Rodenkirchen Assekuranzmakler / BG-Demo – Onboarding
Callcompleted
Rodenkirchen Assekuranzmakler · 22 Apr 2026 11:45
Nadine Schröder reports the pilot is being used and wants it widened. A high priority ticket that blocked a manager is still open, and Laura Penhaligon will not widen the rollout until it is closed and the call link field is confirmed.
What was said
What this says
As at Fri 9 Oct 2026Nadine Schröder reports the pilot is being used and wants it widened. A high priority ticket that blocked a manager is still open, and Laura Penhaligon will not widen the rollout until it is closed and the call link field is confirmed.
What happened: Laura reviewed three tickets from the last month, one high priority. Nadine then asked when the pilot can widen to the wider client management team.
Customer view: Nadine said the pilot people are using it, and managers like seeing a client's programme and calls side by side. Some still check answers against the document, which she called healthy.
Commercial: Wider rollout is the next engagement. The plan is two groups with a check-in after each, run by Elena. Claims access is to be confirmed before the claims people join the second group.
Watch: The high priority ticket stopped a manager getting into a client file on a Monday morning, and Nadine said she is holding Laura to a date. Laura gave no date on the call, only a promise of written detail that day. The evidence does not show the tier or contract.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Laura to email Nadine the detail on the high priority ticket today.
- Nadine to ask Elena to confirm claims access this week.
- Laura to send the rollout plan to Matteo today.
Risks
As at Fri 9 Oct 2026- The high priority ticket that blocked a manager from a client file was still open and Nadine is holding Laura to a date.
- Rollout to the wider team is held back until the ticket is closed and the call link field is confirmed.
Opportunities
As at Fri 9 Oct 2026- Nadine wants to widen the pilot to the wider client management team in two groups.
- Managers value seeing a client's programme and calls side by side.
Transcript
Laura PenhaligonMorning Nadine, can you see me? I think I've got the right screen this time.
Nadine SchröderYes, I can see you. You're looking much better than last time.- Laura PenhaligonThanks, I'll take that. How's your week been?
- Nadine SchröderBusy but good. The pilot people are actually using it now, which is nice to see. Some of them are doing it before their first coffee.
- Laura PenhaligonThat's exactly what we want to hear. Right, shall we go through the agenda?
- Nadine SchröderYes. I've got a couple of things to raise, but you go first.
- Laura PenhaligonOkay. I'd like to look at how the pilot is going, the open tickets, and then the rollout plan for the wider team.
- Nadine SchröderFine by me. Start with the tickets, because one of them has been bothering me.
- Laura PenhaligonRight. I've got three tickets in the last month, and one of them is flagged high priority. Let me take you through each one.
- Nadine SchröderYes, the high priority one. That's the one that stopped a manager from getting into a client file on a Monday morning.
- Laura PenhaligonI know the one. I'd like to be clear with you about what we know and what we don't yet, rather than guess.
- Nadine SchröderThat's fair. I'd rather hear that than a nice answer that's wrong.
- Laura PenhaligonAgreed. So the high priority one is still open on our side, and the other two are with the team.
- Nadine SchröderOkay. And how long until I hear something back on it?
- Laura PenhaligonI'll take that away and come back to you with a date before the end of this call, if I can. I don't want to promise one I can't keep.
- Nadine SchröderFine. Let's move on, but I'm holding you to that.
- Laura PenhaligonFair enough. Now the pilot. How are the managers finding the search?
- Nadine SchröderMostly good. They like being able to see a client's programme and calls side by side. One of them said it's the first time she's not had to ring round.
- Laura PenhaligonLovely. And are they trusting the answers yet?
- Nadine SchröderSome are, some still check everything against the document. I think that's healthy, to be honest.
- Laura PenhaligonI agree. It's the right instinct. Let's keep the checking going for another few weeks.
- Nadine SchröderYes. Now, my question. When can we widen it to the wider client management team?
- Laura PenhaligonI'd want the high priority ticket closed first, and the call link field confirmed, before we widen. Then a second group, not everyone at once.
- Nadine SchröderThat feels slow, but I see why. Okay, I can live with that.
- Laura PenhaligonIt's a few weeks, not months. Shall I put the rollout plan on screen?
- Nadine SchröderPlease. Let me find my notes first.
- Laura PenhaligonRight, here it is. Two groups, a check-in after each one, and Elena running the check-ins with you.
- Nadine SchröderYes, that works for me. Can the claims people be in the second group?
- Laura PenhaligonI think so, but I'd like Elena to confirm the claims access first. I don't want to guess on that.
- Nadine SchröderFine. I'll ask her this week.
- Laura PenhaligonOkay, I've got the ticket update. The high priority one has been looked at, and I'll email you the detail today rather than read it out.
- Nadine SchröderGood, thank you. That's more than I expected from a Monday.
- Laura PenhaligonLet's keep it that way. Anything else on the rollout before we wrap up?
- Nadine SchröderNo, I think we've covered it. Can you send the plan to Matteo as well?
- Laura PenhaligonOf course. I'll copy him in on the note today.
- Nadine SchröderThanks, Laura. Speak soon.
- Laura PenhaligonSpeak soon, Nadine. Bye.