Finding a slot for the QBR
Email thread Fenmoor Specialty Underwriting · cs
Daniel Okafor and Callum Reid fix a one-hour QBR on Tuesday at 10:00. Callum wants the bordereaux query view walked through properly and assurance the 07:00 refresh is solid. Mostly scheduling, with a data freshness concern underneath.
What was said
What this says
As at Fri 9 Oct 2026Daniel Okafor and Callum Reid fix a one-hour QBR on Tuesday at 10:00. Callum wants the bordereaux query view walked through properly and assurance the 07:00 refresh is solid. Mostly scheduling, with a data freshness concern underneath.
Ask: Callum accepted a one-hour QBR on Tuesday at 10:00, bringing two of his people. He wants the bordereaux query view walked through properly, not shown as a screenshot.
Customer view: His worry is whether the 07:00 refresh is solid before the next round of syndicate asks. That is the nightly refresh commitment every tier carries.
Next: Daniel puts the walkthrough and refresh timings at the top of the agenda and sends the usage summary the evening before. He offers to leave the contract paperwork to the end, only if Callum wants it.
The thread
Updated 9 Oct 26Messages
Daniel Okafor 14 May 2025 12:39Hi Callum, Thank you for your time on the last call. I'd like to get the next quarterly review in the diary, and I'm conscious that your team's week is rarely quiet. I was thinking of an hour, early next week. Tuesday or Wednesday would both work for me, either morning or after lunch. I'd like to cover how the team is using the brain day to day, where the dashboards are helping with the oversight questions you get from capacity providers, and how usage sits against your 40 licensed users. I'd also like to give you a short note on what happens ahead of the contract end on 30 Jun 2025, so nothing arrives as a surprise. How is the team finding it at the moment? Anything you'd like me to put on the agenda, just say. Best wishes, Daniel
Callum Reid 14 May 2025 13:19Daniel, Tuesday works. Morning, before the desk gets busy. 10:00 if you can. What I need is the bordereaux query view walked through properly, not just a screenshot. The syndicate asks come in fast and I want to know the 07:00 refresh is solid before the next round. One hour is fine. I'll bring two of my people. Send me the invite. Callum- Daniel Okafor 15 May 2025 08:58Hi Callum, That's confirmed, Tuesday at 10:00. The invite is with you now and I've put your bordereaux walkthrough at the top of the agenda, with the refresh timings alongside it so we can look at them together. If you could let me know who's joining from your side, I'll make sure the right people on our side have what they need. I'll also send the usage summary the evening before, so you're not seeing it cold. Just to close the loop on the other item: the contract paperwork conversation can sit at the end, and only if you want it there. Best wishes, Daniel