Follow-up training session

Hi Kirsty, A quick note following the first session with the schools team. It was good to see everyone asking their own questions rather than waiting for me to show them, and the examples you picked made it feel real. I'd like to offer a shorter second session, since a few questions came up that are easier to answer once people have had a go on their own. The plan for the hour: - go back over the questions the team tried since the first session and see what worked and what didn't - show how to ask about a member's call history alongside their claims - check that each person's access is set up as you expect, so nobody hits a blank page What I need from your side is a note of any questions people got stuck on. Even rough notes are fine, I'll sort them into themes before we meet. I can do Monday or Wednesday next week, mornings preferably. Which is better for you? Happy to keep it to the same group, with a couple of seats spare if anyone from underwriting would like to listen in. Thanks, Callie

Hi Callie, Thanks, and sorry for the slow reply, it's been a busy week with renewals. Wednesday morning would work best, say 10:00. Monday is crowded for us. I've asked the team to jot down where they got stuck. So far it's mostly about finding a school with a similar name to another one, and whether the call summaries show everything or just the main points. I'll forward the full list when I have it, probably Tuesday. I'm not sure about underwriting joining yet. I'll ask, but let's plan for the schools team only and treat anyone else as a bonus. One more thing: two of the team asked whether they'd still be able to book time with you after this, or whether it goes to Marcus. I wasn't sure what to tell them. Kind regards, Kirsty On 12 Mar 2024, at 11:44, Callie Brennan wrote: > Which is better for you? Happy to keep it to the same group, with a couple of seats spare if anyone from underwriting would like to listen in.