Jump to content
  • 0
Clare Carter

Add-On Marketplace

Question

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

Share this post


Link to post

1 answer to this question

Recommended Posts

  • 0

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

Share this post


Link to post

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

    • I don’t believe so as very specific criteria has to be set each time a purge is ran (at least in Live). Purging also has separate stages e.g. you have to purge ledger & diary before an actual policy/client record can be removed.   For all I know there may be an overnight command for Prospect to purge quotes/prospects ‘marked for deletion’, however we review these first as anyone can press Esc K (and maybe doing so for the wrong reasons).   Bottom Line, I feel nervous purging when doing manually, I would not like the idea of records disappearing from the system each night etc.  Sorry, I’ve not been much help!
    • Hi I know there is a module in OGI for record purging is there any way that this can be automated does anyone know?. I am keen to have any information about this.    Regards Mar
    • Please find attached the Membership benefits for 2020 OGIUG Discounts 2020.pdf
    • Thank you Mark for the info I have logged it with OGI and they are looking at it.   
    • Hi Mar - and welcome to the Forum!   I think the issue is that the error message will be best investigated by OGI. I've never seen that one - but maybe some other live users may be able to assist. Other than checking the document filename / length of filename for the template and / or the trigger document - it would be best to log with OGI   Sorry I cant help - but sometimes its just a program error! - Oh - do check you are on the latest Vs of OpenSuite products - and especially ALL client software (each PC) is also upto date - that often causes random issues like this  (and OGI will say to check / upgrade as a first step anyway)   Let us know the outcome!   
×
×
  • Create New...