Mark Sollis

OK - Have a look at Options 83 and 85 in Prospect Control. Again some options - particularly when you get to the live record - but you should be able to set this up to work as you need.

Hi Stuart - then you will want to use either Option 13 or Option 17 in the Prospect Control set-up on the Prospect menu where you can set the screen to appear. Not sure that's the best workflow - as this just saves the preference detail as part of the risk - when you may really want to save client preferences as part of the client detail screens. There are other options too, if you have Toolkit solutions but hope the above helps!

Hi Stuart - this depends on what your workflow currently is and, where you want this to be in the workflow - i.e. before quote / after quote / on first contact etc. As always (good thing!) OGI have lots of options (bad thing?). Happy to have a call if it will help.

Hi Karl - yep it's pretty straight forward as you say. There's also lots more to do though - even once you have the £2.3k "frame". Speaking with a few brokers, they are looking for ease of data entry, methods to track uptake, best workflow practice, report output and data refresh cycle management. I know there is some info from OGI - and every broker needs to qualify exactly what they are getting for their money. As always - it's best to see it with their own eyes and ask the right questions for their own business so they can make an informed choice - to either Take up the offer - because it gives them everything they need at an acceptable TCO Build it themselves and try to understand all the peripheral changes required to make it work or Save 87% of the OGI price and go elsewhere using expert advice and delivery of a full solution The User Group can also assist - although ultimately it would be a self build. A lot of brokers will be happy with that option too

Hi Andy. No - I believe as always its negotiable. So you can spend 2 man days over the next few weeks / months discussing and making a case - and then OGI will go through their internal sign off process and numerous signatories for a couple of weeks. Then with luck you can probably get it with a discount. Go for it and let us know the "price for today" deal. Option 2 is you can build the frame yourself if you have the skills and time and knowledge - which I know you do! Option 3 - you can get the same functionality delivered for about 87% of the 3yr TCO list price + consent reports + consent documentation + workflow set-up for capture + cross check code to keep data in line - if you know the right people.... It is what it is - and there is a cost to any delivery. Supply and demand wins as always - and I'm sure there will be a level of demand at £2,280 (3yr TCO) from OGI. For the other 90% of the user base, maybe they could start with the User Group Click for more details on GDPR Consent Tracking in OGI - Limited availability!

Hi Darren - yes - it's all a bit cloudy re the EDI Renewals processing. Some would even say it's an outrage to update "your" client data which is nothing to do with the EDI record. I'm pretty sure there will be an option somewhere - Get it logged anyway for reference - and hopefully meanwhile see if anyone else here can offer practical advice from the actual EDI userbase. Would be good to share the options if there are any

Hi Darren There is a setting in BrokerLink to control how you update the Client record detail following an MTA - not sure on Rnls though .... Check the On-Line-Guides link here and look for "Update Level 1 at MTA" - I believe it's a "global" setting - so all or nothing I'm afraid ..... Don't use EDI in anger generally - so happy to be corrected - but the above may give you some inspiration / options Hope this helps!

Hi Hazel - hope you are well I can't check in full right now - so perhaps someone else can provide a better answer - however .... I do know that if you re-print the document to OPM (as you mentioned) then you are able to "copy" the file and paste to any application. You don't have to "construct" an email from there - just highlight the file, click copy and then it's ready to paste in to a new email. There are more elegant solutions using additional tools from OGI - but the above should work fine Hope this helps!

Hi Lesley - hope you are well Have you tried using the BLT alternatives? Always tricky on which should be used (BTX/BLT) - and depends on when / where the letter (mail) request is initiated. But if it's OK in a letter - it should be OK in the mail - you would like to think ... The on-line guides confusingly use both types in the examples - but I cant find the recommended options / reasons / guidelines which are documented in there somewhere! Try BLT options but if not, come back and I'll have another look on the systems and get you a definitive answer - if I can Otherwise Marc PB - the maestro of OpenWord - may need to jump in Let me now Thanks

