Brindlecote Insurance Brokers / BG-Demo – Onboarding
Callcompleted
Brindlecote Insurance Brokers · 14 Jun 2023 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
As at Fri 9 Oct 2026Tobias 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
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- 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
As at Fri 9 Oct 2026- Call audio cannot be searched, only its metadata, which could fall short of what brokers expect.
Opportunities
As at Fri 9 Oct 2026- Per-user segment filtering ties the brain to how brokers work and may encourage wider adoption.
Transcript
Tobias RenwickMorning, Toby, Ed. I've finished the data mapping. I wanted to walk you through what I found and get your sign-off before we move to the build phase.
Ed DuckworthFire away.- Tobias RenwickRight. Your Salesforce CRM has about forty thousand records. Accounts and contacts are clean. I found a few custom fields I wanted to check: you've got a field called broker_segment that isn't documented. What is that?
Toby UnderwoodThat's how we classify clients by size and type. It should all be populated.- Tobias RenwickIt is. Good. Second, your claims system: about fifteen thousand live claims, going back about three years. The schema is straightforward. I can pull claim amount, claim date, claim status, the client ID to join back to Salesforce. Any fields I'm missing?
- Ed DuckworthWhat about claim category?
- Tobias RenwickYes, that's there. I'll add it. Third, the calls: you've got about three thousand recordings, about two months back. The metadata is: call date, duration, who was on it, the client ID. We can't search inside the call audio, but we can surface the metadata and link it back to the client record.
- Toby UnderwoodThat's what we need. Can brokers search by the client name and see all their calls at once?
- Tobias RenwickExactly. Type the client name, the brain shows you their account record, claims history, and a list of every call with them. That's the whole point.
- Ed DuckworthPerfect. Are we ready to build?
- Tobias RenwickAlmost. I need to set up one more thing: the broker_segment filter you mentioned earlier. I'm going to tag each user with their segment so they only see their own clients.
- Toby UnderwoodThat's good. How do we tell you who's on what segment?
- Tobias RenwickSend me a spreadsheet with broker names and segments. I'll set it up in the brain so when Ed logs in, he only sees premium clients, for example.
- Ed DuckworthWe can do that today. Anything else?
- Tobias RenwickThat's it. I'll be building the connectors this week, running them on your test data next week, and training everyone the week after that. If anything comes up, I'll flag it.
- Toby UnderwoodGood. I'll send you that spreadsheet by end of day.
- Tobias RenwickCheers. I'll check in next week with a status.