Following up on our call: Growth order form and next steps
Email thread Saltdean Hart Insurance Brokers · sales
Priya Raman recapped the £52k Growth deal and asked Nigel, Zoe and Trevor for input. Only Zoe Kendrick replied: claims systems first, and she left the commercial side to Nigel and Trevor.
What was said
What this says
Current to 14 Oct 26Priya Raman recapped the £52k Growth deal and asked Nigel, Zoe and Trevor for input. Only Zoe Kendrick replied: claims systems first, and she left the commercial side to Nigel and Trevor.
Ask: Priya sought Nigel's view on the commercial shape, Zoe's first systems and Trevor's paperwork needs, aiming for signature by Friday 8 Nov 2024.
Customer view: Zoe wants the policy system and shared claims mailbox connected first, with claims visible from day one. She is stretched this month and handed commercial points to Nigel.
Next: there is no response from Nigel or Trevor in the thread, so the commercial sign-off is still open.
The thread
Updated 9 Oct 26Messages
Priya Raman 29 Oct 2024 08:04Hi all, Thanks for the time yesterday. A quick recap of where we are, so everyone has the same picture. You are looking at Growth for the account executives and the claims team. The deal value we discussed is £51,600, which covers the subscription and the one-off implementation. We are aiming to have the order form signed by Friday 8 Nov 2024, so that Callie can get the implementation started in good time. To keep momentum, three things from your side: - Nigel: are you happy with the commercial shape as it stands? - Zoe: can you confirm which systems the claims team wants connected first? - Trevor: is there anything finance needs on the paperwork, such as a PO reference or a particular invoice contact? Happy to make this easy, so if a short call is quicker than email, just say and I will set it up. Owen is copied in as he is looking after the commercial side with me. Best, Priya
Zoe Kendrick 30 Oct 2024 10:38Hi Priya, Quick answers, we're stretched this month so bear with me. Claims first please. The policy system and the shared mailbox the claims team uses are the priority. Account executives can come after that, as long as they can see the same information once it is live. Can the claims team see it from day one? I will leave the commercial side to Nigel and Trevor. Nigel, over to you. Thanks, Zoe