Sjöviken Försäkring / BG-Demo – Demo
Callcompleted
Sjöviken Försäkring · 28 Sep 2026 08:45
Demo of the platform on a sample of Sjöviken's broker and claims data. Linnéa Holmberg said it looked solid and will brief Anders, and Matteo Ricci promised a draft order form by the end of that week.
What was said
What this says
As at Fri 9 Oct 2026Demo of the platform on a sample of Sjöviken's broker and claims data. Linnéa Holmberg said it looked solid and will brief Anders, and Matteo Ricci promised a draft order form by the end of that week.
What happened: Theo Gallagher showed search, audit logging and the no-code dashboards builder on sample data. Linnéa asked about onboarding, support and security.
Customer view: Linnéa called it quick and said "It looks solid." She expects Anders to want detail on security, so he looks like the decision-maker, and he was not on the call.
Commercial: The scope discussed is Growth with an eight-week implementation. Premium support was mentioned as an add-on.
Watch: The evidence does not show a price, a start date or Anders's surname. The draft order form is an open item until it is signed.
Themes
As at Fri 9 Oct 2026Theme
Growth demo, security question
Importance
upsell
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Matteo Ricci to send the draft order form to Linnéa Holmberg by the end of the week of the call.
- Linnéa Holmberg to brief Anders on the security point before the proposal.
Risks
As at Fri 9 Oct 2026- Anders, who will judge security, was not on the call and Growth gets a lighter security review than Enterprise.
- No order form is signed, so the draft stays an open item.
Opportunities
As at Fri 9 Oct 2026- A Growth new-business deal with an eight-week implementation.
- Premium support could be added to the proposal.
Transcript
Matteo RicciMorning, Linnéa. Did you have a good weekend?
Linnéa HolmbergVery good, thanks. Nice to see you both.
Theo GallagherHi Linnéa. So today we'll walk you through the platform. We've loaded a sample of your broker and claims data so you can see how it would work in practice.- Linnéa HolmbergBrilliant.
- Theo GallagherRight. The first thing is the search interface. You ask a question in plain English and the platform finds the answer across your CRM, your underwriting system, your claims data.
- Matteo RicciLet me ask it a question. Show me policies written by Akston this year.
- Theo GallagherOkay, so that came back, twelve policies. And you can see the underwriting date, the claim status, the broker commission. All pulled together instantly.
- Linnéa HolmbergThat's quite fast.
- Theo GallagherIt is. The system indexed your data when we loaded it, so queries are instant. Now, if you wanted to dig deeper, you can click through. So this policy here: let me click: shows all the underwriting notes, the claims history, everything attached to it.
- Linnéa HolmbergRight.
- Theo GallagherAnd because you're regulated, we log every query. So if an auditor asks who looked at what, when, you have the full trail.
- Matteo RicciThat's the compliance angle sorted.
- Theo GallagherExactly. Now, the second thing is dashboards. You can build these without code. Drag and drop. So if you wanted a dashboard showing monthly new business by broker, you could do that in ten minutes.
- Linnéa HolmbergWithout building any code?
- Theo GallagherRight. We've built the connectors, we plug into your systems, and then the queries run. You just design the dashboard.
- Matteo RicciThat's where you get the value. A colleague told me he used to spend a day in Excel reconciling data, now he spends an hour looking at a dashboard. That's the kind of shift we see.
- Linnéa HolmbergAnd how much onboarding does it take to get this running?
- Theo GallagherFor Growth, we allocate eight weeks. First fortnight is planning: we map all your systems, we set up the connectors. Then we run them live, test the data, train your team. Last two weeks we refine anything that's not quite right.
- Matteo RicciAnd I'll be alongside you the whole time. Quarterly check-ins to make sure you're using it, to spot if there's a second team that should come on.
- Linnéa HolmbergOkay. And what about support afterwards?
- Matteo RicciStandard support is email and chat, four-hour response time. If you want something faster we have Premium support as an add-on.
- Linnéa HolmbergFair.
- Theo GallagherAny questions so far?
- Linnéa HolmbergIt looks solid. I think Anders will want to know about the security piece.
- Matteo RicciGood point. The platform runs inside your own Snowflake account. So your data never leaves your warehouse. Our code runs there, your data stays there. It's your environment.
- Linnéa HolmbergThat's helpful.
- Matteo RicciAnd Theo runs a security review for Enterprise customers. For Growth, we're a bit lighter, but it's all standard modern practice.
- Theo GallagherSo that's the platform. Any other questions?
- Linnéa HolmbergI think we're good. I'll brief Anders and we can move towards a proposal.
- Matteo RicciBrilliant. I'll send you a draft order form by end of this week. And then if there's anything to negotiate, we talk it through and get to a signed version.
- Linnéa HolmbergSounds good.
- Matteo RicciBest regards.
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