Quick check-in catch-up
Email thread Saltdean Hart Insurance Brokers: documents · cs
Esther Quaye asked Zoe Kendrick for a check-in. Zoe agreed to Thursday at 10:30 and asked whether the claims team can see the same pages as the account executives.
What was said
What this says
Current to 11 Oct 26Esther Quaye asked Zoe Kendrick for a check-in. Zoe agreed to Thursday at 10:30 and asked whether the claims team can see the same pages as the account executives.
Ask: Zoe accepted the check-in and asked whether claims staff see the same pages as the account executives, offering two or three of them to join.
Customer view: positive but stretched, with a slow reply because the team is busy. Esther reported rising logins and nothing outstanding on support.
Next: Esther needs to answer the access question before the meeting.
The thread
Updated 9 Oct 26Typecs
Messages2
First message2025-03-17
Last message2025-03-20
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Messages
Esther Quaye 17 Mar 2025 15:10Hi Zoe, I hope your week has started well. Just so we're aligned, it is a little while since we last had a proper check-in, and I would like to book half an hour to see how the account executives and the claims team are getting on with the brain. Things look healthy from where I sit: more people are logging in than a few weeks ago, and there is nothing outstanding on the support side. I would still like to hear it from you, including anything you wish worked differently. Could you do Tuesday or Thursday next week? Morning is easiest for me, but I can work around you. I've logged the request so I will not lose track of it. Many thanks, Esther
Zoe Kendrick 20 Mar 2025 15:18Hi Esther, Sorry for the slow reply, we're stretched this month. Thursday next week works, ideally mid-morning, say 10:30. Quick question: can the claims team see the same pages as the account executives, or do I need to sort that on our side beforehand? Happy to have two or three of them join if so. Thanks, Zoe
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