Catching up before the summer break
Email thread Fenmoor Specialty Underwriting: documents · cs
Customer success thread: Daniel Okafor booked a Thursday 09:30 catch-up with Callum Reid. Callum says the team finds the brain useful, with nothing to escalate, and wants bordereaux query times and the 07:00 refresh covered.
What was said
What this says
Current to 10 Oct 26Customer success thread: Daniel Okafor booked a Thursday 09:30 catch-up with Callum Reid. Callum says the team finds the brain useful, with nothing to escalate, and wants bordereaux query times and the 07:00 refresh covered.
Ask: Callum wants to see which bordereaux queries take longest to answer, and whether the 07:00 refresh holds on the days returns are sent. The syndicates keep asking him about both.
Customer view: positive and low-key. He says the team is finding it useful and to bring whatever Daniel has on dashboards.
Next: Daniel will bring bordereaux question views, refresh timings and a one-page summary. A standing dashboard for capacity-provider reviews is a possible Growth-tier style use, and refresh reliability is the point Callum is watching.
The thread
Updated 9 Oct 26Messages
Daniel Okafor 15 Jul 2026 11:57Hello Callum, I hope the week is treating you and the team well. I wanted to find a time for a catch-up call, mostly to close the loop on how things have been running since the spring and to hear what your underwriters are asking the brain for these days. The usage picture is moving in the right direction. More of your people are using it each week, and I would like to show you which questions they are asking most so you can decide whether any of it is worth turning into a standing dashboard for the capacity-provider reviews. Would half an hour next week suit you? I could do Tuesday or Thursday, any time in the morning. How is the team finding it, by the way? I would value your honest view before we speak. Best wishes, Daniel
Callum Reid 15 Jul 2026 14:15Daniel, Thursday works. 09:30 if you can. What I need out of it: a clear view of which bordereaux queries are taking longest to answer, and whether the 07:00 refresh is holding on the days we send returns. Those are the two things the syndicates keep asking me about. The team is finding it useful. Nothing to escalate from my side. Bring whatever you have on the dashboards. Callum- Daniel Okafor 16 Jul 2026 08:17Hello Callum, Thank you, Thursday at 09:30 is booked and the invite is with you. I will bring a short view of the bordereaux-related questions, with the refresh timings for the busiest days alongside, so you can see both in one place. If there is anything else you want covered, send it over before then and I will fold it in. I will also send you a one-page summary afterwards, so you have something to hand if the syndicates ask. Best wishes, Daniel