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Pellegrin Hart Benefits logo Pellegrin Hart Benefits · cs

Allison Pereira, VP Client Service, welcomed news that usage is up and asked for a usage view by client to line up renewals before open enrollment. Hollie Grieve agreed to prepare it for a Thursday call at 15:00 UK time.

What was said

What this says

Current to 14 Oct 26

Allison Pereira, VP Client Service, welcomed news that usage is up and asked for a usage view by client to line up renewals before open enrollment. Hollie Grieve agreed to prepare it for a Thursday call at 15:00 UK time.

Ask: Allison wants to know which teams actually use the brain rather than just log in, wants that by client, and wants to line up renewals before open enrollment.

Customer view: positive. She said she was happy to hear usage is up, and she plans to bring a team lead.

Next: Hollie will send the invite for 15:00 UK time and prepare the usage picture by client, and will cover the renewals side on the call.

AI · claude-sonnet-5-5 · 14 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2026-09-23
Last message2026-09-25

Messages

  1. Hollie Grieve
    Hollie Grieve 23 Sep 2026 16:43
    to Allison Pereira
    Hi Allison, Hope the week is treating you well. It's been a little while since we last spoke, and I'd like to get a check-in in the diary for next week. Usage on your side has picked up nicely since the summer, so I'd love to hear how the client-service teams are finding it and what you'd like to see next. Would Tuesday or Thursday afternoon suit you? I'm flexible on time, given the gap between us. Best, Hollie
  2. Allison Pereira
    Allison Pereira 24 Sep 2026 14:38
    to Hollie Grieve
    Hi Hollie, Thursday works for me. Happy to hear usage is up, that's what I wanted to see. A few things I'd like to cover: - What's the signal on which teams are actually using it vs. just logged in? - Can we see that by client? I want to line up the renewals before open enrollment, please. - Who else on my side should be on the call? I'm thinking of bringing one of the team leads. Send over an invite and I'll make sure it's blocked. Best, Allison
  3. Hollie Grieve
    Hollie Grieve 25 Sep 2026 08:55
    to Allison Pereira
    Hi Allison, Brilliant, Thursday it is. I'll send the invite for 15:00 UK time, which I think should land in your morning. Do shout if that's awkward. I'll pull together the usage picture by client ahead of the call so we can go through it properly, and we can talk through the renewals side too. Bring the team lead along, the more the better. Speak soon, Hollie

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