Spaarnwoude Assurantiën / BG-Demo – Onboarding
Callcompleted
Spaarnwoude Assurantiën · 27 Apr 2026 14:45
A week after kickoff, only a handful of people had tried B-Viz and the team still exports to spreadsheets. The claims connector is not live and undated, and the customer asked for plain-words EU data residency.
What was said
What this says
As at Fri 9 Oct 2026A week after kickoff, only a handful of people had tried B-Viz and the team still exports to spreadsheets. The claims connector is not live and undated, and the customer asked for plain-words EU data residency.
What happened: Laura Penhaligon told Ilse Kuipers that only a handful of people have logged in, mostly team leads. The renewals connector is loaded and current.
Customer view: Ilse was hoping for more and said the team are still exporting to spreadsheets. She accepted that she should have pushed the claims mapping faster and would rather wait for a correct answer.
Watch: two people asked about claims history and got partial answers. Two fields still need hand mapping, and no date was given. Ilse also mentioned a problem with the old system last year, so refresh reliability matters to her.
Next: team lead training is to be booked. Maarten wants EU data residency explained in writing, which Laura will put in Monday's note.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Laura Penhaligon to send Ilse Kuipers a status note on Monday, including the written EU data residency explanation for Maarten.
- Laura Penhaligon to send three training slot options and Ilse Kuipers to reply the next day.
- Laura Penhaligon to confirm the access group set-up in writing for Joost Molenaar.
Risks
As at Fri 9 Oct 2026- Few people have logged in and the team still uses spreadsheet exports, so the habit may not form.
- The claims connector is not live and has no date, so claims questions get partial answers.
Opportunities
As at Fri 9 Oct 2026- Team lead training, with leads then training their own people, can build usage on the loaded renewals connector.
Transcript
Laura PenhaligonGood afternoon, Ilse. Thanks for making the time. Is this still a good slot for you?
Ilse KuipersGood afternoon Laura. Yes, it is fine. I have about forty minutes before my next meeting.- Laura PenhaligonPerfect. Then let us go through the renewals connector first, and then the training. I have the usage numbers to show you.
- Ilse KuipersGo ahead. I am curious how many people have actually logged in.
- Laura PenhaligonHonestly, not many yet. A handful of people have tried it, and the team leads have been the most active. That is normal at this stage.
- Ilse KuipersHm. I was hoping for more. The team is busy and they are still exporting to spreadsheets.
- Laura PenhaligonThat is what we expected. The renewals connector is loaded and the records are current, so the data is there when they want it. The habit is the harder part.
- Ilse KuipersYes. Can you tell me which questions they have asked so far? I would like to see if they are the right ones.
- Laura PenhaligonMostly questions about upcoming renewals, which is good. Two people asked about the claims history, but the claims connector is not live yet, so those answers were partial.
- Ilse KuipersThat is my fault. I should have pushed the claims mapping through faster. Can you tell me when we will have it?
- Laura PenhaligonI can tell you where we are. The sample test is done, and two fields still need mapping by hand. I will not put a date on it until those are finished and checked.
- Ilse KuipersFair. I would rather wait for a correct answer than get a quick wrong one. Please keep me posted.
- Laura PenhaligonOf course. I will send you a short note on Monday. Now, the training. Do you want the team leads trained first?
- Ilse KuipersYes, the team leads, then the analysts. The team leads will then train their own people, which is how we do things here.
- Laura PenhaligonThat works well. I would suggest a short session with each team lead, about forty-five minutes, focused on their own reports. That keeps it practical.
- Ilse KuipersGood. And how do we know if the refresh is working? I had a problem with the old system last year and I do not want that again.
- Laura PenhaligonThe nightly refresh should be complete by 07:00 on business days. I check it each morning during onboarding, and I will tell you straight away if it slips.
- Ilse KuipersThank you. That is what I needed to hear. Joost also asked whether the access groups are set up correctly.
- Laura PenhaligonThey are. Joost approved the service account last week, and the groups match the list you sent. I will confirm that in writing for him.
- Ilse KuipersGood. Then the next step is the training with the team leads. Shall we book the sessions today?
- Laura PenhaligonYes. I have three possible slots next week. Would you like to see them now, or shall I send them?
- Ilse KuipersSend them. I will look at my diary tonight and reply tomorrow.
- Laura PenhaligonDone. I will send the invitations as soon as this call ends. Is there anything else you want to cover today?
- Ilse KuipersOne thing. Maarten has asked how the EU data residency works in practice. I told him I would ask you to explain it once more, in plain words.
- Laura PenhaligonOf course. The data stays in your Snowflake account, in the region we agreed, and the connectors read from your systems. Nothing is copied to a place you have not approved.
- Ilse KuipersThank you. I will forward that to Maarten. He trusts written answers more than mine.
- Laura PenhaligonThen I will put it in the note on Monday as well, so he has it in writing. Anything else before we close?
- Ilse KuipersNo, that is all. Thank you Laura. Speak soon.
- Laura PenhaligonThanks Ilse. Speak soon, and have a good afternoon.