Brindlecote Insurance Brokers / B-Brain – Onboarding
Callcompleted
Brindlecote Insurance Brokers: documents · 2023-06-14 15:30
Tobias Renwick walked Ed Duckworth and Toby Underwood through the data mapping for the CRM, claims and call sources and asked for sign-off. The customer agreed and will send a broker segment spreadsheet the same day.
What was said
What this says
Current to 11 Oct 26Tobias Renwick walked Ed Duckworth and Toby Underwood through the data mapping for the CRM, claims and call sources and asked for sign-off. The customer agreed and will send a broker segment spreadsheet the same day.
What happened: Tobias presented the mapping of three sources before the build phase. Ed asked about claim category, which Tobias confirmed and will add.
Customer view: Both customer attendees were content with the scope. Toby confirmed that searching by client name and seeing all calls at once is what they need.
Commercial: This is early implementation work, with no pricing, renewal or competitor discussion. The segment filter shows the brain being shaped around how brokers work, which supports later adoption.
Watch: Call audio cannot be searched, only metadata. Toby is to send the segment spreadsheet by end of day, and the build depends on it.
Themes
Current to 9 Oct 26Who was there
B-Brain
Them
Follow-up
Next steps
Current to 9 Oct 26- Toby Underwood sends the broker names and segments spreadsheet by end of day.
- Tobias Renwick builds the connectors and runs them on test data the following week.
Risks
Current to 9 Oct 26- Call audio cannot be searched, only its metadata, which could fall short of what brokers expect.
Opportunities
Current to 9 Oct 26- Per-user segment filtering ties the brain to how brokers work and may encourage wider adoption.