what connectors we'll need. Once Tobias has a look at that, we'll draft a proposal and come back to you with timing and costs. What would be most helpful from us in the meantime? Best, Nell
Ravi Atherton 29 Mar 2023 17:27Hi Nell Ed's working on getting you that sample data. Should be with you in the next couple of days. I'm quite interested in moving ahead with this; if it delivers the way you've outlined, it could cut down significantly on manual reconciliation. Once I see the proposal, I'll need to review contract and pricing with our finance team before anything gets signed. Thanks Ravi