Onboarding: first refresh check and underwriter walkthrough
Email thread Fenmoor Specialty Underwriting: documents · cs
CRM, helpdesk and claims data are loading and the submissions mapping works. The mailbox connector is held up by customer compliance, so Callum Reid defers the underwriter walkthrough until bordereaux query emails are in.
What was said
What this says
Current to 10 Oct 26CRM, helpdesk and claims data are loading and the submissions mapping works. The mailbox connector is held up by customer compliance, so Callum Reid defers the underwriter walkthrough until bordereaux query emails are in.
Update: Callie Brennan reports the first refresh has run and field mapping maps cleanly. Bordereaux query emails are not in the brain yet because the mailbox is awaiting sign-off.
Customer view: Callum is content with CRM and claims but wants the walkthrough only after the mailbox is connected. He expects underwriters to ask where the bordereaux queries are.
Next: refresh check on Friday at 09:30, setup note before then, and options from Callie on Monday if compliance have not cleared the mailbox.
The thread
Updated 9 Oct 26Messages
Callie Brennan 6 Aug 2024 14:24Hi Callum, A quick update after today's call. The CRM and helpdesk connectors are in and the first refresh has run. The field mapping for submissions maps cleanly. Claims tickets are loading too. The mailbox is the one still waiting on sign-off, so bordereaux query emails aren't in the brain yet. Next steps I'd like to book: - A short session to go through the first refresh with you, so you can check the numbers against what you know to be true. - A walkthrough for your underwriters on asking questions of the brain, using their own submissions. I'll also write up a setup note so your admin can run things without me. Could you give me two or three slots that suit this week or next? Mornings, as you said before. Thanks, Callie
Callum Reid 7 Aug 2024 17:49Callie, Good on CRM and claims. Mailbox: compliance have not come back. Will push again tomorrow. For the refresh check, Friday morning, any time before 11:00. I'll check it against our own submission counts, so I need the view ready beforehand. Underwriter walkthrough: not this week. Early next week at the earliest, and I want it after the mailbox is in or they will ask where the bordereaux queries are. That's a capacity-provider question and they will ask it. Send the setup note before Friday please. Callum- Callie Brennan 8 Aug 2024 11:01Hi Callum, That works. Friday at 09:30 for the refresh check, and I'll have the submissions view ready for you beforehand with a note of which fields feed each column, so you can compare it with your own counts. The setup note is attached to this email as a document in our shared folder; it covers the connectors, the refresh schedule and who to ask if a source stops loading. On the underwriter walkthrough, agreed, we'll hold it until the mailbox is connected. If compliance clear it by early next week I'll propose a slot straight away. If they haven't, I'll come back to you on Monday with options rather than leave it open. Thanks, Callie