Hi Bryan - have called the office a couple of times to talk though and dropped an email across earlier as it's a little complex in black and white However and in brief, you can move client policy data to another branch "via APM" but is somewhat dependent on (i) what you want to move (see previous post) and (ii) what software you have installed (APM Prospect and / or APM Prospect Professional) If you have APM Pro - then the settings in Prospect Control to consider are 18 - Allows Save Across Branches 27 - Search Across Branches 35 - Prospect to Prospect Transfer (probably not relevant to this solution) 36 - Default Branch for 35 - (again, probably not relevant to this solution) 39 - Showing Live cases in searches In Back Office (Core) you also need to use Broker Maintenance option Other 3 - Include in Searches from Other Branches Once the above is done, you can "pull" the existing branch record into the target Branch as an APM record and then Save to that branch as a new Live record. Best method to use for the "pull" is via a free form search on the postcode - all others aren't as fast or as complete (an OGI Bugg-ette if you try and use reference or name etc - as I've painfully uncovered ....). This method is useful if you are restricting / securing access to the main branch Alternatively, you can load the data into the "current" branch APM from the live Policy record (Prospect / Load) - and do the "Make Live" / "Transfer" from APM and save it to the correct branch Either way, there are still limitations on amount of data, there is some set-up to complete and there are some significant considerations - all depending on the actual reasons "why" you want to move the record. Hopefully the above will help, but if you need any further clarification, you have my number and happy to have a call Thanks M

Hi Bryan - of course!! Apologies - there are a couple of answers that are applicable - and I was trying to formulate a coherent response. The "day job" has stalled my response .... Let me complete tomorrow and I'll post up the options here. But of course - there are more questions than answers .. Meanwhile - can you confirm (i) whether you use APM - prospect manager? Also - (ii) what data MUST you transfer as a minimum - i.e. Client Policy Risk Diary ClaimsWriter detail PolicyNumbers Insurer OpenAttach documents Transactions EDI records Or simply - is it just the Client / Policy and Risk pages? Let me know - but will be back to you here tomorrow (Thursday)! M

Hi Gary - thanks for raising this one - and a concern for many I'm sure There is a whole debate here around employee trust and general access control for any cloud solution in a commercial environment. One of the "benefits" of cloud based applications is their accessibility from anywhere (any beach?) in the world - and the converse risk, is their accessibility from anywhere (any home!) in the world ... I would start by asking the question as to what restrictions are in place WITHIN the office environment that do not exist when accessing remotely - from "home"? In the office, can a staff member download customer data and copy this to a USB? Can they process unauthorised transactions / payments without supervision? Can they access HNW client data and farm addresses, numbers and personal information for their own use? Can they delete diary records, risk information? Can they falsify history, sales, quotes and other KPI records for their own gain? If they can do this in the office, why would they do they need to log in from home? I suspect the office risk is only marginally better than an at home risk - but you will need to answer those questions - and all workplaces are different. Whether it's open plan, offices, restricted areas etc - all have risk and opportunity. Putting all the above to one side however, there are (should be!?) many technical options within the providers capability. Restricting access to known locations (IP Addresses) is a simple and effective solution as well as applying restrictions by time of day as well as additional monitoring tools to look at user activity and behaviours. These are basic options and relatively easily achievable for any responsible provider - as long as they have the correct network architecture, cloud set-up and a security conscious approach - oh and the desire to do so ... My recommendation would be to take compliance advice and assess any additional and validated risks with home access to any cloud solution - whether it's OGI, email accounts or phone systems. Part of that process will be to mitigate all known risks and part of that, is to have providers that can offer technical security to meet your needs. It's your data and your business and under legislation and compliance, you are required to protect both. Please post back with the OGI response - meanwhile I'm sure other members here will have their own views Thanks for posting Mark

Hi Delwyn It's been a while since I worked on APM Standard - and the Legal Expenses options in "Broker Amendment" - so not sure I can help?! First of all - can you clarify what have you changed right now, to set up for the new IPT value and, where have you changed things? M

Hi Alan - hope all is well at Grayside! There are a few Consultants across the UK and I'm sure most will be able to assist. I've spent some time with a number of brokers recently in a similar position and if it's something I can help you with then happy to have an initial call to understand the details. I'll ping you an email with my contact info. Thanks Mark

Good question! But who was asking ...?