Kronfeld Assekuranz / BB-Demo – Onboarding
Callcompleted
Kronfeld Assekuranz · 2026-04-16 14:45
Week-two onboarding call. Portal connector is live, CRM and call recorder are in testing, email is next. Kronfeld's team is happy with the plan and asked about Snowflake compute use. Philipp owes a data quality review by end of week.
What was said
What this says
Current to 13 Oct 26Week-two onboarding call. Portal connector is live, CRM and call recorder are in testing, email is next. Kronfeld's team is happy with the plan and asked about Snowflake compute use. Philipp owes a data quality review by end of week.
What happened: Hamza reported the portal connector live and pulling daily, with CRM and call recorder in initial tests and email due by end of week. The brain layer follows, usually two weeks once source data is clean.
Customer view: Stefanie Lange, Head of Broker Management, said the search and chat description was "exactly what we want". Philipp Schulz, Data Platform Lead, said the test environment looked good.
Watch: Philipp asked how much Snowflake compute the brain uses. Hamza said it should be modest and promised to monitor it together, so credit usage is an open worry that should be checked early.
Commercial: No price or renewal talk. The value case rests on the first demo, which Hamza said would come in a couple of weeks.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Philipp Schulz to flag data quality gaps in the first three connectors to Hamza Akhtar by end of the week.
- Hamza Akhtar to bring the email connector live by end of the following week and then demo the brain.
Risks
Current to 9 Oct 26- Philipp raised Snowflake compute cost, and an unexpected rise in credit usage could sour the early experience.
Opportunities
Current to 9 Oct 26- A well-run demo of cross-system broker search could establish value with Stefanie's team early.
Transcript
Hamza Akhtar NoneRight, so we're just over a week into the build. Philipp, you've had a chance to look at the test environment we set up?
Philipp Schulz NoneYes, I've been in there. Looks good. We've got the portal data coming through, CRM is looking solid.- Hamza Akhtar NoneBrilliant. And the call recorder, any issues there?
- Philipp Schulz NoneNo, that's clean. I can see the call metadata coming in fine.
- Hamza Akhtar NoneGreat. So here's where we are. Portal connector is live and pulling data daily. CRM and call recorder are going through our initial tests. Email is next, we'll have that in by end of week. Once all four are feeding data, we move to the brain layer.
- Philipp Schulz NoneHow long does the brain layer take?
- Hamza Akhtar NoneUsually two weeks once all the source data is clean and normalized. We build the relationships between systems so when Stefanie's team searches for a broker, they see submissions, complaints, calls, all linked together.
Stefanie Lange NoneAnd what does that look like from our end?- Hamza Akhtar NoneYou get a search box and a chat interface. Type a broker name, ask a question like 'Show me all complaints from March' and it pulls the records from all four systems and shows you a summary.
- Stefanie Lange NoneThat's exactly what we want.
- Philipp Schulz NoneHow much Snowflake compute does this use?
- Hamza Akhtar NoneWe're designed to be pretty efficient, queries run on your compute, we're not trying to warehouse everything. You'll see an uptick in your credit usage, but it should be modest. We can monitor it together and optimize if needed.
- Philipp Schulz NoneOkay, I'll keep an eye on that.
- Hamza Akhtar NoneSo here's my ask, can you review the data quality in the test environment for the first three connectors? Any obvious gaps or duplicates, flag them to me by end of the week. Then we can clean them up before moving to production.
- Philipp Schulz NoneHappy to. How should I flag issues?
- Hamza Akhtar NoneSend me a note in Slack with the record IDs or a description. I'll pick them up and come back with a fix.
- Stefanie Lange NoneWhen do we get to see this working?
- Hamza Akhtar NoneIn a couple of weeks, once all the connectors are live and we've built the brain layer. We'll do a demo, show you a real search so you can see what your teams are going to be able to do.
- Stefanie Lange NonePerfect.
- Hamza Akhtar NoneRight. So the next milestone is data quality review by end of week, email connector live by end of next week, and we reconvene here next Tuesday at the usual time. Anything else?
- Philipp Schulz NoneNo, I think we're good.
- Stefanie Lange NoneLooks like it. Thanks, Hamza.
- Hamza Akhtar NoneCheers, both. Catch you next week.