What was said
What this says
As at Fri 9 Oct 2026Mostly logistical: Daniel Okafor asked to book a post-renewal check-in and Callum Reid agreed a Thursday slot. Callum stated one need: bordereaux query dashboards that are right by 07:00 every business day.
Ask: Daniel wanted to hear what underwriters lean on most and whether capacity-provider questions still take too long.
Customer view: Callum accepted quickly and set his own agenda. He wants to see the bordereaux query dashboards and be sure they are right by 07:00 every business day, which is the nightly refresh commitment.
Next: Daniel sends the invite for Thursday at 10:30, with two of Callum's team joining.
The thread
Updated 9 Oct 26Messages
- Daniel Okafor 11 Jul 2025 10:02Hello Callum, I hope you are well. Now that the renewal is done and the new term has started, I would like to book our next check-in, just to close the loop on where things stand and hear how the team is finding it. From my side, usage across your 40 licensed users has been moving in the right direction, and I would like to understand what your underwriters are leaning on most, and whether any of the capacity-provider questions are still taking longer than they should. If there is anything you would like us to set up before the next oversight cycle, that is a good moment to raise it. Could you let me know a couple of slots that work next week? Forty-five minutes should be plenty. I'll come back to you with an invite as soon as you pick one. Best wishes, Daniel
- Callum Reid 14 Jul 2025 14:00Daniel, Thursday at 10:30 works. Tuesday afternoon is also free if Thursday moves. What I need out of it: a clear view of the bordereaux query dashboards and whether they are right by 07:00 every business day. Two of my team will join. Send the invite and I will accept it. Callum