Catching up on B-Viz this month

Hi Rebecca, Hope the summer is treating you well. It's been a little while since we last properly caught up, so I'd like to get a check-in in the diary with you. I've pulled the numbers for Kelbrook and a few things stood out that I'd like to walk through with you: - how member services, underwriting and claims are each using B-Viz - the tickets you've raised recently and where they landed - anything on your wish list that we haven't picked up yet I'll share my screen and keep it practical. Happy to jump on a call whenever suits you, and I'm flexible on the day. Shall we book half an hour in the next couple of weeks? Thanks, Marcus

Hello Marcus, Thanks for this. Funny timing, I had a school's renewal in front of me this morning and the relationship manager walked in already knowing the claims history and the last call. That's exactly what we brought B-Viz in for, so I'm happy to talk about it. A check-in sounds sensible. Next week is difficult for me, we have a few members' meetings and I'm out of the office for part of it. The week after is better. Mornings are best, as the helpline is busier after lunch. One thing I'd like to cover is whether the numbers you've pulled give the whole picture. Some of my team use it far more than others, and I'd like to understand why before we talk about anything wider. Kind regards, Rebecca

Hi Rebecca, That's a great example, thank you. I'll keep it in mind when I put the usage together. The week after next, in the morning, works for me. I'll send a calendar invite shortly with a slot, and you can move it if something comes up with the members' meetings. On your question, I'll break usage down by team and by person so you can see who's asking the most questions and where there's room to bring more of your team in. You have 80 licensed users, so there's plenty of headroom. If there's anything else you'd like on the agenda, just reply here and I'll add it. Thanks, Marcus