Finding a time for a discovery call

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Clonvara Insurance Services: documents · sales

Logistical thread fixing a discovery call for Thursday at 10:00. Siobhán Dunne wants broker activity, policy queries and claims tickets in one place and asks what the source of truth is.

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Current to 11 Oct 26

Logistical thread fixing a discovery call for Thursday at 10:00. Siobhán Dunne wants broker activity, policy queries and claims tickets in one place and asks what the source of truth is.

Ask: Lewis Kerr offered two slots and asked what Siobhán would most like answered. She chose Thursday at 10:00 and said she will bring one of her team.

Customer view: Her stated concern is the source of truth, where the data comes from and how it stays controlled. She wants the brokers kept front and centre.

Next: Lewis planned to send the invitation and build the call around where broker, policy and claims data sits.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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Messages3

First message2025-08-04

Last message2025-08-05

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Lewis Kerr 4 Aug 2025 09:11
to Siobhán Dunne
Hello Siobhán, Thank you for getting back to us about the brain. To make sure I am pointing the conversation at what you actually want, could you tell me what you would most like to see answered and roughly when you would want it running? I would like to set up a discovery call of about an hour with you and whoever else on your side should be there. Would Thursday at 10:00 or Friday at 14:00 work for you? I can flex around your diary. I'll send an invitation as soon as you pick a slot. Kind regards, Lewis
Siobhán Dunne 5 Aug 2025 13:26
to Lewis Kerr
Hi Lewis, Grand, so Thursday at 10:00 suits me. Friday is a mess, I'm afraid. What I'd like to get out of it is a feel for how we'd see broker activity, policy queries and claims tickets in one place. The question for me is always what's the source of truth, so I'll want to talk about where the data comes from and how it stays controlled. Let's keep the brokers front and centre. I'll bring one of my team along as well, if that's okay. Thanks a million, Siobhán
Lewis Kerr 5 Aug 2025 15:51
to Siobhán Dunne
Hello Siobhán, Thursday at 10:00 it is. Bringing a colleague is very welcome. I'll send the invitation over today. I will plan the call around where your broker, policy and claims data sits and how it is controlled, so we can be specific rather than generic. Kind regards, Lewis

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