Quick check-in catch-up

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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.

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Current to 11 Oct 26

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.

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.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2025-03-17

Last message2025-03-20

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Esther Quaye 17 Mar 2025 15:10
to Zoe Kendrick
Hi 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 15:18
to Esther Quaye
Hi 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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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

Help & Support

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Help & Support

B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

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Press Ask Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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