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  2. Mark Sollis

    GDPR - Consent Data Capture

    Nice one Karl - Just how a good solution should be built!! Shame GETREPLY and INPUT screens are not part of core calcs though 😩 Thanks for sharing
  3. karl

    GDPR - Consent Data Capture

    I tried to make my frame as 'user-friendly' as possible so made all the consent given/retracted dates auto populate based on when questions answered/changed.
  4. Earlier
  5. Mark Sollis

    BIBA 2018

    Coffee-MP4.mp4
  6. If this email does not appear to be displayed as intended, click here to view it online. May 2018 Welcome to Issue No.37 In this issue the Chairman brings you up to date with what has been happening on the GDPR Issue, we draw your attention to the current deadline for the implementation of IPIDs and provide a summary of the Minutes of our Committee Meeting held in January. In addition, we bring you news of Exclusive Membership Benefits and highlight the problems that can be encountered when relying on next day delivery of consumable items. It is worth taking the time to click through and read these articles; you never know what nuggets of information await! Important Open GI update to Integrated Products and Core. The latest update of IP5.81.0 and Core 15.81A will be bringing the ability to Purge linked Open Attach records as part of your Core Purge. This is going to be a huge time saving update, so keep a look out for it in the near future in your system messages! As always we would love to hear from you with your experiences and suggested improvements for the Open GI system. Barbara Pena - Administrator If you haven't already done so, why not try logging onto our Forum. To gain access to the Forum you simply need to register on the site and a confirmation email will be sent out. To register, go to the following link:- http://opengiusergroupforum.invisionzone.com GDPR Issue Click here to Find out more Committee Meeting Highlights The Open GI User Group Committee met on 29th January 2018 for one of their quarterly meetings to discuss topics raised by Open GI users. The Committee then met with Open GI at their Worcester offices on 1st February 2018 to exchange feedback and raise user issues and queries. A summary of the minutes has been produced for your information. Click here to Find out more IPIDs are Coming! Click here to Find out more Membership Benefits for 2018 Exclusive Discounts off selected Open GI Software have been negotiated for 2018. Find out more Next Day Delivery - May not always work!! Do you rely on next day delivery for your consumable items? Have you experienced problems? Click here to Find out more Open User Group Open User Group The views and opinions expressed in this email may not represent the views and opinions of the Open GI User Group and are made without prejudice and subject to contract. Although this message and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free and no responsibility is accepted by the Open GI User Group for any loss or damage in any way arising from its use. The information contained in this message is correct at the time of going to press. Any action taken as a result of the information should be checked with the sender before taking action. If you would like to be removed from this mailing list please click unsubscribe
  7. CAROL DAVIES

    GDPR - Consent Data Capture

    What a difference an "F" makes. The report is coming out now - thank you so much for your help. Well worth being a member of Open GI User Group!!! Carol
  8. Mark Sollis

    GDPR - Consent Data Capture

    Hi Carol - First off - well done for creating the frame !! As for the Database report - there are a Three Top Tips .... Use BL1.Module - to search for "Clients" with that frame type Prefix the Profile (Fact Find) frame keywords with "F." on the report (so [XX.Line01] becomes [F.XX.Line01] Have a look at the on-line guide which explains in more detail Hope that helps - let me know if you need some more info - but I'm sure you'll be off and running now Mark
  9. CAROL DAVIES

    GDPR - Consent Data Capture

    Thank you for the video on how to create the GDPR frame. We have now done this. We will be adding it to our clients level one, F11 to create a Client Profile but I cant seem to do a database enquiry on it. If I phone Open GI it will take days for them to get back to me. Does anyone have any ideas please?? Thank you Carol Davies
  10. Mark Sollis

    GDPR - Consent Data Capture

    Thanks to @traceyfiltnessfor putting this together - you should do some more! 😏
  11. admin

