Meridian Insurance
Enterprise · Financial Services · NA · ACC-023
70 Healthy
Priority 12
ARR
$128k
contract since 1 Jul 2025
Renewal
1 Jul 2027
in 262 days
Seat utilisation
67%
74 active / 110 seats
Last contact
48d
last call/meeting 146d ago
Why the health score is 70
Usage trend25 / 25
- Active users 66 → 75 (+12%) comparing 04–06 with 08–09
- Sessions +9% over the same period
Seat utilisation11 / 15
- 74 of 110 seats active in 2026-09 (67%)
Engagement recency0 / 15
- Last call/meeting 146 days ago (2026-05-19)
- Last touch of any kind: email 48 days ago
Relationship11 / 15
- Active champion: Ivan Vance (PMO Lead)
- Decision maker Xin Nakamura (VP Operations) not engaged in 6 months
- 2 active contacts engaged (multi-threaded)
Support20 / 20
- No open tickets
- Avg CSAT last 90 days: 3.5/5 across 2 ticket(s)
Sentiment (NPS)3 / 10
- Latest NPS 6 from Ivan Vance (champion) on 2026-08-19
Flags
No live conversation in 146 days
Active users vs seats
Activity timeline
- 17 Sept 2026ticketTCK-0071 opened: low bug (closed, CSAT 4)
- 25 Aug 2026emailSent monthly product update and webinar invite.Ivan Vance · J. Moreau
- 19 Aug 2026NPSScored 6Ivan Vance
- 17 Aug 2026ticketTCK-0055 opened: normal access (closed, CSAT 3)
- 26 May 2026ticketTCK-0021 opened: normal integration (closed, CSAT 5)
- 19 May 2026callCheck-in call. No major issues raised; team using timelines and resource views.Vera Turner · J. Moreau
- 19 Apr 2026NPSScored 7Ivan Vance
- 1 Apr 2026ticketTCK-0001 opened: normal access (closed, CSAT 4)
Next step
No next step set.
Suggested actions
- No live conversation in 146 days. Call Ivan Vance to reset the cadence and book a QBR.
Tasks
| Task | Rule | Priority | Due | |
|---|---|---|---|---|
Check in with Ivan Vance: no contact for 48 days Last logged touch 2026-08-25. | No contact 30+ days | high | 17 Oct 2026 |
Contacts
| Name | Role | |
|---|---|---|
| Ivan Vance PMO Lead | champion | ivan.vance@meridianinsura.com |
| Xin Nakamura VP Operations | decision maker | xin.nakamura@meridianinsura.com |
| Vera Turner Senior Analyst | user | vera.turner@meridianinsura.com |
| Hiro Xu Senior Analyst | user | hiro.xu@meridianinsura.com |
| Gabe Jensen Controller | billing | gabe.jensen@meridianinsura.com |
Support tickets
| Ticket | Opened | Priority | Status | CSAT |
|---|---|---|---|---|
| TCK-0071 bug | 17 Sept 2026 | low | closed | 4 |
| TCK-0055 access | 17 Aug 2026 | normal | closed | 3 |
| TCK-0021 integration | 26 May 2026 | normal | closed | 5 |
| TCK-0001 access | 1 Apr 2026 | normal | closed | 4 |