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Insurtech · 2,000 employees · Champion: Elena Ruiz, Senior Director of Engineering
Before purchase
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Day 76
Everything you need before your next call with Bluestone Assurance, on one page.
Straight from the account data.
Two teams are thriving, but the claims team has fallen to 28% active and Elena has been quiet for 22 days.
Lead with the wins
Start with policy admin and data and analytics, both above 90% active, so the CIO update opens with good news.
Name the claims problem
Share that claims dropped to 28% active and ask Elena what she is hearing from the team lead.
Fix the first impression
Offer to ship custom instructions for the claims repo before rescheduling their session on legacy Java.
A second champion
Ask who on the claims or platform team could help drive adoption while Elena is busy with the reorg.