Kickoff follow-up and what happens next

Hi Callum, Thanks for your time on the kickoff today. Here is the plan as I understood it, with a date against each step. What I need from your side is written access for the sources we agreed to connect first: your CRM, the helpdesk and the shared mailbox the underwriters use for submissions. I won't start any connector without it in writing, so please send it by Friday if you can. Before we switch on the refresh, I'd also like a list of the bordereaux fields your capacity providers ask about most, so that I can check the mapping against them rather than assume it. That maps cleanly in most cases, but I'd rather confirm than say it should be fine. Next week I will connect the sources, run the first refresh and send you a setup note covering what has landed and what has not. Could you also name one person on your side who will be the admin once I hand over? I want you running this without me. Thanks, Callie

Callie, CRM access is done, you should have the invite already. The helpdesk is waiting on a colleague in IT who is out until Monday. I can't give you a better date than that yet. Field list below. These are the ones the syndicates keep asking us for: risk code, inception date, premium by binder, claims notified and claims paid. That's a capacity-provider question every month, and it eats my team's week. Admin will be me to start with. I may hand it to one of the operations team later. What I need is the dashboards right first thing in the morning. By when can I expect that? Callum

Hi Callum, Quick update, with dates. Done: the CRM connector is live and the first refresh has landed. I checked the fields you listed against the source and they map cleanly, apart from claims paid, which needs one more look. Open: the helpdesk connector is still waiting on access from your IT colleague. Please nudge them, because that is the only thing holding up claims tickets in the brain. To answer your question: once all sources are connected, the nightly refresh completes before 07:00 on business days, the same as every tier. I'll confirm that from the logs after the first full week rather than promise it now. The setup note is attached to the shared folder. It lists each connector, what is loading and what I still need from you. Daniel is copied so he can pick up the rollout to your wider team once the helpdesk is in. Daniel, I'll talk you through the note tomorrow. Thanks, Callie