Booking our check-in

Hi Rebecca, Hope the week has been kind to you. I'd like to get our next check-in in the diary, and I've pulled the numbers so we have something concrete to look at. Usage across member services has been moving the right way this quarter, and there's only been the one ticket in the last month, which is all sorted. Here's what I'd like to cover: - how the relationship managers are using B-Viz ahead of member renewal meetings - which teams might want to be brought in next (underwriting and claims, for example) - anything on your wish list for the product - a quick look ahead at the end of the current term, so nothing catches us out Shall we book 30 minutes? I could do Tuesday or Wednesday next week, either late morning or early afternoon. Happy to jump on a call or a video, whichever suits you. Thanks, Marcus

Hi Marcus, Sorry for the slow reply, it has been a busy week on the helpline side and I wanted to check diaries before answering. Wednesday works better for me. Could we say 11:00? I'd like Malcolm to hear at least part of it, given you mention the end of the term, but I'm not sure he'll be free. I'll ask him and let you know. If he can't, I'll make sure he gets a summary. One request: could you bring something showing what the relationship managers are actually asking? I'd rather we talk about what the member sees than about logins. Is that the whole picture, though? I suspect there's more happening in claims than your numbers show, so it would be good to hear your view. Kind regards, Rebecca

Hi Rebecca, No problem at all. Wednesday at 11:00 is booked and I'll send the invite after this. I'll share my screen and start with the questions your teams have been asking, as you suggest, then move on to usage by team so we can see where claims sits. It's a fair point that the numbers won't show everything, so I'll ask you to fill in the gaps on what you're hearing. If Malcolm can join, brilliant. If not, I'll send you a short note afterwards that you can pass on to him. Thanks, Marcus