Brindlecote Insurance Brokers / BG-Demo – Onboarding
Callcompleted
Brindlecote Insurance Brokers · 19 Jun 2023 13:45
Tobias Renwick reported the three connectors built and loading cleanly on test data. About two hundred CRM records lack a broker segment. Training is set for next Wednesday, with go-live the day after.
What was said
What this says
As at Fri 9 Oct 2026Tobias Renwick reported the three connectors built and loading cleanly on test data. About two hundred CRM records lack a broker segment. Training is set for next Wednesday, with go-live the day after.
What happened: Tobias confirmed the CRM, claims and calls connectors loaded without errors and the joins work. He flagged about two hundred records with no broker_segment value.
Customer view: Ed Duckworth took the clean-up on and agreed to the training date. He chose go-live the day after training for breathing room.
Commercial: There is no commercial content. The onboarding is on track, which sets up the first value moment.
Watch: Go-live depends on the customer cleaning the segment data. Unassigned records would be missing from broker views.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Ed Duckworth flags the missing segment values to the CRM team for clean-up before training.
- Tobias Renwick runs a fresh load, sends the invite and holds training next Wednesday.
Risks
As at Fri 9 Oct 2026- About two hundred CRM records have no broker segment and would be unassigned if not cleaned before go-live.
Opportunities
As at Fri 9 Oct 2026- A smooth go-live and training session could establish early adoption among brokers.
Transcript
Tobias RenwickMorning, both. I've built the three connectors and run them on your test data. Everything looks good. I wanted to walk you through what I'm seeing.
Ed DuckworthHow's it looking?- Tobias RenwickVery clean. The Salesforce connector loaded all forty thousand records in about two minutes. The claims connector loaded fifteen thousand. The calls loaded the full three thousand. All the joins are working: I'm pulling a client record and the brain is returning their claims and their calls.
Toby UnderwoodNo errors?- Tobias RenwickNone. The data quality is good. I did spot one thing: about two hundred records in Salesforce don't have a broker_segment value. We should clean those before we go live, or they'll be unassigned.
- Ed DuckworthI'll flag that to the CRM team today.
- Tobias RenwickGood. Once you've cleaned those up, I'll run a fresh load and we'll be ready for training. The broker filtering is working too: if Kirsty logs in, she'll only see her segment's clients.
- Toby UnderwoodPerfect. When can we do training?
- Tobias RenwickHow about next Wednesday? Give you the rest of the week to clean up the data, and I'll have a fresh load ready by then. Training is usually an hour. I'll show everyone how to search, how to read the results, and common questions brokers tend to ask.
- Ed DuckworthWednesday next week works for us.
- Tobias RenwickI'll send a calendar invite and we'll include the team. It's mostly practical: get them comfortable typing questions and reading the data. After that, you're live the same day or the day after, depending on your readiness.
- Toby UnderwoodHow long after training until we go live?
- Tobias RenwickUsually same day if people feel confident, or we can wait until the next day. Either way, once training is done, the brain is ready to use.
- Ed DuckworthLet's plan for live the next day. That gives us a bit of breathing room.
- Tobias RenwickGood call. I'll note that. One more thing: we'll do a final load of live data the morning you go live, just to make sure everything is current.
- Toby UnderwoodPerfect. Anything we should tell the team before training?
- Tobias RenwickMaybe just that it's designed to be simple. They don't need to know SQL or anything technical. Just type what they want to know. The brain handles the rest.
- Ed DuckworthWill do. Cheers, Tobias.
- Tobias RenwickBest. Speak soon.