Proposal call in the new year

Email thread

Arabella Fenwick deferred the proposal walk-through until the new year because Julian may not be free. Lewis Kerr agreed to hold off. No new date was set.

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What was said

What this says

As at Fri 9 Oct 2026

Arabella Fenwick deferred the proposal walk-through until the new year because Julian may not be free. Lewis Kerr agreed to hold off. No new date was set.

Ask: Lewis wanted a slot before the year end to go through the proposal with Arabella and Julian.

Customer view: Arabella said Julian may not be free and promised to come back with options. She gave no date, so the timing is in the customer's hands.

Next: Lewis will drop a note in the new year. The thread shows no objection to the proposal itself.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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The thread

Updated 9 Oct 26

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Messages3

First message2024-12-18

Last message2024-12-24

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Messages

Lewis Kerr 18 Dec 2024 09:06
to Arabella Fenwick
Hi Arabella, I'd like to get a slot in the diary to walk through the proposal with you and Julian before the year is out. Is there a time in the next week that suits you? I know it's a busy stretch, so I'm happy to fit around you. Kind regards, Lewis
Arabella Fenwick 23 Dec 2024 17:40
to Lewis Kerr
Lewis, Julian may not be free before the new year, so I'd suggest we leave it until then. I'll come back to you with options. Arabella Fenwick Head of Distribution, Kentmere Underwriting
Lewis Kerr 24 Dec 2024 09:50
to Arabella Fenwick
Arabella, That makes sense. I'll hold off and drop you a note in the new year. Merry Christmas to you and the team. Kind regards, Lewis

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