Ardcarne Life Assurance / BB-Demo – Onboarding

First onboarding working session since the 6 Oct 2026 kickoff. Niamh Costello's named owners and broker firm definition set the connector dates. Access approval, the duplicate broker records ticket and the CISO's open conditions still gate the pilot.

Context: Ardcarne is in the first weeks of its executed Enterprise order form at £125,000 a year. The 5 Oct 2026 and 6 Oct 2026 kickoffs agreed a pilot-first plan, starting with CRM and helpdesk.

Approach: Ollie should confirm whether Niamh sent named owners and her broker firm definition, then walk through the dated connector sequence. He should give a named resolver for the duplicate broker records ticket.

Approach, continued: Ollie should say where the dated evidence pack for Declan Furlong stands, because access approval gates all loading. Niamh needs to hear that the security work is moving without new steps.

Watch for: any slip in access approval from the supervisory exercise, or CRM change freeze dates that limit field changes. Note who asks questions, because Niamh asked 28% of the 81 questions in the last 90 days.

AI · claude-opus-5-5 · 11 Oct 2026