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Booking our next check-in

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Kelbrook Mutual Insurance logo Kelbrook Mutual Insurance · cs

Marcus Bell asked to book another check-in with Rebecca Ainsworth. She repeated a story of a relationship manager prepared for a school renewal, and agreed Thursday at 14:00 with Tariq invited for the overnight loads.

What was said

What this says

As at Fri 9 Oct 2026

Marcus Bell asked to book another check-in with Rebecca Ainsworth. She repeated a story of a relationship manager prepared for a school renewal, and agreed Thursday at 14:00 with Tariq invited for the overnight loads.

Ask: Marcus proposed thirty minutes covering top question askers, anything Tariq has flagged about overnight loads and what Rebecca wants more of.

Customer view: Rebecca is positive and says the story is what they hoped for. She hopes Tariq can join for the loads part. The thread does not show what Tariq flagged.

Next: Marcus to send the invite and share usage first. Rebecca to check Tariq's availability.

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

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2024-05-09
Last message2024-05-13

Messages

  1. Marcus Bell
    Marcus Bell 9 May 2024 16:42
    to Rebecca Ainsworth
    Hi Rebecca, I hope the week has been kind to you. I've pulled the numbers for Kelbrook ahead of our next check-in and usage across member services has picked up nicely since the early weeks. I'd like to walk you through it and hear how the relationship managers are finding things day to day. Shall we book thirty minutes next week? I'm happy to jump on a call whenever suits you. What I'd like to cover: - who is asking the most questions and what they are asking - anything Tariq has flagged about the overnight loads - what you'd like to see more of from B-Viz over the coming months Let me know a day and time that works and I'll send the invite. Thanks, Marcus
  2. Rebecca Ainsworth
    Rebecca Ainsworth 9 May 2024 18:58
    to Marcus Bell
    Hi Marcus, Thanks for this, and good to hear the numbers look healthy. One of the team told me this week she'd walked into a school's renewal conversation already knowing about a claim from last winter, and the member noticed. That is exactly what we hoped for. Thirty minutes is fine. Monday is tricky for me, but Thursday afternoon should work, perhaps 14:00? If Tariq can join for the loads part, even better. I'll check with him tomorrow, though I think he is around. Is that the whole picture you want to cover, or is there anything you need from me beforehand? Kind regards, Rebecca
  3. Marcus Bell
    Marcus Bell 13 May 2024 12:43
    to Rebecca Ainsworth
    Hi Rebecca, That's a lovely story, thank you. I'll use it when I talk to the team here. Thursday at 14:00 is booked and the invite is on its way to you. I've added Tariq as optional, so he can drop in for the loads part if he is free. Nothing needed from you beforehand. I'll share my screen at the start and take you through the usage numbers first. If anything changes before then, just tell me and we'll move it. Thanks, Marcus

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