Training sessions for the schools team

Hi Kirsty, Thanks for your time on the call earlier. As promised, here is the plan for training the schools relationship managers, so you can check it with your team before we lock anything in. Before we switch on the refresh for everyone, I'd like to run one live session on your own data. The idea is that each relationship manager leaves able to pull up a school's policies, claims and recent calls in one place, and ask B-Viz a plain question about them. What I need from your side is: - a list of who will attend, ideally the whole schools team so nobody is left learning second-hand - two or three real member situations you'd like us to walk through (nothing sensitive in the invite, just a heading) - a room or a video link, whichever suits you best On timing, I can do Tuesday or Thursday next week, either at 10:00 or 14:00. The session needs roughly two hours, with a short break in the middle. After that I'll send a one-page setup note so the team has something to refer back to. Could you let me know which slot works? If neither does, give me a couple of alternatives and I'll work around you. Thanks, Callie

Hi Callie, Thanks for this, very clear. I've spoken to the team and Thursday at 14:00 suits most of us. Tuesday clashes with our school renewals meeting, so that one's out. The whole schools team should be able to attend, though one colleague may only make the first hour. Is that a problem? I'd rather she saw some of it than none. For the examples, I'll pick a few members with a mix of policies and a claim or two, so it feels like a real renewal conversation. I'll send the headings over before Thursday. We'll use a meeting room here in Leeds and I'll sort the screen. Please could you also send the setup note a day beforehand, if it's ready? A couple of the team like to read ahead. Kind regards, Kirsty On 6 Mar 2024, at 14:06, Callie Brennan wrote: > Could you let me know which slot works? If neither does, give me a couple of alternatives and I'll work around you.