Onboarding session scheduling

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Saltdean Hart Insurance Brokers: documents · cs

Logistical thread agreeing a mapping session the week after New Year. Abi Coombes replies cooperatively, noting second source access is still with the IT provider.

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Logistical thread agreeing a mapping session the week after New Year. Abi Coombes replies cooperatively, noting second source access is still with the IT provider.

Ask: Callie Brennan wants a one-hour session to walk through field mapping and check the first refresh results.

Customer view: Abi apologises for the slow reply, suggests Tuesday or Thursday mornings and says second source access may only arrive at the end of that week.

Next: Callie books Tuesday morning for mapping and will leave the second source until access arrives.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2024-12-20

Last message2024-12-27

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Callie Brennan 20 Dec 2024 16:00
to Abi Coombes
Hi Abi, Quick one before the break. I would like to book the next onboarding session, where we walk through the field mapping together and check the first refresh results. Could you let me know two or three slots that suit you in the week after New Year? An hour is enough. If the access for the second source is ready by then, we can cover that as well. Thanks, Callie
Abi Coombes 24 Dec 2024 15:18
to Callie Brennan
Hi Callie, Sorry for the slow reply, it has been busy here before the holiday. The week after New Year works. Tuesday or Thursday morning would be best for me, as the claims team are quieter then. The second source access is still with our IT provider, so I may only have it by the end of that week. Happy to do the mapping part first. Have a good Christmas. Abi
Callie Brennan 27 Dec 2024 08:06
to Abi Coombes
Hi Abi, That is fine, thanks. Let's do the mapping on Tuesday morning and I will send you an invite today. We will leave the second source until the access arrives, and I will not touch it before then. What I need from your side is just the mapping sheet I sent earlier, with anything you disagree with marked up. Do not worry about completing every row. Thanks, Callie

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