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Renewal conversation

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Brindlecote Insurance Brokers logo Brindlecote Insurance Brokers · sales

Scheduling thread. Daniel Okafor asked Ravi Atherton for a call before the May renewal paperwork; Ravi said the following week was tight and suggested the first week of May. No view on price or value.

What was said

What this says

As at Fri 9 Oct 2026

Scheduling thread. Daniel Okafor asked Ravi Atherton for a call before the May renewal paperwork; Ravi said the following week was tight and suggested the first week of May. No view on price or value.

Ask: Daniel Okafor asked Ravi Atherton on 26 Apr 2024 for a quick call before the final paperwork for the May renewal.

Customer view: Ravi replied on 30 Apr 2024 that the following week was tight and the first week of May might be better. He raised no concern about price or value.

Next: Daniel needs to offer slots in the first week of May and hold the call before the order form goes out.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

The thread

Updated 9 Oct 26
Typesales
Messages2
First message2024-04-26
Last message2024-04-30

Messages

  1. Daniel Okafor
    Daniel Okafor 26 Apr 2024 09:52
    to Ravi Atherton
    Hi Ravi, Just checking in about your May renewal. Before we move to the final paperwork, it would be good to have a quick call to make sure everything looks right and to answer any questions. How does your calendar look early next week? Best wishes, Daniel
  2. Ravi Atherton
    Ravi Atherton 30 Apr 2024 15:17
    to Daniel Okafor
    Daniel, Next week is a bit tight for us. First week of May might be better. Let me know what you've got available. Ravi

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