Quarterly review: finding a date

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Marcus Bell asks Zoe Kendrick for a 30-minute quarterly review before the 21 Nov 2025 renewal. Zoe asks whether claims can see the same figures, wants it short, and says Nigel will join for the renewal part.

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As at Fri 9 Oct 2026

Marcus Bell asks Zoe Kendrick for a 30-minute quarterly review before the 21 Nov 2025 renewal. Zoe asks whether claims can see the same figures, wants it short, and says Nigel will join for the renewal part.

Ask: Marcus wants a quarterly review covering claims team use, anything not working and renewal position. He notes claims team usage has picked up a little.

Customer view: Zoe is stretched this month and wants it short. She asks whether the claims team can see the same figures, which hints at wider internal interest.

Next: Zoe will check with Nigel, who will want to join for the renewal part. Marcus needs to confirm a morning slot next week.

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

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Updated 9 Oct 26

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First message2025-10-14

Last message2025-10-14

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Marcus Bell 14 Oct 2025 09:57
to Zoe Kendrick
Hello Zoe, I'd like to set up the quarterly review for Saltdean Hart. I've pulled the numbers and usage across the account executives and claims team has picked up a little, which is good to see. It would be useful to cover: - how the claims team is using it day to day - anything that is not working for you - where things stand before the renewal on 21 Nov 2025 Shall we book 30 minutes? Happy to jump on a call. Thanks, Marcus
Zoe Kendrick 14 Oct 2025 12:50
to Marcus Bell
Hi Marcus, Quick question: can the claims team see the same figures in the review? We're stretched this month so I'd rather keep it short. Any morning next week is fine, just not first thing. Nigel will want to be on it too for the renewal part, so I'll check with him. Thanks, Zoe

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
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Data	Records
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Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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