What was said
What this says
Current to 14 Oct 26Stefanie Lange says broker management is using the brain more than expected and nothing is unstable. Claims adoption is slower. She agreed to a quarterly QBR; Daniel is to send options.
What happened: Daniel Okafor ran a 26 minute check-in on 28 Sep 2026 with Stefanie Lange, Head of Broker Management. She reported good use, a stable service and current nightly data.
Customer view: Broker management searches complaints and submissions per broker instead of digging through several systems. Claims is slower but beginning to explore.
Commercial: Daniel noted 40 users licensed, and Stefanie put regular daily use at roughly six to eight. That leaves wide headroom against the licence, so this is an adoption question rather than a seat upsell.
Watch: The call does not mention renewal, price or value to the business. Use depends on a small core group, and claims adoption is hoped for rather than planned.
Themes
Current to 9 Oct 26Who was there
BB-Demo
Them
Follow-up
Next steps
Current to 9 Oct 26- Daniel Okafor to send Stefanie Lange QBR options by the end of the week of the call.
Risks
Current to 9 Oct 26- Regular use is limited to roughly six to eight people against 40 licensed users.
- Claims team adoption is slow and depends on broker management results spreading.
Opportunities
Current to 9 Oct 26- Use the quarterly QBR to build a value case and plan claims team onboarding.
- Stefanie asked what else BB-Demo might help with, which opens room to discuss further teams.
Transcript
- Daniel Okafor NoneStefanie, hi, thanks so much for taking the time. How's the week been?
- Stefanie Lange NoneHi Daniel. Busy with quarter-end, but good.
- Daniel Okafor NoneI can imagine. So I wanted to check in on how the broker management team are getting on with the brain. Any wins to share?
- Stefanie Lange NoneReally well, actually. They're using it much more than we thought they would. Searching for complaints and submissions tied to each broker, saves them digging through multiple systems.
- Daniel Okafor NoneThat's exactly the kind of thing we love to hear. You've got 40 users licensed, how many are regularly logging in?
- Stefanie Lange NoneThe core group is pretty active day to day. I'd say roughly six to eight of them in regularly. Others are starting to explore.
- Daniel Okafor NoneGood. And is the nightly refresh working well for you, or have there been any issues with data freshness?
- Stefanie Lange NoneIt's working fine. Records are current by the time people start their day.
- Daniel Okafor NoneBrilliant. How about the claims team: are they using it yet, or still ramping up?
- Stefanie Lange NoneSlower there, but they're beginning to explore. I think when they see what broker management is getting from it, adoption will follow.
- Daniel Okafor NoneThat's often how it goes. Any technical issues or anything unstable I should know about?
- Stefanie Lange NoneNo, everything's stable. No problems reported.
- Daniel Okafor NoneGreat. So as we move into the last quarter, we'd typically do a quarterly QBR with you. Would that be useful?
- Stefanie Lange NoneYes, absolutely. Good to talk through what's working and what else you might help with.
- Daniel Okafor NonePerfect. I'll come back to you by end of week with a couple of options. And if anything comes up before then, just reach out.
- Stefanie Lange NoneWill do. Cheers, Daniel.
- Daniel Okafor NoneThanks, Stefanie. Speak soon.