Rodenkirchen Assekuranzmakler / BG-Demo – Onboarding
Callcompleted
Rodenkirchen Assekuranzmakler · 15 Apr 2026 09:45
Onboarding call on 15 Apr 2026. Nadine Schröder saw the pages, chat and search view and a test search on a real client. She wants a small pilot and trust in the answers, and mentioned managers annoyed by a slow ticket.
What was said
What this says
As at Fri 9 Oct 2026Onboarding call on 15 Apr 2026. Nadine Schröder saw the pages, chat and search view and a test search on a real client. She wants a small pilot and trust in the answers, and mentioned managers annoyed by a slow ticket.
What happened: Laura Penhaligon shared the screen and ran a test search on a Rhineland manufacturer chosen by Nadine Schröder. Nadine recognised the client at once, and Laura wants to check one answer against the programme document.
Customer view: Nadine called the screen quite clean and said her managers need to trust it before they use it. She called it good progress.
Commercial: Nadine plans a small pilot, with a claims person added through Elena to test the separate claims system.
Watch: Her managers were annoyed that a ticket took a while. The call recorder link field owner is now named, but still has to be passed to Laura.
Themes
As at Fri 9 Oct 2026Theme
Pilot demo and trust
Importance
neutral
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Laura to send the note and pilot list summary today, copying Matteo.
- Nadine to forward the IT contact name for the call connector and say where the claims system sits.
- Laura to update Nadine on her open ticket before the next session.
Risks
As at Fri 9 Oct 2026- Managers were annoyed that a recent ticket took a while to be picked up, which could weaken early goodwill.
- Answers must be verified against source documents before managers will trust and use them.
- Claims data sits in a separate system whose location Nadine has yet to confirm.
Opportunities
As at Fri 9 Oct 2026- A small pilot of demanding managers, plus one claims user, can build the case for wider use within the forty Growth users.
- Plain-English questions filtered by client and programme match what the account managers need.
Transcript
Laura PenhaligonMorning Nadine, can you hear me? Sorry, I'm on a slightly dodgy connection today.
Nadine SchröderMorning! Yes, I can hear you clearly. You look a bit washed out, but that's the screen, I think.- Laura PenhaligonHa, thanks. Right, let's get going. I know you've had a busy week.
- Nadine SchröderI have, yes. Everyone's back from holidays and wanting answers at once. How's your side?
- Laura PenhaligonGood. The connector work is moving. I've got a question about the call recorder, and then I want to show you where the pilot is.
- Nadine SchröderOkay. Before that, did you hear back from my colleague in IT about the link field? I meant to chase it.
- Laura PenhaligonNo, nothing yet, so don't worry. Shall we start there and come back to the call recorder?
- Nadine SchröderLet me check. Yes, they've come back with a name, someone in the infrastructure team. I'll forward it to you today.
- Laura PenhaligonBrilliant, that's the owner for the call connector sorted. Thank you.
- Nadine SchröderPleasure. I raised a ticket last week, did that get picked up?
- Laura PenhaligonIt did. I've seen it, and it's with the team now. You'll get an update before our next session.
- Nadine SchröderGood. My managers were a bit annoyed it took a while, to be fair.
- Laura PenhaligonUnderstood. Let's make sure they get a proper answer. Now, the pilot. Where are you on nominating people?
- Nadine SchröderA few of them said yes, which surprised me. Some were keen, some were just polite.
- Laura PenhaligonThat's a good start. Let me share my screen so you can see what they'll see on day one.
- Nadine SchröderYes, go on.
- Nadine SchröderI can see it. Oh, that's quite clean.
- Laura PenhaligonGood. Pages, chat and search on the front, and the connectors feed underneath. The team won't see the plumbing, they'll just see their clients.
- Nadine SchröderMm, that's what they need. Can they filter by client?
- Laura PenhaligonYes, by client and by programme, and they can ask questions in plain English. I'd like to test it on a real client today, if you've got one in mind.
- Nadine SchröderI have. Give me a second to pick one we can use.
- Laura PenhaligonNo rush at all.
- Nadine SchröderOkay, a mid-sized manufacturer in the Rhineland. I'll let you pick the search.
- Laura PenhaligonPerfect. Are the claims in the same system as the programmes?
- Nadine SchröderNo, they're separate. I'll tell you exactly where after this call, I don't want to get it wrong.
- Laura PenhaligonGive me a moment while I run the test search.
- Nadine SchröderOf course.
- Laura PenhaligonOkay, it's come back. Let's look at what it's pulled together.
- Nadine SchröderRight. Can you scroll up a bit? Yes. That's the client, I recognise it straight away.
- Laura PenhaligonGood. Now try asking it something about a renewal date. Anything you'd normally ask a colleague.
- Nadine SchröderMm, let me think. What's the next programme review for that client?
- Laura PenhaligonLet's see... Okay, the answer's there, but I'd like to check the source against the programme document before we rely on it.
- Nadine SchröderYes, that's sensible. My managers will need to trust it before they use it.
- Laura PenhaligonExactly. That's why the pilot matters. Shall we talk about who will be in it?
- Nadine SchröderYes. I'd like to keep it small, maybe the people who already ask me the hard questions.
- Laura PenhaligonThat's a good test group. I'd also suggest one person from the claims side, so we know the separate system works.
- Nadine SchröderGood idea. I'll speak to Elena about that. She knows the claims people better than I do.
- Laura PenhaligonRight, we're nearly out of time. Shall I send the note and the pilot list summary today?
- Nadine SchröderYes, please. And can you copy Matteo in? He'll want to see it.
- Laura PenhaligonOf course. Anything else before we go?
- Nadine SchröderNo, that's it. Thanks, Laura. Good progress, I think.
- Laura PenhaligonAgreed. Speak soon, Nadine. Take care.
- Nadine SchröderBye, take care.
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