Im going mad with posts this morning!!
Does anyone have a problem with the sanctions checking module on open gi?
According to what ive been told, it should automatically do a sanctions check on each client before the renewal is due each year, but for some reason our system does not do it. Any ideas?
Also, we use APM, but have a problem where if we have an existing client and then use the info from this by transferring it to apm for a new quote, if we then transfer it back to brooms as a new policy, it doesnt do another sanctions check. Ive been told by OGI that this is right, as it will only do it if any of the level 1 info has been altered, but to me this isnt the correct way for it to work, as if the first policy was done 3 months ago, the client could have been added to the sanctions list since, so it should be checking them again.
Anyone have any thoughts or feedback on this?