Finding time for a check-in before the renewal
Email thread Clonvara Insurance Services · cs
Amara Obi asked Brendan Moran for a check-in before the 31 Oct 2026 renewal, citing a usage dip. Brendan agreed, asked for the executed order form to be the document used, and may bring finance. Tuesday 10:00 proposed.
What was said
What this says
As at Fri 9 Oct 2026Amara Obi asked Brendan Moran for a check-in before the 31 Oct 2026 renewal, citing a usage dip. Brendan agreed, asked for the executed order form to be the document used, and may bring finance. Tuesday 10:00 proposed.
Ask: Amara wanted thirty minutes to discuss a dip in usage across the 40 licensed users and what the brain should do next. Brendan replied the next day and accepted.
Customer view: Brendan wants to review the usage from a compliance point of view and asked which order form version is in use. He keeps every version and wants to discuss the executed copy.
Next: Amara confirmed she will work from the executed order form and bring usage by team. The call is set for Tuesday at 10:00, with the head of finance possibly joining as the renewal concerns her too.
The thread
Updated 9 Oct 26Messages
Amara Obi 26 Aug 2026 13:59Hi Brendan, I'm Amara, the Customer Success Manager looking after Clonvara at BG-Demo. I'd like to get a check-in in the diary with you in the next couple of weeks. Here's what the numbers say: usage across the 40 licensed users has dipped over the last quarter, and I'd rather talk it through with you than leave it sitting in a chart. Your contract runs to 31 Oct 2026, so it's also a good moment to look at what the brain has done for the team and what you'd want from it next. Would thirty minutes work early next week? Tell me what suits and I'll send an invite. Best, Amara
Brendan Moran 27 Aug 2026 15:49Dear Amara, Thank you for getting in touch, and for being open about the usage. From a compliance point of view I would like to go through it properly, so I would want the order form in front of us on the call. Which version are we looking at on your side? I keep every version here and want to be sure we are discussing the executed copy. I could do Tuesday or Wednesday morning, before 11:00. I may bring Gráinne from finance, as the renewal will be her concern too. Kind regards, Brendan Moran- Amara Obi 27 Aug 2026 17:25Hi Brendan, Thanks, that's helpful. I'll work from the executed order form and bring the usage picture by team, so we're all looking at the same document. Let's go for Tuesday at 10:00. I'll send the invite tonight and include Gráinne if you'd like her there. If anyone else should have access to the brain or sit in on the session, let me know and I'll add them. Best, Amara