Kronfeld Assekuranz / BB-Demo – Demo
Callcompleted
Kronfeld Assekuranz · 2025-12-08 11:45
Stefanie Lange, Head of Broker Management, saw a demo on sample data and called it the right direction. A proposal, an architecture diagram and a questionnaire for her data and security colleagues follow, with a call in early January.
What was said
What this says
Current to 14 Oct 26Stefanie Lange, Head of Broker Management, saw a demo on sample data and called it the right direction. A proposal, an architecture diagram and a questionnaire for her data and security colleagues follow, with a call in early January.
What happened: Matteo Ricci and Hannah Lowe demoed the brain on sample data to Stefanie. Matteo framed the Growth tier with forty users, four connectors and eight weeks to go-live.
Customer view: Stefanie described broker work scattered across systems and said she could see the fit. She added that her team will want to see it too.
Commercial: Pricing was deferred to a formal proposal that she can share with Andreas and Martina. Add-on pricing for extra users or connectors was also left to the proposal.
Watch: Philipp (data) and Dirk (security) must complete the questionnaire and review before the early January call. No price or decision date was agreed on this call.
Themes
Current to 9 Oct 26Theme
Growth tier demo, broker channel
Importance
upsell
Sentiment
positive
Voice
champion
Who was there
BB-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
Current to 9 Oct 26- Matteo Ricci to send the formal proposal early the following week.
- Hannah Lowe to send the architecture diagram and questionnaire to Philipp that day.
- Stefanie Lange to send dates for an early January walkthrough with Philipp and Dirk.
Risks
Current to 9 Oct 26- Technical and security reviewers must sign off before any order form.
- Stefanie says her wider team will want to see the brain before deciding.
Opportunities
Current to 9 Oct 26- A Growth tier subscription with implementation for the broker management team.
- Add-on users or connectors were raised and will be priced in the proposal.
Transcript
Matteo Ricci NoneMorning, Stefanie. Thanks for making the time. I know it's lunchtime for you in Düsseldorf.
Stefanie Lange NoneBusy, but good to be here. Hannah, welcome.
Hannah Lowe NoneThanks, Stefanie. Matteo's told me you manage broker relationships: submissions, calls, the whole flow?- Stefanie Lange NoneThat's right. I oversee the broker channel. So we get submissions, renewals, new business coming in. Then there are calls with brokers and sometimes complaints when things go wrong. Everything's scattered across systems.
- Hannah Lowe NoneThat's the pain point we solve. The brain is an AI layer that sits inside your Snowflake account. You connect your systems, CRM, call recorder, email, and ask questions in plain English. It finds the answer across everything at once.
- Stefanie Lange NoneSo you're building integrations to our systems?
- Hannah Lowe NoneRight, we call them connectors. We build them and data flows into your Snowflake. The brain indexes it. You search like you're talking to someone, not writing code.
- Stefanie Lange NoneAnd the data stays with us?
- Hannah Lowe NoneCompletely. Your account. We don't see it. That matters for compliance.
- Matteo Ricci NoneGrowth tier is what we're discussing. Forty users, broker management, claims, whoever. Four connectors included. Eight weeks to go-live from signature.
- Stefanie Lange NoneWho does the integration work on our side?
- Matteo Ricci NoneHamza, our implementation consultant, owns that. You give him access to your systems. Philipp, is that your data person? would review the architecture with Hannah. And Dirk in security walks through the controls.
- Stefanie Lange NoneGood. They'll want to be involved.
- Hannah Lowe NoneI'll send Philipp a questionnaire on the technical side, and then we talk. Same with Dirk. Can I show you what it looks like?
- Stefanie Lange NoneYes, please.
- Hannah Lowe NoneSo this is a brain with sample data. Someone asks: show me all submissions from this month where the broker has had claims issues. The brain understands, finds the submissions, checks the claims history, and shows fourteen results. You click in and see everything: the submission, calls, complaints, all together.
- Stefanie Lange NoneRight. And I don't need to know SQL?
- Hannah Lowe NoneNo. Just English. You type or speak. The brain remembers context. If you've been looking at a broker and ask to see complaints, it knows you mean that broker's complaints.
- Stefanie Lange NoneCan I save a search and rerun it?
- Hannah Lowe NoneYes. Save it, run it every week, and the brain refreshes overnight with fresh data. By seven in the morning you've got current information.
- Matteo Ricci NoneThat's hours a week saved. Instead of your team pulling reports, the brain does it.
- Stefanie Lange NoneAnd can other people use the searches I save?
- Hannah Lowe NoneIf you share them. Saves are yours by default, but you can mark them shared so anyone in your team can run them.
- Stefanie Lange NoneGood. So, pricing. What are we looking at?
- Matteo Ricci NoneI'll put together a formal proposal early next week. It'll have subscription, implementation, any add-ons. You can share it with Andreas and Martina.
- Stefanie Lange NoneAnd if we want to add users or connectors?
- Matteo Ricci NoneAdd-ons. I'll detail pricing in the proposal.
- Stefanie Lange NoneOkay. So what's the next step?
- Matteo Ricci NoneHannah sends you the architecture diagram and Philipp's questionnaire. I send the proposal. You loop in Philipp and Dirk and they fill in the questionnaire. Then we schedule another call, early January probably, and walk through everything with them.
- Stefanie Lange NoneEarly January works. I'll send you some dates.
- Matteo Ricci NonePerfect. Stefanie, I think you're a really good fit for the brain. This manual stitching, that's exactly what we solve.
- Stefanie Lange NoneYeah, I can see it. My team will want to see it too, but I think this is the right direction.
- Hannah Lowe NoneBrilliant. I'll get those documents out today. Anything comes up, just ping me.
- Matteo Ricci NoneCheers, Stefanie. Really appreciate your time.
- Stefanie Lange NoneThanks, both. Speak soon.
Callsmade from