How to see a member's policies, claims and calls together

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Kelbrook Mutual Insurance · How to see a member's policies, claims and calls together

Rebecca Ainsworth asked for steps to see a member's policies, claims and calls together before renewal, for a new relationship manager. Connor Webb sent the steps.

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What happened

What this says

As at Fri 9 Oct 2026

Rebecca Ainsworth asked for steps to see a member's policies, claims and calls together before renewal, for a new relationship manager. Connor Webb sent the steps.

Problem: Rebecca needed steps to view one member's policies, claims and calls on one record before renewal, and could not find them in the help pages. A new relationship manager was starting next month.

Handling: Connor gave the steps: find the member using search, open the calls tab, and select the summary option, with policies and claims in the tabs beside it. He asked Rebecca to say if a step did not match her screen.

Watch: The record does not show whether the steps worked for the new relationship manager.

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

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Updated 9 Oct 26

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Categoryhow_to

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First response (min)323

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created · Rebecca Ainsworth 9 Jan 2025 15:15
We have a new relationship manager starting next month, and I want to show her how to pull a member's policies, claims and calls together before a renewal. I've looked through the help pages but I can't find the steps, and I've lost a fair bit of time trying to work it out myself. Could you send me the steps she can follow? I'd rather she didn't have to ask around the team for each new member. Kind regards, Rebecca
Public reply · Connor Webb 9 Jan 2025 20:38
Hi Rebecca, thanks for getting in touch. Just so I've got this right, you want to see one member's policies, claims and calls on a single view before a renewal? Here are the steps. First, find the member using search and open their record. Then choose the calls tab and select the summary option to bring the calls in. The policies and claims sit in the tabs next to it, so she can move between them without leaving the record. Let me know if any of these steps doesn't match what you see on your screen. Kind regards, Connor
Status change · Connor Webb 20 Jan 2025 10:21
Status change · 24 Jan 2025 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

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