    User Group Newsletter - April 2018

    GDPR ISSUE [Extract] Dear Member Thank you for the excellent response to our last minute Survey concerning the GDPR offering from Open GI. Having received your responses, we have been able to have an open and constructive conversation with Open GI about your thoughts and that of the Committee in respect of GDPR. It was highlighted to us that for the process of inserting the GD frame into Prospect, APM Pro is not a dependency. While we accept this is the case, there are still, in the opinion of the Committee, additional tasks which can be performed by APM Pro, which make the GD frame more fit for purpose, especially when dealing with Core client within the Prospect system. We have also discussed the subject fully as a Committee and would like to make the following suggestions to you, our members and fellow Brokers, which we hope will give you some options to progress your GDPR plans. Option 1: It should go without saying but you really should discuss the purchase of the "GD" frame solution with your Open GI Account Executive. Even if you feel you have done this previously, we urge you to revisit that conversation. Option 2: You can produce your own Frames. The information you need can be found within the Online Guides that Open GI produce. However, your Committee have organised a guidance video which can be found in the Members area of the Forum, click here to see how to do it yourselves! Plus, always remember, as members of the User Group, you have access to discounts, which we have secured for you with the agreement of Open GI, to help with Training solutions which are supplied by Open GI's own Trainers. Option 3: Seek the advice of an independent contractor who specialises in the Open GI system and see what they can offer in terms of bespoke or pre-formatted solutions. This might come with additional assistance in respect of placing the frames within your workflows. Option 4: Contact your Network, if you're a member of one. Some have already got GDPR advice and suggestions for you. Speak to your contact. Option 5: In association with option 3, the User Group have secured the services of an independent contractor, Mark Sollis to provide an alternative solution for capturing Consent Data. This offer includes workflow and process options all at a specially negotiated rate for User Group Members. Please contact Barbara for further information and contact details. Availability is on a first come first served basis. It should be noted that while we have not received confirmation from Open GI that further developments to the GD frame are possible, it has not been ruled out and further feedback is being sought by Open GI before additional comment can be made. The User Group will provide this feedback where received from Members. With this in mind and as a additional note, there are some field links in place for the Open GI "GD" frame, which it may not be possible to recreate in your own versions without additional costs from Open GI, so bear that in mind before deciding a plan. So, the ball is in our/your court. Try the options above and remember, your feedback to us, is passed on to Open GI, so never be afraid to let us know what you think/how you feel. Yours faithfully, Marc Pons-Burt - National Chairman
  12. admin

    GDPR - Consent Data Capture

    If you want to create your own Consent capture details - but don't know how to create a new data frame then this is for you. Whilst the information can be found within the Online Guides that Open GI produce, the User Group have produced a guidance video for your assistance - press the play button on the video below. Let us know if you find this useful - and any other topics you may want covered! How to create a data capture frame
  13. On behalf of the User Group members, we negotiate discounts for Open GI software and related services. These discounts are reviewed annually to ensure they are current, valid and appropriate for the membership and provide a value-add for being part of the User Group – often offsetting the membership cost in one purchase. PDF with full details below - make sure you get your discount for being a User Group Member User Group Member Discounts - 2018.pdf
  14. BarbaraP

    Open GI Software Discounts

    The attached pdf gives details of the latest software discounts negotiated by the User Group for all members until 31st December, 2018. 2018 - Membership Benefit - 20% Discount.pdf
  15. karl

    Print Manager Print Time

    OpenDocumentCentre more than doubled the speed of our OpenWord printing. With ODC we can confidently batch generate/print hundreds of renewals at a time.
  16. Mark Sollis

    Print Manager Print Time

    Hi Mike - you are correct in that OpenWord takes longer to generate and print - as you say - a trade off for a "more friendly" way of setting up template documents Not much you can do to reduce the time taken - so perhaps need to get creative with the dead time between "request" and "print" GDPR reading anyone ....?
  17. MikeGMi

    Print Manager Print Time

    I am assuming that you may be a larger company than we are and therefore need a print/post room. In most cases, we need to print out documents straight away as customers may be waiting. Our chaser letters are done through the OPM queue which is not a problem, its just the speed at which a document is available when you need a document immediately. On the old Broom system, the documents are printed and waiting in seconds. At the moment, I am concentrating on creating OW documents for those where any time delay in not a problem, such as chaser letters or renewal letters where documents can be batched up while the letter is being printed. I have spoke with OpenGi and they have agreed that it will take the time it seems to be taking due to data being converted and transmitted between OpenGi/Word/Citrix but that this is a trade off against a better presented document and that we need to look at ways of adapting hence this post.
  18. MikeGMi

