Demo on your own data: scheduling
Email thread Fenmoor Specialty Underwriting · sales
Priya Raman set up a demo on Fenmoor's own data. Callum Reid asked for a bordereaux query answered end to end from the 07:00 data, no slides. Priya confirmed Thursday at 10:00 with three underwriters.
What was said
What this says
Current to 13 Oct 26Priya Raman set up a demo on Fenmoor's own data. Callum Reid asked for a bordereaux query answered end to end from the 07:00 data, no slides. Priya confirmed Thursday at 10:00 with three underwriters.
Ask: Callum set firm conditions: a live bordereaux query from the data as it sits at 07:00, mornings only, and not Monday because of month-end. He asked by when the slot would be confirmed.
Customer view: direct and slightly impatient, but engaged: he is bringing three underwriters. Priya confirmed Thursday at 10:00 for one hour.
Next: the demo has to show the overnight refresh result cleanly, since the customer is testing that point.
The thread
Updated 9 Oct 26Messages
Priya Raman 9 Jun 2025 09:02Hi Callum, Following on from our last conversation, I'd like to book the demo we discussed, run on your own submissions and bordereaux queries rather than a generic dataset. That way your team sees the brain answering the kind of question a capacity provider actually asks. I'm thinking about an hour, with Hannah's team on hand in case anything technical comes up. Could you let me know which days this week or next suit you, and who from your underwriters should join? Happy to make this easy, so just give me a couple of options and I'll fit round you. Best, Priya Priya Raman Account Executive, BB-Demo
Callum Reid 12 Jun 2025 14:26Priya, What I need is the demo to show a bordereaux query answered start to finish, from the data as it sits at 07:00. Not slides. Thursday or Friday next week, mornings. Not Monday, that's month-end for the team. Three of my underwriters will join, plus me. One hour is fine. By when can you confirm the slot? Callum- Priya Raman 16 Jun 2025 08:31Hi Callum, Thanks, that's clear. Confirming Thursday next week at 10:00, one hour, with you and your three underwriters. I'll send the invite this morning so you have it in the diary today. On the bordereaux point: we'll run a live query against your own data and show the answer from the overnight refresh, so you see exactly what your team sees at 07:00. No slides beyond a one-page recap of where we are on the proposal at the start. If anything changes before Thursday, just reply here and I'll move it. Best, Priya Priya Raman Account Executive, BB-Demo