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Call to go through the order form terms

Email thread

Clonvara Insurance Services logo Clonvara Insurance Services · sales

Logistical thread. Lewis Kerr proposes a thirty-minute call to settle remaining order form terms after compliance review. There is no customer response in the thread.

What was said

What this says

As at Fri 9 Oct 2026

Logistical thread. Lewis Kerr proposes a thirty-minute call to settle remaining order form terms after compliance review. There is no customer response in the thread.

Ask: Lewis wants a short call with Brendan Moran rather than trading emails, offering 10:00 or 14:30 slots. He will bring the proposal and the draft order form and confirm which version is on the table.

Customer view: Brendan has not replied in this thread, so the evidence does not show his position.

Next: Lewis is waiting on a time from Brendan before sending an invitation.

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

The thread

Updated 9 Oct 26
Typesales
Messages1
First message2025-09-25
Last message2025-09-25

Messages

  1. Lewis Kerr
    Lewis Kerr 25 Sep 2025 08:48
    to Brendan Moran
    Brendan, Following your compliance colleagues' review, I think a short call would be the quickest way to settle the remaining points on the terms rather than trading emails. Could we find thirty minutes tomorrow or on Monday? I can do 10:00 or 14:30 on either day. I'll bring the proposal and the draft order form, and I'd suggest we confirm at the start which version is in front of everyone, as you asked earlier. If Siobhán would like to join for the technical items, please do bring her in. I'll send a calendar invitation as soon as you tell me what suits. Kind regards, Lewis

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