Kentmere Underwriting / BG-Demo – Demo
Callcompleted
Kentmere Underwriting · 19 Dec 2024 10:30
Demo using Kentmere's own broker and bordereaux files. B-Viz traced a November premium mismatch to a double-processed endorsement. Open items: price split, access model and data residency in writing, decision date 17 Jan 2025.
What was said
What this says
As at Fri 9 Oct 2026Demo using Kentmere's own broker and bordereaux files. B-Viz traced a November premium mismatch to a double-processed endorsement. Open items: price split, access model and data residency in writing, decision date 17 Jan 2025.
What happened: Hannah Lowe demonstrated B-Viz on the files Arabella Fenwick supplied. Julian Strickland did not attend.
Customer view: Arabella's test was whether the monthly figures can be trusted without two people spending a week on them. She called the mismatch answer a good one and said finding it by hand would take longer than a day.
Commercial: Arabella asked about freshness and access, which Julian will raise first. Hannah confirmed Enterprise includes freshness monitoring, SSO and SCIM. Lewis Kerr promised the proposal and price split that week.
Watch: Hannah said the answer should be checked with underwriting. The decision date of 17 Jan 2025 depends on Julian reviewing the split.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Lewis Kerr to email the proposal, price split and security pack that week.
- Hannah Lowe to send the access model, controls and data residency answer in writing.
- Lewis Kerr to confirm the decision date with Arabella once Julian has reviewed the split.
Risks
As at Fri 9 Oct 2026- Julian, the finance decision-maker, was absent and has not seen the demo.
- The price split, access model and data residency answer are still owed in writing ahead of the decision date.
Opportunities
As at Fri 9 Oct 2026- The Enterprise tier answers freshness, SSO, SCIM and role-based access questions.
- A working proof on Kentmere's own files supports a decision by 17 Jan 2025.
Transcript
Lewis KerrMorning Arabella. Hannah's just joining, one moment. Hannah, can you see us?
Hannah LoweYes, morning both. Arabella, before I start, what does your team most need to see today?
Arabella FenwickWhether we can trust the monthly distribution figures without the two of my people spending a week on them. That's the whole thing for me.- Hannah LoweGood, that's a clear test. The short answer is yes, and the longer answer is that it depends on your bordereaux and broker files. So I'll use your sample files, not the demo set.
- Arabella FenwickWe've sent them over. They're in the shared folder.
- Hannah LoweI have them open. To be precise, I'll load the broker submissions first, then the bordereaux, and we'll see where they disagree.
- Lewis KerrHannah, is this the view Julian would look at as well?
- Hannah LoweIt's the same reconciled view. Julian would see the figures with the source links, so he can trace any number back in two clicks.
- Arabella FenwickOkay. Show me a mismatch then. Those always cause trouble.
- Hannah LoweThere's one from the November file. The bordereaux total is different from the broker submission. Let me type the question the way your team would ask it.
- Arabella FenwickGo on.
- Hannah LoweWhy does the November premium differ between the broker file and the bordereaux?
- Arabella FenwickOh, that's a good one. Bring it up.
- Hannah LoweIt's pointing to one endorsement that was processed twice. It's found the two rows and the date each one was entered. I'd still check it with your underwriting team before you rely on it, because the system only shows what it can read.
- Lewis KerrThat's a useful answer, Arabella. It's the sort of thing that would take a day to find by hand.
- Arabella FenwickIt would take longer than that, honestly. Hannah, can we check how fresh the data is?
- Hannah LoweYes. On Enterprise, we monitor freshness and the nightly refresh finishes before the start of your day. If a source stops loading, you'd see it on the health view, and so would we.
- Arabella FenwickAnd access? Julian will ask about that first.
- Hannah LoweSingle sign-on and SCIM are in the Enterprise tier. Each user only sees the sources their role allows. I'll send you the access model in writing, because the security team will want the exact controls.
- Arabella FenwickGood. We'll need that for the review.
- Lewis KerrArabella, I'll follow up with the proposal and the price split by email today, and I'll copy you on the security pack.
- Hannah LoweI'll put the controls and the data residency answer in writing as well. I'd rather you get them from me than from a summary.
- Arabella FenwickThat's fine. Julian is going to want the split before January. Can we be sure that's on track?
- Lewis KerrIt's on track. You'll have it this week, and we'll confirm the decision date for 17 Jan 2025 with you once Julian has had a look.
- Arabella FenwickGood. Thanks both, that was useful.
- Hannah LoweThanks Arabella. I'll send the notes after lunch.
- Lewis KerrThanks both. Speak soon.
- Arabella FenwickBye for now.