Brindlecote Insurance Brokers / BG-Demo – Check In
Callcompleted
Brindlecote Insurance Brokers · 1 Oct 2026 11:00
Ed Duckworth reports steady, growing use by the renewals team with no issues. Daniel Okafor floated Growth for operations; Ed will talk to Ravi but made no promises.
What was said
What this says
As at Fri 9 Oct 2026Ed Duckworth reports steady, growing use by the renewals team with no issues. Daniel Okafor floated Growth for operations; Ed will talk to Ravi but made no promises.
What happened: A regular check-in between Daniel Okafor and Ed Duckworth, after the renewal went through earlier this year. Ed reported no problems and said data arrives fresh every morning.
Customer view: More people are asking questions than at the start of the year. A couple of heavy users in renewals are building their own dashboards.
Commercial: Use is confined to the renewals team, and the rest of the business does not know about it yet. Daniel raised Growth, with 40 users and more connectors, for operations; Ed said he would speak to Ravi but promised nothing.
Watch: Value rests on a couple of heavy users in one team, a key-person exposure. The Growth idea is an early lead, not a request.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Ed Duckworth to raise the brain with Ravi as a possible use for operations.
- Daniel Okafor to follow up on the Growth idea ahead of the next renewal conversation.
Risks
As at Fri 9 Oct 2026- Value rests on a couple of heavy users in one team, and the wider business does not yet know about the brain.
Opportunities
As at Fri 9 Oct 2026- Growth tier for operations, giving 40 users and more connectors to join calls and claims for a full client picture.
Transcript
Daniel OkaforHi Ed. How are you? Just a regular check-in, I wanted to see how things are going.
Ed DuckworthGood, thanks. Stuff's been steady. The brain's running well, no complaints from the team.- Daniel OkaforBrilliant. So your renewal came through in June, how has the last few months been?
- Ed DuckworthReally good. More people are asking questions now than at the start of the year. I'd say we're getting more value out of it.
- Daniel OkaforThat's really good to hear. So usage is growing: is that more people using it, or the same people asking more questions?
- Ed DuckworthBoth, I reckon. We've got a couple of heavy users in renewals, and they're asking more complex questions, building their own dashboards and things.
- Daniel OkaforExcellent. That's exactly the trajectory we want to see. Any bumps? Data freshness, performance, anything that's frustrated you?
- Ed DuckworthNo, it's been solid. Occasionally someone asks a question the brain can't parse, but I just rephrase it and it works. No real issues.
- Daniel OkaforGood. And the data, is it staying fresh? Are you noticing it's up to date?
- Ed DuckworthYeah, every morning it's yesterday's calls and client data. That's what we wanted.
- Daniel OkaforBrilliant. So, just to think ahead a bit, are you getting value that you'd want to invest more? More users, more teams?
- Ed DuckworthHonestly, it's all been the renewals team so far. The rest of the business doesn't know about it yet. But for that function, we wouldn't want to be without it now.
- Daniel OkaforThat's great value to have. Could other teams benefit? Claims, operations, anyone?
- Ed DuckworthMaybe operations could use it to see the full picture of a client, calls and claims together, but I haven't pitched it to them. If you think it'd be useful, I could chat to Ravi about it.
- Daniel OkaforThat's worth exploring. Not to push, but Growth would give you forty users and more connectors, so you could add more systems if you needed. It'd give your ops team the space to ask questions too.
- Ed DuckworthI'll have a chat with Ravi. No promises, but it's worth looking at.
- Daniel OkaforBrilliant. No rush, these things tend to grow naturally. So in terms of support, anything you need from us?
- Ed DuckworthNope, we're all good. The brain's doing what we need it to do.
- Daniel OkaforPerfect. We've got your contract through 31 May next year, so we'll touch base again before then. But in the meantime, if anything comes up, any questions, any ideas, just get in touch.
- Ed DuckworthWill do. Cheers, Daniel.
- Daniel OkaforBest wishes, Ed. Speak soon.