Clonvara Insurance Services / BG-Demo – Demo
Callcompleted
Clonvara Insurance Services · 26 Aug 2025 09:00
Demo for Clonvara Insurance Services on a sample extract. Siobhán Dunne and Cian Farrell liked the one-click source trail and honest uncertainty. They asked for a longer second demo covering dashboards and connectors.
What was said
What this says
As at Fri 9 Oct 2026Demo for Clonvara Insurance Services on a sample extract. Siobhán Dunne and Cian Farrell liked the one-click source trail and honest uncertainty. They asked for a longer second demo covering dashboards and connectors.
What happened: Hannah Lowe demoed search and chat on a sample extract with sensitive fields removed. Siobhán asked whether underwriters can trust the answers and Cian asked for answers with their source.
Customer view: Siobhán liked that the brain flags uncertainty and does not correct source records. She said the open-claims-by-broker view would save her an evening a week.
Commercial: Siobhán asked for a longer second demo covering dashboards and connectors, and wants Brendan to see the broker view. Lewis Kerr tied this to 26 Sep 2025 as the point for a proposal decision.
Watch: Cian wants the policy side as strong as the claims side. The first-response field in the sample is inconsistent, which is a data point for the customer's data engineer.
Themes
As at Fri 9 Oct 2026Theme
Pre-sale demo, broker view
Importance
upsell
Sentiment
positive
Voice
decision-maker
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Hannah Lowe to send a note on what was covered and the open points on data fields.
- Lewis Kerr to suggest a date for the longer second demo with Brendan invited.
- Lewis Kerr to work towards a proposal decision by 2025-09-26.
Risks
As at Fri 9 Oct 2026- Cian wants the policy side as strong as the claims side and may be unconvinced until he sees it.
- The first-response field in the sample is inconsistent, which could weaken answers on policy queries.
Opportunities
As at Fri 9 Oct 2026- A longer second demo on dashboards and connectors, with Brendan seeing the broker view, moves the deal towards a proposal.
- A saved open-claims-by-broker view gives broker managers a concrete early use.
Transcript
Lewis KerrGood morning, everyone. Siobhán, Cian, welcome. Hannah's with me, she'll drive the demo.
Siobhán DunneMorning, Lewis. Hi, Hannah. Cian's just sitting down, he's had a morning.
Cian FarrellMorning. Sorry, I'm here. Can you hear me? I think my headset is doing something odd.
Hannah LoweWe can hear you fine, Cian. Thanks for joining. Before I share anything, can I ask what you most need to know today? I'd rather aim at that than walk you through every page.- Siobhán DunneSo, two things. Can it see the broker activity, the policy queries and the claims tickets together, on a single broker. And can the underwriters trust what it says. What's the source of truth?
- Cian FarrellFrom my side, I want to know if it can answer the kind of question I get asked, like which brokers have had repeated queries on the same policy type. And whether I can see where the answer came from.
- Hannah LoweGood, that gives me a clear aim. I'll share my screen now. What you're seeing is a brain built on a sample extract you sent us, sitting in a Snowflake account set up for this demo. Same shape as it would be in yours.
- Siobhán DunneIs that our real data?
- Hannah LoweTo be precise, it's the sample extract you gave us, with the fields you flagged as sensitive removed. So it's your structure and your kind of records, but not live production data.
- Siobhán DunneGood, that's what I wanted to hear.
- Hannah LoweRight. Let me start with search, because it's the simplest. I'll type a broker's name. And what comes back is one page: the CRM activity, the policy queries and the claims tickets, in order, with the source named next to each line.
- Cian FarrellMm. So that line there, that's from the helpdesk?
- Hannah LoweYes. And if you click on it, it opens the original ticket. That's the answer to where did it come from, it's always one click back to the record.
- Cian FarrellOkay. That's better than what I have now, which is a screenshot somebody sent me.
- Lewis KerrHa. That's the sort of thing we hear a lot.
- Hannah LoweNow the chat. Cian, you tell me a question and I'll type it exactly as you say it.
- Cian FarrellWhich brokers have raised more than one query on the same policy type in the last quarter?
- Hannah LoweTyping that. It takes a few seconds. There. It's given a short list, and underneath each name the queries it counted. And it's also saying what it's not sure about, here, where two records might be the same broker spelled differently.
- Siobhán DunneOh, that's honest. I like that it flags it. Last tool we looked at just gave an answer with total confidence.
- Hannah LoweThe short answer is it will be wrong sometimes, like any tool. The longer answer is that it shows its working, so you can see when to challenge it. I'd rather you knew that now.
- Cian FarrellWhat about if the underlying record is wrong? Say the underwriter keyed the policy type incorrectly.
- Hannah LoweThen the brain reflects what's in the source. It doesn't fix it, it surfaces it. But because you can see both records side by side, it's usually quicker to spot the discrepancy than before. Fixing the source stays with you.
- Siobhán DunneAnd that's the right way round, to be honest. I wouldn't want a tool quietly correcting our records.
- Lewis KerrSiobhán, can I ask, does the claims ticket view cover what you were hoping for?
- Siobhán DunneNearly. Hannah, could you filter the claims tickets by how long they've been open, per broker? That's what the broker managers keep asking for.
- Hannah LoweYes. Let me do that. I'll ask it in plain words. Show me open claims tickets for this broker, oldest first. And there it is, with the age beside each one. I can save that as a view so the broker managers have it ready.
- Siobhán DunneThat would save me an evening a week, I'd say. Cian, you agree?
- Cian FarrellFor the broker managers, yes. For me, I'd want the policy side as strong as the claims side. Can we look at that before the end?
- Hannah LoweAbsolutely. Give me a minute to switch to the policy view. Lewis, anything you want to say while I load that?
- Lewis KerrOnly that this is the sample, and what you'd get in the real thing is built on your actual sources, in your account. Hannah will say how connectors work in the follow-up call.
- Hannah LoweRight, policy view. Same search, but this time the policy queries lead. Cian, ask me something.
- Cian FarrellShow me policy queries where the broker came back within a week of the first response.
- Hannah LoweThat's a good one. Typing it. Hmm, it's asking me to clarify what counts as the first response. That's a fair question, because in your sample the field isn't consistent. So that's a real data point for you, not a limitation of the tool.
- Siobhán DunneThat's one for my data engineer. Noted. Honestly that's useful in itself.
- Cian FarrellAgreed, I didn't know that field was patchy.
- Hannah LoweI'll write that up in the follow-up so it's not lost. Anything else you want to try in the time we have left?
- Siobhán DunneCan we do a second demo, a longer one, where we go into dashboards and how the connectors would work? And maybe I'd like Brendan to see the broker view.
- Lewis KerrYes. Let's do that. I'll suggest a date in the coming weeks and keep 26 Sep 2025 in mind as the point we'd want a proposal decision by, so you're not rushed but we've a shape to work to.
- Siobhán DunneGrand. That works for me.
- Hannah LoweI'll send a short note on what we covered and the open points on the data fields. Thanks, all.
- Cian FarrellThanks. That was more useful than I expected.
- Lewis KerrThanks, everyone. I'll send that over today. Speak soon.
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