Abermule Insurance / BG-Demo – Demo
Callcompleted
Abermule Insurance · 9 Sep 2026 16:00
Carys Pugh wants access to be provable and freshness monitored, and asked whether Enterprise covers both. Theo Gallagher left residency, audit evidence and alert routing as open items. No price was set.
What was said
What this says
As at Fri 9 Oct 2026Carys Pugh wants access to be provable and freshness monitored, and asked whether Enterprise covers both. Theo Gallagher left residency, audit evidence and alert routing as open items. No price was set.
What happened: Theo Gallagher reviewed open items from the earlier session, then covered access controls, data location, audit trail and stalled feeds. Several answers were deferred to written commitments.
Customer view: Carys said "the main thing for me is that access is provable and freshness is monitored." Compliance will want audit evidence before signing, so she will ask them first.
Commercial: Enterprise is the tier being proposed, and its service levels cover availability and data freshness. Tom Ashdown said the commercial side would be confirmed separately, so nothing from the call counts as a price.
Watch: Data residency is a draft, and the audit evidence and alert route have no owner or date yet. The compliance sign-off name is still to be confirmed.
Themes
As at Fri 9 Oct 2026Theme
Enterprise proposal: compliance evidence
Importance
upsell
Sentiment
positive
Voice
champion
Who was there
BG-Demo
CRMmade from
Them
CRMmade from
Follow-up
Next steps
As at Fri 9 Oct 2026- Theo Gallagher to send the dated commitment list and the write-up covering access evidence, alert route and residency.
- Tom Ashdown to confirm the customer IT contact and the commercial breakdown, and book the next session early the following week.
- Carys Pugh to confirm the compliance sign-off name and bring them to the next session.
Risks
As at Fri 9 Oct 2026- Compliance will not sign without audit-trail evidence, which can only be shown once a build is running.
- Data residency is still a draft and the customer has not been told where data would be held.
- The alert route for stalled broker feeds has no agreed owner or date.
Opportunities
As at Fri 9 Oct 2026- Carys is asking about Enterprise directly because it covers freshness as well as availability.
- A dedicated data residency option may be relevant to the compliance questions on where data is held.
Transcript
Tom AshdownAfternoon Carys, thanks for joining. Theo's with us for the technical side today.
Carys PughAfternoon. Hi Theo, nice to meet you properly.
Theo GallagherHello Carys, Theo Gallagher. Before we start, here are the open items from the last session and who owns each one. The access note is mine. The search test on your sample notes sits with a colleague in the solutions team. The IT contact is Tom's to confirm.- Carys PughGood, that's helpful. The access note is the big one for us, so let's start there.
- Theo GallagherAgreed. I'll go through the control reference for access, then show you how it behaves for someone who covers two broker books.
- Carys PughBefore that, can you tell me where the data is held? Our compliance people will ask first.
- Theo GallagherYes. I'll give you the dated commitment in writing rather than from memory, because I don't want to overstate it. What I can say now is that the answer depends on the residency option chosen, and we'll confirm that with you before any build starts.
- Carys PughRight. So it isn't decided yet.
- Theo GallagherIt's a draft, not final. I'd rather say that plainly than call it done.
- Tom AshdownGood, that's the right answer. Theo, carry on with access.
- Theo GallagherEach person sits in a group, and the group decides which broker books they can open. A person who covers two books sees exactly those two, and nothing else.
- Carys PughCan I see the audit trail for that? Who looked at what, and when?
- Theo GallagherWe can evidence that once the build is running, with logs on your own tenant. I won't claim it today, because I haven't seen your configuration yet.
- Carys PughFair. Compliance will want that evidence before they sign anything, so it's the first thing I'll ask them about.
- Theo GallagherThen let's make it the first item in the build plan, with an owner and a date.
- Tom AshdownI'll make sure the proposal reflects that, with a named owner. Carys, who's the right person on your side for the access sign-off?
- Carys PughProbably me for the business side, and someone from compliance for the sign-off. I'll confirm the name.
- Theo GallagherThat works. We'll need that person on the next session, so we can test against a sample of your real groups.
- Carys PughSorry, going back to the freshness question. If a broker's feed fails overnight, how would we know?
- Theo GallagherThe short answer is that the connector health is visible, so a stalled feed shows up. The longer answer is that the alert route needs agreeing with your IT team, and I'd put that in the write-up as an open item.
- Tom AshdownThat's an important one. Theo, can you add the alert owner to the list?
- Theo GallagherYes. Owner, route and the date we agree it by.
- Carys PughRight, I think the main thing for me is that access is provable and freshness is monitored. Is the Enterprise tier the one that covers both?
- Theo GallagherEnterprise is the tier we're proposing, and the service levels that go with it cover availability and data freshness. I'll set out the exact terms in the written proposal so you're not relying on my summary.
- Tom AshdownAnd I'll confirm the commercial side separately, so nothing from the call gets treated as a price.
- Carys PughGood. That's exactly right.
- Theo GallagherOkay, let me run through the open items again so we have them on record. Access evidence, owner to be named. Alert route for stalled feeds, owner to be agreed. Data residency, a draft we'll confirm in writing. Those are mine, and Tom has the IT contact and the commercial breakdown.
- Carys PughThat's clear. I'll bring compliance to the next session.
- Tom AshdownLet's get something in the diary. Early next week, if that suits.
- Carys PughEarly next week works. Mornings are better, but I'll take whatever is free.
- Theo GallagherThanks Carys, here is the dated commitment list, and I'll send it today.
- Carys PughThank you both. Bye.
- Tom AshdownCheers Carys, speak soon.
- Theo GallagherThanks Tom. I'll pick up the write-up tonight.
- Tom AshdownBrilliant. Speak soon.
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