Notes from our check-in

Email thread

Clonvara Insurance Services: documents · cs

Amara Obi sent check-in notes: usage is up, no open tickets, 40 licensed users, and the contract runs to 31 Oct 2026. She wants to start the renewal conversation early and build the value case for Brendan. No customer reply in the thread.

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Current to 11 Oct 26

Amara Obi sent check-in notes: usage is up, no open tickets, 40 licensed users, and the contract runs to 31 Oct 2026. She wants to start the renewal conversation early and build the value case for Brendan. No customer reply in the thread.

Ask: Siobhán Dunne is asked to think about who else needs access, especially in claims. Amara will send a usage summary by user group and look into the source of truth for the user list.

Customer view: the thread holds no customer response, so her reaction is not shown. Brendan will want the value laid out properly.

Next: build the value case together and get the next QBR in the diary.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2026-04-24

Last message2026-04-24

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Amara Obi 24 Apr 2026 09:35
to Siobhán Dunne
Hi Siobhán, Thanks for your time today. Here are my notes so you can correct anything I've got wrong. Where things stand - Usage is up on last quarter, and it's coming from the broker support side as well as your own analytics team. - No open tickets on our side, and nothing that has needed escalating. - You have 40 licensed users, so there is room to bring more people in without changing anything. Actions - Me: send you a usage summary by user group, so you can see who is asking the questions and who hasn't started yet. - You: think about who else should have access, in particular anyone in claims who would benefit. - Me: look at the source of truth question for the user list and come back to you with a clear answer. Looking ahead The contract runs to 31 Oct 2026. I'd like to start the renewal conversation early rather than leave it to the notice. Brendan will want to see the value laid out properly, so let's use the next few weeks to build that case together. Let's get the next QBR in the diary once you've had a look at the summary. Best, Amara

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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