Prep: James Park — steering committee readout (Tuesday)

Simulated demo brief — in the real app this is generated live by Claude with read-only access to Calendar, Gmail, and the web, with inline source attribution.

Where things stand

• Phase 1 of the AI underwriting transformation is engaged and on track: triage model at 84% precision on holdout, pilot expanded to the inland-marine desk.
• You owe the readout deck draft by Friday (per 2026-07-16 pre-read call); James owes you the final attendee list.
• Relationship: Trusted, weekly rhythm. Grace Kimura runs day-to-day and drafts internal comms from your materials.

What's changed since last touch

• (per calendar) The steering committee moved 30 minutes earlier — now 8:00am Tuesday; CFO confirmed attending.
• (per email) Grace's underwriter feedback session happened Thursday — outcome not yet logged; ask before the readout.
• (per web) A competing MGA announced an "AI underwriting copilot" pilot this week — expect the board to ask how Atlas compares.

Objectives for this meeting

1. Get the CFO to repeat the "underwriter hours returned" framing in his own words.
2. Land the readout date and agenda; volunteer to present the benchmark slide.
3. Seed Phase 2 (claims intake automation) without asking for it yet.

Talking points

• 84% precision → but lead with submissions-per-underwriter-day, the metric Grace's dashboard tracks.
• Anonymized benchmark: comparable program shops see 22-30% cycle-time reduction by month 4.
• The competitor pilot news is good for the narrative — Atlas started six months earlier.

Questions to ask

• What did the seniors say in Thursday's feedback session — did the routing-rule pushback resolve?
• Which board member is most skeptical, and what would move them?
• Does he want Phase 2 scoped before or after renewal season?

Watch-outs

• Don't let the readout become a model-metrics review — CFO buys hours and dollars.
• The poached-underwriters wound is fresh; keep the pro-underwriter framing explicit.

Suggested follow-up actions

• Log the steering-committee outcome and close the readout-deck action item.
• If Phase 2 interest surfaces, open a "scoping" opportunity and date the next step.