Jump to content
Why are we here ..... Read more... ×
  • 0
PHG

Chaser Letters Sequence

Question

HI

 

we have just moved from SSP M3 to OGI

 

on M3 we had what was called action list ie a sequence of letters used to chase outstanding money or renewal reminders going out 21, 14 ,7 days prior to renew reminding the customer to renew and one on renewal date saying policy lapsed due to none payment.

 

in M3 you set the date of the first letter the rest  came out automatically when we ran the action list each day then you check to make sure payment had not come in that morning before posting the letter.

 

I have asked OGI help desk and they are not aware if the OGI system can do such a thing, i'm  not convinced by the reply.

 

we have talked to some OGI brokers who are telling us they are using manual diaries for renewals etc which seems to many steps backwards rather than forward

 

we are also having trouble understanding how the diary works as this also seems to be a long winded process compared to the old M3 diary system

 

can anyone help us out please

 

Regards

 

Paul 

01206382912

Share this post


Link to post
Share on other sites

2 answers to this question

Recommended Posts

  • 0

Hi Paul

 

Just to confirm what to do and where to find it...

 

Menu 4 (Core Maintenance, was Brooms Maintenance for those without the newer Core updates).

 

Choose "Chaser Sequence Maintenance"

 

In there are all the options you'll need but to get you started pick "Create Sequence".  In the next box, choose a code (up to 4 characters) whihc will specify the purpose of the chaser sequence, sor "RD" for example.

 

The next screen lets you choose the sequenced letter and how long to give each one a diary period for.  You can choose up to 10 chasers (do not pick the first letter in the sequence though).

 

Once this is done, the user will choose the chaser sequence when creating the initial letter.  Chasers are generated from the Diary or Letter Generation menu (menu 3).

 

Hope this all helps.

Share this post


Link to post
Share on other sites
  • 0

Hi Paul

 

Marc has it nailed in his reply - it's pretty straightforward so hope you can work it out from there.

 

On-line guides reference is here 

 

More concerning that OGI Support couldn't help - Tsk Tsk. Possibly the case of them not understanding the question maybe?

 

Similar operation to SSP I'm told. Aggy's hot tips are

  • Do "NOT" put the chasers in the diary as well - as you then have to action twice - pointless if you are supposed to be "automating" the sequence.
  • The last document needs a diary action entry however, so that you can take whatever "action" is needed on the record (Lapse, call etc etc)
  • Keep it simple and do a few test runs on a test client
  • Dont forget to close of the diary if you no longer want to send the chaser letters out!

Good luck - I'm sure you will be pleased with your results

 

Oh - and if you have any other feedback on SSP (good and not so good) I'm sure others would be interested too 

 

Thanks for your post!

Share this post


Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

  • Posts

    • Thanks guys for your answers/reply’s  opengi are saying that it’s because the pds’s are pcl and not the normal type of pdf lol not sure about this differences    but  working with the teams to change the processes in open product settings, let you know the out come 
    • Hi Peter - thanks for joining recently and sorry to hear you are having some issues replying to posts   On investigation, this was in fact an incorrect setting for that particular Forum area and for registered users in the "Member" category   This has now been corrected and you should be able to "reply" to your posts - and any other posts!!   Thanks for spotting this one - and taking the time to raise with us.   Happy days 
    • sorry to be a pain, but I asked a question the other about 5.82 and im getting answers/replies but i  cannot reply back to any   Why is this?   
    • Yes - sorry - getting my OCP / ODC /OPM confused OPM allows trigger docs - as long as you dont want to add / review prior 👍
    • Mark it is also available under std OPM, whilst we don't currently use it I have just tested it by sending 3 different letters to the print queue the last one set as trigger doc and this sent all 3 to the printer out of OPM without user intervention  
×