Getting a discovery call in the diary

Hi Rebecca, Hope your week has started well. Thanks for taking the time to chat last week about how member services pull together a member's policies, claims and calls. It was really helpful to hear how your relationship managers prepare for a renewal meeting. I'd like to get a proper discovery call in the diary so I can understand how the teams work today and what you'd want to see from B-Viz. I'd keep it to about an hour. It would be good to cover: - how member services, underwriting and claims currently get a view of one member - which systems the information sits in - who else should be in the room If there's anyone in underwriting or claims who'd get something out of it, do bring them along. The more voices the better at this stage, and no drama if it's just you. Could you let me know a couple of slots that suit later this week or early next week? Mornings tend to work well for me, but I'll fit around you. Cheers, Tom

Hi Tom, Sorry for the slow reply. We had a busy few days on the helpline, including a school that had a worrying claims query and needed us to ring them back more than once. It reminded me why I want us to stop making members tell us things twice. I can do next Tuesday at 10:00 or Wednesday afternoon after 14:00. Tuesday is better for me. I'd like to bring one of our senior relationship managers, and I'll ask someone from claims if their diary allows. I'll check whether underwriting can spare anyone, though I wouldn't count on it. One thing to be clear on from my side: I'm keen to learn what this could do for us, but anything about cost or terms would need to go through our CFO, so I'd rather keep this call to how we work and what members would see. Is that the whole picture of what you were planning to cover? If you can send a short note of what you'd like me to have to hand, that would help me prepare. Kind regards, Rebecca