Catching up before the renewal
Email thread Lornefield Pensions Administration · cs
Daniel Okafor asked Imogen Hartley for a check-in call before the April renewal. Imogen agreed and said she wants to raise how scheme-relationship managers use the brain first rather than last.
What was said
What this says
Current to 13 Oct 26Daniel Okafor asked Imogen Hartley for a check-in call before the April renewal. Imogen agreed and said she wants to raise how scheme-relationship managers use the brain first rather than last.
Ask: Daniel wanted a half hour to cover team progress, set-up changes and what the renewal in April should look like.
Customer view: Imogen accepted a Tuesday afternoon slot. She called it a habit question more than a tool question, so adoption is her concern, not the tool or price.
Next: the call itself, then Daniel's notes. The thread does not show the renewal terms.
The thread
Updated 9 Oct 26Messages
Daniel Okafor 15 Feb 2024 09:48Hi Imogen, I wanted to find a little time for a check-in call with you before the end of the month. Nothing urgent, and nothing wrong that I can see. Things have been quiet on the support side, which I take as a good sign, but I would rather hear it from you than guess. I would like to cover how the team is getting on, anything you would change about how the brain is set up, and what the renewal in April should look like from your side. Would a half hour next week work? I will fit around your diary. Best wishes, Daniel
Imogen Hartley 16 Feb 2024 08:40Morning Daniel, Yes, happy to. Tuesday afternoon next week is the best slot for me, any time after lunch. I have a couple of things I want to raise, mostly about how we get the scheme-relationship managers to treat the brain as the first place they look rather than the last. I have seen this work elsewhere, so I do think it is a habit question more than a tool question. Speak then. Best, Imogen