    Emails and Open Attached

    Thanks Colm for your speedy response. The emails are initially have the details you have stated in the subject line but the problem seems to be that you then have a number of Files with the same name apart from a number in brackets and you are not aware if the email in in or out so you have to go through each email to see which one you might need to go back to. It can also be the case that you get a reply while you are still in a file to which you need to reply too.
  19. colm

    Emails and Open Attached

    if you have made sure the subject line on the first email starts with Ref: bb-bpyrefno - subject where bb stans for branch and bpyrefno is full policy ref eg abc01pc01 then open attach should automatically file these every half hour with out any intervention on your part including replies
  20. colm

    Print Manager Print Time

    We send all items to open print manager and then go on with next piece of work and print all at post time. if you have a lot of sub documents / nested if then statements in your letter it will slow the process down as far as I know.
  21. We are now using Open Attach (OA) and beginning to deal with emails in OpenAttach. Finding that our OA file page quickly gets filled up with emails which is not helped when a one email can start a chain of emails consisting of one-liners which all take time to at to OA and then Rename and Re-Categorize to try and make sense of each email to avoid each email having the same File Name. I am aware that these can be put into folders if this gets out of hand. This is very time consuming. How does everyone deal with this. Would welcome suggestions
  22. We are now using OpenWord/Attach/Print Manager. It takes around 40 seconds from hitting the Print button to getting the printout. It's a long time so how does everyone organise their time to fill in. Looking for suggestions to provide to staff to encourage use of Open Word documents apart from make a cup of tea and go for a cigarette
  23. karl

    Add-On Marketplace

    Hi Clare Even the default legal expenses solution (set in broker amendment) works similar in that it creates a new LE each year as a non-renewable NB (so basically a one-off add-on policy which in its own right is not renewable). Yes, you will have multiple LE’s but can’t see an issue with this and with regards to MI, I link the LE to the relevant main policy transaction within my reporting. Therefore I can see full income for each policy including commission, legal commission, fees & discounts. The main policy tran type identifies if NB, Rnl etc. Kind regards Karl
  24. karl

    OGI Consent Frame Costs

    Love the monthly reward idea for getting consent for existing clients. Now to add a hidden operator field to my frame......
  25. Clare Carter

    Add-On Marketplace

    Apologies, we are behind the times but hoping that those that have been using Add-on marketplace for a number of years may be able to help. I am currently looking to introduce Add-on Marketplace into our Personal Lines team. From my understanding add-ons created via add-on marketplace will be created on level 2 as a New Business every year and automatically marked as non-renewable, whether they are actually new business or a renewal. This means that when a client has been with us a number of years we will have umpteen level 2's for add-ons such as Legal Expenses & Breakdown, which my MD isn't happy about. Not only that but it will distort our figures as the transaction is listed as a new business rather than a renewal (where appropriate). Is my understanding correct and we just have to live with this or is there a way round it please? Thanks
  26. Stuart Johnson

    OGI Consent Frame Costs

    Perfect - thank you for that
  27. Mark Sollis

    OGI Consent Frame Costs

    Hi - there's no automated way to do this - unless you have additional software from OGI already installed. Given you have to complete the detail following contact and consent discussions with each customer, there is little point in adding it globally anyway as it still needs to be updated case by case - at a given touch-point. Better to build the "adding and completion" of this frame into your MTA / Renewal processes and track update and completion via reporting methods from the system to ensure you are on target. If this is a "valuable" exercise for your business and you want to promote completion of your "consent" data frame, then why not have a monthly award / voucher based on percentage of data completed per agent / operator? Either way - likely this will take 12 months to capture all the detail - unless you are planning a big bang mass marketing / contact / telesales campaign to every customer you have - as long as they have consented to such contact in the first place .... see ICO Fines here for current practice - pre GDPR Hope that helps!
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