Demo scheduled for Brindlecote
Email thread Brindlecote Insurance Brokers: documents · sales
Logistical thread. Nell Ashcombe offers a one-hour demo on Brindlecote's own data sample, and Toby Underwood asks for Thursday afternoon and checks whether they need to prepare.
What was said
What this says
Current to 11 Oct 26Logistical thread. Nell Ashcombe offers a one-hour demo on Brindlecote's own data sample, and Toby Underwood asks for Thursday afternoon and checks whether they need to prepare.
Ask: Nell offered a demo within one to two weeks and asked for Toby to attend to see the admin panel and ask technical questions.
Customer view: Toby is keen and flexible on timing. He asks only whether any preparation is needed.
Next: Nell needs to confirm a Thursday slot and answer the preparation question. The thread does not show a confirmed date.
The thread
Updated 9 Oct 26Messages
Nell Ashcombe 11 Apr 2023 15:20Hi team Tobias and I are ready to run the demo whenever you're available this week or next. We've loaded your data sample into a test instance, so we can show you the search and query interface on your actual claims and renewals records. The demo will take about an hour. Toby, would be great to have you there so you can see the admin panel and ask technical questions. Let me know what works for you all. Best, Nell
Toby Underwood 12 Apr 2023 15:24Hi Nell Thanks for this. We're quite keen to see it in action. Would Thursday afternoon work? Either this week or next week, we can make ourselves available. Also, just to confirm: will we need to do anything on our end to prepare, or can we just dial in and watch? Thanks Toby