Following up on the demo

Hi Danielle, hi Tracy, Thanks for the time on the demo. I've copied Theo Gallagher, our solutions engineer, who will handle the security questions. What I took away: the single agency view got the best reaction, and the open question is how complaints and call notes would reach underwriters quickly. Tracy, can you tell me what you'd want to see first when you open an agency record before a visit? To be transparent, we have not yet answered everything on security. Theo will work through your questionnaire and attach evidence to each answer, and he'll say plainly where something is not in place. Our working target for a decision is still 18 Dec 2026, and the deal is scoped at £155,000 in total value. Thanks, Jordan

Hi Jordan, Thanks for sending this over. The demo was helpful. Before a visit I would want the recent submissions, any open complaints and the last few contact notes, all on one screen. Right now I check three systems and ask colleagues. Two concerns. Can I limit what I see to my own agencies? And how quickly would a new complaint show up? If it's a day behind, I would not trust it. I'll leave the security side to Danielle and the others. Regards, Tracy Kaminski Regional Agency Manager

Tracy, thanks, that's useful. On access: Enterprise includes SSO and SCIM, so visibility can follow the groups you already manage. Theo will confirm exactly how that works for your regions. On freshness: the nightly refresh completes by 07:00 local time on business days. So a complaint logged today would show up tomorrow morning, not within the hour. If you need it sooner, tell me now so we can talk about it honestly. Theo, please set up a short session with Danielle and Tracy on access and freshness. Thanks, Jordan