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Insurtech · 2,000 employees · Champion: Elena Ruiz, Senior Director of Engineering
Before purchase
Done
Day 76
700 seats across the whole engineering org, day 75. The big goal is modernizing the legacy Java claims system, but the claims team has dropped off and Elena may lose bandwidth to a Q4 reorg. Renewal in about nine months.
Modernize the legacy claims system
“Big goal is modernizing the legacy claims system. Lots of old Java.”
Adoption across the whole engineering org
“Elena and the CIO bought it for the whole eng org.”
A monthly adoption update for the CIO
“Elena wants a monthly adoption update she can forward to the CIO.”
Claims team lead is skeptical · Claims platform team
Our plan: Run a claims-specific session on legacy Java: custom instructions for the repo, Chat to explain old code, and agent mode for small, tested refactors.
Public code filter and IP indemnity · Security
Our plan: Resolved during the deal. Keep the public code filter set to Blocked and documented.
Champion bandwidth in Q4 · Account team
Our plan: Identify a second champion in the claims or platform team and keep Elena's monthly update ready to forward.
Elena + CIO bought for whole eng org. big goal is modernizing legacy claims system (lots of old Java). claims team lead was skeptical from day one. Elena wants a monthly adoption update she can forward to CIO. security asked about public code filter + IP indemnity, resolved. heard Elena may be taking on a bigger reorg project in Q4, bandwidth risk. renewal in ~9 months.
Things that need a push, found automatically.
The customer sees this on their portal too.
The customer sees this on their portal too.
The customer sees this on their portal too.
1 open, from the customer's portal
Suggestions on our legacy claims framework are mostly wrong. Can someone show us how to give Copilot more context about it?
Sep 23
Monthly sync with Elena. Policy admin and data are doing well, but the claims team lead is pushing back on suggestions for legacy Java. We agreed to run a claims session and ship custom instructions before month end, and both are now overdue.
Elena Ruiz
Senior Director of Engineering
Bought for the whole org with the CIO. May be taking on a bigger reorg project in Q4, so make every touchpoint easy to forward and quick to act on.
Last opened the customer portal 22 days ago
CIO
Co-sponsor of the purchase. Gets Elena's monthly adoption update.
Claims platform team lead
Skeptical from day one. The claims team owns the legacy Java system that's the main reason for the purchase.
Security
Asked about the public code filter and IP indemnity. Both resolved.