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Check-in call this month

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Kelbrook Mutual Insurance logo Kelbrook Mutual Insurance · cs

Marcus Bell reported rising logins and questions and a quiet support queue. Rebecca Ainsworth shared a renewal-meeting success story and asked whether usage is broad or limited to a few people. A Friday 11:00 call was agreed.

What was said

What this says

As at Fri 9 Oct 2026

Marcus Bell reported rising logins and questions and a quiet support queue. Rebecca Ainsworth shared a renewal-meeting success story and asked whether usage is broad or limited to a few people. A Friday 11:00 call was agreed.

Ask: Marcus wanted to book a check-in and learn which teams to bring on next, noting seats still unused of the 80 licensed users.

Customer view: Rebecca is positive and cited a relationship manager who arrived at a school's renewal meeting already informed. She wants to know if usage is a few keen people or the whole team.

Next: Marcus to show usage by person and team on the call and ask about a claims session.

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

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2024-04-02
Last message2024-04-03

Messages

  1. Marcus Bell
    Marcus Bell 2 Apr 2024 14:13
    to Rebecca Ainsworth
    Hi Rebecca, I hope you're well. I'm your customer success manager at BG-Demo, and I'd like to book a check-in now that the team has had a few weeks on B-Viz. I've pulled the numbers and they look encouraging: - far more people are logging in than a month ago, and not just the schools team - questions being asked are going up week on week - only one support ticket recently, and it's already dealt with Of your 80 licensed users, plenty of seats are still unused, so I'd like to hear which teams you'd want to bring on next, if any. I'd also like to hear what is and isn't working for the relationship managers, in their words rather than mine. Happy to jump on a call. Shall we book half an hour? I'm free Thursday or Friday this week, or any day next week. Thanks, Marcus
  2. Rebecca Ainsworth
    Rebecca Ainsworth 3 Apr 2024 09:04
    to Marcus Bell
    Hi Marcus, Nice to hear from you, and good news on the usage. I'd noticed the same on our side. One of the relationship managers told me this week she'd walked into a school's renewal meeting already knowing about their claim and a recent call, and the member remarked on it. That's exactly what I hoped for. Let's not make them tell us twice. Friday works for me, late morning if you can. Is that the whole picture on usage, though? I'd like to know whether it's a few keen people or the whole team, so I know where to focus. Kind regards, Rebecca
  3. Marcus Bell
    Marcus Bell 3 Apr 2024 09:51
    to Rebecca Ainsworth
    Hi Rebecca, That's a great story, thanks for sharing it. Friday at 11:00 is fine, I'll send an invite. On your question, I'll share my screen and break the usage down by person and team, so you can see how spread out it is. I'd rather show you than guess. For the call, I'd like to cover: - who is asking the most questions, and who hasn't started yet - anything the team has asked for that we haven't covered - whether other teams, such as claims, would like a session If there's anything else you'd like on the list, just say. Thanks, Marcus

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