Booking a check-in

Hi Rebecca, Hope the week has started well. I'd like to get a check-in in the diary with you, now that the first invoice for this year has been issued and things have settled down after the new year. I've pulled the numbers on how your teams are using B-Viz, and I'd like to walk you through them. What I'd like to cover: - How member services, underwriting and claims are using the shared view of each member's policies, claims and calls - Who is asking the most questions, and where there might be room for more people to get started - Anything that has been getting in the way, however small - What you'd like to see more of before we meet again Shall we book half an hour? I'm free on Thursday and Friday this week, or most of next week. Happy to jump on a call whenever suits you, or I can come to you if you'd rather do it in person. Thanks, Marcus

Hello Marcus, Thanks for this. Good timing, actually. One of our relationship managers was preparing for a school's renewal meeting last week and said it was the first time she hadn't had to ring three different people to find out where the member stood. That's exactly what we wanted when we brought it in, so I'm happy to talk about what's working. This week is tight for me, so Thursday and Friday are out. Early next week would be better. Tuesday afternoon is probably my best option, any time after lunch. If that doesn't work for you, Wednesday morning is possible. I'd also like to ask about getting a few more people started, so that's worth leaving space for. Is that the whole picture on usage, or is there more you'd want to show me? Kind regards, Rebecca

Hi Rebecca, Sorry for the slow reply, I was tied up with another customer. Tuesday afternoon suits me. I've put an invite in for 14:00, and it's set up as a video call, but let me know if you'd rather meet in person and I'll move it. That story about the renewal meeting is a good one. I'll use it as the opening, if you don't mind. On your question, the usage numbers are only part of it. I'll show you what I've got and then I'd like to hear from you about what's not in the data. On getting more people started, I'll bring a short list of options, and if anything needs a commercial conversation I'll bring in Tom Ashdown rather than guess. See you Tuesday. Thanks, Marcus