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Laura Penhaligon

Rodenkirchen Assekuranzmakler / BG-Demo – Onboarding

Callcompleted

Rodenkirchen Assekuranzmakler logo Rodenkirchen Assekuranzmakler · 28 Apr 2026 08:00

The high priority ticket is closed on BG-Demo's side and claims access is confirmed, so the first wider group can start. Nadine Schröder says the pilot is generating more questions than she expected.

What was said

What this says

As at Fri 9 Oct 2026

The high priority ticket is closed on BG-Demo's side and claims access is confirmed, so the first wider group can start. Nadine Schröder says the pilot is generating more questions than she expected.

What happened: Laura Penhaligon confirmed the high priority ticket is closed and sent the detail in writing. Of the other two tickets, one is open and one awaits Nadine's confirmation.

Customer view: Nadine was glad the ticket is closed and relieved about claims access. She said people are asking more questions than she thought, and a few are things nobody used to ask.

Commercial: Usage is rising, which supports the wider rollout. The second group will start with the heaviest pilot users, with names picked at the next session.

Watch: Nadine has an audit on Thursday, so time is tight. One group was added to the wrong list in the rollout settings, which Laura said she would fix that day.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

Themes

As at Fri 9 Oct 2026
Theme
Rollout cleared, usage rising
Importance
upsell
Sentiment
positive
Voice
champion

Who was there

BG-Demo

Them

Follow-up

Next steps

As at Fri 9 Oct 2026
  • Laura to correct the rollout list today and send Nadine a calendar invite for Elena.
  • Nadine to send Laura the list of new questions and bring names for the second group.
  • Laura to copy Matteo on the note with the list of new questions.

Risks

As at Fri 9 Oct 2026
  • Two other tickets remain, one open and one waiting on Nadine to confirm.
  • One group was added to the wrong list in the rollout settings.

Opportunities

As at Fri 9 Oct 2026
  • Pilot question volume is higher than Nadine expected, supporting the wider rollout.
  • Claims people can join the first wider group now Elena has confirmed access.

Transcript

  1. Laura Penhaligon
    Laura Penhaligon
    Morning Nadine, you're in early. Can you hear me all right?
  2. Nadine Schröder
    Nadine Schröder
    Morning! Yes, I can hear you. I'm in early because I've got an audit on Thursday, so don't ask.
  3. Laura Penhaligon
    Laura Penhaligon
    I won't. Thanks for making time before the day starts. Shall we get going?
  4. Nadine Schröder
    Nadine Schröder
    Yes, let's. I've got a short list and a long list, and the short list is the important one.
  5. Laura Penhaligon
    Laura Penhaligon
    Okay, short list first. What's on it?
  6. Nadine Schröder
    Nadine Schröder
    The wider rollout date, the high priority ticket, and whether Elena can come to our team meeting.
  7. Laura Penhaligon
    Laura Penhaligon
    Right. I'll take those in that order. Let's start with the ticket, since it's the one with an impact.
  8. Nadine Schröder
    Nadine Schröder
    Yes. Did you get the update I was waiting for?
  9. Laura Penhaligon
    Laura Penhaligon
    I did. The high priority ticket is closed on our side, and I've sent you the detail in writing. It's worth reading before we talk about the rollout.
  10. Nadine Schröder
    Nadine Schröder
    Good. I'll read it after this call. I'm glad it's closed.
  11. Laura Penhaligon
    Laura Penhaligon
    Do you want me to take you through the other two tickets?
  12. Nadine Schröder
    Nadine Schröder
    Only if they're still open. Are they?
  13. Laura Penhaligon
    Laura Penhaligon
    One is, and the other one we're waiting on you to confirm. I'll flag both in the note.
  14. Nadine Schröder
    Nadine Schröder
    Fine. Now the rollout date.
  15. Laura Penhaligon
    Laura Penhaligon
    The first wider group can start once the claims access is confirmed. Elena's checked that, and she's happy for the claims people to join.
  16. Nadine Schröder
    Nadine Schröder
    Oh, good. That was the thing I was worried about. Was it Elena who sorted it?
  17. Laura Penhaligon
    Laura Penhaligon
    Yes, she did. I'd say she's the best person to ask about claims.
  18. Nadine Schröder
    Nadine Schröder
    Mm, she is. And the team meeting?
  19. Laura Penhaligon
    Laura Penhaligon
    She can come along, I've asked her to put it in her diary. You'll get a calendar invite today.
  20. Nadine Schröder
    Nadine Schröder
    Brilliant. My managers will like seeing a face in the room.
  21. Laura Penhaligon
    Laura Penhaligon
    Good. Now, I'd like to look at usage with you. The pilot has been busier than I expected.
  22. Nadine Schröder
    Nadine Schröder
    Yes, it has. People are asking more questions than I thought they'd ask in a week.
  23. Laura Penhaligon
    Laura Penhaligon
    That's the signal we want. Are the questions the sort you'd expect, or are they new?
  24. Nadine Schröder
    Nadine Schröder
    Mostly the sort I'd expect. A few are things nobody used to ask, which I quite like.
  25. Laura Penhaligon
    Laura Penhaligon
    That's a good sign. Let's note the ones that are new, so we can see if they keep coming.
  26. Nadine Schröder
    Nadine Schröder
    Yes. I'll send you a list of those.
  27. Laura Penhaligon
    Laura Penhaligon
    Sorry, I'm back. I was just checking the rollout settings against the plan we agreed.
  28. Nadine Schröder
    Nadine Schröder
    No problem. Does it match?
  29. Laura Penhaligon
    Laura Penhaligon
    It does, apart from one group that's been added to the wrong list. I'll sort it today.
  30. Nadine Schröder
    Nadine Schröder
    Fine. That happens. Shall we talk about the number of people in the second group?
  31. Laura Penhaligon
    Laura Penhaligon
    Yes. I'd keep it to the people who already use the pilot most, then add the rest.
  32. Nadine Schröder
    Nadine Schröder
    Agreed. Let's pick names in the next session. I'll bring my list.
  33. Laura Penhaligon
    Laura Penhaligon
    Right, we're close to time. Is there anything else before we finish?
  34. Nadine Schröder
    Nadine Schröder
    No, I think that's it. Can you send the list of new questions to Matteo as well?
  35. Laura Penhaligon
    Laura Penhaligon
    Of course. I'll copy him in with the note.
  36. Nadine Schröder
    Nadine Schröder
    Thanks, Laura. Good call. I'll speak to you soon.
  37. Laura Penhaligon
    Laura Penhaligon
    Thanks, Nadine. Speak soon. Bye.
  38. Nadine Schröder
    Nadine Schröder
    Bye!

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