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Monday, October 19
Bluestone needs a recovery play, Harborline is ready to grow, with its pilot readout 35 days out, and Copperleaf and Bluestone are waiting on help requests.
Claims team adoption collapsed, and Elena has been quiet for 22 days.
Suggested play: Win back the claims team
See the play769 of 1,350 purchased seats active this week.
| Account | Stage | Seats | Active seats | Monthly spend | Health | Renewal |
|---|---|---|---|---|---|---|
Harborline Payments Payments | PilotDay 25 of 60 | 100 |
Sessions and blockers customers raised in their portals.
Strong pilot: line up the 600-seat rollout for the CTO decision
Use the policy admin and data wins to steady the account first
Down 12 points in 30 days
67% of accounts on track
Health
Growth
$4,310 |
On trackExpansion ready |
| Pilot ends in 35 days |
Copperleaf Lending Digital lending | OnboardingDay 11 | 550 | 35% +13 pts | $22,050 | On track | In 355 days |
Bluestone Assurance Insurtech | AdoptionDay 76 | 700 | 71% -12 pts | $29,680 | At riskGrowth signal | In 269 days |
Can we book the train-the-trainer session for our DevEx team? Thursday or Friday next week works best.
Copperleaf Lending· Lena (DevEx)· 2 days agoBook a session
Questions from the Ask assistant in each success portal. Answers are saved too.
“Is there an audit log for Copilot usage?”
Copperleaf Lending2 days agoCompliance
“What do I tell our CISO about where code goes?”
Copperleaf Lending4 days agoSecurity
“How do I set custom instructions for one repo?”
Bluestone Assurance5 days agoSetup
“Our claims team says suggestions are bad on old Java. Any tips?”
Bluestone Assurance7 days agoUsage
“How do I exclude our loan decisioning repo from Copilot?”
Copperleaf Lending10 days agoSecurity
From each account's plan, pilot end dates, and contract renewals.
Claims team enablement session
Bluestone AssurancePlan milestone
Custom instructions rollout
Bluestone AssurancePlan milestone
Content exclusions for credit model repos
Copperleaf LendingPlan milestone
Mobile team session on Chat and agent mode
Harborline PaymentsPlan milestone
Policies, public code filter, and audit log
Copperleaf LendingPlan milestone
AppSec sign-off on data handling
Harborline PaymentsPlan milestone