Setting up a discovery session
Email thread Abermule Insurance · sales
Tom Ashdown asked Carys Pugh to set up a discovery session. She said the call was useful and the broker side is where the value sits, but needs to check who else should attend before giving dates.
What was said
What this says
As at Fri 9 Oct 2026Tom Ashdown asked Carys Pugh to set up a discovery session. She said the call was useful and the broker side is where the value sits, but needs to check who else should attend before giving dates.
Ask: Tom wanted a discovery session so the B-Viz demo runs on Abermule's own data, and asked whether Carys was the right person to arrange it.
Customer view: Carys is positive about broker-side value but non-committal on dates. She said she would come back the following week.
Next: Tom is holding a provisional slot. The evidence does not show a further reply from Carys.
The thread
Updated 9 Oct 26Messages
Tom Ashdown 10 Jun 2026 13:11Hi Carys, Good to speak on the call. I hope your week's been manageable. Let's get something in the diary for a proper discovery session. I'd like to understand how broker management and claims work day to day, so that when we show B-Viz it's on your data and your questions. Would you be the right person to set that up, or should I involve someone else? Cheers, Tom
Carys Pugh 11 Jun 2026 14:13Hi Tom, Thanks. The call was useful, and I think the broker side is where the value sits for us. I need to check who else should be in the discovery session before I commit to dates. Let me come back to you next week. Carys- Tom Ashdown 12 Jun 2026 16:55Carys, No drama, take your time. Leave that with me and I'll hold a provisional slot for the discovery session so it's there when you're ready. Best, Tom