What was said
What this says
As at Fri 9 Oct 2026Logistical thread: Matteo Ricci proposed demo slots and Miriam Theisen chose Wednesday at 11:00. She will bring the Head of IT and prepared test questions. Hannah Lowe will cover security controls.
Ask: Matteo offered Tuesday or Wednesday at 11:00 or 14:00 for a demo covering CRM, call recordings and email data across underwriting and claims.
Customer view: positive and engaged. Bringing the Head of IT and test questions signals a serious evaluation, with security as a stated concern.
Next: Hannah should be ready for the test questions and the security discussion.
The thread
Updated 9 Oct 26Typesales
Messages2
First message2026-01-06
Last message2026-01-07
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- Matteo Ricci 6 Jan 2026 14:18Dear Miriam, Thank you again for our conversation last week. I wanted to confirm that Hannah, our Solutions Engineer, will walk through the demo with you as we discussed. The demo will focus on how we connect your CRM, call recordings and email data to answer questions across underwriting and claims. Hannah will also talk through the security controls, which I know is important for your business. Do Tuesday or Wednesday next week work better for you, 11:00 or 14:00 your time? Best regards, Matteo
- Miriam Theisen 7 Jan 2026 16:03Matteo, Wednesday at 11:00 would be perfect. I'll have our Head of IT there as well, and we will have prepared some test questions. We look forward to it. Miriam
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