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karl

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karl last won the day on 12 February

karl had the most liked content!

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About karl

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    Advanced Member

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    karlportmann

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  • Gender
    Male
  • Company Name
    K Drewe Insurance Brokers

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  1. 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.
  2. 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.
  3. 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
  4. 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......
  5. I personally believe as long as you are 100% certain there are no other users in the system/overnight schedules due to start you are fine to run without exclusive mode.
  6. karl

    OGI Consent Frame Costs

    Like I said, saw it on Monday. It is a basic data capture frame (with a little validation) anyone with scheme toolkit could replicate in no time.
  7. karl

    OGI Consent Frame Costs

    I saw the demo for the frame today, I could knock one up myself in less than two hours lol.
  8. karl

    Keywords into Email

    Yeah, I just looked and I created a back office doc with a Calculations box in it containing:- select btx find last where [BTX.Trantype] eq "r" [YCT.Date2] is [BTX.Dt.raised] [YCT.Var1.2] is [BTX.orig.debt] Then just include as text document within your OpenWord template and set the YCT variable as needed to display latest renewal transaction info.
  9. karl

    Keywords into Email

    Pretty sure I had this issue when letters not printed directly from transaction and resolved it with code selecting BTX records. Will check Monday and feedback.
  10. karl

    The Long Hard Road

    Guys Re: Call recording - If you don't already know (has been over 2 years since last post in this thread!) Credit Line Plus can now be integrated with Callstream which allows the customer to key in details through phone (led by advisor who cannot hear tones). Hope this helps.
  11. Interestingly we have now decided to extend the batch calculations to generate the renewal letters as well so I will feedback on how this goes for us.
  12. Hi Mark Being as I have built the majority of our personal line products using Scheme Toolkit they are mostly fully automated. We run batchcalcs which amend NCB, index link (if applicable), apply new endorsements (again where applicable) and of course raise the renewal transactions. We then do what you do as in use Client Letter Print to print them out en masse. Kind regards Karl
  13. karl

    Does anyone use 'xStream'?

    It can be very handy and one of the better things OGI have produced in recent years. I am not so keen on their pricing strategy i.e. charge per new record created in BROOMS which in effect means OGI are earning commission on every policy you write via this.....
  14. karl

    Does anyone use 'xStream'?

    Hi Mark We use X-Stream as part of a bespoke development so we can create/update clients/policies en masse for bordereaux schemes e.g. we receive an excel sheet from broker with a month's worth of NB data and we run it straight into BROOMS via X-Stream to create the client/policy files. Hope this helps. Karl
  15. karl

    Posting issues

    Hi Admin You may have noticed people keep posting new topics several times - the reason is when you try and post a new topic it appears to time out and then the user tries and tries again, unbeknown to the user the topic is in fact posting fine - hence the multiple posts! Not sure why this is happening or what the solution is (other than awareness of the issue). Cheers Karl
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