Finding a time for our check-in

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Clonvara Insurance Services: documents · cs

Amara Obi sought a check-in, citing usage up on last quarter. Siobhán Dunne agreed to Friday morning, credited broker support staff using chat daily, and asked what the source of truth is for the user list before anyone is added.

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Current to 11 Oct 26

Amara Obi sought a check-in, citing usage up on last quarter. Siobhán Dunne agreed to Friday morning, credited broker support staff using chat daily, and asked what the source of truth is for the user list before anyone is added.

Ask: Amara proposed forty minutes to cover broker value, who else needs access, and what to fix or build next.

Customer view: Siobhán confirmed the uptick is real, driven by broker support people using chat daily. She wants brokers central to the agenda.

Next: Siobhán wants to be sure the right people are counted against the licence before adding anyone. Amara needs to answer the user list question before the check-in.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2026-04-20

Last message2026-04-23

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Amara Obi 20 Apr 2026 09:57
to Siobhán Dunne
Hi Siobhán, I'd like to get our next check-in in the diary. Here's what the numbers say so far: usage across your team is up on last quarter, and I'd love to hear what's behind it from your side. Would Thursday or Friday next week suit you? Forty minutes should do it. I'd like to cover what the brokers' team is getting from the brain, who else should have access, and anything you want us to fix or build next. If there's something you'd like me to prepare in advance, just say. Best, Amara
Siobhán Dunne 23 Apr 2026 09:36
to Amara Obi
Hi Amara, Grand, so Friday morning works well for me. Thursday is a bit chaotic with the claims reviews. The uptick is real, I'm glad you spotted it. A couple of the broker support people started using the chat daily once they saw it answer policy queries faster than digging through tickets. Let's keep the brokers front and centre on the agenda. One thing I'd like to raise: what's the source of truth for the user list? I want to be sure we're counting the right people against our licence before we add anyone. Thanks a million, Siobhán

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