Maelbeek Assurances / BG-Demo – Discovery
Callcompleted
Maelbeek Assurances · 25 Sep 2025 14:00
Arnaud Janssens and Elise Claes want one view across Salesforce, Zendesk and renewal spreadsheets, starting with a small team. They want to move quickly. Lewis Kerr agreed to set up a demo on their data.
What was said
What this says
As at Fri 9 Oct 2026Arnaud Janssens and Elise Claes want one view across Salesforce, Zendesk and renewal spreadsheets, starting with a small team. They want to move quickly. Lewis Kerr agreed to set up a demo on their data.
What happened: Discovery call on 25 Sep 2025 with the Operations Director and the Chief Executive. They described client files, complaints and renewal data spread across separate systems.
Customer view: Elise said her team spends too much time reconciling things manually. Arnaud expects 10 or 15 users to start, which sits within Starter.
Commercial: Salesforce and Zendesk are standard connectors, and the spreadsheets add a third and possibly fourth source. Starter allows four connectors, so the count needs checking at scoping.
Watch: No proposal or price had been discussed on this call. Markus is named as the admin contact, with no surname or role beyond that.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Lewis Kerr to send information and book a demo on the customer's own data within a couple of weeks.
- Confirm the full list of sources against the Starter connector limit.
- Propose a scope after the demo that matches the customer's wish for speed.
Risks
As at Fri 9 Oct 2026- The renewal data sits in spreadsheets and some in Salesforce, so source quality and location are unconfirmed.
- No proposal or order form exists yet, so the stated timeline is only a wish.
Opportunities
As at Fri 9 Oct 2026- A Starter subscription fits a first team of 10 or 15 users across operations and client services.
- Success with the first team could lead to extra users or connectors later.
Transcript
Lewis KerrHi Arnaud, Elise, thanks for making time. I wanted to understand what you're looking to do with the brain.
Arnaud JanssensYes, so we're an insurance broker, we work with SMEs and professionals. Right now we're juggling too many systems. We've got client files scattered across Salesforce, complaints in a helpdesk, renewal data in spreadsheets. We want visibility.- Lewis KerrSo you need to see all of that together: renewals, complaints, client data, in one place.
Elise ClaesExactly. And fast. Our team spends too much time reconciling things manually.- Lewis KerrRight, that's where the brain helps. You can ask it questions across all those systems at once. 'Show me clients with overdue renewals' or 'which ones have had complaints in the last year', you get one answer from all the data. What systems are you running exactly?
- Arnaud JanssensSalesforce for clients, Zendesk for complaints and enquiries, and we've got renewal data in various places, mostly spreadsheets and some in Salesforce.
- Lewis KerrGood. We can definitely hook into Salesforce and Zendesk. The spreadsheets, we can bring those in too if they're in a stable location. How many users would be asking questions of this data?
- Arnaud JanssensProbably a small team to start, maybe 10 or 15 people in operations and client services.
- Lewis KerrOkay. And you've got IT support in-house or do you outsource that?
- Arnaud JanssensWe have a small IT team. Markus in our team would be the admin contact.
- Lewis KerrGood. So here's how it would work: we sit the brain inside your Snowflake account, connect your systems, and then your team can ask questions in natural language. We do a discovery with you, a demo on your actual data, then we propose something. What's your timeline on this?
- Elise ClaesWe'd want to move relatively quickly. Q1 would be ideal.
- Lewis KerrThat's definitely doable. Let's set up a demo in a couple of weeks so you can see it working with your data.
- Arnaud JanssensThat works for us.
- Lewis KerrGreat. I'll send over some information and let's get a demo in the diary.