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QBR follow-up and next steps

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Fenmoor Specialty Underwriting: documents logo Fenmoor Specialty Underwriting: documents · cs

Callum Reid confirms the QBR summary, agrees a wider underwriting session on his terms and has no concerns about the brain. He says budget is Richard's and asks for a session date.

What was said

What this says

Current to 11 Oct 26

Callum Reid confirms the QBR summary, agrees a wider underwriting session on his terms and has no concerns about the brain. He says budget is Richard's and asks for a session date.

Ask: Callum wants the wider session capped at forty minutes, not on a Monday, and limited to submissions and bordereaux queries. He asks Daniel for a date.

Customer view: he has no concerns about the brain and values the dashboards being right at 07:00. He passes the renewal paperwork on but says budget is Richard's to decide.

Next: the contract runs to 30 Jun 2025, so the renewal depends on a decision-maker who is not on this thread.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2025-05-20
Last message2025-05-23

Messages

  1. Daniel Okafor
    Daniel Okafor 20 May 2025 13:45
    to Callum Reid
    Hello Callum, Thank you for making the time for the review last week, and please pass my thanks on to your team leads. Just to close the loop on what we covered, here is where I think we landed. First, usage is steady. A modest group of people are active in a typical month, which is a small share of the licensed users, so there is plenty of room if you want to bring more of the underwriting floor in. Question volume is healthy and mostly driven by the oversight queries you described. Second, support has been quiet. You've raised only a handful of tickets recently and the one marked urgent was dealt with. If anything is still bothering you there, tell me. Third, the contract runs to 30 Jun 2025, so I'd like to have the renewal conversation with you in good time. I'll send the paperwork through my side, and Priya Raman, who owns the commercial side, will be in touch separately. Could you confirm whether you'd like me to run a short session for the wider underwriting team on how to use the brain for their own submissions? I'll come back to you by the end of the week with options once I hear from you. Best wishes, Daniel
  2. Callum Reid
    Callum Reid 23 May 2025 14:26
    to Daniel Okafor
    Daniel, Thanks for the summary. It matches what I took away. On the wider session: yes, but keep it to forty minutes at most and not on a Monday. Underwriters will not give up more than that. Focus on submissions and bordereaux queries, nothing else. That's what they'll use. On renewal, I have no concerns about the brain itself. The dashboards are right at 07:00 and that is what matters to me. Send Priya's paperwork across and I'll pass it to the right people internally. Budget is Richard's to decide, not mine. What I need from you is a date for the session. By when can you give me that? Callum

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