Spaarnwoude Assurantiën / BG-Demo – Onboarding
Callcompleted
Spaarnwoude Assurantiën · 5 May 2026 08:15
Onboarding call on 5 May 2026. The claims connector is mapped and tested but not yet live. Refresh finished before 07:00 on each business day that week. Usage is growing. Ilse Kuipers wants usage reported by team only.
What was said
What this says
As at Fri 9 Oct 2026Onboarding call on 5 May 2026. The claims connector is mapped and tested but not yet live. Refresh finished before 07:00 on each business day that week. Usage is growing. Ilse Kuipers wants usage reported by team only.
What happened: Laura Penhaligon reported the two claims fields mapped and tested, with a full refresh still to run before go-live. Ilse Kuipers asked for the claims team to be told it is in testing.
Customer view: Ilse was pleased that usage is growing and said Maarten had asked who was using the renewals reports. She wants a team-level summary only, as Joost would query individual names on privacy.
Commercial: Nightly refresh completed before 07:00 on each business day, which matters to Ilse's finance people. Nothing on price or renewal was raised.
Watch: One team lead found the training examples too general. Laura will tailor her session and send revised examples on Friday. A usage and connector review is set for two weeks on, on a Tuesday morning.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Laura to send revised training examples to Ilse on Friday.
- Laura to send the claims team lead the field list for sign-off.
- Review usage and the claims connector in two weeks, on a Tuesday morning.
Risks
As at Fri 9 Oct 2026- One team lead found the training examples too general for her reports.
- The claims connector is not yet live and still needs sign-off from the claims team lead.
Opportunities
As at Fri 9 Oct 2026- Growing usage gives Ilse a value story to give Maarten.
Transcript
Laura PenhaligonGood morning, Ilse. Can you see me all right? I have had a few dropouts this week.
Ilse KuipersMorning Laura. Yes, I can see you. Lovely and clear. I have coffee, so I am awake.- Laura PenhaligonGood. Let us start with the training. I know the team leads had their sessions last week. How did they go?
- Ilse KuipersMostly well. Two of them said it was useful, and one said the examples were too general for her reports. I think she is right.
- Laura PenhaligonThat is helpful feedback. I will tailor her session with her own renewal reports, and I will send you the revised examples on Friday.
- Ilse KuipersThank you. Now, the claims connector. Is there any news?
- Laura PenhaligonYes, good news. The two fields are mapped and tested, and the sample results match the source. I am not yet ready to say it is live, because I want a full refresh first.
- Ilse KuipersThat sounds sensible. Can I tell the claims team it is coming, or should I wait?
- Laura PenhaligonTell them it is in testing, and that you will confirm when it is live. That way nobody is waiting for a date I have not confirmed.
- Ilse KuipersGood. That is honest, and they will appreciate it. Now, how many people are using the renewals reports each day?
- Laura PenhaligonUsage is growing. More people are asking questions than last week, and the team leads are asking the most. The analysts are starting to use it too.
- Ilse KuipersThat is what I wanted to see. Maarten asked me last week who was using it, so I can give him a proper answer now.
- Laura PenhaligonGood. I will put a short usage summary in the note on Friday, with the names of the teams, but not individual questions, so it stays private.
- Ilse KuipersYes, please keep it to teams. Joost will ask about privacy if we send him individual names.
- Laura PenhaligonUnderstood. Team level only. I will make sure of that.
- Ilse KuipersRight. Is there anything I need to do before the claims connector goes live?
- Laura PenhaligonOnly a sign-off from the claims team lead, that the mapped fields match how they work. I will send the list with the field names, so she can check them quickly.
- Ilse KuipersI will ask her today. She is careful, so she may come back with questions. That is good, I think.
- Laura PenhaligonIt is good. I would rather have the questions now than after go-live. Shall we look at the refresh results for the week?
- Ilse KuipersYes, go ahead. I want to know it has been finishing on time.
- Laura PenhaligonIt has. The nightly refresh has completed before 07:00 on each business day this week, and there were no failed connector runs. I am pleased with that.
- Ilse KuipersGood. Our finance people look at the data by eight, so that matters to them. Thank you.
- Laura PenhaligonShall we agree the next checkpoint? I suggest we review usage and the claims connector in two weeks.
- Ilse KuipersYes, that works. Put it in the diary for a Tuesday morning, if you can. Mornings are better for me.
- Laura PenhaligonTuesday morning it is. I will send the invitation with the agenda, so you know what we will cover.
- Ilse KuipersThank you. Anything else from your side?
- Laura PenhaligonNo, I think that covers everything. Thank you for the feedback on the team leads, it really helps.
- Ilse KuipersThank you Laura. Speak soon.
- Laura PenhaligonSpeak soon, Ilse. Bye for now.