Kronfeld Assekuranz / BB-Demo – Onboarding
Callcompleted
Kronfeld Assekuranz · 2026-04-29 10:00
Pre-go-live call with Philipp Schulz. All four connectors are flowing and the brain layer is tested. A dozen broker management users start first, then claims and the rest of the organisation follow.
What was said
What this says
Current to 13 Oct 26Pre-go-live call with Philipp Schulz. All four connectors are flowing and the brain layer is tested. A dozen broker management users start first, then claims and the rest of the organisation follow.
What happened: Hamza confirmed portal, CRM, calls and email are flowing daily and the search and chat interface is tested. Philipp agreed to send the first user batch by Monday.
Customer view: Philipp had no objections on the 07:00 refresh window and asked about refresh visibility and support contacts. He closed with "I'm excited to see this go live."
Commercial: The order covers 40 users, and the launch starts with about a dozen. Rollout to claims and beyond is the path to using the full allocation, and a possible later upgrade conversation.
Watch: Stefanie Lange was not on this call. Adoption depends on broker management users finding value quickly.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Philipp Schulz to send the first batch of users to Hamza Akhtar by Monday.
- Hamza Akhtar to onboard the first users the next morning and then monitor usage with Philipp.
Risks
Current to 9 Oct 26- A soft launch of about a dozen users may leave most of the 40 licensed seats unused if rollout to claims stalls.
Opportunities
Current to 9 Oct 26- Rollout from broker management to claims and the wider organisation could use the full user allocation and show value.
Transcript
Hamza Akhtar NoneRight, Philipp, we're now a couple of weeks out from go-live. I want to walk through the user setup and make sure you're good with what's coming.
Philipp Schulz NoneYeah, absolutely. Where are we at with the data refresh cycle?- Hamza Akhtar NonePortal, CRM, calls and email are all flowing daily. The brain layer is assembled and we've tested the search and chat interface. Ready to go live.
- Philipp Schulz NoneGreat. And the queries, they're running okay from a performance perspective?
- Hamza Akhtar NoneYeah, queries are snappy. Couple of hundred milliseconds even for large searches. We've optimized the indexes and Snowflake's doing its part.
- Philipp Schulz NoneGood. So what do you need from me?
- Hamza Akhtar NoneUser credentials. You're licensed for 40 users. We'll set them up in the brain, send you a list of usernames, and you'll create their passwords or SSO depending on what you want to do.
- Philipp Schulz NoneHow many are we starting with? Stefanie said we'd go soft launch with the broker management team.
- Hamza Akhtar NoneRight, so we'd start with a dozen people in broker management who've been most involved in the project. Get them in, let them play, they find the value quickly, then you roll it out to claims and the rest of the org.
- Philipp Schulz NoneMakes sense. I'll get you the first batch by Monday.
- Hamza Akhtar NonePerfect. We'll onboard them next morning and they can start asking questions. Now, on the data side, can you check that the refresh window is okay? We're pulling data every night by 07:00 your time. That work with your schedule?
- Philipp Schulz NoneThat's fine. Do we have visibility into the refresh status?
- Hamza Akhtar NoneYes, you get a dashboard showing last refresh, any errors, record counts by connector. If something doesn't flow, you'll see a red flag.
- Philipp Schulz NoneGood. And who do I contact if there's a problem?
- Hamza Akhtar NoneEmail or Slack. One-hour response for urgent stuff like data not refreshing. For questions about features or how to use it, 24 hours.
- Philipp Schulz NoneGot it. Anything else from you?
- Hamza Akhtar NoneJust, once users are in, watch how they're using it. Which connectors are they querying most, any features they find confusing. It helps us optimize as we go.
- Philipp Schulz NoneSure, I can do that.
- Hamza Akhtar NoneRight. So to recap: you send me the first batch of users by Monday, we set them up next morning, Stefanie's broker management team gets access, and we're live. Then we monitor together and expand the user base from there. Sound good?
- Philipp Schulz NonePerfect. I'm excited to see this go live.
- Hamza Akhtar NoneSo am I. Cheers, Philipp. See you next week.